How to understand the purpose and benefits of the Onboarding feature
How to understand the purpose and benefits of the Onboarding feature
How to understand the purpose and benefits of the Onboarding feature
The Onboarding feature in Cadence allows you to configure what information attendees will be prompted to provide when they first access your event. This central hub lets you enable event-level custom fields and determine which specific profile information attendees must complete before accessing your event content.
When to use
When setting up a new event and configuring the attendee onboarding experience
When you want to collect specific information from attendees as they join your event
When you need to customize which profile fields are required during onboarding
When enabling event-specific custom fields for attendee profiles
Before you start
You must have System Administrator or Event Manager permissions to modify onboarding settings.
How to do it
Log in to your Cadence Admin account.
Navigate to your event dashboard.
Select "Onboarding" from the left sidebar navigation.
Click on the "Settings" tab at the top of the page.
Other tabs in the Onboarding section include Fields, Welcome, Terms & Conditions, and Video.
Review the available settings options:
Enable Topics
Allow Attendees to set their visibility to private
Enable Terms and Conditions
Check "Enable Topics" if you want attendees to select interest topics during onboarding.
Topics help connect attendees with similar interests and can be used for personalized content recommendations.
Check "Allow Attendees to set their visibility to private" if you want to give attendees control over their profile visibility.
This setting must first be enabled in the People options section of your event.
Check "Enable Terms and Conditions" if attendees need to accept legal agreements before accessing your event.
Click "Save" to apply your changes.
Troubleshooting
If attendees report being unable to complete onboarding, check that:
All required custom fields are properly configured
The onboarding flow is enabled in the Settings tab