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Integrating Loyalty with Braze

This article will discuss event data passing to Braze from Okendo Loyalty.

Amanda Calderon avatar
Written by Amanda Calderon
Updated over 2 months ago

Integrating Braze with Okendo Loyalty enables you to seamlessly automate email triggers and personalized email messaging using Loyalty event data.

In this article, you'll learn about:


Connecting Okendo Loyalty to Braze

To connect Okendo Loyalty to Braze, follow the instructions from this support article.

πŸ’‘ If you have an existing connection between another Okendo product and Braze, you may piggyback off this connection and skip the step above.

⚠️ When using marketing automation platforms for loyalty communications, merchants will want to disable the same email types in Okendo Loyalty. Please refer to this article on how to complete this task..


Using Loyalty events as Filters in Braze Canvas

You can leverage Loyalty events as action-based entry rules and decision split filters within your Braze Canvas.

πŸ’‘ Follow this resource to learn more about Braze and Braze Canvas.

Action-based entry rules filters

These filters help to decide how your users will enter your Canvas. You can use Okendo's custom events as Action-Based filters.

  • Custom events

    • Enrolled in Okendo Loyalty

    • Okendo Loyalty Points Awarded

    • Okendo Loyalty Points Redeemed

    • Okendo Loyalty Tier Changed

    • Okendo Loyalty Points Adjusted

  • Event attributes (property filters)

    • Includes all event properties listed here.

To apply these filters, follow these steps:

  • In Braze go to Messaging > Canvas.

  • Create a new Canvas or edit an existing one.

  • In the Canvas flow, go to Entry Schedule and select Action-Based as the entry type.

  • Under Action-Based Options, select Perform Custom Event as the trigger and choose one of these events to cater your requirements:

    • Enrolled in Okendo Loyalty

    • Okendo Loyalty Points Awarded

    • Okendo Loyalty Points Redeemed

    • Okendo Loyalty Tier Changed

    • Okendo Loyalty Points Adjusted

  • To refine the trigger further, select Add Property Filters and configure them according to your campaign's requirements (E.g. activity_id).

Decision split filters

You can use Decision Split to split your users which will evaluate your users and then funnel them to one step or another.

To apply these filters, please follow the steps below:

  • In Braze go to Build Canvas in your Canvas flow.

  • From the Components section, select Decision Split and add it to your Canvas.

  • In the Decision Split settings, set Custom Event as the filter and choose one of the events according to your campaign's requirement:

    • Enrolled in Okendo Loyalty

    • Okendo Loyalty Points Awarded

    • Okendo Loyalty Points Redeemed

    • Okendo Loyalty Tier Changed

    • Okendo Loyalty Points Adjusted


Sending Loyalty event data to Braze

Okendo Loyalty creates the following events against profiles in Braze. Use event data to trigger/filter journeys, create lists or segments.

Event name

Description

Enrolled in Okendo Loyalty

Triggered when a customer enrolls in the loyalty program.

Okendo Loyalty Points Awarded

Triggered when points are earned from actions performed successfully. Properties include points_earned, description & action

Okendo Loyalty Points Redeemed

Triggered when points are redeemed for a reward. Properties include points_spent, coupon_code & coupon_description

Okendo Loyalty Tier Changed

Triggered when a customer moves to a new VIP tier created by a merchant. Properties include earning_period_end, is_tier_upgrade, old_tier & new_tier

Okendo Loyalty Points Adjusted

Triggered when a merchant manually adjusts points. Properties include adjusted_amount & adjusted_description

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