How to manage which custom fields appear during onboarding

How to manage which custom fields appear during onboarding

Manage Which Custom Fields Appear During Onboarding

The Onboarding menu in Cadence allows you to control which custom profile fields attendees must complete when they first access your event. From the Onboarding › Fields section, you can enable event-level custom fields and determine whether to display all available fields or only selected ones during the onboarding process.

When to use

  • When customizing which profile information attendees provide during onboarding
  • When you want to streamline the onboarding experience by limiting fields
  • When different events require different types of attendee information
  • When collecting event-specific data for personalization or reporting
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 menu.
    Click on the "Fields" tab at the top of the page.
    Check the "Enable Event-Level Custom Fields" box.
You can click the "here" link to set up or edit your event-level custom fields if needed.
    Choose one of the following options:
  • "All fields" to display all available custom fields during onboarding
  • "Selected fields" to choose specific custom fields to display
    Select the specific fields you want to include if you chose "Selected fields."
Limiting the number of fields can improve completion rates by making the onboarding process quicker for attendees.
    Click "Save" to apply your changes.
    Review the completion metrics at the bottom of the page to monitor how well attendees are completing the onboarding process.

Troubleshooting

If attendees report issues with the onboarding process:
  • Verify that all selected custom fields are properly configured
  • Ensure the onboarding flow is enabled in the Settings tab
  • Check that required fields don't contain validation errors that prevent completion
  • Test the flow yourself by resetting onboarding for a test account