User OnBoarding Plugin for WordPress by CreativeMinds

Cminds >> WordPress Plugin >> User OnBoarding | OnBoarding and Site Tour Widget Plugin for WordPress

User OnBoarding | OnBoarding and Site Tour Widget Plugin for WordPress

User OnBoarding Plugin for WordPress by CreativeMinds video placeholder

The WordPress tutorial plugin helps you create a site walk-through, website guided tour or a guidance widget to improve the user onboarding experience and support user training.

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This Interactive WordPress Tutorial is a great way to easily induct new website users.

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WordPress Walkthrough Plugin | Onboarding Tool and Website Tour

Improve your WordPress onboarding by giving visitors an interactive walkthrough of your WordPress site using the CM OnBoarding Widget. Our site tour plugin guides new users through sections of your site, with fully customizable content, icons, and tour placement.

Self Guided Site Tour Plugin

Giving 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.

The Onboarding Plugin gives you can opportunity to 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
An Expanded Site Tour Info Box

Guide Users Helpful Information- OnBoarding Slider

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
Target Specific Pages- OnBoarding Slider

Using the Onboarding Plugin

  • Personal Site Guide – Create tours and guides for different user groups
  • Enhanced User Experience – Make users happy by showing them just what they need
  • 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 Support - Great tool to assist e-learning activities
  • Shorten the Learning Curve – Get new users comfortable on you site or platform - fast!
  • Admin Dashboard Instructional Widget – Display help items on the admin section only

 Example in Use
Example in Use
Add Custom Icon- OnBoarding Slider

Onboarding and Site Tour Plugin Additional Resources

Onboarding Plugin Related Use Cases

Onboarding Plugin Related Products

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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

Widget Content Area

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 Tools

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?

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 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.

OnBoarding Plugin Demo

Onboarding icon live demo bannerThis 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

EoDocs

The Healthman

OnBoarding Plugin Image Gallery

Back-end Gallery

Customer Reviews for the OnBoarding Plugin

OnBoarding Plugin Release Notes

Version 1.4.7 from the 15th Feb 2022

  • Resolved settings constant notice

Version 1.4.6 from the 4th Feb 2022

  • Added support to load scripts in footer

Version 1.4.5 from the 9th November 2021

  • Implemented new plugin settings UI
  • Fixed warnings
  • Fixed closed floating widget overlap content
  • Fixed bug with open button width on the left side
  • Fixed issue “Show on selected posts/pages” and “Show on URLs matching pattern” options
  • Fixed bug with “Icon area background color” option

Version 1.4.4 from the 12th September 2021

  • Fixed: Bug with “Show Help Item’s only for logged users with selected roles” option

Version 1.4.3 from the 9th July 2021

  • Fixed: Bug with embed video in help items
  • CSS fix

Version 1.4.2 from the 24th May 2021

  • Updated license package to version 1.9.1

Version 1.4.1 6th April 2021

  • Fixed: bug with clipped floating icon
  • Fixed: bug with floating icon background color
  • Added: ability to choose custom icon for a floating widget

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

Plugin First Release 10th December 2014

Do you need additional functionality?

We can implement additional features, change the interface and integrate external resources. Get in touch with us!

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