OpenText File 360 - Braze Integration and Automation

Common Integration Use Cases Between OpenText File 360 and Braze

1. Secure campaign asset distribution for marketing teams

Data flow: OpenText File 360 ? Braze

Marketing teams can store approved campaign assets such as images, PDFs, offer sheets, and localized content in OpenText File 360, then sync selected files into Braze for use in customer campaigns. This ensures only governed, version-controlled content is used in outbound messaging.

Business value: Reduces the risk of using outdated or non-compliant assets, speeds up campaign execution, and gives marketing and compliance teams a controlled approval workflow.

2. Personalized file delivery for customer communications

Data flow: Braze ? OpenText File 360

Braze can trigger customer journeys that direct users to secure files stored in OpenText File 360, such as policy documents, statements, onboarding guides, warranty information, or account-specific forms. The file access can be controlled based on customer identity and permissions.

Business value: Improves customer experience by delivering relevant documents at the right time while maintaining enterprise-grade security and auditability.

3. Compliance-approved content publishing for regulated industries

Data flow: OpenText File 360 ? Braze

In regulated sectors such as financial services, healthcare, or insurance, compliance teams can approve customer-facing documents in OpenText File 360 before they are referenced in Braze campaigns. Braze then uses the approved content or links in messages, ensuring messaging stays within policy.

Business value: Supports audit readiness, reduces compliance risk, and shortens approval cycles for regulated communications.

4. Secure onboarding document workflows tied to engagement journeys

Data flow: Bi-directional

When a new customer signs up, Braze can send onboarding messages that prompt document completion or review. If the customer uploads signed forms or required documents, those files can be stored in OpenText File 360 for secure retention and internal review. Status updates from File 360 can then inform Braze to send reminders or next-step messages.

Business value: Creates a smoother onboarding process, reduces manual follow-up, and helps operations teams track document completion in real time.

5. Customer support document sharing with personalized follow-up

Data flow: OpenText File 360 ? Braze

Support teams can place case-related documents, troubleshooting guides, or claim packets in OpenText File 360 and make them available through Braze-triggered follow-up messages. Customers receive secure links to the exact files relevant to their issue, based on case type or segment.

Business value: Improves first-contact resolution, reduces support workload, and provides a consistent, secure way to share sensitive information.

6. Event-driven retention campaigns based on document activity

Data flow: OpenText File 360 ? Braze

File activity in OpenText File 360, such as a customer downloading a renewal packet, opening a contract, or accessing a product guide, can be used as an engagement signal in Braze. That activity can trigger targeted follow-up campaigns, reminders, or upsell offers.

Business value: Enables more timely and relevant outreach, improving conversion and retention through behavior-based messaging.

7. Internal collaboration on customer communications

Data flow: Bi-directional

Product, legal, and marketing teams can collaborate in OpenText File 360 on drafts of customer communications, then publish approved versions into Braze for execution. Performance insights from Braze, such as engagement metrics or campaign outcomes, can be shared back to internal teams through stored reports or summaries in File 360.

Business value: Aligns cross-functional teams, improves content governance, and creates a clear record of approved communications and results.