New User Onboarding and Tour Plugin for WordPress
Give your visitors an interactive walkthrough of your WordPress site with our helpful onboarding plugin. Our site tour plugin guides new users through sections of your website, with fully customizable content, icons, and tour placement.
Self Guided Site Tour PluginGiving an in-depth tour and supporting the onboarding process of new site visitors improves user experience, increases time spent on site, reduces the need for support, can create leads, boost conversions and much more, all without impacting your SEO.Answer commonly asked questions, teach users how to use parts of your website, or direct users to additional sources of information all through the interactive tour widget. |
An Expanded Site Tour Info Box |
Our WordPress onboarding plugin can be used for interactive trainings and interactive in-app guidance, or as an in-app training application and employee training software solution.
How the Onboarding and Site Tour Plugin Works
- Create customized guide of help items for your site users
- Add multiple sections to your training widget including category, titles & content
- Each section may include text, images, links or videos
- Target specific WordPress website pages on your site
- Customize the WordPress training widget appearance from several available templates
- Choose which pages to display your tour and help items on
- Users toggle the tour navigation icon and interact with help items as needed
Using the Onboarding Plugin
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Example in Use |
Onboarding and Site Tour Plugin Additional Resources
- Plugin User Guide Plugin
- OnBoarding Plugin Site
- How to Improve WordPress Plugin OnBoarding + A Handy OnBoarding Checklist
Onboarding Plugin Related Products
Onboarding and Site Tour Plugin Basic Features
- Add onboarding widget to your site
- Customize multiple help items
- Adjust widget size
Onboarding Plugin Premium Features in Details
Please check the user guide to learn more about this plugin
Widget Interface
 | Multiple Widget Types – The sliding panel stays the same, but the help items can be displayed in Select box, Side menu or as a Slider – View Screenshot: OnBoarding Widget Type, View Second Screenshot, View third Screenshot |
 | Templates – We’ve made it possible to use a template for content you want to replicate across multiple widgets. Change the template in one place and all widgets will automatically synchronize.View Screenshot: OnBoarding Using pre-defined templates |
 | Widget Display Icon – You can choose which icon to show from several available widget icons. – View Screenshot: CM OnBoarding widget built-in icons |
 | Custom Icon – For even more customization, you can provide a link to your own custom icon and set the width of the widget icon. – View Screenshot: CM OnBoarding widget built-in icons |
 | Widget Search – Allow your users to quickly find what they want with a very fast internal search function which will leave only the related items visible. View Screenshot: OnBoarding Search Option |
 | Automatically open the widget – Automatically show the widgets on pages all the time or on first visit |
Widget Targeting
 | Target Specific Pages – Show tutorial widget on specific posts. Create multiple help widgets and display each on a different page. –  View Screenshot: CM OnBoarding Select Page Widget location |
 | Restrict to logged-in users – You can limit the onboarding widget to show only to logged-in user |
 | Rich Content – Help items can point to external links, include an embedded video or audio file, any HTML code or plain text |
 | Header and Footer for the help Widgets – Want to show a logo? A copyright notice? In the Pro version you can add any HTML you like both above and below the content! – View Screenshot: OnBoarding Header and Footer option |
 | Admin Dashboard Support – You can limit the onboarding widget to show only on admin dashboard pages. You can specify for which pages or page paths to show the widget |
Utilities
 | Labels – Change the labels which the plugin uses to display your own language and terminology. View Screenshot: OnBoarding Plugins Labels |
 | Export and Import – You can export and import widgets content between sites or make a backup of an existing site |
OnBoarding Plugin Frequently Asked Questions
Please check the user guide to learn more about this plugin
Can the Tooltips be shown within the Onboarding widget for CM Onboarding Pro?
Sure. The plugins works together. Cm Tooltip works on any custom post type if the post is using the content filters. The on boarding does of course, so you can hover over terms and see the tooltip.
Can I add my help menu on different pages?
Yes. You can add the help menu to any post, page or even custom post type. This can be done from the plugin setting or from a metabox found on each post, page or custom post you have on your site
Can I customize my help menu?
Yes. First, you can add a header and footer above and below the menu. Second, you can choose the type of the widget you want to use from a selection of 8 available widgets, third you can add your logo on the top part of the widget and last you set the icon which will appear once the widget is closed
Can I add images to the help menu?
Yes. The widget can show embedded images and videos just like any other WordPress content object
Can I style my WordPress help menu the way I want to?
Yes. The Pro plugin lets you choose which icon you want on your sliding widget, the color theme of your WordPress help menu, position, width and height of your sliding widget and more. You can also customize the header and footer of your help menu, for example by adding a company logo to your menus. You can also create several help menu styles for different pages on your site.
Can I use Onboarding to create user flow patterns and direct readers to specified pages?
Yes. Each item in your help menus may contain several links so you can navigate your users/readers to specific pages on your site. This is good in cases where you want to give more details about a certain topic, but it also helps the user flow by directing people where you want them to go.
How many topics can I create on my help menu?
You can add as many topics as you like and add them as menu items in your sliding widget. You can also create several different help menus to appear on different pages on your site.
OnBoarding Plugin Demo
 | This demo shows an OnBoarding icon in the upper right corner of the screen. Once clicked, the OnBoarding widget will open Go to Live Demo |
EXAMPLES OF SITES USING THE ONBOARDING
OnBoarding Plugin Image Gallery
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- OnBoarding Widget once Closed
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- OnBoarding Widget once Open
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- OnBoarding Free Version Settings
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- OnBoarding Edit Item
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- OnBoarding Pro Version Plugin Settings
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- CM OnBoarding Pro Version Labels Settings
Back-end Gallery
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- Add New Help Item
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- Add New Help Item-Visual
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- Add New Help Item-Activity
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- Add New Help Item-Button Text
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- Help Items
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- Import-Export
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- General Settings-Base options
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- General Settings-Appearance Options
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- Icon Settings
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- Labels
