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Profile Wizard & Personalization

The Profile Wizard is the platform’s intelligent onboarding system that creates a personalized experience based on your interests and spiritual journey stage.

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How the Wizard Works

The wizard system follows a structured flow to build your unique member profile:

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Question Structure

Each wizard question includes: 
{
  id: string;              // Unique identifier
  order: number;           // Display sequence
  question: string;        // Main question text
  subtitle?: string;       // Optional clarification
  options: WizardOption[]; // Available choices
  isActive: boolean;       // Can be toggled by admins
}

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Answer Options

Each answer option contains:
  • Label: The display text you see
  • Value: Internal identifier
  • Profile Tags: Associated interest tags (e.g., “Meditación”, “Estudio”, “Comunidad”)
All questions are configurable by administrators. The wizard can be customized to match your organization’s specific journey framework.

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Profile Types (Archetypes)

Based on your wizard responses, you’re assigned a Profile Type. Each profile type includes:

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Profile Type Components

  • Name: The archetype name (e.g., “Explorador Espiritual”)
  • Description: What this profile type represents
  • Emoji: Visual identifier for quick recognition
  • Color: Theme color for UI elements
  • Content Tags: Array of tags that determine which content appears in your recommendations
  • Kit Items: Curated starter resources specific to your journey stage
  • CRM Tag: Automatically applied to your contact record
  • CRM List ID: Optional list assignment for targeted communications

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User Wizard Profile Data

After completing the wizard, a UserWizardProfile is created with: 
{
  userId: string;              // Your unique user ID
  profileTypeId: string;       // Assigned profile type
  profileTypeName: string;     // Display name
  wizardAnswers: Record;       // Your specific answers
  derivedTags: string[];       // Aggregated interest tags
  completedAt: string;         // Timestamp of completion
}

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How Derived Tags Work

Your derivedTags are compiled from all your wizard answers. For example:
  • Question 1: “What interests you?” → Answer: “Meditación” → Adds tag: ["Meditación"]
  • Question 2: “Experience level?” → Answer: “Beginner” → Adds tag: ["Principiante"]
  • Final Tags: ["Meditación", "Principiante", "Bienestar"]
These tags power the recommendation engine that suggests content throughout the platform.

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The Recommendation Engine

The platform uses your profile data to personalize content in multiple ways:

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Content Matching

When you view your dashboard, the system:
1

Loads Your Interest Tags

Retrieves your derivedTags from your wizard profile, or falls back to your user interests array.
2

Filters Content Library

Searches all content items (articles, videos, documents) and media assets, matching their tags against your interests.
3

Displays Recommendations

Shows up to 6 personalized items in your “Tu Biblioteca Personalizada” section.

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Priority Order

  1. Wizard Profile Tags (if wizard completed)
  2. User Interests (manual selections)
  3. Default Tags (fallback: “Meditación”, “Bienestar”)
The more you interact with content, the better the system understands your preferences. Click on articles and resources to build your activity history.

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Welcome Splash Screen

After completing the wizard, you’ll see a customizable splash screen with:
  • Title & Message: Personalized welcome
  • Background: Can be color, image, or video
  • Duration: Auto-redirect after configured seconds
  • Redirect URL: Where to send you next (typically your dashboard)

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Splash Configuration

{
  title: string;           // "Bienvenido!"
  message: string;         // Personalized message
  bgType: 'color' | 'image' | 'video';
  bgColor: string;         // Hex color
  bgImageUrl?: string;     // Background image
  bgVideoUrl?: string;     // Background video
  textColor: string;       // Text overlay color
  durationSeconds: number; // Auto-redirect time
  redirectUrl: string;     // Next destination
}

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Updating Your Profile

You can update your profile information anytime:

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Via Dashboard Profile Tab

Access the “Mi Perfil” tab from your dashboard to edit:
  • Full name
  • Phone number
  • City of residence
  • Cover image (cycle through preset backgrounds)

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Interest Management

While direct interest editing isn’t available in the current UI, interests are automatically updated based on:
  • Content you view and consume
  • Events you attend
  • Resources you download
Re-taking the wizard will overwrite your current profile type. If you want to refine your interests without changing your archetype, use the profile settings instead.

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Privacy & Data Usage

Your wizard responses and profile data are used to:
  • Personalize your dashboard content
  • Recommend relevant events and activities
  • Segment communications from administrators
  • Track engagement for community analytics

Profile Storage

Your wizard profile is stored in localStorage under key cafh_user_wizard_profiles_v1 and synced with your user record.

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Retaking the Wizard

If your interests or journey stage changes, you can retake the wizard:
  1. Contact your administrator to reset your wizard status
  2. Log out and log back in to trigger the wizard flow
  3. Answer questions based on your current state
  4. Your profile type and tags will be updated automatically
Administrators can also manually adjust your profile type and interests without requiring you to retake the wizard.

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