How to set up event-level custom fields for onboarding {[73](https://cadence.slite.com/app/docs/2561dUEPAJryND/How-to-set-up-event-level-custom-profile-fields-for-onboarding)}

How to set up event-level custom fields for onboarding {[73](https://cadence.slite.com/app/docs/2561dUEPAJryND/How-to-set-up-event-level-custom-profile-fields-for-onboarding)}

Set Up Event-Level Custom Fields for Onboarding

The Onboarding Fields section allows you to configure what profile information attendees must provide when they first access your event. By enabling event-level custom fields, you can collect additional information specific to your event and determine which fields attendees must complete during the onboarding process.

When to use

  • When collecting event-specific information from attendees
  • When customizing profile data required for event participation
  • When different events require different types of attendee information
  • When segmenting attendees based on profile information
You must have System Administrator or Event Manager permissions to configure these 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 "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.
    Choose one of the following options:
  • "All fields" to display all available custom fields during onboarding
  • "Selected fields" to choose specific custom fields to display
    Select the specific fields you want to include if you chose "Selected fields."
Limiting the number of fields can improve completion rates by making the onboarding process quicker for attendees.
    Click "Save" to apply your changes.

Troubleshooting

If attendees report issues with the onboarding process:
  • Verify that all selected custom fields are properly configured
  • Ensure the onboarding flow is enabled in the Settings tab
  • Check that required fields don't contain validation errors that prevent completion