Braze

This integration targets one way communication from DataGuard to Braze.

Pre-requisites

Braze

Obtain the API Key for REST APIs as the initial step. Navigate to Settings and find the API Keys section.

First, create an API Key by selecting + Create New API Key After obtaining the API Key, keep it to use in the instance configuration process.

Braze Email Subscription Groups

To use the Dataguard Braze Integration, you'll also need to create an "Email Subscription Group" from the Subscriptions under Audience section in Braze.

Then, click + Create Email Subscription Group button located at the bottom right of the screen.

Then, enter the name and description.

Once you've created an email subscription group, Braze will assign a unique Id to each subscription group. We'll use this Id as the Subscription Group Id to associate with the Option Id for CPM-related data in the integration configuration at a later stage.

DataGuard CPM-Braze Integration

To access the DataGuard CPM-Salesforce integration feature on the platform, follow these straightforward steps:

1. Log in to the DataGuard consent & preference management platform.
2. Navigate to the "INTEGRATIONS" section and select "Marketplace" from the menu.
3. You will be directed to a page displaying all available integrations for your application.

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Warning - Marketplace in your DG CPM Application

Please contact support incase you need to enable Marketplace on your CPM Application instance.

Configuring DataGuard CPM - Braze integration

To set up the integration instance, select 'DataGuard CPM-Braze' from the list. This action will open a popup window with options to either create new instances or reconfigure existing ones. To create a new instance, click on the 'Add Instance' button.

This will open a popup that presents the configuration steps for the integration.

Step1: Initial Configuration

This step shows the Name, current version, description, and other details of the connector.

Click Next to go to the next step

Step2: Connections

Braze Connection

Fill in the Braze connection fields in the instance configuration popup, you should already have them as part of the prerequisite in the previous step.

Braze API Endpoint will be https://rest.fra-01.braze.eu

API Access Token will be the API Key you added at the beginning.

Braze Connection will turn green color if API Access Token is correct.

Consentric API Connection

Scroll down to see the section for Concentric API connection and fill up the field details. These details will be provided to you via an email during your initial setup process in DataGuard, incase you don't have these details, please contact DataGuard support

Token URL (required)
Audience (required)
Client ID (required)
Client Secret (required)
Base URL (required)

Click on 'Connect’ button after filling up the details. This will again open a page in a new tab showing that you have successfully connected to DataGuard.

Click on 'Next' to go to the next step.

Step 3: Dataguard CPM

Application ID

This is the Dataguard CPM Tenant ID. This is provided by DataGuard in an email during initial setup process.

Click on 'Next' to go to the next step.

Step 4: Object Mapper

1- Consent Purpose Mapping

Option Id - Subscription Group ID Mapping

You should input the IDs associated with subscription groups in your Braze account, which need to be visible and editable for CPM-related data.

In this step, you're linking an individual Consent Purpose from DataGuard to a corresponding Subscription Group ID in Braze. You can obtain the necessary Ids from Braze, while the available Consent Purposes for mapping will be presented in a dropdown menu. Refer to the Braze configuration section of this document for guidance on obtaining a subscription group id in Braze.

It's important to note that mapping is exclusively for citizens' permissions and does not extend to their preferences. The preferences of CPM citizens are incorporated into the Braze User as custom attributes during the synchronization process.

2- Sync User Email

The Sync User Email toggle allows you to optionally include the CPM user's email address as an attribute for the Braze user during the synchronization process. By default, it is enabled.

Click on 'Next' to go to the next step.

Step 4: Access Tokens

This step involves configuring a schedule for generating access tokens that will be sent by Dataguard Capture Points.

Tokens are generated collectively for all citizens at the time you select in the Token Generation Schedule. Tokens are added to Braze users one by one as a new attribute in the Custom Attributes segment of Braze users, under the name dg_consent_token. This assignment process can occur anytime within 30 minutes after the tokens are generated.

You have the option to retain the default values or input your own preferred values that works with your desired Token Generation Schedule.

Click on 'Finish' to complete configuration and the connector is setup to sync Consents from DataGuard to CPM.

User permissions and preferences in Braze

After successfully configuring the integration, a step-by-step example of how the user's permissions and preferences are reflected in Braze is illustrated by adding them to CPM using the signup widget.

After a user submits their email address, permissions, and preferences through the DG widget, the synchronization process is initiated in the Braze connector. Braze subsequently creates a user profile that corresponds to the CPM citizen, complete with their permissions and preferences. If the user does not already exist in Braze or if there are updated consents, Braze will create a new corresponding user using its latest information.

To see the user, navigate to 'Audience' -> 'Search User Segment' and enter the user's email address in the search box.

The permissions can be found within the 'User’s Engagement' section, specifically under 'Contact Settings,' as illustrated below.

The preferences can be found in the 'User’s Overview' section, under 'Custom Attributes,’ as illustrated below.