Decisioning studio docs update - adding PRo docs #11398
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Making updates to the About page
Updated the language for clarity and added structured steps for setting up Decisioning Studio Pro agents.
….com/braze-inc/braze-docs into chris-decisioning-studio-docs-update
….com/braze-inc/braze-docs into chris-decisioning-studio-docs-update
Revised the content for clarity and conciseness, emphasizing the importance of customer context and audience definition for Decisioning Studio agents. Updated instructions for audience configuration and customer data submission.
Correct formatting and add a closing tab for the Other Cloud Solutions section. Clarify options for custom audience builds.
Added images and clarified re-eligibility for API Triggered Campaigns.
Removed raw code blocks for CTA and SMS messages and added images for push and SMS campaign examples.
Updated examples and images for email campaign optimization in Decisioning Studio documentation.
Clarify wording regarding custom engineering work and agent delivery of recommendation file.
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_docs/_user_guide/brazeai/decisioning_studio/decisioning_studio_pro/configure_orchestration.md
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| Go to **Settings** > **API Keys**, then create a new key with the following permissions: | ||
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| {% multi_lang_include decisioning_studio/api_key_permissions.md %} |
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I can't figure out where to find the source of this table, so I'm going to make some notes about the API permissions here:
- The list in this table is the list needed for DS Go, and is even a bit out of date for that (we don't need /users/export/segment permissions anymore)
- I don't understand what the row "Only if using external ids" is accomplishing - I think maybe that was supposed to be in the Required col of the /users/export/segment row, but as stated above, we don't need that row at all anymore because we have the internal export functionality
- The rest of the permissions are specific to DS Go. For Pro, it depends on what activation methodology you are using. If we want to focus on API Triggered campaigns, see the specific list in our confluence docs
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| ### Step 2: Set up API-triggered campaigns | ||
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| Set up an API-triggered campaign for each base template with API trigger properties for all optimized dimensions. |
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I think I noted this in your original google doc - but I'd be careful of using the terminology "base template" here, since "templates" are actually a thing in the Braze product, and they are NOT necessarily what we are referring to here (i.e., we don't want people to think that they need to create a template in Braze AND a campaign; you can use a template when creating a campaign, but you don't have to). I'd suggest using language like "base creative".
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| Decisioning Studio also supports native integrations with SFMC and Klaviyo. For SFMC, for example, Decisioning Studio triggers API events into a journey with data required to populate dynamic elements. | ||
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| For detailed steps to configure an agent that uses either of these customer engagement platforms, following the [SFMC instructions]({{site.baseurl}}/user_guide/brazeai/decisioning_studio/decisioning_studio_go/configure_sfmc/) or [Klaivyo instructions]({{site.baseurl}}/user_guide/brazeai/decisioning_studio/decisioning_studio_go/configure_klaviyo/) |
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| For detailed steps to configure an agent that uses either of these customer engagement platforms, following the [SFMC instructions]({{site.baseurl}}/user_guide/brazeai/decisioning_studio/decisioning_studio_go/configure_sfmc/) or [Klaivyo instructions]({{site.baseurl}}/user_guide/brazeai/decisioning_studio/decisioning_studio_go/configure_klaviyo/) | |
| For detailed steps to configure an agent that uses either of these customer engagement platforms, follow the [SFMC instructions]({{site.baseurl}}/user_guide/brazeai/decisioning_studio/decisioning_studio_go/configure_sfmc/) or [Klaivyo instructions]({{site.baseurl}}/user_guide/brazeai/decisioning_studio/decisioning_studio_go/configure_klaviyo/) |
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| Decisioning Studio can integrate with any customer engagement platform. However, this may require some custom engineering work from your team, since Decisioning Studio cannot trigger communications directly. | ||
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| In this scenario, the agent will deliver a "recommendation file." This file contains rows for each customer, with columns that indicate all of the personalized decisions for that customer. |
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In the image, it says "Decisions file" but here we say "recommendation file" - suggest aligning on what you want to call it (when I made that slide, I had shifted toward calling it a "decisions" file - because we are a "decisioning" product, so it made better sense. And also, because it sounds less optional than "recommendations")
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| Might be used to optimze an email campaign that looks like the following: |
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| Might be used to optimze an email campaign that looks like the following: | |
| Might be used to optimize an email campaign that looks like the following: |
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| ## If another Customer Engagement Platform | ||
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| Decisioning Studio can integrate with any customer engagement platform. However, this may require some custom engineering work from your team, since Decisioning Studio cannot trigger communications directly. |
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You might want to be a little more direct here and just say "This will require custom engineering work."
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| ## If another Customer Engagement Platform | ||
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| Decisioning Studio can integrate with any customer engagement platform. However, this may require some custom engineering work, if Decisioning Studio cannot trigger communications directly. |
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We could consider putting this in a "Disclaimer" box
_docs/_user_guide/brazeai/decisioning_studio/decisioning_studio_pro.md
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_docs/_user_guide/brazeai/decisioning_studio/decisioning_studio_pro/configure_orchestration.md
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| ## If Customer Engagement Platform is SFMC or Klaviyo | ||
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| Decisioning Studio also supports native integrations with SFMC and Klaviyo. For SFMC, for example, Decisioning Studio triggers API events into a journey with data required to populate dynamic elements. |
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@chriswickhamOF given that we're providing an example for SFMC, should we give one for Klaviyo as well?
_docs/_user_guide/brazeai/decisioning_studio/decisioning_studio_pro/create_feedback_loop.md
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| ## Step 2: Send additional customer data to Decisioning Studio | ||
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| In order to effectively personalize customer engagement, agents need to understand as much as possible about your customers. This data should be sent along with the audience definition, and all data should map onto a single customer identifier field. |
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@chriswickhamOF see my previous comments on customer vs. user - we should align the language across the docs
_docs/_user_guide/brazeai/decisioning_studio/decisioning_studio_pro/set_customer_context.md
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| If there is customer data that you would want to use for Decisioning Studio that is not currently stored in the Customer Profile or Custom Attributes, the recommended approach is to use [Braze Cloud Data Ingestion]({{site.baseurl}}/user_guide/data/unification/cloud_ingestion) to ingest data from other sources. | ||
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| CDI supports any of direct integrations, including: |
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@chriswickhamOF I assume this was supposed to be [...] supports any of the following direct integrations:?
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@chriswickhamOF also, maybe instead of hardcoding the name of the platforms, why not instead link to the official Braze docs page for CDI? that way we don't need to manually update this page whenever a new integration source is added to CDI
_docs/_user_guide/brazeai/decisioning_studio/go/finding_key_info.md
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…o_pro/configure_orchestration.md Co-authored-by: kristinabrantley <[email protected]>
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