How do I modify sign up flows to force users into an onboarding process immediately after sign up, before logging into the application

Auth0 shows a seamless platform for customising sign up flows, but I can’t for the life of me work out how to implement this. Is this a paid feature and how does it connect to forms and flows generally?

I want to force the user into an onboarding flow as soon as the sign up and then deliver the information to our system so that when they sign in we’ve collected the relevant metadata.

From what I can see that is only available on the universal login and without social logins, all of which I have turned off, including the customised HTML for the sign up page, but I still can’t work out how to get this flow working?

Can anyone help me? Thanks!

Hi @info75

Welcome to the Auth0 Community!

I believe I have a good understanding of the flow that you have in mind and it should be achievable under a free tenant’s features. The Actions + Forms feature have a limit of 5 on a free tenant, which should suffice for the general setup that you have in mind, more information can be found on our Pricing page.

My suggestion would be to setup a Form to gather all the information from the user during their onboarding and use a Post-Login Action in order to render the Form and also to limit when it gets triggered. Within the Action, you can instruct it to only trigger for a user’s initial login and not trigger for any subsequent logins, which can be done by adding the following:
event.stats.logins_count === 1

You can make it a const and potentially also include a completedOnboarding const that can be added to the user’s metadata after they initially go through the Form, so that the user is essentially marked as having completed the process.

I do recommend reading through our documentation on Render Forms using Actions as it will assist with setting up the prompt and presenting it to your users.

Hope this helped!

Best regards,
Gerald