How to enable or disable Event-Level Custom Fields in Onboarding
How to enable or disable Event-Level Custom Fields in Onboarding
Enable or Disable Event-Level Custom Fields in Onboarding
The Onboarding Fields section allows you to configure whether attendees will be prompted to provide event-specific profile information during the onboarding process. By enabling event-level custom fields, you can collect additional information that's relevant to your specific event.
When to use
When you need to collect event-specific information from attendees
When you want to customize the profile data collected during onboarding
When different events require different types of attendee information
When you need to make certain custom fields required for all attendees
Only users with System Administrator or Event Manager permissions can modify onboarding field settings.
How to do it
Log in to your Cadence Admin account.
Navigate to your event dashboard.
Select "Onboarding" from the left sidebar navigation.
Click on the "Fields" tab at the top of the page.
Check the "Enable Event-Level Custom Fields" box to allow attendees to fill in event-specific profile information during onboarding.
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.
Select specific fields if you chose the "Selected fields" option.
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