Braze Delivery & Entry Types: Action-Based [Part 3]

What’s the difference between “Enter a Location” and “Trigger a Geofence”?

Watch the video below to find out!

🗣️ WATCH FULL YOUTUBE VIDEO HERE 🗣

https://youtu.be/RDi7Bv8x9PM

🧑🏻‍🏫 This video will cover the following Braze Action-Based Triggers: 🧑🏻‍🏫

  • Enter a Location
  • Trigger a Geofence
  • Perform Exception Event For Campaign

[Braze-mas 2023, Day 17]

What’s up everyone, my name is Allan, Founder and Consultant at For Now Marketing, and welcome to Day 17 of Braze-mas 2023!

Before we get started, if you have any questions, whether you are currently using Braze or considering using Braze, please feel free to reach out! You can find these addresses and more in the Youtube description below.

Action-Based Triggers Continued

Today, we are going over the final 3 remaining Action-Based triggers! Two of them are location-based, both which are very cool, so let’s get started!

Enter a Location

The first trigger we’ll talk about today is Enter a Location. When you choose this trigger, the first option we see is “within circle”. Click on the blue text on the side, and you get this world map where you can set the location and the radius.

To edit the default location which is always set to New York City, or to be more precise, Braze’s Headquarters I believe, click on the edit button on the left, then you can move the center of the circle to your desired location, and resize the radius.

The only downside of this feature is that it’s a bit manual; you have to use this UI to set the center, and I don’t believe there’s a way to set the exact coordinates by typing them in.

The other location option is “within polygon”. Change to this option, click “custom polygon”, and you get a different location UI where you can build your custom location polygon. Once again, the default will always be the entire state of New York.

First, if you click on the same pencil edit button, then you can edit all the individual vertices of this polygon, and as you can see, there are quite a few vertices required to outline the state of New York!

If you click the black pentagon button, then you get the option of drawing a new polygon, but keep in mind that you can only have one polygon.

So I will choose a much simpler state to outline, so maybe Colorado, and to finish drawing a polygon, you click on the original point you started with, and that completes the polygon.

And if you make a mistake, you can just click “Delete last point”; it takes some time to get used to, but it’s simple enough, and finally, I have my new polygon around the state of Colorado!

According to the Braze Documentation, it says: “Braze only collects location when the application is open in the foreground”. So I believe that a user needs to first have location tracking enabled, enter this location, and start a session to make this trigger.

If you do need to add multiple locations, you could add the same trigger multiple times and add as many circles or polygons as you need.

Trigger a Geofence

Once again, going out of order, but the next one we’ll talk about is Trigger a Geofence, which is very similar to locations, but works slightly differently in the backend.

First of all, before you can use this trigger, you need to first set up your Geofence Set under Audience → Locations. For now, we will use this Geofence Set that I previously created, but we will talk more in depth about the Geofence feature in a future video.

So back to our Trigger a Geofence trigger, we have the option to trigger this on Enter, Exit, or both of the Geofence Set.

It looks like there are some pros and cons about this Geofence feature. One major pro is that according to the Braze Documentation, “Braze geofences work at all hours of the day, even when your app is closed. They become active as soon as they are defined and uploaded to the Braze dashboard.”, Of course, “… geofences can’t function if a user has disabled location tracking.”

This is a super helpful aspect of Geofences because even if your user doesn’t open the app, like they were required to in the “Enter a Location” trigger, they could still receive a message from your brand, just by entering the Geofences.

Perform Exception Event For Campaign

The very last Action-Based trigger we will go over is Perform Exception Event For Campaign. This one is pretty straightforward. If you add any sort of delay to an Action-Based Campaign, then you have the option of adding an Except Event. So if a user were to perform the trigger for a Campaign, but during the delay before the message is sent, they also performed the Exception Event, then they would not receive the original campaign.

However, if you’d like to send them a different message instead, that’s what this filter is for.

Mix and Match Action-Based Triggers

And with that, we have officially covered all the Action-Based Triggers that Braze offers! Hope you found some new, useful triggers to experiment with, and as always, if you have any questions, please feel free to reach out.

One last thing I’ll add before we wrap up this Action-Based series is that with any of these triggers, you have the option to mix and match additional triggers. Notice that even after choosing a trigger, I have the option to choose more triggers. For every additional trigger that gets added, Braze will automatically add them on an “OR” basis, so that a user that performs any of these triggers will receive the Campaign or enter the Canvas journey.

Thank you!

That’s it for Day 17.

If you have any questions, please share them in the comments. We’re happy to help! 🙏

If you learned something from this video, please subscribe for more awesome Braze videos in the future!

Thank you for watching, and see you next time!

allan@fornowmarketing.com

fornowmarketing.com

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Braze Delivery & Entry Types: Action-Based [Part 4]

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Braze Delivery & Entry Types: Action-Based [Part 2]