Creating a Segment

Your developers have integrated the SDK, and the data from your users has begun pouring in. Now what? It’s time to start segmenting your users.

Segmentation allows you to target users based upon their demographic, behavioral, social, or technical characteristics and actions. Creative and intelligent use of segmentation and messaging automation enables you to seamlessly and easily move your users from install to your KPIs.

In order to build a house, you have to lay the first brick. Let’s create your first segment.

Step 1: Navigating to the Segments Section

On the left-hand side under Engagement click on Segments.

Step 2: Name Your Segment

Name your segment by describing the type of user you intend to filter for. This will ensure that this segment can easily and accurately be the target of multiple campaigns or Canvases to come. Vague segment titles can cause confusion down the line.

Step 3: Choose Your App or Platform

Choose which apps or platforms you’d like to target by either selecting “Include users from all apps” (default) or deselecting that checkbox. You will then have the opportunity to select which apps or platforms you want to include in your segment. For example, if you’d like to send an in-app message to only iOS devices, simply select your iOS app. This will ensure that users who might use both an iOS and an Android device will only receive the message on their iOS device.

Step 4: Add Filters to your Segment

Add at least one filter to your segment as depicted in the image below. You can combine as many filters as you want in order to make your segmentation more specific.

Choosing “OR” for your filters means that your segment will contain users satisfying any combination of one, some, or all of those filters, while “AND” means that users who do not pass that filter will not be included in your segment. This logic can be combined, so that you can segment users who pass one filter “AND” either one of two other filters.

Notice that the statistics on your segment are changing in real time as you add and subtract filters. Keep in mind that these statistics are estimates (+/- 1%) and that the exact segment membership is always calculated before a segment is affected by a message sent in a campaign or Canvas.

Step 5: Save your Segment

Once you’ve clicked “Save” you’re ready to start sending messages to your users!

Creating a Push Message

Push notifications are wonderful for time-sensitive calls to action, as well as re-engaging users who haven’t come into the app in a while.

Successful Push Campaigns are going to drive the user directly to content or demonstrate the value of your app.

Please note that your push messages must fall within the guidelines of the Apple App Store and Google’s Play Store policies, specifically regarding using push messages as advertisements, spam, promotions, and more.

To see examples of push notifications, check out our Client Integration Gallery.

Step 1: Create a New Campaign

From the Messaging Page, click “Create Campaign.”

Step 2: Name Your Campaign, Choose Messaging Types, and Compose your Message

Next, you need to name your campaign and select the messaging types that will be included in the campaign. You select the platform(s) you’re sending a Push message to by clicking on the toggle buttons on the right hand side.

Time to write your push message! Type it into the box and watch a preview appear on the device in the box.

Step 3: Schedule Your Messaging Campaign

Message scheduling features include:

• Schedule messages to send immediately, at a specific time, using “Intelligent Delivery”.
• Intelligent Delivery: Braze allows you to define a window during which you would like a user to receive a notification and Braze will send it to each individual user at the time we determine they are most likely to engage. We make this calculation based upon a statistical analysis of the user’s past interactions with the app.

• Automatically schedule campaigns to send at a certain time with respect to the local time of each of your users.
• Messages can also be configured to recur on a daily, weekly (optionally on specific days), or monthly basis.
• Note: Unless you check the box titled “Allow users to become re-eligible to receive campaign” under the Schedule portion of the campaign wizard, each user will only receive the contents of a campaign once, and only new users that meet the criteria will receive the campaign on subsequent deliveries.

Step 4: Target Users

On the “Target Users” step of campaign setup, you can choose the target audience for your campaign. Braze now provides all the detailed audience statistics on the footer. The footer will provide only the channels that are targeted by the campaign. Additionally you will be able to see a breakdown of the ‘Push’ messages as Braze will provide details on how many will receive a Web Push versus an Android Push. In order to see what percentage of your userbase is being targeted or the LTV for this segment, simply click the “Show Additional Stats” located below the stats footer.

Keep in mind that exact segment membership is always calculated just before the message is sent.

