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Learning to use Braze

This page includes several reading paths that will enable you to best utilize our platform to your advantage. Before continuing, make sure you’ve already completed your integration and set up for your messaging channels.

Braze is a complex tool that can allow you to send an amazing range of campaigns that take your customers and users through professional, tailored, and personalized journeys that not only get you the results you want, but the results they want. No surprises, no unwanted contact, no annoying contact—just you letting your customers know that you care about what they want from you.

Because of Braze’s beautiful complexity, we recommend the several reading paths that will enable you to best utilize our platform to your advantage. There’s no need to follow these exactly—cater them to your needs! These reading paths assume that you’ve already completed your integration and set up for your messaging channels, so the readings in the Onboarding with Braze section aren’t included.

Choose from the following paths to fit your needs and get reading!

Braze beginner

Everything you should know to get started with Braze. As you’re going through this learning path, keep our Terms to Know glossary handy in case you have questions on Braze terms.

Order Article What You’ll Learn
1 Getting your account How to get your Braze account set up.
2 User import Import users into your Braze account.
3 User profile lifecycle What user profiles are in Braze and the various ways you can identify and reference a user’s profile.
4 Using User Search How to search for users in the dashboard, the components of a user profile, and how you can use this feature to troubleshoot campaigns.
5 Creating a segment Divide your user into specific audiences based on their attributes and actions within your site or app.
6 Choosing a messaging channel How to choose the right message channel for your content.
7 Create a campaign How to create a simple messaging campaign for each channel available in Braze.
8 Create a Canvas How to build out a basic campaign using Braze’s Canvas tool.
9 Personalization using Liquid How to automatically substitute a customer’s user profile information into your messaging.
10 Connected Content How to expand on Liquid functionalities by pulling dynamic content from places outside of Braze.
11 Reports overview Which reports and analytics in Braze you can use to answer common marketing strategy questions.
12 Multivariate and A/B testing How to A/B test your campaigns and best practices to keep in mind.

Adept admin

Learn how to manage user access for your organization, best practices for dashboard maintenance, and how to use the key features that help you do so. In addition to these articles, we also recommend checking out our Admin and dashboard management LAB course!

Order Article What You’ll Learn
1 Braze instances The URLs used to access Braze.
2 Security settings The available security settings you can manage for your company users, such as authentication and IP allowlisting.
3 SAML and single-sign on How to set up single sign-on for supported security providers.
4 Braze user permissions Learn about and set Braze account user permissions for your company users.
5 Adding Braze users Add company users to the company Braze account.
6 Teams How to create teams in Braze with varying roles and permissions.
7 Company-wide settings Learn about and set settings for your entire company’s Braze account.
8 App group management Set up and manage your company apps.
9 Message activity log Learn about and utilize the message activity log, including all associated errors.

Personalization prodigy

Learn how to interact with your customers in a way that feels personal and human—taking into account their likes and preferences, and talking directly to them by name.

Order Article What You’ll Learn
1 Liquid overview What Liquid is, common terms, and additional resources to dive into.
2 Using Liquid How to use Liquid to create personalization in your messages.
3 Supported personalization tags A summary of supported personalization tags.
4 Conditional messaging logic How to use if/else logic to create conditional statements with Liquid.
5 Liquid use case library Learn what you can use Liquid for by referencing sample use cases.
6 Connected Content Utilizing resources outside of Braze to pull in dynamic content to up-level your content.
7 Key-value pairs How to send extra data payloads to user devices via key-value pairs.
8 Deep-linking to in-app content How to launch a native app and provide additional information from a message.
9 Promotion codes How to create promotion code lists and send those promotion codes in your messaging.

Messaging maestro

Feeling a little more comfortable with the Braze platform? Let’s dive into messaging channels! You can find all of our channel-specific documentation under Message Building by Channel, but to help you get started, we’ve curated key articles on each channel. Before continuing, we recommend first checking out our section on Choosing a message channel.

Some messaging channels, like Content Cards and SMS, aren’t available out-of-the-box and must be purchased. If you’re interested in these channels, reach out to your Account Manager or Customer Success Manager for more information.

