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Braze - Dynamic optimization - Click tracking setup
Braze - Dynamic optimization - Click tracking setup

Isn't it nice when it all finally clicks?

Updated over a week ago

To make dynamic optimization optimal (say that five times fast) with Braze, we recommend setting up click tracking.

Though Phrasee's dynamic optimization uses code snippets to populate your language and track opens, click tracking requires a bit of extra setup.

Braze Currents

Phrasee leverages the Braze Currents feature to collect click tracking information from your subscribers.

If you're not familiar with Currents, you can read up on the feature in Braze's documentation.

Essentially, the Current will work by passing along click events to your friends at Phrasee via a webhook. We then tie those events back to your language variants so we can use that information to help you say it better with real-time language optimization. Neat, huh?

One quick note before we move on: each Braze Current is a line item in your Braze account. So, you should connect with your Braze representative to discuss what additional fees a Current will incur.

Let's get going!

1. Request Phrasee Amazon s3 credentials

To start, you'll need Phrasee to set up a special Amazon s3 bucket to receive your click tracking events from Braze.

Reach out to your Phrasee Customer Success Manager to start this process. When the bucket has been created, your Customer Success Manager will provide you with your unique credentials to create your click tracking Current.

Under Integrations in the sidebar on the left side of your screen, click on Currents.

Click Create New Current at the top of the screen.

Choose Amazon S3 Data Export from the dropdown.

Give your Current a name and enter an email address that can be contacted in the event of errors.

In the Credentials box, add in the Phrasee AWS Access Key ID and Secret Access Key you were sent to their respective fields.

Then, add phrasee-braze-currents-exports in for the AWS S3 Bucket Name.

Finally, add the AWS S3 Bucket Folder you received from your Customer Success Manager. It will likely be your company's name.

Under General Settings, check the Include events from anonymous users box. Under Message Engagement Events, check only Email Click.

When you're finished, click Launch current in the bottom-right corner.

Fantastic!

2. Remove personally identifiable information (PII)

Now that you've set up your Current, you'll need to apply some field transformations to ensure that no personally identifiable information (PII) is transmitted to Phrasee.

By default, the Current will include certain PII attributes, like email address. Phrasee cannot and will not receive PII, so it's critical you take this action to turn this off for any event data passed along to Phrasee.

Select the Field Transformation Configuration tab, and then find EMAIL_ADDRESS in the Field dropdown. Set the Transformation Type to Removed and press Add Transformation.

Once this is done, you're ready to move on to some code snippet action!

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