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Collect user information on Hub Onboarding
complete
Will McArthur
This feature is in reference to a custom onboarding experience we are working on that will use Audience Attributes to collect information on your audience that will then be able to be used in Segments and other areas of the app.
The Audience Directory would also use this information to help your audience find others in the audience.
To go along with this collection of data, you will also be able to provide videos during the login process of your Hub to help onboard your audience.
Marisa Montaldi
Will McArthur This is awesome but the info collected doesn't seem to appear in the webhook event for onboarding_completed? Is that intentional or an oversight? (or am I doing something wrong?)
Will McArthur
Marisa Montaldi: Hey Marisa, I believe this data should be sent in the audience_updated event... can you check there and let me know if it works as expected?
Marisa Montaldi
Will McArthur: Sorry didn't see your reply come in. Thanks for replying. OK, so I just triple checked with both onboarding_complete and audience_update to separate webhook addresses. Neither contain the audience attributes that our users (both real and me testing it) provide during the onboarding sequence. Both the key and the value are missing – like, it's just not in the payload data structure at all? Let me know if a specific loom or screenshot would be helpful!
Will McArthur
Marisa Montaldi: Okay, my apologies there. Let me check with the team and see if we can update that payload to properly display the data.
Marisa Montaldi
Will McArthur: Much appreciated!! I eagerly await the answer :) 🙏
Will McArthur
Marisa Montaldi: Working on an update here that will include audience attribute in the payload. Sorry for the delay and thank you for your patience!
Marisa Montaldi
Will McArthur: oh man that's great news!! You all run an amazing ship over there. We're so grateful!
Marisa Montaldi
Will McArthur: What is the team's stance on providing the audience attribute values in the payload for the "Find Audience Member" Zap?
I was thinking... from a user perspective, it makes sense to want to easily retrieve this information about an audience member at any given point (because if they change the values, we might want to know about it?).
As long as the data is in the lookup payload, then we can just run the lookup after receiving any audience_update or onboarding_complete webhook AND we'll be able to look up the values on demand rather than waiting for the next time they may or may not update those attributes. Ideally it would show in any of these payloads, but if prioritising, "Find Audience" zapier action would provide the most bang for buck!
Will McArthur
Marisa Montaldi: Yes, that is exactly what we should be doing.
I think if we update all of the responses (webhooks and zaps) to return the audience attribute data, we should see many use cases fulfilled.
I have a developer working on the first aspect of this right now. It might be something you even see some changes for by the end of the week. Can't promise anything as this is a bit of side project, but I am on top of it 🫡.
Will McArthur
Marisa Montaldi: We've just rolled out an update so that attributes will now appear in the responses in Zapier for the New Audience Trigger and the Find Audience Action.
Webhooks with an audience response should also have attributes included in the payload there.
Marisa Montaldi
Will McArthur: AMAZING! Thank you so much for being ON it with this, Will!! You just made my day 🥲
Will McArthur
Marisa Montaldi: Love the GoT test details!
Maria E. Hill
You rock!
Will McArthur
complete
Release notes to follow, join us tomorrow at 3pm ET to learn more.
Bryan Bennett - TeamKickstart.com
Will McArthur: It's a searchie celebration today!!!
Will McArthur
in beta
Making final tweaks and rolling out to some beta testers at the moment.
Phillis Benson
Will McArthur: OMG so exciting!
Casey Patch
Will McArthur: YESSS so excited for this one!!
D
Dr KAZ
brilliant
The Kwaz
Glad this is in Dev!! Our audience needs to self-identify so we can personalize their experience.
Will, is the plan to also include being able to query the audience then let them self enroll in a segment, but then if they find (say they picked "novice") that they are more advanced... and reselect as "intermediate" -- that they will be "unenrolled" from novice and enrolled in "intermediate"?
Like the "Find other Audience member search"... but certain folks will want to be unlisted from directory... they'll have that option?
Glad you are making these features available!
Will McArthur
The Kwaz: Hey! Sorry I am just seeing this now.
This is exactly the plan and is already done. Testing the feature with a select group of users now.
Will McArthur
The Kwaz: As the user, you will be able to choose which attributes (information) the audience can edit on their own. If there are parts of the information they shouldn't be able to change after it's set, you'll be able to control that. If you want them to be able to update their information on their own, that will also be possible.
The Kwaz
Will McArthur: Hi Will, ran into the snaggletooth saw blade the other day -- when I realized that you can only onboard... ONCE... which goes against most of the info capture success methods of getting a bit of info, then adding to that info -- without putting the info giver a heart attack.
In our use case, for instance, we really just want Name and Male or Female...
Males immediately go into the Hub but to REFINE what hub they need to be in... takes another Attribute Questionnaire...
In our Urology project... a man might need ED info, or Vasectomy info or BPH... and even in BPH there are 6 major hubs that that guy could fall into to get only the info that he needs... so if you can figure out a quick and easy way to augment and concatenate existing attributes... that would be FABULOUS !!
Keep rockin it!!
Kwaz
Will McArthur
The Kwaz: Yes, for sure. The goal here would be to introduce the Input Elements as things you could put directly in the Hub, so you could build out another questionnaire and then put that directly on a page for a certain audience. It would get around this onboarding snag. You can also always send your audience to their profile page where they can update their information from there too.
Casey Patch
YESS I love this!
Will McArthur
in development