Best Practices for Managing Multi-Channel Campaign Workflows
Hi everyone, I’m exploring ways to streamline multi-channel campaigns using Braze while keeping workflows manageable. From my experience with structured automation systems (including workflows I develop at Funnelsflex), clarity and organization are critical when juggling email, push, SMS, and in-app messages. A few things I’d love insight on: How do you structure campaigns to avoid overlapping messages across channels? Are there strategies for testing and QA that keep multi-channel workflows reliable? Tips for maintaining clean reporting and analytics without overcomplicating dashboards? I’m eager to hear how others balance efficiency, scalability, and real-world execution across multiple channels.
Complex Canvas
We are trying to accomplish something in order to run a one month challenge and would love some assistance! Basically, we will be asking people via in app message and content card to opt-in to the challenge throughout the month. If they click on a button, this will change a custom attribute value to true, which then triggers them to enter a canvas which sends them motivational content and updates. Due to the complexity of triggering the messaging throughout the month and it needing to end on a specific date, I am looking to be able to filter the users based on when they entered the canvas. I was thinking there could be a way to do this based on a user update step at the very beginning of the canvas and update a new attribute to 'now's date. Then filter with an audience path to customize the messaging further down. However, I can't seem to be able to get that user update step to work. I've tried a few different liquid options, but no dice. Has anyone done this previously and what's the mechanism you've used? I'm wondering if this would be a good place to use a canvas context step, but I can't seem to figure out exactly how to implement that in order to achieve what we're looking to do. Any help is much appreciated!New Banners Tutorial - thoughts needed :)
Hey everyone! I recently made and posted a video reviewing the new Banners channel in Braze. I'd love to make a second part highlighting different use cases and showing what the final implemented channel looks like. Please give it a watch when you can, I'd really appreciate your feedback and ideas!!
Cookies on Braze - How are they used?
We have noticed that our CMP acceptance of cookies seems to be having some impact on our Content Cards and IAM showing to users. We are noticing a dip in people receiving these on both Web and Mobile however the users should fall into the segment to receive the marketing. Does Braze use cookies to delineate whether or not to show some marketing from particular channels on Web and Mobile?
How Do You Measure Success of Braze Content Cards on Website?
Hi all, I’m looking for insights on how to measure the success of a Notification Center on a website built with Braze Content Cards. We’ve implemented a bell icon that opens a feed of personalized cards (like an inbox), but we’re unsure how to define success or what benchmarks to expect. Specifically, I’d love to know: What CTR or open rates are considered “good” for the notification bell? What CTR do you see on individual content cards in the web? Do you track dismissals or post-click behavior (e.g., page views, conversions)? How do you set goals or measure ROI for website Content Cards vs. in-app or email? Any dashboards, examples, or learnings would be super helpful! Thanks in advance 🙌Content Cards for Website Personalization
I’m curious if anyone has experience using traditional Braze content cards to support on-page personalization elements, such as content carousels or homepage sliders. We’ve started testing this approach in a few smaller use cases and have encountered some challenges—especially around loading behavior for anonymous vs. known users. Specifically: Anonymous users: We’ve implemented workarounds to display default cards, but once a user becomes known, there’s a noticeable delay (a couple seconds) before personalized cards load. This can create an awkward experience where part of the page is blank or flickers. First page view: Because traditional content cards created at "first impression" only load after the initial page view, we’ve struggled to show personalized cards fast enough during that session. This is particularly problematic as we explore integrating cards into more prominent elements like our homepage hero or product sliders. In a perfect world, we’d show generic cards first and then smoothly swap in personalized ones when they’re ready—but we haven’t cracked how to do that just yet. Questions for the group: Has anyone found ways to improve card load performance—especially on first time on site and during the transition from anonymous to known? Are there specific implementation strategies or API-based solutions you’ve used to pre-load or cache cards? Any creative approaches to manage flickering or gaps in high-visibility site elements? Would love to hear how others are approaching this, especially at scale.
Integrate Push primer in mobile app
I’m working on integrating the push primer as part of our app's notification flow. The requirement is to trigger the push primer just before the native OS permission prompt appears, for both Android and iOS. Currently, it’s not working as expected. Could someone guide me on: What specific configuration is required in Braze to enable this behavior?Are there any code changes needed in the app to support the push primer flow? Just for context: The Braze SDK is already integrated in our codebase. We are successfully receiving push notifications, so the base integration seems fine.Contact Card Displaying original.vcf when testing canvas
I'm testing a new canvas to send SMS/MMS and am including a contact card. The contact card when I test the canvas displays as original.vcf. Is this just because it's a test or is this how it's going to appear to customers? Once the card is opened it shows our logo and contact info appropriately but it looks like spam in the thread.Combined email and sms capture using iam
Does anyone do a combined email and phone number capture in Braze? I'm trying to create an experience where first screen is email capture, second screen is phone number capture, and third screen is confirmation but struggling especially because I would like the form to tell a user if the email already exists in Braze.Channel Substitute.
I’ve seen so many wasteful forms of communication that could be handled more effectively with CRM channels—yet brands continue relying on outdated, inefficient methods. ✅ Event Reminders via Call Centers? → A well-timed push notification or SMS would be faster, cheaper, and ensure the message actually lands. ✅ Mass Email Blasts for Promotions? → A behavior-based CRM journey can tailor offers dynamically based on customer interest, rather than sending generic discounts. ✅ Website Pop-Ups for Account Reactivation? → A personalized email or in-app message triggered by inactivity would recover users without annoying everyone. ✅ Store Flyers for Loyalty Programs? → Why not leverage CRM automation to send a targeted push or SMS only to engaged customers instead of wasting print materials? ✅ Manual Follow-Ups for Onboarding? → A multi-step CRM journey with email + in-app education would ensure higher activation rates with less manual work. So many day-to-day marketing efforts could be more effective, personalized, and cost-efficient just by leveraging CRM channels properly. That's it, just a note of things I see that drives me crazy.
