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Set up orchestration

BrazeAI Decisioning Studio™ Go needs to connect to your Customer Engagement Platform (CEP) to orchestrate personalized communications. This article explains how to set up the integration for each supported CEP.

Supported CEPs

Decisioning Studio Go supports the following Customer Engagement Platforms:

Select your CEP below to get started with the integration setup.

Setting up Braze integration

To integrate Decisioning Studio Go with Braze, you’ll create an API key, configure an API-triggered campaign, and provide the necessary identifiers to the Decisioning Studio Go portal.

Step 1: Create a REST API key

  1. In the Braze dashboard, go to Settings > APIs and Identifiers > API Keys.
  2. Select Create API Key.
  3. Enter a name for your API key. An example is “DecisioningStudioGoEmail”.
  4. Select the permissions based on the following categories:
    • User Data: select users.track, users.delete, users.export.ids, users.export.segment
    • Messages: select messages.send
    • Campaigns: select all listed permissions
    • Canvas: select all listed permissions
    • Segments: select all listed permissions
    • Templates: select all listed permissions
  1. Select Create API key.
  2. Copy the API key and paste it into your BrazeAI Decisioning Studio™ Go portal.

Step 2: Locate your email display name

  1. In the Braze dashboard, go to Settings > Email Preferences.
  2. Locate the display name to be used with BrazeAI Decisioning Studio™ Go.
  3. Copy and paste the From Display Name into the BrazeAI Decisioning Studio™ Go portal as the Email Display Name.
  4. Copy and paste the associated email address into your BrazeAI Decisioning Studio™ Go portal as the From email address, which combines the local part and the domain.

Step 3: Find your Braze URL and App ID

To find your Braze URL:

  1. Go to the Braze dashboard.
  2. In your browser window, your Braze URL starts with https:// and ends with braze.com. An example Braze URL is https://dashboard-01.braze.com.

To find your App ID (API Key):

  1. In the Braze dashboard, go to Settings > App Settings.
  2. Go to the app you want to track.
  3. Copy and paste the API Key into your BrazeAI Decisioning Studio™ Go portal.

Step 4: Create an API-triggered campaign

  1. In the Braze dashboard, go to Messaging > Campaigns.
  2. Select Create campaign.
  3. For your campaign type, select API campaign.
  4. Enter a name for your campaign. An example is “Decisioning Studio Go Email”.

An API campaign named "Decisioning Studio Go Email".

  1. For your messaging channel, select Email.

Option to select your messaging channel for API campaign.

  1. In Additional Options, select the Allow users to become re-eligible to receive campaign checkbox.
  2. For the time to become re-eligible, enter 1 and select Hours from the dropdown.

Re-eligibility for the API campaign selected.

  1. Select Save Campaign.

Step 5: Copy your campaign and message IDs

  1. In your API campaign, copy the Campaign ID. Then, go to the BrazeAI Decisioning Studio™ Go portal and paste the Campaign ID.

An example message variation ID to be copy and pasted.

  1. Copy the Message Variation ID. Then, go to the BrazeAI Decisioning Studio™ Go portal and paste the Message Variation ID.

Step 6: Locate a test user ID

To test your integration, you’ll need a user ID:

  1. In the Braze dashboard, go to Audience > Search Users.
  2. Search for the user by their external user ID, user alias, email, phone number, or push token.
  3. Copy the user ID to reference in your setup.

Example user profile from locating a user with their ID.

Setting up SFMC integration

To integrate Decisioning Studio Go with Salesforce Marketing Cloud, you’ll set up an app package, create a data query automation, and build a Journey to handle triggered sends.

Part 1: Set up an SFMC app package

  1. Go to your Marketing Cloud home page.
  2. Open the menu in the global header and select Setup.
  3. Go to Apps under Platform Tools in the side panel navigation, then select Installed Packages.
  4. Select New to create an app package.
  5. Give the app package a name and description.

An app package with the name "Experimenter 1 - Test 5".

