How to customize onboarding text at the account level
How to customize onboarding text at the account level
Customize Onboarding Text at the Account Level
The Onboarding menu in Cadence allows you to personalize the text that attendees see during their onboarding experience. By configuring account-level text customization, you can create a consistent branded experience across all events within your account while maintaining your organization's tone and voice.
When to use
When creating a consistent branded experience across multiple events
When your organization requires specific terminology or messaging
When you want to standardize welcome text for all events in your account
When localizing onboarding content for international audiences
You must have System Administrator permissions to modify account-level onboarding text settings.
How to do it
Log in to your Cadence Admin account.
Navigate to the Account menu in the top navigation bar.
Select "Platform Details" from the dropdown menu.
Scroll down to the 'Onboard Welcome Text' field.
This field is located below the 'Reset Onboarding' field.
Review the current default text that appears in the field.
The field will display the current system default copy if no custom text has been set.
Enter your customized welcome text in the field.
Keep your message concise and focused on what attendees need to know when first accessing your events.
Click "Save" to apply your changes.
Changes to account-level text will affect all events that don't have event-specific custom text configured.
Test your customization by creating a new event or resetting onboarding for an existing event.
Log in as a test user to verify the custom text appears correctly.
Troubleshooting
If your custom text is not appearing during onboarding:
Verify that event-specific custom text is not overriding your account-level settings
Ensure you have System Administrator permissions
Check that you clicked "Save" after making your changes