The Welcome Wizard is the first interaction a member has with your Member Portal. Keeping member data up-to-date is now automated through dynamic field checks.
Configure the welcome wizard
Open the Flex Admin Portal and go to Settings > Experience Hub > Member Pages.
Scroll down to the Welcome Wizard and click Configure.
Turn on the fields you want to be available to members when they first log in to the Member Portal.
For each field, select whether it should be optional or required.
Click Add Custom field to add additional fields. You can select from your existing custom properties with "Member Public" or "Member Protected" privacy.
Keep member data consistent
Any fields you mark as required in the Welcome Wizard will also automatically be applied and enforced in the member's profile section under My Account > Profile. This ensures that the essential data you collect is consistently maintained and kept up to date across the platform.
This means:
Members cannot skip required details
Missing data gets filled in later if needed
Your team does not need to manually follow up
When the Welcome Wizard shows again
The system checks each member's profile against your current requirements and shows the wizard again when something is missing.
This happens when:
You add a new field and mark it as Required.
You change an existing field from Optional to Required, and the member has not yet filled it in.