How to implement conditional logic in the onboarding process based on attendee information
How to implement conditional logic in the onboarding process based on attendee information
How to implement conditional logic in the onboarding process based on attendee information
The Onboarding menu 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
Before you start
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.
Troubleshooting
If conditional fields aren't displaying properly during onboarding:
Verify that the parent question is properly configured as a single-select type
Ensure all conditional paths are saved correctly
Check that the onboarding flow is enabled in the Settings tab
Test the flow by resetting onboarding for a test user account