Lite profiles

Lite profiles allow users to interact with your brand without having a dedicated account. They can be created and managed through our APIs to enable user engagement before full signup. Later, you can invite these users to complete their registration and convert them into full accounts.

lite profile visual

Overview

Lite profiles let users participate in activities or provide information without creating a full account. Here are a few common use cases:

  • Subscribing to a mailing list

  • Entering a prize competition

  • Registering in-store at a traditional brick-and-mortar location

  • Any other online interaction where the user provides personal information without signing up

This approach allows you to collect and leverage user data across multiple contact points (web, mobile, in-store) to accelerate future signups without compromising privacy.

1. Create Lite profiles

We provide a dedicated endpoint for creating or updating Lite profiles:

This endpoint pushes user data to ReachFive, triggering either the creation of a new Lite profile or the update of an existing one.

A Lite profile is identified by one of the following identifiers:

  • Email

  • Mobile number

  • External ID

When you submit a Lite profile, our system consolidates it with any existing account that matches one of those identifiers. Account unification can happen immediately if the account already exists, or later on when the user creates their full account or adds the same email or phone number (if applicable) to their profile.

Data from Lite profiles has lower priority than data from any other source (such as social login or local profiles).
Protecting accounts

When unifying a Lite profile with a full account, data from the Lite profile is not displayed as long as the identifier (email or mobile number) remains unverified. Verification occurs through a confirmation email or SMS.

This ensures that attackers cannot gain access to personal information from a Lite profile simply by creating an account with the same identifier.

2. Send signup invitations

After Lite profiles are created, you can invite those users to complete their signup. This converts their Lite profile into a full account.

To do this, use the following API endpoint:

This endpoint allows you to send signup invitation emails or SMS messages to your Lite users.

The token included in this API operation cannot be used as an access token. It is exchanged only once to retrieve the user’s data.

The content of the invitation message is fully customizable in the ReachFive Console using the Signup Invitation template. Users receive an email or SMS containing a link or verification_code that points to your configured redirect_url, along with a secure token.

For more details on customizing templates, see:

3. Retrieve user data and prefill the signup form

When a user clicks the link in the signup invitation, they are redirected to your signup form (redirect_url). At this stage, you can retrieve their data to prefill the signup form using one of the following endpoints:

The data returned from these endpoints allows you to prefill fields in the signup form and simplify the signup process for your users. The created account includes all the information that was already stored in the Lite profile.

Summary

The full flow for Lite profiles and signup invitations looks like this:

  1. Create a Lite profile for a user through the Lite registration endpoint.

  2. Store and consolidate their data using one of their unique identifiers (email, phone, or external ID).

  3. Send a signup invitation via email or SMS using the signup invitation endpoint.

  4. When the user clicks the link, retrieve their data to prefill the signup form.

  5. Once they complete signup, the Lite profile becomes a full account.