CRM audit · Braze
A CRM audit for Braze
Braze can do almost anything, which is how a workspace ends up doing a bit of everything. The audit sorts out what's earning its place in yours, and what's just noise.
Where Braze programmes drift
- Canvases built for one launch, still running three launches later.
- Push, in-app and Content Cards all saying the same thing on the same day.
- Frequency capping set up once, before half the channels were added.
- Custom attributes nobody remembers adding, and segments built on top of them.
- Liquid that sends “Hi ,” when a field is empty.
- No global control group, so nobody can say what the programme adds.
What the audit looks at in Braze
- Canvases and campaigns
- Every live Canvas and campaign: what starts it, who enters, and what happens at each step when people don't do the thing you wanted. Including the ones nobody's opened in a year.
- Segments and data
- Custom attributes and events, which ones you use, and whether your segments still match how customers behave.
- Channels
- Email, SMS, WhatsApp, push, in-app and Content Cards. Whether each one has a job, and how frequency capping and quiet hours hold up across all of them.
- Personalisation
- Liquid, Connected Content and default values. What a customer sees when the data is there, and when it isn't.
- Measurement
- Control groups, conversion events and reporting. Whether you can tell what's working, or only what was sent.
How it works
We usually work inside your workspace, with access agreed up front. If you'd rather your team made the changes in Braze, we work alongside them instead.