Guides

Braze

Through a simple integration, you can use Toplyne segmentation to better target potential users using in-app nudges on Braze to convert promising leads, motivate your champions to purchase more and re-engage with users at risk of churning. Follow our step-by-step integration guide to get started!

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Setting up Braze as a destination 🔩

  • Step - 1: Select ‘Integrations’ from the left pane.

  • Step - 2: Search for ‘Braze’ and select it from the list of destinations.

  • Step - 3: Name your integration and click on ‘Configure’.

  • Step - 4: Name the new authentication between Toplyne and your Braze

  • Step - 5: To fetch API key and instance URL information - a quick Braze detour

    • Step - 5.1: To create a new API Key, navigate to Braze Dashboard > Developer Console

    • Step - 5.2: Under Rest API Keys, click on + Create New API Key.

    • Step - 5.3: Provide a name for the integration, and check users.track to provide event access. Then click on Save API Key at the end.

    • Step - 5.4: Copy the identifier corresponding to the API Key you created. This will be your API Secret Key.

    • Step - 5.5: To get your API region, head to the endpoints section in Braze API documentation. Copy the REST endpoint against your URL instance. This will be your API region.

  • Step - 7: Once you enter the details you just copied, click on Finish and then ‘Complete Integration’ to complete the configuration.

Using Braze as a destination 🔀

Step - 1: Select the destination you just created on the export page.

When you’re on the Export stage of creating a new playbook, select Others and choose the Braze integration you just set up.

Step - 2: Map the fields you wish to send to Braze

  • Select Track from the dropdown menu.
  • Email ID is mandatory for Braze integration. You will need to map the corresponding Email ID field to Braze's External ID identifier.
  • You will need to create a tag called name and feed a name of the event as a value. When a user gets qualified in the playbook, a custom event will be fired for this user on Braze. This custom event can be used to create segments.
    • In this example shown below, a custom event called ToplyneTest would be fired for this user.

Step - 3: Finish creating the playbook!

In the last step of creating your playbook, name the playbook, cadence of export, and click on ‘Save and Finish'.

Step - 4: Creating segments on Braze

Once the playbook completes, you can create custom segments based on the event we just passed. To do so, click on Select Filter..., choose Custom Events and select the event you entered in Step - 2.

And that's how you can target specific leads from Toplyne on Braze!

Updated 4 months ago