Use cases
Use case | Feature to achieve this |
Create segments in charles using contacts from Braze | Segment Import - Step 3 |
Create segments on Braze using the WhatsApp opt-in status | Opt-in Sync - Step 4 |
Integrate WhatsApp into your Braze automations (canvas) e.g. Abandoned cart, Back-in-stock |
Configuring the integration in Braze
Please note that only users with Full Admin access can view and edit APIs.
To begin the integration process, a Braze API key 🔗 is required by charles to interact with your Braze account.
Ensure the necessary permissions are enabled:
- segments.list
- users.export.segment
- subscription.status.set
- subscription.status.get
- users.track
Configuring the integration in charles
Go to Settings > Integrations > Marketplace > Find Braze and select Connect.
A pop-up will appear. There are 5 steps to complete the integration.
Initial configuration:
> Type a name
Connection:
> Set up the connection using the Braze API credentials (URL and Key):
Contact Import:
> Select Segments, which you'd like to import from Braze to charles.
> Import fields from Braze to charles by mapping them. (Currently, it is not possible to import additional custom properties.)
After saving the configuration, we execute the import of contacts into charles. In addition to that, the import is triggered automatically every 12h.
During the import we de-duplicate contacts based on the logic below:
Charles / WhatsApp Opt-in:
Everytime an end-user grants or withdraws an opt-in on charles, we will send this information to Braze.
> Create a custom attribute in Braze. Name: no hard requirement, for example “WhatsApp opt-in”, field type: text
> Select the field in the 4th step in charles.
Webhooks:
Below is a webhook you can use in Braze workflows. You can find more details on how to set up Braze automation using a webhook here.
Limitations: - 500k contacts is the maximum size a segment should have for the import into charles.
Tada! You have successfully integrated Braze and can start setting up Braze x charles automations💛