  1. Select Add Component.
  2. For the Component Type, select API Integration. Then, select Next.
  3. For the Integration Type, select Server-to-server. Then, select Next.
  4. Select the following recommended scopes for your app package only:
    • Channels > Email > Read, Write, Send
    • Channels > OTT > Read
    • Channels > Push > Read
    • Channels > SMS > Read
    • Channels > Social > Read
    • Channels > Web > Read
    • Assets > Documents and Images > Read, Write
    • Assets > Saved Content > Read, Write
    • Automation > Automations > Read, Write, Execute
    • Automation > Journeys > Read, Write, Execute, Activate/Stop/Pause/Send/Schedule
    • Contacts > Audiences > Read
    • Contacts > List and Subscribers > Read, Write
    • Cross Cloud Platform > Market Audience > View
    • Cross Cloud Platform > Market Audience Member > View
    • Cross Cloud Platform > Marketing Cloud Connect > Read
    • Data > Data Extensions > Read, Write
    • Data > File Locations > Read
    • Data > Tracking Events > Read, Write
    • Event notifications > Callbacks > Read
    • Event notifications > Subscriptions > Read
Show image of recommended scopes

The recommended scopes for Salesforce Marketing Cloud app package.

  1. Select Save.
  2. Copy and paste the following fields into the BrazeAI Decisioning Studio™ Go portal: Client Id, Client Secret, Authentication Base URI, REST Base URI, SOAP Base URI.

Part 2: Set up a data query automation

Step 1: Create a new automation

  1. From your Salesforce Marketing Cloud home, go to Journey Builder and select Automation Studio.

Automation Studio option in Journey Builder navigation.

  1. Select New Automation.
  2. Drag and drop a Schedule node as the Starting Source.

"Schedule" as the starting source of a Journey.

  1. In the Schedule node, select Configure.
  2. Set the following for the schedule:
    • Start Date: Tomorrow’s calendar day
    • Time: 12:00 AM
    • Time Zone: (GMT-05:00) Eastern (US & Canada)
  3. For Repeat, select Daily.
  4. Set this schedule to never end.
  5. Select Done to save the schedule.

An example schedule defined for January 25, 2024 at 12 am ET, to repeat every day.

Step 2: Create your SQL queries

Next, create 2 SQL queries: a subscribers query and an engagement query. These queries allow BrazeAI Decisioning Studio™ Go to retrieve data to populate the audience and ingest engagement events.

Subscribers query:

  1. Drag and drop an SQL Query into the canvas.
  2. Select Choose.
  3. Select Create New Query Activity.
  4. Give the query a name and external key. We recommend using the suggested name and external key for the subscriber query provided in your BrazeAI Decisioning Studio™ Go portal.

An example "OFE_Subscribers_query_Test5" and the external key.

  1. Select Next.
  2. In your BrazeAI Decisioning Studio™ Go portal, locate the System data SQL query under Subscriber Query Resources.
  3. Copy and paste the query into the text box and select Next.

An example query in the SQL Query section.

  1. In your BrazeAI Decisioning Studio™ Go portal, in the Resources to use section, locate the external key of the target data extension. Then, paste it into the search bar to search.

An external key pasted into the search bar

  1. Select the data extension that matches the external key you searched for. The target data extension name is also provided in your BrazeAI Decisioning Studio™ Go portal to cross-reference. The Data Extension for the subscriber query should end in a BASE_AUDIENCE_DATA suffix.

The data extension name that matches the example external key.

  1. Select Overwrite then Next.

Engagement query:

  1. Drag and drop an SQL Query into the canvas.

"SQL Query" added as an activity in the Journey.

  1. Select Choose.
  2. Select Create New Query Activity.
  3. Give the query a name and external key. We recommend using the suggested name and external key for the engagement query provided in your BrazeAI Decisioning Studio™ Go portal.

An example "OFE_Engagement_query" and the external key.

  1. Select Next.
  2. In your BrazeAI Decisioning Studio™ Go portal, locate the System data SQL query under Engagement Query Resources.
  3. Copy and paste the query into the text box and select Next.

An example query in the SQL Query section.

  1. Locate and select the target Data Extension for the Engagement Query specified in your BrazeAI Decisioning Studio™ Go portal.
  1. Select Overwrite then Next.

The data extension name that matches the example external key.

Step 3: Run the automation

  1. Give the automation a name and select Save.

An example automation "OFE_Experimenter_Test5_Automation".

  1. Next, select Run Once to confirm everything is working as expected.
  2. Select both queries and select Run.

An automation "OFE_Experimenter_Test5_Automation" with a list of selected SQL query activities to run.

  1. Select Run Now.

A selected SQL Query activity.

Now, you can check to make sure the automation is running successfully. Contact Braze Support for further assistance if your automation isn’t running as expected.

