Actions on User Account

Hi Kyle - here is the scenario - I'm just asking to briefly guide/ correct my thinking to get this accomplished:

1. During registration, user is only asked to fill out the core info - name, email, username/pw.
2. When user has been confirmed and logs to their account, I would like to present a note (let say in their Summary / Dashboard tab) to ask them to complete their account (let say we ask for phone number and another field)
   • a progress field is presented to user to indicate the status of completion (let's call it account-progress)
   • when progress field = 100% then that initial note on Summary tab wouldn't be necessary and should now be hidden


3. 100% completion of the "account-progress" field will reveal another tab (let's call it "rewards-tab") - in another scenario, I'm looking for a way to show a field using CB Conditional - so that the field is visible upon progress field has been completed (=100% completion) - how do I formulate it?

On a related note:
=> is there an option to verify a phone number? (i.e. to send text with code, etc.)
=> invites plugin related: is there a CB option to reward referrals - let say someone invites a friend and we would like to reward this (coupon/$$/whatever) - is there something already build for it?

I'll work on a visual mockup to demonstrate if that would be helpful
Thanks!

Raw substitution for progress field will give the completion from 0-100. Condition your progress field for equal to or not equal to 100 to condition if completed or not. You can use this for substitution IF conditions, conditions in CB Conditional, or even for example conditions in CB Auto Actions.

=> is there an option to verify a phone number? (i.e. to send text with code, etc.)

No.

=> invites plugin related: is there a CB option to reward referrals - let say someone invites a friend and we would like to reward this (coupon/$$/whatever) - is there something already build for it?

No, you'd need to setup something like that using CBSubs Promotions and CB Auto Actions. Probably be generating a coupon or conditioning against a field in your promotion.

Reg. the progress - yes, I got that when playing with it - sometimes we overthink

Kyle- thanks again. Just as I follow this process of Auto Actions:

if i would like to send an email to a user AFTER a value has changed in ANOTHER COMPONENT (i.e. let say in db table.field=0 has changed to =1 -> this is our trigger ) is this possible to execute (i.e. with SQL query)?

(I'm wondering if I'm getting overly tired, because my gut is telling me that these two do not match... CB Auto Actions - maybe I'm mistaking the conditional where I can execute SQL query...)

if i would like to send an email to a user AFTER a value has changed in ANOTHER COMPONENT (i.e. let say in db table.field=0 has changed to =1 -> this is our trigger ) is this possible to execute (i.e. with SQL query)?

No, that's not how CB Auto Actions works. It acts on CB triggers. If whatever is doing your updating doesn't have a CB trigger then you need to fire the action manually or setup a CRON usage. To condition against an outside value you could query for it in CB Query Field then condition against the query field value.