Under the Targeting Options section, you’ll find a few options for who you can send your campaign to:

1. Members of a previously created segment. To do this, simply select one segment from the dropdown under “Target Users By Segment.”

2. Users that fall into multiple previously created segments. To do this, add multiple segments from the dropdown under “Target Users By Segment.” The resulting target audience will be users that are in the first segment and the second segment and the third segment, etc.

3. Users of one or more previously created segments that also fall under additional filters. After first selecting your segment(s), you can further refine your audience under the “Additional Filters” section. This is demonstrated in the screenshot below, which targets users that are in the 10 Unread Messages segment and are in the Active Users segment and have made a purchase less than 30 days ago.

4. Users that fall under a series of filters (and are not defined by pre-existing segments). This means you do not need to target a campaign at a pre-existing segment - you can make an ad hoc audience during campaign creation by just using the additional filters, and not selecting any segments under “Target Users By Segment. This will allow you to skip segment creation when sending campaigns to one-off audiences.

Above the Audience Statistics chart, there will be an Audience Summary that spells out which users you’re targeting.

Step 5: Choose Conversion Events

Braze allows you to track whether users perform specific actions (Conversion Events) after receiving a campaign. You can specify any of the following actions as a “Conversion Event”:

• Opens App
• Makes Purchase
  • This can be a generic purchase or a specific item
• Performs specific custom event

You have the option of allowing a conversion event within a time frame that is relevant for your campaign. The conversion window for a conversion event can range from 5 minutes to 30 days. The event will count as a conversion if it takes place during the specified time.

Step 6: Review and Deploy

The final page will give you a summary of the campaign you’ve just designed. Clicking “Launch Campaign” will enable it to send. Confirm all the relevant details and watch the data roll in!

Results Data

Braze will show you the number of messages sent and opened over time for each push campaign you deploy as shown below:

For push notifications, you’ll be able to view statistics for the number of messages sent, delivered, bounced, opened and directly opened.

Creating an In-App Message

In-App messages are great for getting content to your user without interrupting their day via a push notification. Customized and tailored in-app messages will enhance the user experience and help your audience get the most value out of your app. With a variety of layouts and customization tools to choose from, in-app messages will help engage your users more than ever before.

To see examples of in-app messages, check out our Client Integration Gallery.

Step 1: Create New Campaign

From the Messaging Page, click “Create Campaign.”

Step 2: Compose In-App Message

When composing an in-app message, you’ll now see four tabs on the right hand side - click on them to customize different aspects of your message. The pencil allows you to edit content. The paintbrush gives you control over the look and feel of the message. The gear provides a way to add key-value pairs to your in-app message. And the eye icon allows you to send test messages to yourself or to specific user profiles.

Edit all aspects of your message’s content and behavior. Insert text for the header, body, and buttons, adding personalization and multiple languages if necessary. Specify the message’s on-click behavior, as well as how the message can be dismissed. On-click actions that can be leveraged are deep linking into your app, redirecting to a web URL, and viewing a specific News Feed card. If you select the option to redirect to a web URL, your app will open a Safari (iOS) or a Chrome (Android) view of the page within your app.

Step 3: Design In-App Message

Adjust all visual aspects of your message. Upload an image or badge, or pick a pre-designed badge icon. Change the colors of the header and body text, buttons and background by selecting from a palette or entering a hex, RGB or HSB code. You can create image-only fullscreen and modal in-app messages to provide your users with a richer experience.

Step 4: Configure Additional Settings

Add key-value pairs to your message if needed.

Step 5: Preview Message

Preview what your message will look like to a random user, a specific user or a customized user - the latter two are especially useful if your message contains personalization or multiple languages. You can also preview messages for either mobile devices or tablets to get a better idea of what users will experience.

Note: Additional customization of the appearance of your In-App messages can be accomplished by your developers. See our documentation on In-App Messages for more details.

