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How to integrate and sync email templates with Braze
How to integrate and sync email templates with Braze

Learn how to integrate and sync with Braze

Gergely Nagy avatar
Written by Gergely Nagy
Updated over a week ago

Connecting Braze with your Chamaileon account allows you to streamline your email marketing workflow, enabling seamless syncing of email designs as templates in Braze.

When the design or content is updated in Chamaileon and the Sync button is pressed, the template will automatically update in Braze.

This guide will walk you through the integration process step-by-step, covering everything you need to know to get started.

Prerequisites

Before you begin the process, make sure you have:

  • An active Chamaileon account with Administrator or Content Manager access.

  • Access to your Braze account with the necessary permissions (e.g., Admin access).

  • A Braze API key, which you will obtain during the integration setup.

Step-by-Step Integration Setup Process

Step 1: Access Integration Settings in Chamaileon

  1. Log in to your Chamaileon account.

  2. Navigate to the Workspace settings and select the "Integrations" tab.

  3. Choose "Braze" from the list of available integrations.

Step 2: Obtain the API Key from Braze

  1. Log in to your Braze account.

  2. Navigate to "Account Settings," then select "API Settings."

  3. Generate a new API key or locate an existing one.

    • Note: Ensure you have the necessary permissions to create or view API keys.

  4. Copy the API key and return to Chamaileon.

Step 3: Authorize Braze with Chamaileon

  1. In the Chamaileon integration setup for Braze, create a new Variation. Each variation serves as a distinct account connection, allowing you to sync emails from one Chamaileon account to multiple Braze accounts.

  2. Enter the API key you obtained from Braze to complete the authorization.

  3. Name the integration variation and click "Auth."

Data Sync Details

The integration will sync the following data between Chamaileon and Braze:

  • Subject Line: The email's subject line.

  • Preview Text: The preview text displayed in the recipient's inbox.

  • Template Name: The name of the email template in Braze.

The synced email template can be found in the "Templates & Media" section within Braze.

Testing the Integration

  1. To test the integration, try syncing a sample email template from Chamaileon to Braze.

  2. Check the "Templates & Media" section in your Braze account to verify that the template has been successfully imported.

    • If the export is successful, you’re all set!

Handling API Limits and Security Considerations

  • API Limits: Braze may impose API call limits. Refer to Braze’s documentation to ensure you stay within these limits.

  • Security: Keep your API key secure and do not share it. If you suspect it has been compromised, regenerate the key in your Braze account.

Troubleshooting and Known Limitations

  • Common Issues:

    • If the connection fails, double-check that the API key is correctly copied and has the necessary permissions.

    • Ensure that your Braze account has the correct access level for integration.

  • Known Limitations:

    • This integration supports syncing only email templates.

    • Supported file types and character limits depend on Braze’s specifications.

  • Notifications: Chamaileon will notify you in case of integration issues, such as failed syncs.

Disconnecting or Removing the Integration

  1. To safely disconnect or remove the Braze integration, go to the “Integrations” section in Chamaileon Workspace settings.

  2. Click on the Braze card, select the desired variation, and click the red "Delete Variation" button.

  3. Remember to remove access/authorization/API keys from Braze as well.

Sync Email Designs with Braze

  1. From the email dashboard, click the "Sync" button in the email's menu.

  2. Choose "Braze" from the options list.

  3. Customize your email template's settings, such as the subject line, preview text, and template name before clicking "Sync."

Attention!

  • Avoid editing the code directly in Braze, as its editor might alter the email HTML code, potentially causing size or rendering issues. Use Chamaileon’s visual editor interface for any changes and the Sync button to update the design.

  • Syncing one template to multiple Braze accounts is possible using Integration Variations, so avoid manually copying and pasting HTML.

Conclusion

You have now successfully integrated Braze with your Chamaileon account! This integration will enhance your email marketing process by allowing seamless exports and efficient content management. If you have any questions or encounter issues, please refer to our support documentation or contact our support team.

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