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Architecture AS-IS

The following architecture uses PLK ES DEV and BK ES DEV as example, but it should be interpreted for whitelabel-app independently of market and environment setup.

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  • If customer sets the mkt comms checkbox, the following should be set for all brands for the app country:

    • marketingEmail=true ( true/false) → aligned with Sanity

    • email_subscribe=opted_in ( unsubscribed / subscribed / opted_in ) → aligned with Braze

    • marketingPush=true ( true/false) → aligned with Sanity

    • push_subscribe=opted_in ( unsubscribed / subscribed / opted_in ) → aligned with Braze

Mapping of email and push attributes in database (dynamodb)

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  • to check connection with another mParticle

    • https://dev-plk-es-whitelabel-cms.rbi.tools/desk/ctgConfigs;frontEndConfiguration

    • Findings: Just changing this value is enough to point to another mParticle instance and propagate mParticle info → Braze.

      • Tests done in PLK ES DEV pointing to BK PT DEV / BK ES DEV

      • Way-forward option 1: Work with multiple instances:

        • Iberia: PLK ES and BK ES

        • currently mParticle init is just for one instance

      • Way-forward option 2: Propagate events from PLK ES mparticle instance to BK ES Braze (filtering events)

        • No impact on WL. Only mParticle configuration.

    • The above mParticle config is related to:

      • mParticle PLK ES DEV WEB.

    • In sanity, there is no config related to:

      • mParticle PLK ES DEV Android.

      • mParticle PLK ES DEV IOS.

    • Check if Android and IOS input config make sense

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Platform

mParticle Key (DEV)

(eu1-0c13f335900287438fd4103e7b18d850)

Braze API KEY (BK_ES - Development )

web

***************************278a

3e050cbf-2878-46ed-98c1-3365ea49278a

Android

****************************0fb6

3194745e-0038-449f-910a-170231fa0fb6

IOS

****************************625e

5a0dd8b1-65a2-452a-9722-d8126f47625e

Solution Proposal*

*texts blue = impacts, text in red = no impact

Option 1 - Changing WL to forward Sign up complete/accepted agreement (mkt comms = true) events to another mParticle instance Brand and then to the corresponding Braze Brand

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Sign up to a brand that uses the RBI app

With opt-in consent

Steps

Expected results

Guest signs up with the PLK ES app and accepts marketing communications from the sign in page

  • Guest account created in the RBI platform , mParticle and Braze for PLK ES

  • Account created in mParticle and Braze for BK ES

  • Email and Push subscription status set to “Opted In” on mParticle, Braze and the RBI platform for PLK ES and BK ES

  • User account created in Braze for TH ES with subscription status set to “Opted In”

  • Condition: marketing comms WL flags are true ( email and push attributes set to true)

    • Option 1: WL (PLK ES) needs to send the sign-up complete event (with mkt comms flags = true )for both mParticle instances PLK ES and BK ES. To do that, Sanity will need to have not only one field to store the mParticle instance, but a list. Then WL will fetch this list to propagate this event.

    • Option 2: PLK ES mParticle instance will also forward PLK ES sign-up complete event (with mkt comms flags = true ) events to BK ES

  • It will feed both Brazes (PLK ES and BK ES) with the same event data → PLK ES data (userId, …).

Without opt-in consent

Steps

Expected results

Guest signs up with the PLK ES app and does not accept marketing communications from the sign in page

  • Guest account created in the RBI platform, mParticle and Braze for PLK ES only

  • Email and Push subscription status set to “Unsubscribed” on PLK ES only

  • condition: marketing comms=false ( email and push attributes set to false)

  • There is no need to propagate this event to BK ES mParticle / Braze.

Sign-up to TH

  • Not applicable

Unsubscribe

From an email

Note

Need to look into how to disable push from the email link.

Steps

Expected results

Guest receives a marketing email from PLK ES and clicks the unsubscribe link

  • Email and push subscription status set to “Unsubscribed” on Braze for PLK ES and “Opted In” for all other brands

  • Communication preferences page on the RBI app is unchecked

  • In principle, no impact to notify other brand Braze, since the link is specific to unsubscribe one brand only.

From the RBI app

Steps

Expected results

Guest opens the communication preferences page on the PLK ES app and unchecks the “Email marketing communications & Push“ setting:

  • Email and Push subscription status set to “Unsubscribed” on Braze for PLK ES and “Opted In” for all other brands

  • Communication preferences page on the RBI app is unchecked

  • In principle, no impact to notify other brand Braze, since the app update comm. preferences update is specific to unsubscribe one brand only.

From the Admin Tool

Steps

Expected results

Support staff unsubscribes a guest from email and push communications on the PLK ES Admin Tool

  • Email and Push subscription status set to “Unsubscribed” on the RBI Platform, mParticle and Braze for PLK ES and “Opted In” for all other brands

  • Communication preferences page on the RBI app is unchecked

Support staff unsubscribes a guest from email or push notifications separately on the PLK ES Admin Tool

Not possible, since the PLK ES app does now show opt in status separately for email and push.

