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.
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
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 – Limit the onboarding widget to show only on admin dashboard pages. 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 – 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?
Can I add my help menu on different pages?
Can I customize my help menu?
Can I add images to the help menu?
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?
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
Back-end Gallery
Customer Reviews for the OnBoarding Plugin
- 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!
- 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.
- Friendly user interfaceI 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!
- Simple but brilliantThe 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.
OnBoarding Plugin Release Notes
Version 1.4.0 21st Sep 2020
- Added: background color option for widget icon
- Added: font size option for search bar
- Updated: license package
Version 1.3.10 28th Feb 2020
- Fixed: plugin support of archive templates
Version 1.3.9 22nd Jan 2020
- Added: Option to set Help Item for certain post type
Version 1.3.8 19th Dec 2019
- Fix: SSL compatibility issue
- Minor fixes
Version 1.3.7 16th June 2019
- Added Hide On-boarding tabs with customizer setting
Version 1.3.6 8th June 2019
- Fixed HTML break issue
Version 1.3.5 16th Mar 2019
- Feature: Added the option to change help items font
- Updated Licensing Package
Version 1.3.4 5th Apr 2019
- Fixed small bugs
- Updated Licensing Package
Version 1.3.3 26th Dec 2018
- Added option for different user groups see different onboarding tours
Version 1.3.2 30th Aug 2018
- Fixed the problem with a custom post listing in the “Show on selected posts/pages” option
- Added the option to display or hide Help Items’ titles
Version 1.3.1 12th Aug 2018
- Updated license package
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 the 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