Step 6: Trigger your Delivery

In-app message delivery is entirely based off of of the following action triggers:

• Making a purchase
• Opening the app/webpage
• Performing a custom event (only works with events sent via the SDK)
• Opening a specific push message
• Automatically schedule campaigns to send at a certain time with respect to the local time of each of your users.
• Messages can also be configured to recur on a daily, weekly (optionally on specific days), or monthly basis.
  • Note: Unless you check the box titled “Allow users to become re-eligible to receive campaign” under the Schedule portion of the campaign wizard, each user will only receive the contents of a campaign once, and only new users that meet the criteria will receive the campaign on subsequent deliveries.

A start date and time must be selected, however, an end date is optional. An end date will stop that specific in-app message from showing up on devices after the specified date/time. Additionally, unless you check the box titled “Allow users to become re-eligible to receive campaign” in the campaign wizard, each user will only receive the contents of a campaign once, and only new users that meet the criteria will receive the campaign on subsequent deliveries.

Finally, once you’ve selected the action the in-app message will be triggered off of, you should also set a priority. If two messages are triggered off of the same action, high priority messages will be scheduled to appear on users’ devices before messages with lower priorities.

Note: The high, medium, and low options for triggered message priorities are buckets, and as such multiple messages could have the same selected priority. To set priorities within these buckets, click on “Set Exact Priority” and you will be able to drag and drop campaigns to order them with the correct priority.

Step 7: Choose Target Segment

Next, you need to choose the target segment from the dropdown menu. You’ll automatically be given a snapshot of what that approximate segment population looks like right now. Keep in mind that exact segment membership is always calculated just before the message is sent.

Step 8: Choose Conversion Events

Braze allows you to track how often users perform specific actions (Conversion Events) after receiving a campaign. You can specify any of the following actions as a “Conversion Event”:

• Opens App
• Makes Purchase
  • This can be a generic purchase or a specific item
• Performs specific custom event

You have the option of allowing up to a 30 day window during which a conversion will be counted if the user takes the specified action.

Step 9: Review and Deploy

The final page will give you a summary of the campaign you’ve just designed. Clicking “Start Campaign” will enable it to send. Confirm all the relevant details and watch the data roll in!

Step 10: Analyze Results Data

For each in-app message campaign, Braze will show you impressions, unique impressions, clicks, revenue, and conversions.

Original In-App Messages

Braze moved over to a new form of in-app messages with the following SDK releases:

• iOS: 2.19.0
• Android: 1.13.0
• Web: 1.3.0

Prior to these releases, Braze supported “original in-app messages.” Support for original in-app messages will be provided for any customer who ran an in-app campaign prior to the new release. All of the campaign stats are unaffected by the change, and those who’ve sent original in-app messages will have the opportunity to send others via the “Create Campaign” button on the campaign screen.

Creating a News Feed Item

Push Messages, Emails, and In-App messages are wonderful but ephemeral content. Once swiped away, you lose your opportunity to engage. If you catch a user at the wrong time, that message is lost to them forever. Multi-Channel messaging helps to ameliorate this problem, but the News Feed really puts it to rest once and for all.

News-Feed items allow you to insert permanent content directly into your app from our web dashboard. Better yet, the news feed also is targetable to individual segments just like all of our other message types. This means what you see in the feed might be completely different from another individual. The possibilities for the news-feed are nearly limitless.

To see examples of News Feeds, check out our Client Integration Gallery.

Step 1: Click Create Card

First you must choose the type of News Feed item you want to send down to your users. From the dropdown menu, you can select any of our four News Feed card types.

News Feed Card Specifications

News Feed Cards

Standard news feed cards consist of:

• 110x110 image
• Title
• Body Text
• Link (In-App/Web)

Captioned Image Cards

Captioned Image cards consist of:

• 600x450 image
• Title
• Body Text
• Link (In-App/Web)

Banner Cards

Banner cards consist of:

• 600x100 image
• Link (In-App/Web)

Cross Promotions Cards

Cross promotion cards consist of:

• Cross Promoted App Advertisement
  • You may not advertise apps which are the property of companies other than your own.

Step 2: Add a Title, Summary, Image, and Links

Time to compose your News Feed card! Create a title and summary for your card and upload an image to go alongside it. You can also set link behavior on this page. This link can be a standard link or a “Deep Link” to in-app content.

