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

In this article, you'll learn about:

Connecting Okendo Referrals to Braze

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

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

⚠️ After finalizing this integration use this article to disable sending referral emails from Okendo.

Using Referrals events as Filters in Braze Canvas

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

💡 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
- Sent Okendo Referral
- Opted In to Okendo Referrals
- Okendo Referral Invitation
- Received Okendo Referral Coupon
- Redeemed Okendo Referral Coupon
- Okendo Referral Rejected

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:
- Sent Okendo Referral
- Opted In to Okendo Referrals
- Okendo Referral Invitation
- Received Okendo Referral Coupon
- Redeemed Okendo Referral Coupon
- Okendo Referral Rejected
To refine the trigger further, select Add Property Filters and configure them according to your campaign's requirements (E.g. referrer_first_name).

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:
- Sent Okendo Referral
- Opted In to Okendo Referrals
- Okendo Referral Invitation
- Received Okendo Referral Coupon
- Redeemed Okendo Referral Coupon
- Okendo Referral Rejected

Sending Referral event data to Braze

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

Event name	Description
`Sent Okendo Referral`	Triggered when a referral `request` has been submitted with `refferers_first_name`, `refferers_last_name` & `recipient_email`. Properties include `locale`, `referrer_first_name`, `referrer_last_name`, `invitation_url`, `recipient_email`, `customer_role` & `date_sent`
`Opted In to Okendo Referrals`	Triggered when a recipient opts into a referral. Properties include `customer_role`, `date_opted-In`, `invitation_link` ,`locale` & `recipient_email`
`Okendo Referral Invitation`	Triggered when a referral invitation is sent. Properties include `locale`, `referrer_first_name`, `referrer_last_name`, `invitation_url`, `recipient_email`, `customer_role` & `date_sent`
`Received Okendo Referral Coupon`	Triggered when a referral coupon is received with event data `coupon_code`, `coupon_description` and `coupon_expiry_date`. Properties include `coupon_code`, `coupon_description`, `coupon_expiry_date`, `date_received` & `customer_role`
`Redeemed Okendo Referral Coupon`	Triggered when a referral coupon is used with event `data date_redeemed`, `order_discount_amount`, `order_id`, `order_number` and `order_total_price`. Properties include `date_redeemed`, `customer_role`, `order_discount_amount`, `order_id`, `order_number`, & `order_total_price`
`Okendo Referral Rejected`	Triggered when a referral is declined with event data `should_notify_customer`, `rejection_reason` and `rejection_type`. Properties include `customer_role`, `should_notify_customer`, `rejection_reason`, `email`, `locale` & `rejection_type`

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