OpenText Information Archive - Braze Integration and Automation

Common Integration Use Cases Between OpenText Information Archive and Braze

1. Archived Customer Consent and Preference History for Campaign Governance

Data flow: OpenText Information Archive to Braze

Organizations can retain historical consent records, opt-in changes, and communication preferences in OpenText Information Archive and surface the relevant status to Braze before campaign execution. This helps marketing teams avoid sending messages to customers who have withdrawn consent or whose permissions have expired under retention policy.

• Supports compliance with privacy and retention requirements
• Reduces risk of unauthorized outreach
• Gives marketing and legal teams a shared source of truth for consent history

2. Legacy Customer Record Decommissioning with Marketing Continuity

Data flow: Legacy systems to OpenText Information Archive to Braze

When customer service, billing, or order management systems are retired, historical customer records can be preserved in OpenText Information Archive while key engagement attributes are passed to Braze. This allows marketing teams to continue using relevant customer history, such as account status or past interactions, without keeping the legacy application online.

• Enables legacy system retirement without losing customer context
• Reduces infrastructure and support costs
• Preserves access to historical data for downstream engagement use cases

3. Archived Transaction or Event History for Re-Engagement Segmentation

Data flow: OpenText Information Archive to Braze

Archived purchase history, service events, or account milestones can be extracted from OpenText Information Archive and used to build Braze segments for re-engagement campaigns. For example, customers with no purchases in 12 months or those with a resolved service issue can be targeted with tailored win-back or follow-up journeys.

• Improves audience targeting using long-term historical data
• Supports lifecycle and win-back campaigns
• Helps marketing teams act on data that is no longer active in operational systems

4. Regulatory Hold and Suppression List Synchronization

Data flow: OpenText Information Archive to Braze

OpenText Information Archive can store records under legal hold, retention restrictions, or compliance review, and Braze can consume suppression flags to prevent those contacts from receiving outbound communications. This is especially useful for regulated industries where customer contact must be restricted during investigations or disputes.

• Prevents messaging to restricted contacts
• Aligns marketing execution with legal and compliance controls
• Creates an auditable process for suppression management

5. Customer Service Case History to Personalize Retention Journeys

Data flow: OpenText Information Archive to Braze

Archived case notes, complaint categories, and resolution outcomes can be used to enrich Braze campaigns aimed at retention or service recovery. For example, customers with a previously escalated issue can receive a different message path, offer, or timing than customers with no service history.

• Improves message relevance based on prior service experience
• Supports customer retention and recovery workflows
• Helps service and marketing teams coordinate outreach

6. Archived Campaign and Communication History for Audit and Optimization

Data flow: Braze to OpenText Information Archive

Braze message history, campaign metadata, and delivery logs can be archived in OpenText Information Archive for long-term retention, audit support, and post-campaign analysis. This is valuable for organizations that need to retain evidence of customer communications for compliance, dispute resolution, or internal review.

• Preserves campaign evidence beyond operational retention windows
• Supports audits, investigations, and legal discovery
• Reduces storage pressure in the engagement platform

7. Closed-Loop Customer Data Retention for Analytics and Governance

Data flow: Bi-directional between OpenText Information Archive and Braze

Braze can send engagement outcomes such as opens, clicks, conversions, and unsubscribes to OpenText Information Archive for long-term retention, while archived master data and historical attributes can be returned to Braze for segmentation. This creates a closed-loop process where marketing performance and customer history are both preserved and usable across teams.

• Combines engagement analytics with retained customer history
• Improves governance over marketing data lifecycle
• Supports reporting, compliance, and future campaign planning

8. Data Minimization for Privacy and Cost Control

Data flow: Braze to OpenText Information Archive

Organizations can move older or inactive customer data out of Braze into OpenText Information Archive while retaining only the active attributes needed for current engagement. This reduces the amount of personal data stored in the marketing platform and helps teams manage retention policies more effectively.

• Limits exposure of inactive personal data in Braze
• Supports privacy-by-design and data minimization goals
• Reduces operational overhead in the engagement environment