Part 3: Create your SFMC Journey

Step 1: Set up the Journey

  1. In Salesforce Marketing Cloud, go to Journey Builder > Journey Builder.
  2. Select Create New Journey.
  3. For your journey type, select Multi-Step Journey, then select Create.

An API Event entry source connected to a Decision Split node and multiple Email nodes.

Step 2: Build the Journey

Create an entry source:

  1. For your entry source, drag API Event to the Journey Builder.

"API Event" selected as the entry source.

  1. In the API Event, select Create an event.

The "create an event" option in the API Event.

  1. Select Select Data Extension. Locate and select the data extension that BrazeAI Decisioning Studio™ Go will be writing recommendations to.
  2. Select Summary to save your changes.
  3. Select Done to save the API event.

API event summary.

Add a Decision Split:

  1. Drag and drop a Decision Split after the API Entry Event.
  2. In the Decision Split details, select Edit for the first path.

Decision Split details with the "Edit" button.

  1. Update the Decision Split to use the template ID passed in by the recommendations data extension. Locate the appropriate field under Journey Data.

The Journey Data section in Path 1 of the Decision Split.

  1. Select your entry event and locate the desired template ID field, then drag it into the workspace.

The email template ID to include.

  1. Enter the template ID of your first email template, then select Done.
  2. Select Summary to save this path.
  3. Add a path for each of your email templates, then repeat steps 4-6 above to set the filter criteria so that the template ID matches the ID value of each template.
  4. Select Done to save the Decision Split node.

Two paths in a Decision Split for each email template ID.

Add an Email for each Decision Split:

  1. Drag an Email node into each path of the Decision Split.
  2. Select Email, then select the appropriate template that should go in each Path (meaning the template with the ID value should match the logic in your Decision Split).

An Email node added to the Journey.

Step 3: Activate the Journey

After setting up your Journey, activate it and share the following details with the BrazeAI Decisioning Studio™ Go team:

  • Journey ID
  • Journey name
  • API event definition key
  • Recommendations data extension external key
  1. In the BrazeAI Decisioning Studio™ Go portal, copy the Journey name.
  2. Next, in Salesforce Marketing Cloud Journey Builder, paste the Journey name into the search bar.
  3. Select the Journey name. Note that the Journey is currently in Draft status.
  4. Select Validate.

The completed Journey to activate.

  1. Then, review the validation results and select Activate.

Recommendations listed in the Validation Rules section.

  1. In the Activate Journey summary, select Activate again.

Summary for the Journey.

You’re all set! You can now begin triggering sends through BrazeAI Decisioning Studio™ Go.

Setting up Klaviyo integration

To integrate Decisioning Studio Go with Klaviyo, you’ll set up an API key, create a placeholder template flow, and build a flow to handle triggered sends.

Part 1: Set up Klaviyo API keys

  1. In Klaviyo, go to Settings > API keys.
  2. Select Create Private API Key.
  3. Enter a name for the API key. An example is “Decisioning Studio Experimenters”.
  4. Select the following permissions for the API key:
    • Campaigns: Read Access
    • Data Privacy: Full Access
    • Events: Full Access
    • Flows: Full Access
    • Images: Read Access
    • List: Full Access
    • Metrics: Full Access
    • Profiles: Full Access
    • Segments: Read Access
    • Templates: Full Access
    • Webhooks: Read Access

A Klaviyo API key with selected permissions.

  1. Select Create.
  2. Copy this API key and paste it into the BrazeAI Decisioning Studio™ Go portal where prompted.

Part 2: Create a placeholder template in Klaviyo

BrazeAI Decisioning Studio™ Go imports templates that are associated with existing flows in your Klaviyo account. To use a template that isn’t associated with any flows, you can create a placeholder flow containing the templates you’d like to use. The flow can be left as a draft; it doesn’t need to be live.

Step 1: Set up your flow

  1. In Klaviyo, select Flows.
  2. Select Create flow > Create From Scratch.
  3. Give the placeholder Flow a name you’ll recognize, then select Create Flow.

A Flow named "OFE Placeholder Flow".

  1. Select any trigger, then save the flow.
  2. Select Confirm and save.

Step 2: Create the placeholder template

  1. Drag and drop an Email node after the Trigger.

A Flow with a Trigger node followed by an Email node.

  1. In the Email node, select Select template.
  2. Then, choose the template to use and select Use template.
  3. Select Save > Done.
  4. (Optional) To add more templates to be used in BrazeAI Decisioning Studio™ Go, add another Email node and repeat steps 2–4.
  5. Leave all emails in Draft mode and exit the Flow.

