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OnBoarding Plugin for WordPress by CreativeMinds

The WordPress tutorial plugin helps you create a site walkthrough, website guided tour or a guidance widget to improve the user onboarding experience and support user training.
This Interactive WordPress Tutorial is a great way to easily induct new website users.

    User Onboarding Plugin for WordPress Description

    Give your visitors a website walkthrough of your WordPress site with our helpful onboarding plugin. Our tutorial widget plugin offers help and engagement tools for each section of the site you designate

    Onboarding Walkthrough Plugin

    This is a great guidance platform that can provide an in-depth tour and support the onboarding process for your site users

    It can answer questions, increase conversion rate and suggest additional sources of information

    Our OnBoarding walkthroughs plugin can be used for interactive training and interactive in-app guidance, or as an in-app training application and employee training software solution for your WordPress site

    		 Example Showing On Boarding Guidance Tool
    Example Showing On Boarding Guidance Tool

    Watch our Installation Guide for CM On Boarding Plugin for WordPress from cmplugins on Vimeo

    How the Onboarding Plugin Works

    • Create 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 a list of several available templates
    • Display the onboarding navigation icon on your target pages
    • Users can toggle the navigation icon and open the help item

    Using the WordPress Onboarding Plugin

    • Custom Guidance Widget – Help your users find exactly what they need
    • Enhanced User Experience – Improve user experience and overall site engagement
    • Custom Training Tool – User training support system with helpful guidelines
    • Help and Instructional Walkthrough – Create a website tour with help and instructional suggestions
    • E-learning Activities Companion – Great support and aid tool for e-learning activities
    • Website Onboarding Solution – Shorten the user learning curve
    • Admin Dashboard Instructional Widget – Limit onboarding widget only to admin section

    Onboarding Plugin Additional Resources

    Onboarding Plugin Related Plugins

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    OnBoarding 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

    • 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
    • Widget Display Icon – You can choose which icon to show from several available widget icons. – View Screenshot: CM ObBoarding 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 ObBoarding widget built-in icons
    • Multiple Widget Types – The sliding panel stays the same, but the help items can be displayed with Select box, Side menu or as a Slider – View Screenshot: OnBoarding Widget Type, View Second Screenshot, View third Screenshot
    • 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
    • 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
    • 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
    • Labels – Change the labels which the plugin uses to display your own language and terminology. View Screenshot: OnBoarding Plugins Labels
    • Rich Content – Help items can point to external links, include an embedded video or audio file, any HTML code or plain text
    • 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
    • Restrict by user role – You can limit the onboarding widget to show only to specific user roles, this means that for example you can show one widget for admin and another for subscribers
    • Automatically open the widget – Automatically show the widgets on pages all the time
    • Restrict by logged-in users – You can limit the onboarding widget to show only to logged-in users
    • Export and import – You can export and import widgets content between sites or make a backup for 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 toolip.

    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, color theme of your WordPress help menu, position, width and height of you 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 style my WordPress help menu the way I want to? CM OnBoarding widget for superb WordPress help menus

    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.

    Still have questions? Send us a message and we will reply within 24 hours.

     

     

    OnBoarding Plugin Demo

    This demo shows an OnBoarding icon at the upper right corner of the screen. Once clicked the OnBoarding widget will open

    Go to Live Demo

    Customers using the OnBoarding Plugin

    OnBoarding Plugin Image Gallery

    Back-end Gallery

    Customer Reviews for the OnBoarding Plugin

    • 18th May
      2015
      Love it!
      Its so great to finally have all my FAQ’s gathered in one place. I asked some of my users for feedback and they all had a good experience navigating between the different topics. Well done CM plugins!
    • 11th Feb
      2015
      Very good!
      Bear in mind that you’ll want the premium version to get all the features ($29 with a money back guarantee I think), but I love the idea behind this plugin, and its execution. You could do some cool stuff with this.
    • 09th Feb
      2015
      friendly user interface
      I installed the plugin in my site and it worked really nice. It made my user interface much more friendly and I liked that very much. I would like to make one suggestion – add nice icons to use on the sliding widget to installation.Thank you guys!
    • 07th Jan
      2015
      Simple but brilliant
      The plugin doesn’t do much, but it does what it states. It could have some more customization options thou especially regarding the style of the icon.Anyway. It’s a nice, clean way to add something not-that necessary to be on each page and slightly more visible than the footer.

    Version 1.3.0 7th Apr 2018

    • Fixed the problem with URL matching when no post_id is provided

    Version 1.2.9 20th Nov 2017

    • Fixed the problem with the cookie library missing
    • Fixed the problem with the widget not auto opening correctly

    Version 1.2.8 22nd Oct 2017

    • Added the option to automatically show the widgets on pages all the time
    • Added the option to automatically show the widgets on configured pages, on first visit

    Version 1.2.6 25th Aug 2017

    • Fixed the export of the Global setting

    Version 1.2.5 4th June 2017

    • Update license package

    Version 1.2.4 13th March 2017

    • Added the option to select the custom color for the icon
    • Added the option to add the custom color for the background
    • Added the option to replace the icon with the text per campaign
    • Added the option to correct the button width/height per campaign if the text is used
    • Reorganized the setting tabs

    Version 1.2.3 16th February 2017

    • Improved the settings of the each Help Item (separated with two tabs)
    • Fixed the display of the banners on the admin screens
    • Fixed the preview
    • Moved the options allowing to choose to show only for logged to help item
    • Moved the options allowing to show help item per role base to help item

    Version 1.2.2 10th February 2017

    • Added the import option
    • Added the option to show only for logged
    • Added the option to show in Admin Dashboard
    • Fixed the PHP7 compatibility

    Version 1.2.0 7th October 2016

    • Added a new type of widget Floating Widget
    • Fixed bugs
    • Updated the styling

    Version 1.1.6 27th August 2016

    • Updated licensing api support

    Version 1.1.5 20th March 2016

    • Updated licensing api support

    Version 1.1.4 14th Feb 2016

    • Fixed bugs

    Plugin 1.1.3 7th Jan 2016

    • Replace license system
    • Wp 4.4 compatibility

    Plugin 1.1.2 29th Sep 2015

    • Fixed the problem with the editor

    Plugin 1.1.1 21st Aug 2015

    • Added the option to display on custom post types
    • Fixed the flicker during the widget loading
    • Updated the licensing system
    • Ensured the WordPress 4.3 compatibility

    Plugin 1.1.0 22nd Apr 2015

    • Fixed the XSS vulnerability in WordPress add_query_arg() and remove_query_arg() functions

    Plugin 1.0.8 26th Mar 2015

    • Make Changes in Plugin admin menus/li>

    Plugin 1.0.6 13th Mar 2015

    • Fix two bugs, one with JSON and one with JS

    Plugin 1.0.5 10th feb 2015

    • Fixed bug with OnBoarding Metabox in posts and pages

    Plugin 1.0.4 28th Jan 2015

    • Added the option to select Pages and Posts (not only Pages) on the help item page
    • Added the option to show the help items based on the URL pattern eg. show on pages containing /help/ in the URL
    • Added the column displaying whether the help item has
    • Fixed the bug with saving the option “Show on every page”

    Plugin 1.0.3 14th Jan 2015

    • Fixed bug with uploading images from media library

    Plugin First Release 10th December 2014