  • In principle, no impact

From Salesforce Service Cloud

Note

Item under discussion. As it stands, this is outside of RBI scope.

Steps

Expected results

Support staff unsubscribes a guest from email and push communications on Salesforce Service Cloud

Email and Push subscription status set to “Unsubscribed” on Braze for TH ES only and “Opted In” for all other brands

  • In principle, no impact

Subscribe

Steps

Expected results

Guest opens the communication preferences page on the PLK ES app and checks the “Email marketing communications & Push“ setting:

  • Email and Push subscription status set to “Opted In” on the RBI Platform, mParticle and Braze for PLK ES

  • Communication preferences page on the RBI app is checked

  • If accounts exist in mParticle and Brazer for any other brands, they remain unchanged

  • In principle, no impact

From the Admin Tool

Steps

Expected results

Support staff subscribes a guest to receive email and push communications on the PLK ES Admin Tool

  • Email and Push subscription status set to “Opted In” on the RBI Platform, mParticle and Braze for PLK ES

  • Communication preferences page on the RBI app is unchecked

  • If accounts exist in mParticle and Brazer for any other brands, they remain unchanged

Support staff subscribes a guest to receive email communications only on the PLK ES Admin Tool

Not possible, since the PLK ES app does now show opt in status separately for email and push.

  • In principle, no impact

From Salesforce Service Cloud

Note

Item under discussion. As it stands, this is outside of RBI scope.

Steps

Expected results

Support staff subscribes a guest from email and push communications on Salesforce Service Cloud

  • Email and Push subscription status set to “Opted In” on Braze for TH ES and “Unsubscribed” for all other brands

  • In principle, no impact

Terms and conditions

Opt-in during acceptance

Steps

Expected results

Guest signs up with the PLK ES app and accepts marketing communications from the sign in page

Email and Push subscription status in Braze set to “Opted In” for PLK ES, BK ES and TH ES

Guest receives a marketing email from BK ES and clicks the unsubscribe link

Email and pushsubscription status in Braze set to “Opted In” for PLK ES and TH ES, but “Unsubscribed” for BK ES

Guest receives a marketing email from TH ES and clicks the unsubscribe link

Email and pushsubscription status in Braze set to “Opted In” for PLK ES and “Unsubscribed” for BK ES and TH ES

During a second login to the PLK ES app, guest is presented with updated T&C for acceptance. Guest accepts marketing communications

Email and Push subscription status in Braze set to “Opted In” for PLK ES, BK ES and TH ES

Impact in “Accepted updated agreement” event flow.

  • It should propagate the accepted updated agreement event with the mkt comms flags as true for all configured Brazes.

5.2. Opt-out during acceptance

Steps

Expected results

Guest signs up with the PLK ES app and accepts marketing communications from the sign in page

Email and Push subscription status in Braze set to “Opted In” for PLK ES, BK ES and TH ES

During a second login to the PLK ES app, guest is presented with updated T&C for acceptance. Guest does not accept marketing communications

Email and Push subscription status in Braze set to “Unsubscribed” for PLK ES, BK ES and TH ES

Impact in “Accepted updated agreement” event flow.

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N/A scenario - T&C doesn’t provide the possibility for a guest opt-out, if he/she already opted-in.

Edge Cases

Opt-out during sign-up in another brand

Steps

Expected results

Guest signs up with the PLK ES app and accepts marketing communications from the sign in page

Email and Push subscription status in Braze set to “Opted In” for PLK ES, BK ES and TH ES

The same guest signs up with the BK ES app and does not accept marketing communications from the sign in page

Email and Push subscription status in Braze set to “Unsubscribed” for PLK ES, BK ES and TH ES

  • In principle, no impact. It should be covered with the sign-up flow. Tests are crucial here.

Opt-in during sign-up in another brand

Steps

Expected results

Guest signs up with the PLK ES app and does not accept marketing communications from the sign in page

Email and Push subscription status in Braze set to “Unsubscribed” for PLK ES, BK ES and TH ES

The same guest signs up with the BK ES app and accepts marketing communications from the sign in page

Email and Push subscription status in Braze set to “Opted In” for PLK ES, BK ES and TH ES

  • In principle, no impact. It should be covered with the sign-up flow. Tests are crucial here.

Re-subscribe

Steps

Expected results

Guest signs up with the PLK ES app and accepts marketing communications from the sign in page

Email and Push subscription status in Braze set to “Opted In” for PLK ES, BK ES and TH ES

Guest receives a marketing email from BK ES and clicks the unsubscribe link

Email and pushsubscription status in Braze set to “Opted In” for PLK ES and TH ES, but “Unsubscribed” for BK ES

The same guest signs up with the BK ES app and accepts marketing communications from the sign in page

Email and Push subscription status in Braze set to “Opted In” for PLK ES, BK ES and TH ES

  • In principle, no impact. It should be covered with the sign-up flow. Tests are crucial here.

References:

/wiki/spaces/EGMT/pages/4151410932

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