Step 3: Select A Schedule

Below the News Feed Card editor, you will find options for when to publish this item. You can choose to publish it immediately after creation or set a time in the future to publish it. You can also choose to deliver the News Feed card at a particular time in your users’ local time by selecting the “Publish to Users in their Local Time Zone” checkbox.

Step 4: Select a Segment

You can configure your News Feed Card to target any segment you’ve defined within the dashboard at any schedule you desire. Select your target segment by clicking on the dropdown menu. Here you can see high-level statistics, including email availability and lifetime value per user.

Step 5: Review Details and Publish

Next, you will be taken to a page that displays all of the details about your card (and companion In-App message, if applicable). You can review any of the details about these items and edit them if you need to by clicking the pencil icon in any of the headers.

That’s it! You’re done! You’ve published your first news-feed card!

Optional: Link a News Feed Card to an In-App Message

Multichannel campaigns often lead to better overall conversion and engagement rates, so Braze has made it easy to link a in-app message to a specific news feed card. After launching a news feed card, a button will appear in the new feed statistics page allowing you to “create an associated in-app message.” Clicking on this will take you to the campaign composer for a new in-app message campaign. While you would input the copy, look, and feel of the in-app message, Braze automatically copies the delivery and targeting rules of the associated news feed card to make sure the campaigns launch together.

Creating an Email Template

Email messages are great for delivering content to the user on their terms. They are also wonderful tools to re-engage users who may have even uninstalled your app. The Braze dashboard has an email template editor that allows you to create custom-tailored, eye-catching emails and save them for later use in campaigns.

Step 1: Navigate to the Email Template Editor

You can access the Email Template editor by clicking the ‘Templates & Media’ tab under Engagement on the navigation bar. By default you should open into the Email Template Gallery.

Step 2: Create or Choose a Template

Now, you can create a new template, or edit an existing template (plain or mobile responsive). If you’d like to create a new template, then you can choose from Braze’s predesigned templates, or you can choose to create a new layout.

Step 3: Customize Your Template

You can write your message within the rich-text editor or optionally flip over to our HTML editor to customize your content.

Braze will add a footer with an unsubscribe link at the bottom of your email by default. You can customize this footer in the Email Settings tab of the Manage App Group page. For more information, please read our custom footer documentation.

If you want to see how your email looks before sending it out to your users, you can send a test email to an address of your choosing through the Settings tab in the top right corner.

Our Editor supports HTML Autocomplete triggered by the ‘Tab’ key. It should be used on naked HTML tags. for example, use of tab on head will result in:

<head>
  <meta http-equiv="content-type" content="text/html; charset=utf-8" />

  <title>`substitute(Filename('', 'Page Title'), '^.', '\u&', '')`</title>

</head>

Step 3a: Check for Email Errors

The new E-Mail Editor will call out problems before you save. Here’s a list of errors that are accounted for in our editor:

• Incorrect Liquid Syntax.
• E-Mail bodies larger than 400kb; bodies are highly recommended to be less than 102kb.
• Templates without an unsubscribe link.

Step 4: Save Your Template

Be sure to save your template by clicking the “Save Template” button in the bottom right corner of the editor. You’re now ready to use this template in any campaign you choose.

Note: Edits made to an existing template will not be reflected in campaigns that were created using previous versions of that template.

Note: To use your email template for an API campaign you will need the ‘email_template_id’, which can be retrieved from the bottom of any Email Template created within the dashboard. Below is an example of what this ID looks like:

Creating an Email Campaign

Email messages are great for delivering content to the user on their terms. They are also wonderful tools to re-engage users who may have even uninstalled your app! Customized and tailored email messages will enhance the user experience and help your user get the most value out of your app.

To see examples of email campaigns, check out our Client Integration Gallery.

Step 1: Create a New Campaign

From the Messaging Page, click “Create Campaign.”

Step 2: Choose your Template and Compose your Email

Choose an existing email template from the drop-down menu highlighted below and then draft your message.

