How to test the onboarding flow before publishing {[67](https://cadence.slite.com/app/docs/rxJ45dobKaz49s/How-to-test-the-onboarding-flow-before-publishing)}
How to test the onboarding flow before publishing {[67](https://cadence.slite.com/app/docs/rxJ45dobKaz49s/How-to-test-the-onboarding-flow-before-publishing)}
Test the Onboarding Flow Before Publishing
The Onboarding menu in Cadence allows you to configure what information attendees will be prompted to provide when they first access your event. Before making your onboarding flow live for all attendees, it's important to test the experience to ensure it functions correctly and collects the information you need.
When to use
After configuring onboarding fields, welcome messages, or terms and conditions
Before sending event invitations to attendees
When testing custom fields in the onboarding process
After making changes to the onboarding sequence
You must have System Administrator or Event Manager permissions to test the onboarding flow.
How to do it
Log in to your Cadence Admin account.
Navigate to your event dashboard.
Select "Onboarding" from the left sidebar menu.
Configure your desired onboarding settings across all tabs (Fields, Settings, Welcome, Terms & Conditions, Video).
Save your changes by clicking the "Save" button at the bottom of each section.
Return to the main event dashboard.
Click on "Event Setup" in the left sidebar.
Select "Onboarding" from the submenu.
Click the "Reset Onboarding" tab at the top of the page.
This tab allows you to reset the onboarding experience for specific users or test accounts.
Enter the email address of a test user account in the search field.
You can use your own account or create a test attendee account specifically for this purpose.
Click "Reset Onboarding" next to the selected user.
This will clear any previously completed onboarding data for this user.
Log out of the admin account.
Log in as the test user whose onboarding you reset.
Navigate to the event.
The onboarding flow will automatically start when the user accesses the event.
Complete the onboarding process as an attendee would.
Take notes on any issues or improvements needed.
Log back in to your admin account to make any necessary adjustments.
Troubleshooting
If the onboarding flow doesn't appear for your test user:
Verify that onboarding is enabled in the Settings tab
Confirm that you've selected the correct user for onboarding reset
Check that all required custom fields are properly configured