Progressive profiling
Progressive profiling allows you to collect customer information gradually over time rather than overwhelming users with lengthy forms during initial registration. This approach improves conversion rates while enabling better personalization as customers engage with your platform.
💡 Why this matters
You increase registration completion rates and build deeper customer relationships by collecting data at the right moments when users see clear value in sharing information.
Key capabilities​
- Minimal initial registration – Start with essential fields only (email, basic info) to reduce abandonment
- Contextual data collection – Request additional information when relevant to specific actions or features
- No-code flow orchestration – Design progressive profiling workflows without custom development
- Smart timing triggers – Collect data after login, during feature use, or before premium actions
- Personalization enhancement – Use collected data to improve user experience and recommendations
Outcomes​
Organizations that implement progressive profiling typically achieve:
- Higher conversion rates from simplified initial registration flows
- Better data quality through contextual, purposeful information requests
- Improved personalization based on gradually collected customer preferences
Design principles​
- Start with absolute minimum required fields for account creation
- Request additional data when users see clear benefit in providing it
- Use progressive disclosure to explain why information is being collected
- Respect user choice by making additional profiling optional when possible
Where to configure​
Use these guides to implement progressive profiling:
Compliance note​
Progressive profiling supports privacy compliance by collecting only necessary data initially and requesting additional information with clear purpose and user consent.
FAQ​
When should additional profile data be collected?
Collect additional data when users are about to access features that benefit from personalization, during onboarding flows, or when they're demonstrating engagement with your platform.
How does this impact conversion rates?
By reducing initial registration friction, progressive profiling typically increases sign-up completion rates while still gathering the customer data needed for personalization.
Can progressive profiling be made optional?
Yes. Users can be given choices about what additional information to provide, with clear explanations of how it improves their experience.
What data should be collected initially vs. progressively?
Initially collect only authentication essentials (email, password/passwordless). Progressively collect preferences, demographics, and behavioral data when contextually relevant.
How does this support personalization efforts?
Progressive profiling provides richer customer data over time, enabling better recommendations, targeted content, and personalized experiences without initial registration friction.