Guides & tutorials
Guides & tutorials
Do you want to reduce signup friction but also collect more information about your users?
This use case requires your users to complete their profile the second time they log in. It consists of a custom form to request specific data from your users which will be displayed, after logging in, only to the users in whose profile this data is not saved.
Learn, step by step, how to configure it using Arengu's integration with Auth0 rules.
In this case, a form to ask for the company and job title to the users for whom we do not have this data, integrating it with Auth0 rules.
This form will be linked to a flow that will check the user's session token and update the user's metadata in Auth0.
First of all, add the progressive profiling rule of Arengu to the Auth0 dashboard. For this:
You will be automatically redirected to the rule edition screen. Notice that if you click any of the three buttons at the bottom of the Edit Rule screen you will activate it. After installing the rule, Auth0 will skip it until you add the configuration we explain below.
As the page notification indicates, the next step is to add the following keys:
To add them, go to Auth0 Dashboard > Auth Pipeline > Rules and click on the Add button of the Settings section. To learn more, check the Rules Configuration page.
Check that the rule is enabled and then go back to the Edit rule page. Check the script to include the parameters of the data that we will ask the user on the form.
Notice the following about this rule:
Once you have added and saved the configuration, Auth0 will process all logins for your tenant using this Rule. Before activating the integration in production, make sure you have configured all components correctly and verified on a test tenant.
Go to the form editor and add the required fields. In this case, we will add two Text fields to ask the user for the data we need. To set up these fields:
As we will receive the “state” and “session_token” params when Auth0 redirects the user, we will need to create two hidden fields with the same keys. Arengu will automatically pre-fill them with the corresponding URL params values.
Add these two hidden fields by clicking on the eye icon to open their settings:
Click on the Flows tab on the light menu, create a flow linked to the first step of the form by clicking on the + icon and publish the changes.
Go to the flow editor and start the flow by adding a Verify JSON web token action:
To set it up:
Add an If/then condition action to perform conditional logic if the JWT is valid or not.
The settings for this action are these:
Include a Show error message action in the False branch to display it on the form in case the JWT validations fails (eg. wrong settings, expired JWT, altered JWT, etc).
Then add a Sign JSON web token action to the True branch to sign the provided user information.
Set up this action as follows:
Then close the True branch of the flow with a Submit the form action to redirect the user to the Auth0 /continue endpoint with the state and signed token in the URL param.
To set up this action:
Finally, publish the changes.
To check if everything is working properly:
This will open the Auth0 login page where you can test the use case:
Once you have tried it, you can also check if the data has been updated this way:
If you want to try it again, you can manually delete this data and re-launch the test.
If it has not worked properly, you can check the possible errors in Auth0 Dashboard and in the Executions tab of the flow in Arengu’s editor.