How to set up a welcome message for event onboarding
How to set up a welcome message for event onboarding
How to set up a welcome message for event onboarding
The Onboarding menu in Cadence allows you to create a personalized welcome message that attendees will see when they first access your event. This welcome screen is an important part of the onboarding experience and helps set expectations for your event.
When to use
When setting up a new event's onboarding flow
When you want to customize the first screen attendees see
When you need to provide important event information upfront
When branding the event experience to match your organization's style
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 "Welcome" tab at the top of the page.
The Welcome tab is separate from the Fields, Settings, Terms & Conditions, and Video tabs.
Enter a header for your welcome message in the "Header" field.
Keep your header concise and engaging, such as "Welcome to [Event Name]" or "Get Ready for an Amazing Experience".
Type your welcome message in the text editor.
Include key information about your event, what attendees can expect, and any important instructions they should follow.
Format your text using the formatting toolbar to add emphasis, lists, or links.
Add images if desired by clicking the image icon in the toolbar.
Large images may slow down the loading time for attendees. Keep images optimized for web viewing.
Preview how your welcome message will appear by clicking the "Preview" button.
Make adjustments to your content based on the preview.
Click "Save" to apply your changes.
Test the welcome message by resetting onboarding for a test user account.
To test, go to the "Reset Onboarding" tab, search for a test user, and click "Reset Onboarding" next to their name.
Troubleshooting
If attendees report not seeing the welcome message:
Verify that onboarding is enabled in the Settings tab
Check that the welcome message has been saved properly