Progressive profiling helps you improve the user experience by gathering the user’s data gradually. Instead of a huge overwhelming form asking for all details, progressive profiling uses shorter and multiple sequential forms. This approach focuses on collecting only the important information from a user that is required at that moment.
With progressive profiling, you understand your users more accurately, about what information they can share comfortably.
You can ask a user to provide only the minimal details, such as name and email address, during the registration. The type of information provided during registration can vary depending on the type of information or service for which a user is requesting.
The user can provide more details over time as and when performing a specific action. This in turn simplifies the registration and login experiences for users.
For example,
|
User Action |
Information Required from a User |
|---|---|
|
Registration |
Name and Email Address |
|
Search for an insurance policy |
Contact number and city |
|
Buy an insurance |
Date of birth and postal address |
To configure progressive profiling for this example scenario, perform the following tasks in Self Service Password Reset:
Log in to Self Service Password Reset at https://dns-name/sspr as an administrator.
In the toolbar, click your name.
Click Configuration Editor.
Click Modules > Public > New User Registration > New User Profile > default.
Configure the first name, last name, and email ID.
Enable the New User Registration module:
Click Modules > Public > New User Registration > New User Settings.
Select Enable New User Registration.
In the toolbar, click Save changes.
With this configuration, a user needs to provide only the first name, last name, and email ID while registering.
Perform the following actions:
Modify the default profile to collect LDAP attributes for the user's contact number and the name of the city. If a user has already provided this information, the user does not require to provide it again.
For more information see, Modifying the Default Profile.
Add another profile to collect LDAP attributes for the user’s date of birth and postal address.
For more information see, Adding a New Profile.
This configuration enables you with collecting the relevant user information as and when required. The user does not need to share the date of birth and postal address while performing a search for an insurance policy. When the user decides to buy a policy, you collect this information.
Log in to Self Service Password Reset at https://dns-name/sspr as an administrator.
In the toolbar, click your name.
Click Configuration Editor.
Click Modules > Authenticated > Update Profile > Update Profile Profiles > default.
In LDAP Search Filter, specify (&((!(mobile=*))(!(city=*)))((!(homepostaladdress=* ))(!(Version=* )))).
In the Update Profile Form section, add contact number and city.
In the toolbar, click Save changes.
Log in to Self Service Password Reset at https://dns-name/sspr as an administrator.
In the toolbar, click your name.
Click Configuration Editor.
Click Modules > Authenticated > Update Profile > Update Profile Profiles > (Edit List).
Click Add Profile and specify a name for the profile.
Click OK.
In LDAP Search Filter, specify (|((objectClass=person) (&(mobile=*)(city=*)(!(homepostaladdress=* ))))).
In the Update Profile Form section, in addition to the contact number and city, add the date of birth and postal address.
In the toolbar, click Save changes.
When filling up the postal address and date of birth details on this form, the user sees the contact number and city that were provided earlier.
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