Note: If you’ve never created an email template before see our section on “Creating an Email Template”

Once you choose a template for your e-mail you’ll see an overview of your e-mail, where you can quickly jump to the fullscreen editor, change your sending info, and view warnings about deliverability or law compliance.

Step 2a: Preview and Test your Message

After you finish composing your perfect e-mail, you need to test it before sending it out! Navigate to the test page by clicking the “Preview and Test” button at the bottom of the overview screen. Use Preview as User to make sure that your connected content and personalization calls are working as they should and to get a sense of how your message may view on desktop vs. mobile. Use Test Sends to ensure that your e-mail displays properly on a variety of devices and e-mail clients.

Step 2b: Check for E-Mail errors

The new E-Mail Editor will call out problems with your message before you send. Here’s a list of errors that are accounted for in our editor:

• From Display Name and Header not specified together.
• Invalid From and Reply-To E-Mails.
• Duplicate Header Keys.
• Liquid Syntax Problems.
• E-Mail bodies larger than 400kb; bodies are highly recommended to be smaller than 102kb.
• E-Mails with blank Bodies or Subjects.
• E-Mails with no unsubscribe link.
• The E-Mail that you are sending from is not whitelisted, thus sends will be highly limited to ensure deliverability.

Step 3: Schedule your Messaging Campaign

Message scheduling features include:

• Schedule messages to send immediately, at a specific time, using “Intelligent Delivery”.
  • Intelligent Delivery: Braze allows you to define a window during which you would like a user to receive a notification and Braze will send it to each individual user at the time we determine they are most likely to engage. We make this calculation based upon a statistical analysis of the user’s past interactions with the app.
• Automatically schedule campaigns to send at a certain time with respect to the local time of each of your users.
• Messages can also be configured to recur on a daily, weekly (optionally on specific days), or monthly basis.
  • Note: Unless you select the option to “Message Repeatedly” in step 3 of the campaign wizard, each user will only receive the contents of a campaign once, and only new users that meet the criteria will receive the campaign on subsequent deliveries.

Step 4: Choose Conversion Events

Braze allows you to track how often users perform specific actions (Conversion Events) after receiving a campaign. You can specify any of the following actions as a “Conversion Event”:

• Opens App
• Makes Purchase
  • This can be a generic purchase or a specific item
• Performs specific custom event
• Opens Email
• Clicks Email

You have the option of allowing up to a 30 day window during which a conversion will be counted if the user takes the specified action. While Braze automatically tracks opens and clicks for your campaign, you may wish to set the conversion event to be when a user opens or clicks on an email address to take advantage of Braze’s Intelligent Selection feature.

Step 5: Choose your Target Segment

Next, you need to choose the target segment from the dropdown menu. You’ll automatically be given a snapshot of what that segment population looks like right now, including how many users within that segment are reachable via email. Keep in mind that exact segment membership is always calculated just before the message is sent.

Optionally, you can also choose to limit delivery to a specified number of users within the segment, or allow users to recieve the same message twice upon a recurrence of the campaign as well.

Step 6: Review and Deploy

The final page will give you a summary of the campaign you’ve just designed. Clicking “Start Campaign” will enable it for sending. Confirm all the relevant details and watch the data roll in!

Results Data

Braze will show you the number of emails sent, opened, clicked through, sent to spam, and bounced for each campaign you deploy. Additionally, Braze’s email analytics tool allows for the ability to see how your users’ clicks are divided across the links in an email campaign. Clicking on each variation expands/collapses information on what percentage of users clicked on which link in an email campaign.

When looking at clicks for your variant, the clicks will reflect unique clicks. When you expand each variation, the clicks for each link within the variation will reflect total clicks (not unique). Braze also gives you the ability to visualize where users are clicking within a given email campaign.

Platform Administrative Features

Dashboard Access

Braze manages a number of different instances for our Dashboard and REST Endpoints. When your account is provisioned you will log in to one of the corresponding URLs below. Please feel free to bookmark these as you continue through the platform. If you are unsure, open a support ticket or use the table below.

App Group Management

You can manage, segment, and communicate with multiple applications simultaneously all from the Manage App Group tab in your navigation pane.

