How to coordinate Registration Form fields with Onboarding settings
How to coordinate Registration Form fields with Onboarding settings
Coordinate Registration Form Fields with Onboarding Settings
The Registration Form in Cadence allows you to collect information from attendees during registration, while the Onboarding process collects information when attendees first access your event. By coordinating these settings, you can avoid asking attendees for the same information twice and create a more streamlined experience.
When to use
When setting up both registration and onboarding for a new event
When modifying existing registration forms and need to update onboarding
When you want to avoid asking attendees for the same information twice
When using third-party registration platforms that integrate with Cadence
You must have System Administrator or Event Manager permissions to modify both registration and onboarding settings.
How to do it
Log in to your Cadence Admin account.
Navigate to your event dashboard.
Click on "People" in the left sidebar menu.
Select "Registration" from the submenu that appears.
Click on the "Form" tab at the top of the page.
Review your current registration form questions.
Make a note of which fields are already being collected during registration to avoid duplication in onboarding.
Navigate to "Onboarding" in the left sidebar menu.
Click on the "Fields" tab at the top of the page.
Check the "Enable Event-Level Custom Fields" box if you need to collect additional event-specific information.
Choose "Selected fields" instead of "All fields" to have more control over the onboarding experience.
Deselect fields that are already collected during registration.
Asking for the same information twice can frustrate attendees and reduce onboarding completion rates.
Return to "People" › "Registration" › "Form".
Edit an existing registration question or add a new one.
Enable the "Map to existing field on profiles" option for the question.
Select the corresponding event-level custom profile field from the dropdown menu.
Ensure field types match between registration questions and profile fields (e.g., dropdown to dropdown, text to text).
Click "Save" to apply your registration form mapping.
Test the full registration-to-onboarding flow by creating a test registration and completing onboarding.
Troubleshooting
If registration data isn't appearing in attendee profiles:
Verify field mappings are correctly configured in the registration form
Check that field types match between registration questions and profile fields
Ensure the onboarding flow is enabled in the Settings tab