How to set up event-level custom profile fields for onboarding
How to set up event-level custom profile fields for onboarding
Set Up Event-Level Custom Profile Fields for Onboarding
The Onboarding menu in Cadence allows you to configure which custom profile fields attendees must complete when they first access your event. By enabling event-level custom fields in the Onboarding › Settings section, you can collect specific information that helps personalize the attendee experience and gather important data for your event.
When to use
When collecting event-specific information from attendees
When you need customized profile data beyond standard fields
When creating personalized experiences based on attendee preferences
When segmenting attendees based on specific criteria
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 "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.
Navigate to the "Settings" tab to configure additional onboarding options.
Enable any additional settings as needed:
"Enable Topics" for recommended connections
"Allow Attendees to set their visibility to private" for privacy options
"Enable Terms and Conditions" if legal agreements are required
Click "Save" to apply all your settings 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