App groups are designed to house versions of the same application across multiple platforms. Many clients also use app groups to contain free and premium versions of their application on the same platform.

Renaming or Deleting Your App Group

Click the pencil on the “App Settings” page to rename your app group. The name of your app group controls the title that will be displayed for iOS push notifications.

Delete your App Group entirely from the Dashboard by clicking the Settings Icon on your Manage App Group Page and selecting “Delete App Group”.

Click on the gear-shaped Settings icon and select “Delete App Group” from the drop down to delete your app group entirely from the Dashboard.

Custom Event and Attribute Management

Adding Custom Attributes, Custom Events, Products, and Event Properties

To add a custom attribute, event, or product, go to the Custom Attributes, Custom Events, or Products pages, respectively, under “Manage App Groups” by clicking the “Add ..” button on the upper right hand corner of the lists of data. This will enable tracking on it.

You can also add event properties for custom events or products by clicking on the “Manage Properties” link in the “Event Properties” column:

To make these added custom attributes, events, products, or event properties trackable, you must ask your developer to create it in the SDK using the exact name you used to add it earlier. Or, you may use Braze’s APIs to import data on that attribute. After that, the custom attribute, event, or other will be actionable and apply to your users!

Blacklisting Custom Attributes, Custom Events, and Products

If you want to stop tracking a specific custom attribute/custom event/product (e.g., accidental creation during testing, no longer useful), search for it in the Custom Events tab, then click Blacklist.

Once a custom event or attribute is blacklisted, - No data will be collected regarding that event/attribute, - Existing data will not be wiped, - Blacklisted events/attributes will not show up in filters or graphs.

Changes to the blacklist may take a few minutes to propagate. You may re-enable any blacklisted event or attribute at anytime.

Please note that you should still remove the event/attribute from your app code during your next release.

Forcing Data Type Comparisons

Braze automatically recognizes data types for attribute data that is sent to us. However, in the event multiple data types are applied to a single attribute, you can force the data type of any attribute to let us know what it really is. Click on the dropdown in the Data Type column to choose.

If you elect to force the data type for an attribute, any data that comes in that isn’t the specified type will be ignored.

For more information on specific filter options exposed by different data type comparisons please see “Configuring Reporting - Braze Academy”. And for more information on the different available data types, please see the section on “Custom Attribute Data Types”.

Please note that data sent to Braze is immutable and cannot be deleted or modified once we’ve received it. However, you can use any of the steps listed above to exercise control over what you’re tracking in your dashboard.

User Account Management

Adding Users to Your Dashboard

Adding users to your dashboard is very simple: visit the Manage Users page under your username and click the Add New User button as indicated below:

Deleting Users From Your Account

Deleting users is also accomplished via the Manage Users page. To delete a user click on the trash icon pictured below.

User Permissions

Setting User Permissions

Braze’s user permission feature allows you to choose who can access your apps on the Braze dashboard by assigning different users with either admin (designated by a yellow crown next to your username) or limited permission. The creator of the app group will automatically be granted admin access.

When you create a user, they will be designated as an admin by default. To change this, click on the User Role drop down and select Limited.

Editing User Permissions

You can easily change a given user’s access at any time.

Individual users can be granted different degrees of access on an app-by-app basis.

There is no limit on the number of users (either admins or limited users) you can have on your dashboard. However, if there is only one admin left in your app group, that individual will not be able to remove admin permission.

Resetting Your Password

To reset your password, click the ‘Reset Password’ button on the dashboard login page. You will then be prompted to input your email to receive a link to reset your password.

Okta Single Sign On

Okta connects any person with any application on any device. It’s an enterprise-grade, identity management service, built for the cloud, but compatible with many on-premises applications. With Okta, IT can manage any employee’s access to any application or device.

Setting up Okta with Braze

Braze, acting as a service provider, has created a simple step-by-step guide to setup Okta as your Identification Provider. This will ensure all control is handled based on your companies security settings.

Prerequisites:

• Okta must be turned on for your account. Reach out to your success manager to have this turned on.
• You must have admin privileges for both Okta and Braze.