In the BrazeAI Decisioning Studio™ Go portal, your templates should be selectable under your placeholder flow.

An example of a placeholder Klaviyo template in the Decisioning Studio Go portal.

Part 3: Create a flow in Klaviyo

Before creating a flow in Klaviyo, you must have the following details from your BrazeAI Decisioning Studio™ Go portal to reference:

  • Flow name
  • Trigger event name

Step 1: Set up the flow

  1. In Klaviyo, select Flows > Create flow.
  2. Select Build your own.
  3. For Name, enter the flow name from your BrazeAI Decisioning Studio™ Go portal. Then, select Create manually.

The option "Create manually" selected for an example flow.

  1. Select the trigger.
  2. Match the metric name to the trigger event name from your BrazeAI Decisioning Studio™ Go portal.

An example metric name that matches the trigger event name "OFE_TEST_CASE_API_EVENT_TRIGGER".

  1. Select Save.

Step 2: Add an email to your flow (single template)

  1. Drag and drop an Email node after the Trigger node.
  2. In the Email details, select Select template.

"Select template" option in the "Email details" section.

  1. Find and select your base template. You can search for your template by the template name in the Resources to use section of the BrazeAI Decisioning Studio™ Go portal.

An example base template in Klaviyo.

  1. Select Use template > Save.
  2. For the Subject line, enter {{event.SubjectLine}}.
  3. For Sender name and Sender email address, enter the details you’d like to use.

An example subject line, sender name, and sender email address for "Email 1".

  1. Select Done.
  2. Unselect the Skip recently emailed profiles checkbox, then select Save.
  3. In the email node, update the mode from Draft to Live.

The Klaviyo flow editor showing a Trigger node connected to an Email node.

You’re all set! You can now trigger activations through BrazeAI Decisioning Studio™ Go.

Step 3: Add a trigger split to your flow (multiple templates)

  1. Drag and drop a Trigger split node after the Trigger node.
  2. Select the Trigger split node and set the Dimension to EmailTemplateID.

Klaviyo flow diagram showing a Trigger node feeding a Trigger split configured with Dimension EmailTemplateID.

Add your email template:

  1. In the BrazeAI Decisioning Studio™ Go portal, find the Email Template ID for your first template under the Resources to use section. Enter the Email Template ID for the Dimension field, then select Save.
  2. Drag and drop an Email node to the Yes branch of the Trigger split.

A Klaviyo flow with a Trigger split node, which has a Yes branch leading to an Email node and a No branch connecting to another Trigger split.

  1. In the Email details, select Select template.
  2. Find and select your base template. You can search for your template by the base template name in the Resources to use section of the BrazeAI Decisioning Studio™ Go portal.
  3. Select Use template > Save.
  4. For the Subject line, enter {{event.SubjectLine}}.
  5. For Sender name and Sender email address, enter the details you’d like to use.

A selected email template and fields for the subject line, sender name, and sender email address.

  1. Select Done.
  2. Unselect the Skip recently emailed profiles checkbox, then select Save.
  3. In the email node, update the mode from Draft to Live.

Add a new trigger split for each additional template:

  1. Drag and drop another Trigger split node into the No branch of the previous Trigger split node.
  2. Set the Dimension to EmailTemplateID and fill in the Dimension value with the Email Template ID of the base template you’re setting up.
  3. Select Save.

Diagram of a Klaviyo flow editor showing a Trigger node leading into a Trigger split. The Trigger split has a Yes branch that leads to an Email node and a No branch that connects to another Trigger split which leads to additional Email nodes.

  1. Drag and drop an Email node in the Yes branch of your new trigger split.
  2. Repeat the email template setup steps above to select the corresponding template.
  3. Set the Subject line to {{event.SubjectLine}}, and uncheck the Skip recently emailed profiles checkbox.
  4. Repeat this process until you have one Trigger split node and one Email node for each base template your experimenter is using. Your last Trigger split should have nothing in the “No” branch.

A Klaviyo flow with multiple Trigger split nodes that branch to multiple Email nodes.

  1. In each of your Email nodes, update the mode from Draft to Live.

The option to update the node status to "Live".

You’re all set! You can now trigger activations through BrazeAI Decisioning Studio™ Go.

Next steps

Now that you’ve set up orchestration, proceed to design your agent:
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