How to implement conditional logic in the onboarding process based on attendee information {[99](https://cadence.slite.com/app/docs/JMGKcgzHZ6wi5M/How-to-implement-conditional-logi

How to implement conditional logic in the onboarding process based on attendee information {[99](https://cadence.slite.com/app/docs/JMGKcgzHZ6wi5M/How-to-implement-conditional-logi

Implement Conditional Logic in the Onboarding Process

The Onboarding feature in Cadence allows you to create dynamic onboarding experiences by implementing conditional logic based on attendee responses. From the Onboarding › Fields section, you can configure custom fields to show or hide additional questions based on how attendees respond to initial questions, creating a personalized onboarding flow.

When to use

  • When you need to collect different information from different types of attendees
  • When certain questions are only relevant based on previous responses
  • When creating a streamlined onboarding experience that adapts to each attendee
  • When segmenting attendees into different paths based on their responses
You must have System Administrator or Event Manager permissions to configure conditional logic in the onboarding process.

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.
    Create a parent question that will determine the conditional path.
Single-select dropdown or radio button questions work best as parent questions for conditional logic.
    Click the "Create Path" button next to each answer option in your parent question.
    Define the nested question that should appear when an attendee selects this specific answer.
    Select the appropriate question type for your nested question (dropdown, text field, etc.).
    Add answer options for the nested question if applicable.
    Repeat steps 7-10 for each answer option that requires a unique follow-up question.
    Preview the conditional flow by expanding the parent question to see all nested paths.
    Click "Save" to apply your conditional logic configuration.
    Test your configuration by resetting onboarding for a test user.
Changes to conditional logic will affect all users who haven't completed onboarding yet.
    Log in as the test user to verify the conditional paths work as expected.

Troubleshooting

If conditional questions aren't appearing properly:
  • Ensure the parent question is configured as a single-select type (dropdown or radio buttons)
  • Verify that you've clicked "Save" after creating all conditional paths
  • Check that the onboarding flow is enabled in the Settings tab