Step 1

Login to Okta. Click Add Applications.

Step 2

Find the Braze app.

Step 3

Enter the appropriate domain based on your cluster.

Step 4

Select SAML as your sign on option.

Click View Setup Instructions and copy the target URL and certificate that is generated.

Step 5

Setup the Braze Dashboard.

• Log on to Braze Dashboard using an admin account.
• Click on the drop down from your user name in the upper right corner, select Company Settings.
• Select the Security Settings tab.
• Turn on the Okta Single Sign-On (SSO) switch.
• Enter the Target URL with the Embed Link from the Okta Admin Console.
• Enter the Certificate with the Certificate you downloaded from the Okta Admin Console (open the file, copy, and paste).
• Click Save Changes at the bottom of the page.

Step 6

Back on the Okta Admin page, you can now assign people or groups to the Braze app.

Optional: Okta-Only Log In

Go to Company Settings on the Braze app, then the Security Settings tab to utilize Restrict Single Sign-On(SSO) and force all users to log in via Okta only. This will prevent users from logging in via password. Leaving this unchecked will allow your users to login via Okta or their password. This method can be used to help test when first implementing Okta.

Teams

Braze Admins can divide subsets of their Dashboard users into Teams with varying user roles and permissions. Teams can be set up across customer base location, language, and custom attributes such that members and non-members have different access to messaging features and customer data. With Teams, Braze Admins have the ability to organize Dashboard users within varied corporate structures.

Teams is not available on all Braze contracts. If you’d like to access this feature, reach out to your account executive and customer success manager or contact us at hello@braze.com for a consultation.

Adding a New Team

A Team is a specific subset of your user base, that is determined by either a country, language, or custom attribute filter. Once created, you’ll be able to restrict access to your Braze users and permit or deny them the ability to perform different actions to users who belong in certain Teams.

To create a Team first go to the “Manage App Group Page” and click “Manage Teams.” From there you will see an option to “+Add Team” that then populates a modal window. Here you will not only give the Team a name, but also have the option to use a Custom Attribute, Country, or Language to further define the access that will be granted.

User Roles

Teams introduces a new user Role to the Dashboard. Braze Admins can assign Team Roles to their Dashboard users, who are limited to only read/write data available to their particular Teams. Predefined Team Roles include language and location (by Countries and Regions).

Permissions

The permissions available to users with Limited and Team Roles include:

Tags and Filters

Dashboard objects can be organized by Teams. Canvases, Campaigns, Cards, Segments, email templates, and media library assets can be labeled with a Team Tag. Similarly, a Team Filter can also be used to search for the following objects: Canvases, Campaigns, Cards, and Segments.

Company Wide Settings Management

Company Settings Page

The Company Settings Page allows you to change the name of your company, set your timezone and request to delete your company. Note that only Admins and users with explicit permissions to manage Company Settings will see this page.

Consequences of Switching your Time Zone

If you choose to switch your time zone, you may face a variety of consequences:

• While campaigns scheduled for specific times in specific locations (i.e. 9pm Eastern Time) will run properly on schedule until edited, both campaign analytics and future campaign schedules will be affected by the change.
• Any card scheduling that is not assigned to Local Time may be affected, with active cards potentially appearing as finished (or vice versa).
• Segmentation filters of the form “Has done X before/after Date” will have the time adjusted because the initial date will now be localized in Pacific Time.

Notification Preferences

The Notification Preferences Page is where you can configure who (if anyone) receives notifications about your company. You can configure who should recieve notifications regarding campaign and News Feed Card delivery, technical errors. You can also specify recipients for the weekly analytics report. For most notifications, Braze supports email and webhook channels.

The available notifications are in the table below:

Slack Incoming Webhook Integration

Slack has an incoming webhook app that allows messages to be posted from external sources into Slack. To get started, open the incoming webhook app.