Content Cards*

Order Article What You’ll Learn
1 About Content Cards What Content Cards are, advantages of using Content Cards, and some common use cases.
2 Creative details The types of Content Cards and their image and text specifications.
3 Creating a Content Card How to create and send Content Cards using campaigns or Canvases and key points to keep in mind.
4 Testing Content Cards How to preview and test Content Cards before sending them to your customers.

*Content cards aren’t available out-of-the-box and must be purchased. Reach out to your Account Manager or Customer Success Manager for more information.

Email

Order Article What You’ll Learn
1 About email A brief overview of email at Braze, such as how you can customize emails and some example use cases.
2 Managing user subscriptions What email subscription statuses are and how to target them in your campaigns.
3 Creating an email campaign How to create and send an email campaign.
4 Email guidelines and tips Technical, styling, and content-specific guidelines for email.
5 Email templates Create reusable email templates.
6 Email reporting How to access and interpret your email campaign reporting.

In-app and in-browser messaging

Order Article What You’ll Learn
1 About in-app messages What in-app messages are, the message types Braze offers, potential use cases, and more.
2 Creative details About the in-app message types, and specifications and recommendations to follow to ensure your message displays well on all devices.
3 Creating an in-app message How to create an in-app message or in-browser message using campaigns or Canvas.
4 Testing in-app messages How to preview and test your in-app messages before sending them to your customers.

Push notifications

Order Article What You’ll Learn
1 About push What push messages are, resources to get started with push messages, and some regulations to keep in mind.
2 Push registration How a user gets assigned a push token, and how Braze sends push messages to your users.
3 Push enablement and subscription The different push subscription states, what push enablement means, and fundamental push differences between iOS and Android.
4 Creating a push message How to create a push message using campaigns or Canvas.

SMS and MMS*

Order Article What You’ll Learn
1 About SMS What SMS messages are, common use cases to draw from, SMS requirements, and terms to know.
2 SMS laws and regulations About the laws and regulations that you must follow to prevent abuse or over-use of SMS messages.
3 SMS subscription groups What subscription groups are and how to target them.
4 Create an SMS campaign How to create and send SMS messages in a campaign or Canvas.
5 About MMS What MMS messages are, where they’re available, and other key details.
6 Create an MMS campaign How to create and send MMS messages in a campaign or Canvas.

*SMS and MMS messages aren’t available out-of-the-box and must be purchased. Reach out to your Account Manager or Customer Success Manager for more information.

Webhooks

Order Article What You’ll Learn
1 About webhooks What webhooks are, the parts of a webhook, and some common use cases.
2 Creating webhooks How to set up and troubleshoot a webhook campaign and other important details around sending webhooks from Braze.

Data doctor

How can you make data-driven decisions without data? Braze offers a breadth of metrics and tools to use in measuring the performance of your messaging efforts—learn how to leverage these tools to improve your content.

Order Article What You’ll Learn
1 Configuring reporting How to set up an automatic weekly email report.
2 Overview data All about the Overview page and the data within it.
3 Segment data How to access statistics for your segments.
4 Report Builder How to compare the results of multiple campaigns or Canvases in a single view.
5 User profile lifecycle What user profiles are in Braze and the various ways you can identify and reference a user’s profile.
6 User archival definitions How Braze defines “inactive” and “dormant” users and the process in which these users are removed from Braze.
7 User import Import users into your Braze account.
8 Purchase events What purchase events and purchase event properties are and how to use them.
9 Custom events What custom events and custom event properties are and how to use them.
10 Custom attributes The different types of custom attributes and how they’re stored in Braze.
11 Event naming conventions Best practices to ensure consistency in your event and attribute naming taxonomy.
12 Regular expressions How to use regular expressions in your segments or campaign filtering.
13 Exporting Braze data The many ways to export data from the Braze platform.
Opt* Predictive Suite How to effectively leverage and act on data seamlessly within Braze using tools in the Predictive Suite.
Opt* Intelligence Suite How to automate decision-making with data-based insights using tools in the Intelligence Suite.
Opt* Currents How to set up and use Currents to stream data to one of our many data partners.

*The Predictive Suite, Intelligence Suite, and Currents are not available out-of-the-box and must be purchased. Reach out to your Account Manager or Customer Success Manager for more information.

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