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Progressive Profiling realized by Okta CIC (Auth0)

Introduction

Progressive Profiling is a method of collecting user information in stages, such as on the member registration screen.
By requiring information input in stages and reducing the burden on users to respond, we can expect to improve response rates and collect more user information. It is also expected to prevent users from discontinuing registration due to problems such as difficulty in answering the questions, and improve the user withdrawal rate.

Example) Presentation of a step-by-step user information input form depending on the number of logins

Presentation of user information input form in stages according to the number of logins

Okta CIC (Auth0) allows you to easily implement Progressive Profiling by using the Actions function. Flexibility can be provided, such as whether or not to present an input form depending on the number of user logins, and changing the form contents.

On this page, we will introduce how to display the input form according to the number of logins and an example of how it works. Please note that Glitch is used to display the input form.

premise

The information regarding functions and settings described on this page is current as of September 2023.

Setting overview

  • Okta CIC advance preparation
    • User created
    • Okta CIC cooperation application creation
  • Glitch settings
    • Application creation
    • Obtaining information for collaboration with Okta CIC application (used in Okta CIC settings)
    • Information registration for collaboration with Okta CIC application
  • Okta CIC configuration
    • Action creation 1: For first login
      ・Redirect to form for first login after login operation
      ・Save form input information (user information: user_metadata, response status: app_metadata)
    • Action creation 2: For the third login
      ・Redirect to form for third login after login operation
      ・Save form input information (user information: user_metadata, response status: app_metadata)

Setting Example

Okta CIC advance preparation

  • User created

Create a user on Okta CIC to check login operation.

  • Okta CIC cooperation application creation

Prepare an application that authenticates through Okta CIC. For the settings required for using the sample application and linking with Okta CIC, please see How to set up cooperation between Auth0 and the sample application.

Glitch settings

  • Application creation
  • Access the form display application template prepared by Glitch in a secret window. *Uses an application created by Okta.
    https://glitch.com/edit/#!/okta-cic-redirect-actions
  • Click [Remix] at the top right of the screen
  • Confirm that the project name in the upper left has been changed.
  • Obtaining information for collaboration with Okta CIC application (used in Okta CIC settings)
  • Click [TERMINAL] at the bottom of the page
  • Run the command below to generate a random string to use as APP_SECRET_KEY (used in Okta CIC settings)
    > openssl rand -hex 32
  • Click [Share]
  • Copy the URL in the [Live site] field (used in Okta CIC settings)
  • Information registration for collaboration with Okta CIC application
  • Click [.env]
  • Enter Okta CIC tenant and linked application setting information
  • AUTH0_DOMAIN: Okta CIC tenant domain name
  • AUTH0_CLIENT_ID: Client ID value in Okta CIC application settings
  • AUTH0_CLIENT_SECRET: Client Secret value in Okta CIC application settings
  • APP_SECRET_KEY: Random string generated in the previous step

Okta CIC configuration

  • Action creation 1: For first login
  • On the Okta CIC management screen, click [Actions] > [Library]
  • Click [Build Custom]
  • Select the name of the action to be created, the trigger of the action, and the execution environment, and click [Create].
  • Added Secrets settings
  • Key: SESSION_TOKEN_SECRET
    Value: APP_SECRET_KEY value generated in Glitch settings
  • Key: FORM_URL
    Value: Glitch link copied in Glitch settings Example) https://Glitch project name/prog/universal
  • Click Deploy
  • Confirm that the created Action was successfully deployed
  • Click Actions > Flows
  • Select [Login] as the Flow to incorporate the created Action
  • Incorporate the created Action into the Flow by dragging and dropping it
  • Click [Apply]
  • Confirm that it was reflected normally
  • Action creation 2: For the third login
  • Create a new action in the same way as steps ① to ④ of “Action creation 1”
  • Click [Deploy] and confirm that the created Action was successfully deployed.
  • In the same way as "Create Action 1" ⑧~⑫, incorporate the created Action into the Flow and check that it is reflected correctly.

Operation example

Behavior confirmation when logging in for the first time

  • Confirm that the operations when logging in are as follows.
  • After login authentication, you will be redirected to the form for first login.
  • Fill out the form and click [Register]
  • Transition to target app screen
  • Confirm user registration information
  • On the Okta CIC management screen, select [User Management] > [Users] > select the logged in user.
  • Confirm that form input information has been added to user_metadata and app_metadata.

Behavior confirmation when logging in for the third time

  • Confirm that the operations when logging in are as follows.
  • After login authentication, you will be redirected to the form for first login.
  • Fill out the form and click [Register]
  • Transition to target app screen
  • Confirm user registration information
  • On the Okta CIC management screen, select [User Management] > [Users] > select the logged in user.
  • Confirm that the form input information for the third login has been added to user_metadata and app_metadata.

in conclusion

On this page, we introduced how to implement Progressive Profiling with Okta CIC.
By using the Actions function, you can flexibly respond to your requirements, such as changing the conditions for redirecting to a form or changing the content displayed on the form. You can also try Progressive Profiling in the free Okta CIC trial environment.

If you are interested in realizing Progressive Profiling with Okta CIC, please contact us.

reference

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