How to manage which custom fields appear during onboarding
How to manage which custom fields appear during onboarding
Managing Which Custom Fields Appear During Onboarding
The Onboarding Fields section allows you to control which custom profile fields attendees must complete when they first access your event. By configuring these settings, you can determine whether all event-level custom fields appear during onboarding or only specific ones that are most relevant to your event.
When to use
When you need to collect specific information from attendees during their first login
When you want to streamline the onboarding process by limiting required fields
When different events require different sets of custom profile information
When you want to ensure consistent data collection across all attendees
You must have System Administrator or Event Manager permissions to modify 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