How to optimize onboarding for improved attendee engagement {[87](https://cadence.slite.com/app/docs/FXUZ6iF3X9h1vj/How-to-customize-text-for-different-onboarding-steps)}
How to optimize onboarding for improved attendee engagement {[87](https://cadence.slite.com/app/docs/FXUZ6iF3X9h1vj/How-to-customize-text-for-different-onboarding-steps)}
Optimize Onboarding for Improved Attendee Engagement
The Onboarding menu in Cadence allows you to create an engaging first experience for your event attendees. By strategically configuring your onboarding flow, you can increase completion rates, collect valuable attendee information, and set the stage for higher event participation.
When to use
When planning a new event's onboarding experience
When current onboarding completion rates are lower than expected
When seeking to improve attendee engagement throughout your event
When collecting specific information to personalize the attendee experience
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.
Review your current onboarding completion metrics at the bottom of the Fields tab.
Low completion rates may indicate your onboarding process is too lengthy or complex.
Click on the "Fields" tab at the top of the page.
Choose "Selected fields" instead of "All fields" to streamline the experience.
Select only the most essential fields that provide value to both attendees and organizers.
Each additional field decreases the likelihood of onboarding completion.
Click on the "Welcome" tab to customize your greeting message.
Create a concise welcome message that clearly explains the benefits of completing onboarding.
Navigate to the "Video" tab if you want to include a brief welcome or instructional video.
Keep videos under 60 seconds for optimal engagement.
Click on the "Settings" tab to configure the onboarding flow sequence.
Arrange the onboarding steps in a logical order, placing simpler steps first.
Save your changes in each section.
Test the optimized flow by resetting onboarding for a test account in the Reset tab.
Monitor completion rates after implementing your changes.
Troubleshooting
If attendees still aren't completing onboarding:
Verify that all required fields are functioning properly
Check that any video content loads correctly on both web and mobile platforms
Ensure custom fields don't contain validation errors that prevent completion