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Highlights from the 2025 Financial Services CER
Every year Braze surveys financial services executives from across the world to uncover insights, shared challenges, and key customer engagement trends. The CER represents a synthesis of these responses along with opportunities for financial services brands to implement practical customer engagement solutions to solve these challenges. To understand the customer engagement challenges facing financial services brands it's important to understand the goals and structure seen throughout many of these organizations. First, among any other industry, financial services tends to be product led. When asked what was the top measure of engagement, 38% of respondents cited "product adoption", 9% more than the average across all industries. Additionally, 28% noted that customer engagement was led by Product or IT, once again the highest proportion of any industry. This focus on product adoption with engagement led by product adjacent teams does however run the risk of product tunnel vision with messaging strategies that can sound too focused on upsells with product offerings like credit cards, loans and other financial tools that don't resonate with user's journeys. When brands are able to keep the long term vision in mind and build brand equity by shifting towards other engagement goals like LTV and retention, they can avoid these types of hard sell messages. Another theme captured within the responses was a limitation in the tech stack hindering personalization within their messaging. Despite financial services brands possessing a trove of valuable customer data, acting on the data seems to be challenging. For example, 41% of respondents said they don't even test their customer engagement strategies. In addition to tech limitations, connecting with users on a personal level has also been a challenge for financial institutions. Surprisingly enough, 39% of respondents mentioned that they monitor organic sentiment and engagement through community forums and groups, the highest of any industry surveyed. So with a desire to connect with users on a more emotional level, these brands face the challenge of maintaining the right tone and often can't leverage gifs and other gamified elements in their messages like other industries can. The solution then needs to be reading consumers' digital body language and ensuring they’re sending the right message at the right time. Despite this necessity though only 41% personalize messages based on real-time engagement — the lowest among all industries surveyed. So what's holding so many financial services brands back then? As the results show, a lot of the limitations may be coming from other teams within the organization. Nearly half of finserv respondents (47%) cited general concerns from other teams as a reason they can't deliver more advanced personalization. With heavy regulations and compliance concerns it comes as no surprise that many teams within these institutions are extremely cautious about what data is being leveraged and what ideas are being broadcasted within their messaging strategy. In summary, personalization for these brands needs to rely heavily on segmentation and real-time personalization while also being able to navigate the compliance requirements that are often unique to this industry. With the right marketing tools to drive this strategy brands can focus more on messaging that builds brand equity with every interaction, and meets customers where they are.Creative Spotlight: Sidequests Have Landed at McDonald's
1 MIN READ Launched on 14th July 2025, this campaign taps into video game culture to transform spontaneous McDonald's runs into exciting quests. With challenges like ordering a 'LEET' meal for exactly £13.37 or eating McDonald's on 'hard mode,' customers are rewarded for their food-focused side missions. “Side Missions is our love letter to every spontaneous Maccies run that somehow feels more exciting than whatever you were meant to be doing,” say James Millers and Andrew Long, ECDs at Leo Burnett. By using the language of gaming, the campaign reframes everyday pitstops as playable moments, turning cravings into quests and fans into players. To join the fun, customers can download the MyMcDonald’s app to discover side missions, unlock food offers, and win instant prizes. Every touchpoint, from radio and OOH to digital and social, is infused with a gamified aesthetic. What creative campaigns have you spotted recently? Share your insights and let's keep the inspiration flowing!28Views0likes0CommentsAsk Me Anything: Keeping the Momentum Going After Black Friday and Cyber Monday