• Click “Add Configuration”

• Select the Slack channel that you’d like the notifications to go to

• Slack will generate a URL that you’ll need to enter this URL into the settings for the notifications that you wish to receive

• Navigate to the Notification Preferences page in Company Settings

• Click into the notification that you wish to enable for Slack. Or, if you have multiple notifications that you want to send to this Slack Channel, you can use our “Bulk Add” feature to add the webhook to multiple notifications

• Enter the URL that Slack generated for you

That’s it! You should start receiving notifications about your company to this Slack Channel!

Weekly Analytics Reporting

Braze optionally sends a weekly report via email to individuals you designate within your company every Monday at 5AM EST. The custom events to be included in the weekly report are selected on the Custom Events Management Tab within the “Manage App Group” page of the dashboard. You may select up to 5 events to be included in your weekly report:

Additional Email Settings

You also can access the App Settings - Email Tab to edit:

• The name which will be displayed by default on your emails
• The default reply-to address for your emails
• Your custom unsubscribe page
  • If you do not provide a custom unsubscribe page Braze will handle unsubscribes automatically

List-Unsubscribe Settings

Overview

Although most marketers add a one-click Unsubscribe link to their email, it is best practice to provide a special email header (“List-Unsubscribe”) that allows email service providers such as Gmail and Windows Live Hotmail to provide their own Unsubscribe functionality:

More technical information is available here.

Benefits of the List-Unsubscribe Header

Some recipients prefer to have an Unsubscribe link available in the same place for all emails, rather than having to find links in each mailing. When enabled, this feature puts a prominent Unsubscribe link in the header of the email client, making it easier to unsubscribe and therefore less likely that customers will mark your email as Spam. This has a significant impact on your reputation and deliverability as an email sender.

How the List-Unsubscribe Header Works

Navigate to ‘Email Settings’ within your AppGroup.

Set List-Unsubscribe to ‘ON’

Note: This feature only applies to emails that target users who are “subscribed or opted in” or “opted-in only.”

The header is not added for messages targeting “all users including unsubscribed users,” as these represent transactional messages which do not need an unsubscribe function.

Note: This feature is not supported for Mailjet customers who are in our EU data-center

Currently ‘Windows Live Hotmail’ and ‘Gmail’ support this feature

Security Settings

The security settings page is where you can configure authentication rules, dashboard IP whitelisting, and two-factor authentication. These settings are located in the second tab of the Company Settings page.

Authentication Rules

Company administrators can configure authentication requirements for signing into Braze including setting password requirements (minimum password length, password complexity, password expiration), and enforcing Google authentication. If the company administrator decides to set password authentication rules to become more strict, as soon as these rules are set, account users will be informed by email to change their passwords accordingly.

Dashboard IP Whitelisting

For additional security, Braze can whitelist specific IP addresses and subnets from which users can log in to your company’s Braze account. If not specified, users will be able to log in from any IP address. To mark specific IP addresses and subnets as whitelisted, fill in the IP addresses and subnets to whitelist and press Save Changes at the bottom of the page.

Two-Factor Authentication

Two-factor authentication adds an extra layer of identity verification upon login. By enabling two-factor authentication, Braze will require two methods of verification to log in to your Braze account: your password and your mobile phone. Braze uses Authy, a two-factor authentication service, to help secure your account.

If you would like to enforce two-factor authentication for the whole company, turn on two-factor authentication under the Security Settings tab and press Save Changes at the bottom of the page.

When your company enforces two-factor authentication, account users must set up two-factor authentication on their own account upon log in or else they will be locked out. Account users can also go to their account settings page to enable it. There is an option to change your mobile phone number in case an account user would like to authenticate using a different mobile phone number. In addition, if two-factor authentication is optional for your company under Security Settings, account users will have the option to disable two-factor authentication. If you have any trouble enabling/verifying with two-factor authentication, please contact your account administrator or email support@braze.com.

Under the Manage Users page, there will be an additional column that indicates which account users have turned on two-factor authentication.

Third Party Liability

Braze or third parties may refer to third party products or functionality within the Braze online Academy. Any use by a customer of such third party services or functionality, and any exchange of data between a customer and such third party, is solely between that customer and that third party. Braze does not warrant any third party services or functionality and shall have no liability in connection with a customer’s use thereof.