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How to set up a Braze automation

Updated over a week ago

Set up an Braze canvas that triggers a charles flow

This use case involves two components that need to be configured: The canvas that sends events to charles on Braze and the charles flows.

Component 1 - Set up the Braze automation

1a - Create a Webhook template

Create the webhook present in Braze. Docs

Configure the Connection values as follows:

Field

Value

API endpoint URL

You can find it on the “Webhooks” page of the configuration settings

Header

key: api-key value: <REPLACE with value from the configuration settings>

Please configure the Data values as follows:

Event data: If you enable this, charles will receive the data of the event that triggered the webhook. This data can be used for personalizing WhatsApp messages.

Contact data:

  • external_id

  • email

  • phone

For the phone, select the property that you use for storing the mobile phone number on Braze. Please note that phone numbers must be in format +{Country Code}… or {Country Code}…, for a German number this would be +4915… or 4911111

ID, Email and Phone are used by charles to identify the end-user who for whom the charles flow needs to be triggered.

Given a webhook is sent for a contact that does not exist yet, then charles will create a new contact based on the phone and/or the email from the webhook and attach the event to it.

Additional Data:

  • event_name

If you want to pass additional parameters to charles (e.g. for personalization), then you can pass them in the custom_data object

{
"phone": "your_phone_number",
"external_id": "your_user_ID",
"custom_data": {
"language": "German (\"de\")"
},
"event_name": "Braze_event_name"
}

The event name is used for identifying the charles flow to trigger.

All other settings are optional.

1b - Add a the charles webhook node to your canvas

  1. Open the program where you would like to use the Webhook node and insert it.

  2. Double-click the Webhook node and select the required charles configuration preset from the dropdown.

If the automation is triggered by an event and the automation program is configured to “Data of the triggering event is being sent”, then the event data will be available in charles flows.

Please make sure to limit the delivery speed to 900 requests per minute. In case you need faster delivery, get in touch with customer support or your dedicated CSM. Here, you find Braze documentation on how to define the limit.

Component 2 - Setting up the charles flow

  1. Create a new flow

  2. Select Braze trigger

  3. Payload configuration: Based on the properties in the event, create a payload.

    Example a


Example b

4. You can test your Braze trigger using the following JSON payload:

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