Lifecycle Marketing with Braze: From First Touch to Retention

This guide explains how brands can build a customer loyalty journey through the Braze platform, create sustainable engagement from the very first interaction, and optimize this process with Omtera’s Braze expertise.
Lifecycle Marketing with Braze: From First Touch to Retention

In the digital marketing world, retaining customers is just as important as acquiring them.
When users download your app or see your campaign, the job doesn’t end there. The real difference lies in establishing a lasting relationship between your brand and the customer.
That’s where Braze, a powerful customer engagement platform, comes into play, helping brands sustain meaningful connections from the very first touchpoint.

In this article, we’ll explore the crucial role Braze plays in the customer loyalty cycle, how to apply omni-channel strategies, and how Omtera’s Braze partnership helps brands manage this process effectively.

Why Customer Loyalty Matters

In modern marketing, acquiring a new customer can cost 5 to 7 times more than retaining an existing one.
Yet many brands still focus on acquisition while neglecting loyalty processes.
Braze changes that perception — because with Braze, brands don’t just send messages; they create personalized, behavior-based journeys.

The Key Stages of the Loyalty Process

  1. Awareness: The user encounters the brand for the first time.
  2. Activation (Onboarding): Braze Canvas guides the user.
  3. Engagement: Dynamic messages are triggered based on user behavior.
  4. Retention: Timely reminders are sent through the right channels.
  5. Advocacy: Loyal users become brand ambassadors.

Braze builds each stage of this process on data, automation, and personalization.

How to Build a Customer Loyalty Strategy with Braze

1. Behavior-Based Segmentation

Braze analyzes user data in real time.
Whenever a user takes an action — abandons a cart, completes a task, or signs up — Braze automatically detects it and triggers the corresponding segment.

Example:
Send a welcome email within 24 hours of a new signup,
or a reminder push notification to users inactive for 7 days.

2. Automated Journeys with Braze Canvas

Braze’s Canvas feature lets you visually design customer interactions.
Brands can fully automate the journey “from first touch to loyalty.”

Advantages:

  • Cross-channel synchronization (email, push, in-app message, SMS)
  • A/B testing for message performance
  • Dynamic branching based on user behavior (if/then flows)

Strengthen Loyalty with an Omni-Channel Experience

Your users interact with your brand across multiple platforms — not just one.
Braze unifies all these touchpoints into a seamless experience, ensuring every message aligns with your brand voice.

Multi-Channel Examples

  • Web Push + Email integration
  • In-app notifications with personalized offers
  • Abandoned cart reminders via SMS
  • CRM data synchronization with Segment or Salesforce

Result: All channels are managed from a single user profile, creating a consistent brand experience everywhere.

Measure Loyalty with Braze Analytics Dashboards

Increasing loyalty is important — but measuring it is critical.
With Braze Analytics Dashboards, you can track campaign performance, conversion rates, and user lifecycle behavior in detail.

Key metrics to monitor:

  • Retention Rate
  • Session Frequency
  • Customer Lifetime Value (CLV)
  • Churn Rate

This allows brands not only to track campaigns but also to reshape strategies based on data.

Omtera’s Role: From Strategy to Execution

As a Braze Partner, Omtera provides more than technical setup — it delivers end-to-end strategic support.
With Omtera’s expertise, organizations don’t just use Braze as a communication tool; they place it at the core of their customer loyalty ecosystem.

Omtera’s Core Services

  • Braze setup and configuration
  • Data flow, API, and Webhook integrations
  • Canvas journey design
  • A/B test planning and performance analysis
  • Team training and operational support

Omtera enables brands to unlock the full potential of Braze — empowering both marketing and product teams to achieve measurable customer loyalty.

Strengthening Customer Loyalty with Omtera’s Specialized Services

Omtera offers end-to-end consulting services that help brands leverage Braze to its fullest potential.
These services go beyond technical implementation — transforming loyalty strategies into data-driven, insight-based, and measurable results.

1. Strategic Roadmap and Goal Setting

Omtera analyzes your current customer engagement data and defines measurable KPIs within Braze.
This ensures you can track not just campaign volume, but also the impact of every interaction on loyalty.

2. Braze Implementation and Integration Management

Omtera’s teams integrate your CRM, e-commerce, and data warehouse systems with Braze.
Through APIs, Webhooks, and SDKs, every customer action flows automatically into the Braze ecosystem — enabling real-time loyalty triggers.

3. Canvas Design and Automation Flows

Omtera designs Braze Canvas flows tailored to your loyalty strategy.

  • Onboarding series for new users
  • Personalized offers for active users
  • Win-back scenarios for inactive users
  • Loyalty program journeys for VIP segments

All these automations create an omni-channel communication experience that stays true to your brand tone.

4. Testing, Optimization, and Training

Before launching, each campaign undergoes A/B testing, segment validation, and performance simulation.
Omtera also empowers in-house teams through Braze Academy training sessions and hands-on workshops.

5. Reporting and Continuous Improvement

Omtera provides weekly and monthly reports via Braze Analytics Dashboards — covering engagement rates, CLV growth, and retention patterns.
Each reporting cycle identifies new opportunities, allowing for continuous optimization.

Omtera’s philosophy is simple: “Measure impact, not process.”
With Omtera’s guidance, brands using Braze don’t just send messages — they build loyalty.

Loyalty, Strategy, and Continuity

Customer loyalty is the cornerstone of sustainable brand growth.
Braze provides not just campaign tools but a comprehensive engagement strategy — and Omtera is the trusted partner to make it a reality.

Ready to design loyalty-driven customer journeys?
Combine the power of Omtera and Braze to transform your customer relationships.

Frequently Asked Questions (FAQ)

Why is Braze the ideal platform for customer loyalty?
Because Braze combines data-driven decision-making, real-time automation, and multi-channel communication within a single platform.

How does Omtera support Braze usage?
Omtera handles Braze implementation, strategy design, data integration, and training — helping organizations get the most out of Braze.

Do you need technical expertise to use Braze?
Not necessarily. Omtera manages the initial configuration, and marketing teams can easily create campaigns through Braze Canvas.

Get Expert Advice Today
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.