Join us for an engaging Ask Me Anything session focused on sustaining the excitement and sales momentum generated during the Black Friday and Cyber Monday shopping frenzy hosted by Meredith Mitchell, Industry Marketing Lead, Retail & eCommerce at Braze. As the holiday season continues, it's crucial for retailers to capitalize on the energy created during these peak shopping days. In this session, we'll explore effective strategies for maintaining customer engagement, optimizing inventory management, and leveraging data insights to drive sales. Whether you're looking to implement targeted marketing campaigns, enhance customer loyalty programs, or explore new sales channels, Meredith is here to answer your questions and provide actionable insights. How a Bonfire AMA works: This event takes place entirely in the Ask Me Anything board on Bonfire, and does not have a virtual video component. Make sure you've joined Bonfire and confirmed your email. Ensure that you're following our AMA board so you receive a notification about new discussions and replies. Question submissions for Meredith will open 24-hours before. When adding a question, please start a new discussion. Meredith will be answering questions live in the thread during the time of the event. You can reply in-thread, too! Time for new questions will end at the time the event ends.62Views1like0CommentsDiscover What’s New with Braze: Q2 2025 Product Release Webinar
Join us on July 16, 2025, for a live webinar designed to help you make the most of the latest Braze features—fast. You’ll get a firsthand look at powerful new capabilities like RCS, Banners, Canvas Context, and more, plus live demos to show you exactly how to put them into action. This is a great opportunity to explore our newest enhancements and get more out of your Braze investment. Can’t make it live? No worries—register anyway, and we’ll send you the recording as soon as it’s available. 👉 REGISTER NOW USING THIS LINK52Views0likes0CommentsBonfire Meetup London - Panel Discussion with Checkatrade, Costa Coffee, and King.com
The Braze Community team is excited to bring together local London marketers for a panel discussion featuring experts from Checkatrade, and Costa Coffee, and King.com moderated by Kai Williams, Manager, Customer and Partner Training at Braze. Join us on Thursday 10 July from 17:00 to 19:00 at the Braze London office as we explore the first trend from the fifth edition of our Global Customer Engagement Review: Molding your messaging. Marketers from these impressive brands will share how they've leveraged both technology and content to create campaigns that resonate with their customers. Each panelist offers a unique perspective on what's working in their industries and how they've utilized data to personalize messaging and drive positive business outcomes. Don't miss this opportunity to network with fellow marketing professionals and engage in a thought-provoking discussion on how to emotionally connect with your audience and earn loyalty through listening and timing. We'll have time for networking, light bites, and drinks before and after the panel discussion.81Views1like0CommentsBonfire Meetup Berlin - Panel Discussion with the Delivery Hero team
Meet up with local Berlin marketers and the Braze team on Tuesday, July 8, from 9:30 AM to 12:30 PM at the Delivery Hero office for a panel discussion with the Delivery Hero team. They’ll share insights they’ve gleaned from the last decade on collaborating effectively to drive business outcomes using Braze. Discover what it takes to push the boundaries of marketing and create impactful campaigns through teamwork across CRM Tech, CRM Consulting, and CRM Campaigns. Following the panel discussion, the Braze 427° Innovation Lab will share how creative segments can turn data into depth. Don’t miss this chance to network with fellow marketing professionals and participate in a thought-provoking discussion on fostering collaboration to achieve success for your business. Learn about Delivery Hero's journey as a long-term Braze customer and hear more about how segmentation can drive serious return on relationships. We’ll also provide time for networking and light bites at the end of the sessions. Register here54Views1like0CommentsJune Marketer of the Month Roundtable Webinar
We’re excited to invite you to our upcoming Marketer of the Month Roundtable on June 25 at 9 AM SST / 11 AM AEST! This session will feature insights from Justin Guan, Lifecycle Marketing Manager at foodpanda, and Elliott Bell, Head of Engagement at Picklebet. This quarterly webinar series, curated by the Braze Learning team, offers valuable insights from Braze customers like you. Each session will cover a variety of topics, including: Exploration of Recent Campaigns: Hear about the objectives, setup processes, outcomes, and key learnings from campaigns run in Braze. Retention and Onboarding Strategies: Gain insights into successful strategies for onboarding, retention, win-back, and churn, along with lessons learned from implementation. Maximizing Braze Products: Discover how to optimize the use of different Braze products, the value derived, and results achieved. Don’t miss this opportunity to learn from your peers. REGISTER HERE Can’t join us live? No worries! We’ll share a recording afterwards. Looking forward to seeing you there!Email Deliverability Decoded: Ask Me Anything on New Requirements and Current Trends
Join us for the next Bonfire Ask Me Anything on email deliverability and the updated Outlook requirements hosted by Esther Perez, Email Deliverability Principal at Braze. This session is not one to be missed if you have general email deliverability questions or are wondering how Outlook’s requirements impact your brand. In this session, we will cover: An overview of the latest Outlook requirements for high-volume email senders Best practices to ensure your emails reach the inbox Strategies to improve your sender reputation Open floor for your questions and concerns regarding email deliverability Whether you're a seasoned email marketer or just starting out, bring any questions you have about email deliverability and get answers from a pro.247Views0likes0CommentsDigital Omotenashi is the Future of Customer Engagement
