OpenText Extended ECM - Content Server - Braze Integration and Automation

Common Integration Use Cases Between OpenText Extended ECM - Content Server and Braze

OpenText Extended ECM - Content Server and Braze complement each other well when organizations need governed content operations on one side and real-time customer engagement on the other. OpenText Extended ECM - Content Server manages approved documents, records, and workflow-controlled content, while Braze delivers personalized, cross-channel communications to customers. Integrating the two helps marketing, compliance, legal, and customer operations teams work from a single source of truth for content and approvals.

1. Approved marketing asset publishing from OpenText Extended ECM - Content Server to Braze

Marketing teams can store approved campaign assets, copy, images, and legal disclaimers in OpenText Extended ECM - Content Server, then push the finalized content into Braze for execution across email, push, in-app, or SMS campaigns.

• Data flow: OpenText Extended ECM - Content Server to Braze
• Business value: Ensures only approved, version-controlled content is used in customer communications
• Operational benefit: Reduces manual copy-paste errors and speeds campaign launch

2. Compliance-controlled message approval workflow before Braze campaign activation

Organizations in regulated industries can use OpenText Extended ECM - Content Server to manage review and approval workflows for Braze campaign content, including disclaimers, offer terms, and regulated language. Once approved, the content or approval status is passed to Braze for activation.

• Data flow: OpenText Extended ECM - Content Server to Braze
• Business value: Improves auditability and reduces compliance risk
• Operational benefit: Creates a documented approval trail for legal, compliance, and marketing teams

3. Customer case file and interaction archive from Braze to OpenText Extended ECM - Content Server

Braze campaign responses, engagement history, and message delivery records can be archived into OpenText Extended ECM - Content Server as part of the customer record or case file. This is useful for complaint handling, regulated communications retention, and customer service investigations.

• Data flow: Braze to OpenText Extended ECM - Content Server
• Business value: Preserves a complete communication history for audit and service teams
• Operational benefit: Simplifies retrieval of customer communication evidence during disputes or reviews

4. Triggering personalized engagement from governed business events

When a document or workflow event occurs in OpenText Extended ECM - Content Server, such as contract renewal approval, policy acknowledgment, or onboarding completion, the event can trigger a Braze message to the customer. This enables timely, personalized outreach based on verified business milestones.

• Data flow: OpenText Extended ECM - Content Server to Braze
• Business value: Improves customer responsiveness and conversion opportunities
• Operational benefit: Automates outreach without relying on manual handoffs between teams

5. Centralized retention and disposition of Braze campaign records

Campaign definitions, audience selection records, consent-related artifacts, and message content from Braze can be stored in OpenText Extended ECM - Content Server for retention management and disposition according to corporate policy.

• Data flow: Braze to OpenText Extended ECM - Content Server
• Business value: Supports records management and regulatory retention requirements
• Operational benefit: Reduces storage sprawl and improves governance over marketing records

6. Consent and preference documentation for customer communications

Consent forms, preference updates, and communication policy acknowledgments managed in OpenText Extended ECM - Content Server can be synchronized with Braze to ensure customer messaging respects the latest approved preferences.

• Data flow: Bi-directional
• Business value: Helps maintain compliant, preference-based engagement
• Operational benefit: Keeps marketing and records systems aligned on customer communication permissions

7. Cross-team campaign governance with content version control

OpenText Extended ECM - Content Server can act as the controlled repository for campaign briefs, creative drafts, legal reviews, and final assets, while Braze serves as the execution layer. This gives marketing, legal, and operations teams a shared workflow for campaign governance.

• Data flow: OpenText Extended ECM - Content Server to Braze
• Business value: Improves consistency between approved content and live customer messaging
• Operational benefit: Eliminates version confusion and supports faster, more reliable campaign delivery

8. Customer support follow-up automation after case resolution

After a support case, claim, or service request is resolved and documented in OpenText Extended ECM - Content Server, Braze can send a personalized follow-up message such as satisfaction surveys, renewal reminders, or next-step guidance.

• Data flow: OpenText Extended ECM - Content Server to Braze
• Business value: Improves post-resolution customer experience and retention
• Operational benefit: Connects service outcomes with targeted engagement without manual intervention