How to configure the onboarding sequence for attendees
How to configure the onboarding sequence for attendees
Configure the Onboarding Sequence for Attendees
The Onboarding Settings section allows you to determine what options attendees will see during their first access to your event. From this central location in Onboarding › Settings, you can enable topics for networking recommendations, control profile visibility options, and require terms and conditions acceptance as part of the onboarding flow.
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 menu.
Click on the "Settings" tab at the top of the page.
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