3 MIN READ The 427° Lab at Braze is on an innovation world tour and recently wrapped an epic visit to three global creative culture hotspots in APAC: Singapore, Seoul, and Tokyo. What we learned: APAC markets aren’t just “testing grounds” or “catch-up regions”—they are actively shaping the future of digital customer engagement. Western companies often chase innovation by adding more and more tech. APAC innovates by adding intentionality: leveraging data thoughtfully to anticipate needs, blending technology with intimacy, and scaling with personalization. Three concepts to know: → Omotenashi 🌸— Radical hospitality. The art of noticing, the art of observation. Anticipating needs before they’re spoken, offering support before it's asked. → Omakase 🍣 — surrendering choice to the expert; forgoing the fatigue of decision-making; trusting the journey. → Bento 🍱 — the art of bundling; curated, compact, powerfully intentional & personalized. APAC brands are mastering the next generation of customer engagement: one that speaks fluent digital body language across channels, cultures, and moments. The Future of Engagement Speaks WhatsApp, Kakao, and LINE. Braze helps you understand all of them. 🇯🇵 In Tokyo: Digital omotenashi transforms customer data into anticipatory service. LINE isn't just a messaging app; it's a canvas for relationship-building through thoughtful digital gestures. Brands are reading customers' unspoken needs through their digital footprints and responding with thoughtful service that feels relevant rather than automated. The result? Engagement rates taht don't just outperform -- they look forward to brand messages instead of opting out. 🇰🇷 In Seoul: Korean brands are redefining loyalty through digital intimacy. Kakao T, the dominant mobile platform, is a superapp ecosystem for rides, payments, food, and more, anchored by a reward model (Kakao Pay Rewards) that connects it all. Korean beauty powerhouse OliveYoung's loyalty program "CJ ONE" does more than track transactions. It thoughtfully anticipates rwhen you'll need a restock, recommends new routines, and offers seasonal skin samples -- right when you're thinking about them. Their mobile app is a continuous digital conversation where brands demonstrate deep understanding of customer rhythms across multiple touchpoints, anticipating needs through AI-driven product recommendations that arrive at precisely the right moment. 🇸🇬 In Singapore: Southeast Asian brands have transformed WhatsApp from a messaging app into arelationship channel. Sephora recently created a virtual "Ang Pao" game for Lunar New Year in Malaysia which achieved a remarkable 132% uplift in purchases among participants -- not because of discounts, but because it was culturally relevant and resonated. This is how Sephora builds intimacy at scale: omnichannel precision, local cultural touchpoints, and leveraging WhatsApp as the intimate, high-engagement touchpoint where over 57% of Singaporeans prefer to seek customer support. They're not just sending messages. They're turning commerce into conversation. This is not just a channel strategy. This is global interoperability at the emotional level. As global brands rush towards AI and automation, APAC brands are finding more empathy and more humanity within the technology stacks. This is where tech has to go next: Not just faster, but more human. Not just personalized, but relevant. Not just intelligent, but intentional. In a world where commerce is a conversation, Braze helps you listen, understand, and respond -- fluently. -- Sharon Panelo is Senior Director, Strategic Consulting & Head of 427° Innovation Lab at Braze. How is your brand speaking the new digital body language of your customers? Join our Braze Bonfire community of forward thinking CMOs exploring the future of customer engagement. 🔥114Views1like0CommentsDriving Growth at Papa Johns UK: An Ask Me Anything with Kanchan Lad, Torchie Award-Winning Marketing Leader
In the fast-paced world of Quick Service Restaurants (QSR), customer retention is crucial. Join us for a unique opportunity to hear from Kanchan Lad, the visionary behind a major transformation at Papa Johns UK that integrated Braze, revolutionized local marketing, and drove a 260% increase in revenue. Kanchan will answer questions and share insights about how she tackled the challenges of outdated CRM systems, secured leadership buy-in to migrate to Braze, and helped to develop the innovative ‘Local Marketing Hub’ that enabled 400+ Papa Johns franchisees to maximize their marketing potential. Come prepared with questions and don’t miss this unique opportunity to learn and gain insights from Kanchan. How a Bonfire AMA works: This event takes place entirely in the Ask Me Anything board on Bonfire, and does not have a virtual video component. Make sure you've joined Bonfire and confirmed your email. Ensure that you're following our AMA board so you receive a notification about new discussions and replies. Question submissions for Kanchan will open 24-hours before. When adding a question, please start a new discussion. Kanchan will be answering questions live in the thread during the time of the event. You can reply in-thread, too! Time for new questions will end at the time the event ends.137Views2likes1Comment