Advanced FeaturesWorkflows

How to use User Profile widget within a workflow

Fyno allows you to update a user profile or fetch a user profile details within a workflow. This is helpful when you need to decide what notifications to send based on a user property or Update a channel/user property linked to a profile based on the data received in the webhook.

To add a user profile within a workflow, drag and drop User profile widget to the workflow. You can perform 5 different actions using User profile widget within a workflow.

  • Update/add channel
  • Remove channel
  • Update profile details
  • Fetch profile details
  • Delete profile

Update/add channel

To add a new channel or update the existing channel details, you can use this action.

  • Distinct Id : Map user’s distinct id from the payload
  • Action Type : Update/add channel
  • Channel : Select the channel you want to add or update
  • Variable value from payload : If you want to update SMS channel, then select mobile number from the payload.
You can add multiple channel details to add or update

Remove channel

To remove a channel details from user profile, you can use this action.

  • Distinct Id : Map user’s distinct id from the payload
  • Action Type : Remove channel
  • Channel : Select the channel(s) you want to remove

Update profile details

To update the profile details of an existing user profile, you can use this action.

  • Distinct Id : Map user’s distinct id from the payload
  • Action Type : Update profile details

Action

  1. Create Property - Select this if you want to add a new property
  • Property Name : Enter the user property name
  • Property Type : Select the property’s data type - String, Boolean, Date, List or Number
  • Property value from payload : select the property value from payload
  1. Update Property - Select this if you want to update an existing property
  • Property Name : Select the user property name from the drop down
  • Property value from payload : select the property value from payload
  1. Update Property only if empty - Select this if you want to update an existing property which is empty.
  • Property Name : Select the user property name from the drop down
  • Property value from payload : select the property value from payload
  1. Leave empty - Select this if you want to update an existing property with empty value.
  • Property Name : Select the user property name from the drop down
  1. Increment/Decrement numeric value - Select this if you want to increase or decrease the value of a numerical property
  • Property Name : Select the user property name from the drop down
  • Property value from payload : select the property value from payload

Fetch profile details

To remove a channel details from user profile, you can use this action.

  • Distinct Id : Map user’s distinct id from the payload
  • Action Type : Fetch profile details
  • Select properties to fetch : Select one or more user properties from dropdown

Delete Profile

To delete a user profile, you can use this action.

  • Distinct Id : Map user’s distinct id from the payload
  • Action Type : Remove channel
  • Channel : Select the channel(s) you want to remove