OpenText Lens - Data Visibility - Braze Integration and Automation

Common Integration Use Cases Between OpenText Lens - Data Visibility and Braze

1. Identify and suppress customer records tied to sensitive or obsolete content

Data flow: OpenText Lens - Data Visibility ? Braze

OpenText Lens can scan unstructured repositories to find documents, notes, exports, or attachments containing sensitive customer information, outdated consent records, or obsolete campaign assets. Those findings can be used to flag related customer profiles or segments in Braze for suppression, reduced targeting, or removal from active journeys.

• Reduces privacy and compliance risk in outbound marketing
• Prevents engagement with customers linked to stale or restricted data
• Supports GDPR, CCPA, and internal retention policies

2. Improve customer segmentation by exposing hidden data patterns in unstructured content

Data flow: OpenText Lens - Data Visibility ? Braze

OpenText Lens can analyze unstructured sources such as call transcripts, case notes, and shared files to identify recurring themes like churn risk, product dissatisfaction, or service escalation. These insights can be passed into Braze as audience attributes or segment criteria to trigger more relevant campaigns.

• Enables more precise targeting based on real customer signals
• Supports retention, upsell, and win-back campaigns
• Helps marketing act on information that is otherwise buried in documents

3. Detect redundant campaign content before activation

Data flow: OpenText Lens - Data Visibility ? Braze

Marketing teams often store campaign briefs, creative drafts, and approval documents across shared drives and content repositories. OpenText Lens can identify duplicate, outdated, or conflicting campaign materials and surface the approved version before content is loaded into Braze. This reduces the risk of sending inconsistent or noncompliant messaging.

• Improves content governance across marketing operations
• Reduces errors caused by outdated creative or copy
• Speeds up campaign review and approval workflows

4. Support customer data cleanup before Braze onboarding or migration

Data flow: OpenText Lens - Data Visibility ? Braze

Before importing customer-related documents or reference files into Braze-connected workflows, OpenText Lens can inventory unstructured data to identify what should be migrated, archived, or excluded. This is especially useful during CRM modernization, marketing platform consolidation, or data warehouse cleanup.

• Reduces migration scope and cost
• Prevents legacy or irrelevant content from entering Braze workflows
• Improves data quality for downstream engagement programs

5. Trigger compliance review for campaigns using sensitive content

Data flow: OpenText Lens - Data Visibility ? Braze

If OpenText Lens detects sensitive terms, regulated data, or confidential business information in campaign-related documents, it can route those findings to compliance or legal teams before the campaign is activated in Braze. Braze campaigns can then be paused, revised, or approved based on the review outcome.

• Creates a controlled approval process for regulated communications
• Reduces the chance of sending noncompliant messages
• Improves collaboration between marketing, legal, and governance teams

6. Enrich customer engagement with insights from unstructured service and feedback data

Data flow: OpenText Lens - Data Visibility ? Braze

OpenText Lens can extract topics and risk indicators from customer feedback files, complaint logs, and support documentation. Those insights can be sent to Braze to adjust messaging frequency, suppress promotional offers, or launch service recovery journeys for affected customers.

• Improves customer experience by aligning outreach with service history
• Helps prevent irrelevant or poorly timed campaigns
• Supports proactive retention and recovery workflows

7. Close the loop by using Braze engagement outcomes to prioritize data governance reviews

Data flow: Braze ? OpenText Lens - Data Visibility

Braze campaign performance data, such as low engagement, unsubscribes, or complaint spikes, can be fed back into governance processes. OpenText Lens can then help teams investigate whether the issue is linked to outdated content, duplicated records, or sensitive data stored in unstructured repositories.

• Connects engagement outcomes to information governance actions
• Helps identify content quality issues affecting campaign performance
• Supports continuous improvement across marketing and data governance teams