How to customize text for different onboarding steps
How to customize text for different onboarding steps
How to customize text for different onboarding steps
The Onboarding menu in Cadence allows you to customize various text elements that attendees see during their onboarding experience. From welcome messages to custom field labels, you can tailor the language to match your event's tone and provide clear instructions for attendees as they complete each step of the onboarding process.
When to use
When creating a more personalized onboarding experience
When you need to provide specific instructions for custom fields
When adapting onboarding text to match your organization's terminology
When localizing onboarding content for international events
Before you start
You must have System Administrator or Event Manager permissions to modify onboarding text settings.
How to do it
Log in to your Cadence Admin account.
Navigate to your event dashboard.
Select "Onboarding" from the left sidebar menu.
Click on the "Welcome" tab at the top of the page.
The Welcome tab allows you to customize the first screen attendees see during onboarding.
Enter a header for your welcome message in the "Header" field.
Type your welcome message in the text editor.
Keep your welcome message concise and informative, explaining what attendees can expect during onboarding.
Click "Save" to apply your welcome text changes.
Navigate to the "Fields" tab to customize field-related text.
Check the "Enable Event-Level Custom Fields" box if you want to include event-specific profile fields.
You can click the "here" link to set up or edit your event-level custom fields if needed.
Choose whether to include "All fields" or "Selected fields" in the onboarding process.
Navigate to the "Terms & Conditions" tab to customize legal text.
Enter a header for your terms in the "Header" field.
Consider having your legal team review the content before publishing to ensure it meets all compliance requirements.
Type your terms and conditions in the text editor.
Click "Save" to apply your terms and conditions text changes.
Navigate to the "Video" tab to customize video introduction text.
Enter a header for your video in the "Header Text" field.
Click "Save" to apply your video header text changes.
Troubleshooting
If attendees report confusion about onboarding instructions:
Verify that text is clear and free of jargon
Ensure custom field labels match what attendees see during onboarding
Check that welcome text accurately describes the onboarding steps that follow