Multi-Step Signup Flow with Custom Profile Fields?

Okenyon

Active member
Hey everyone,

We're in the early stages of building a new community and are trying to find the best balance between user experience and data collection.

We want to keep the initial registration page super simple — just the basics like username, password, email, etc. But once a user completes that first step and is successfully registered, we want to take them to a step two page that asks for more info — things like their role, company size, interests, etc. We’re using custom profile fields for this.

The key is:
  • The user should already be registered after step one (we don’t want to risk losing them if they abandon partway).
  • But we want to immediately prompt them with this "Tell us more about you" step before they land on the forum homepage.
  • Ideally with a “Skip for now” option, like many social platforms offer.
I’m currently working with Russ from PixelExit and we've found a signup flow solution that shows multiple steps, but it doesn't create the user account until all steps are completed — and that’s a dealbreaker for us.

Has anyone come across a workaround, plugin, or add-on that allows for this type of flow? Or maybe a creative solution using route filters or custom pages?

Really appreciate any tips or directions you can share!
 
Custom fields were not really meant to be used this way. After registration, other problems will crop up due to this misalignment, for example, custom profile field categories are hardcoded, a bunch of "junk" users who quit early, and so on.

This really requires an add-on that is built around your funnel/business process, gathers leads and records metrics at every step, has reporting, and reminds people to follow up if they dropped off in the middle of the process, etc.
 
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