Progressive profile refers to the ability to ask users to provide additional profile information over time, or to update existing information when needed. The sample Progressive Profile journey checks the number of logins, and prompts the user to add their marketing preferences if they haven’t already. There are a wide variety of other ways you can configure a progressive profile flow, however.
Progressive profile journeys generally aren’t directly linked. Instead, they are included inside other journeys, using the Inner Tree Evaluator node. You can connect multiple Inner Tree Evaluator nodes together, which can help you keep different progressive profile behaviors organized into their own journeys.
The following nodes are associated with progressive profiles:
- Attribute Present Decision node
The Attribute Present Decision node checks whether the specified attribute is present. It does not check the value of the attribute, only that the attribute exists. This can include attributes that might otherwise be private. A common use case for this node is when you want to check for the presence of a password.
- Attribute Value Decision node
The Attribute Value Decision node checks the value of the specified attribute, and determines if it satisfies the conditions configured in the node. It can perform two types of comparison operations:
Check whether an attribute is present.
Check whether the value of an attribute equals a value specified in the node.
- KBA Decision node
The KBA Decision node is primarily used in a progressive profile journey where you want to ensure a user has defined answers to the minimum number of questions required by the system. This can be useful if the number of questions changes, so the user can be prompted for any necessary additional responses when they next log in. In this case, the KBA Decision node would be used together with the KBA Definition node: if the KBA Decision node evaluates false, the user would then be taken to the KBA Definition node.
- Login Count Decision node
The Login Count Decision node checks whether the user has logged in the specified number of times. It can either be triggered once (using the
ATinterval), or triggered repeatedly after a set number of logins (using the
EVERYinterval). The login count is not automatically incremented: be sure to include the Increment Login Count node in your login journey if you plan to use this node.
- Profile Completeness Decision node
The Profile Completeness Decision node checks how complete a user’s profile is, and compares that amount with a percentage value set in the node. The value for profile completeness is based on the number of visible, user-editable attributes in their profile that have been filled out.
- Query Filter Decision node
The Query Filter Decision node uses a query filter to check a user’s profile for specific information. Use this to check whether a particular field has been filled out, or that the contents of a field match a specific pattern. For instance, you can use this in progressive profile journeys to check if marketing preferences are set on a user’s profile. For more information on constructing effective query filters, refer to Construct queries.
- Terms and Conditions Decision node
The Terms and Conditions Decision node verifies the user has accepted the currently active set of terms and conditions. Use this node when you want to verify the user has accepted your current terms and conditions before proceeding. Use this with the Accept Terms and Conditions node: connect the Terms and Conditions Decision node False output to an Accept Terms and Conditions node.
- Time Since Decision node
The Time Since Decision node checks the user’s creation date against a specified amount of time. This is used when you want to have a time-based reminder for users to check an attribute. Once the specified amount of time has elapsed, the node evaluates to
Truethe next time the node is triggered, for example, by the user logging in and going through a progressive profile journey.