User OnBoarding Plugin for WordPress by CreativeMinds

Our WordPress Onboarding plugin empowers you to effortlessly craft a captivating website walkthrough, a user-friendly website guided tour, or a helpful guidance widget, all designed to elevate the user onboarding experience and provide robust support for user training.

It stands as a brilliant tool for seamlessly inducting and orienting new website users. Its interactive features make the learning process engaging and user-friendly, ensuring a smoother transition into your website’s ecosystem.

VIDEO DEMO

WordPress Version

5.4.0 or Higher

RATINGS

(4 Reviews)

Tested up to

WordPress 6.7.X

LAST UPDATED

June 10, 2024

PHP

5.7 - 8.2.X

VERSION

1.5.0

Description
Features
Pricing Table
FAQ
Demo
Gallery
Use cases
Reviews

WordPress Onboarding Plugin – User Onboarding Tool

Improve your WordPress user onboarding by giving visitors an interactive website walkthrough of your WordPress site using the WordPress OnBoarding Plugin.

Our website guided tour plugin assist new users through sections of your site, with fully customizable content, icons, and tour placement.

Website Walkthrough WordPress 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 WordPress Onboarding Plugin gives you an 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 guided tour widget.

An Expanded Site Tour Info Box

Provide Interactive Trainings with WordPress Onboarding Plugin

Example of the Front-end OnBoarding Widget

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.

Back-end User Onboarding Tool

Use WordPress OnBoarding tool either on the front-end or back-end.

It's useful when you need to provide your team guidance which will help when managing the admin dashboard.

Example of the Back-end OnBoarding Widget

Discover Four WordPress Onboarding Tool Types

Our user onboarding tool has four types of widgets which come in two versions – standard and floating:

Accordion – Displays help items in an unfolding list.
Select – Displays help items in a dropdown.
Side – Displays help item on a specific place.
Slider – Displays help items in a slider.

: Example of the Standard Accordion Widget

: Example of the Floating Slider Widget

: Example of the Standard Select Widget

Customize WordPress Onboarding Plugin to Match Your Brand

General Plugin Settings

Configure the style of your Onboarding tool - the tool type, position, size, color and font.

The Onboarding tool type can be defined individually for each help item.

Adjusting Icons in the WordPress Onboarding Plugin

The WordPress walkthrough plugin has a set of pre-made icons that you can select, or you can upload your own widget icon. You can also use text in the button area instead of an icon.

: Example of the Pre-Made Widget Icon

: Example of the Custom Widget Icon

: Example of the Text Widget Icon

Creating Versatile WordPress Onboarding Content

With this WordPress Onboarding Plugin, you can add multiple types of content within each help item campaign.

It accepts text, HTML, shortcodes, images, videos, audio.

Create interactive and engaging guides with media content.

Example of Creating a Help Item In the Campaign

Membership Solution

Setting for Displaying Help Items Only for Chosen User Roles

Display help items only for chosen user roles.

It can be useful, if you have a membership system on your site or you want to display some info only for your team.

It can be configured specifically for each help item campaign.

WordPress Onboarding Plugin – How Does it Work?

Create customized guided tour of help items for your site users
Add multiple sections to your Onboarding tool including category, titles & content
Each section may include text, images, links or videos
Target specific WordPress website pages on your site
Customize the WordPress OnBoarding plugin 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

Example in Use

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Using the WordPress 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

WordPress Onboarding Plugin Additional Resources

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WordPress Onboarding Plugin Premium Features

Please check the user guide to learn more about this plugin

Basic Features

Help Items With Plain Text

Create help items with useful information. These items are useful for providing straightforward instructions, explanations, or tips to users during onboarding.

Help Items With Video

Embed videos directly into your onboarding content. You can use videos to showcase interactive features, demonstrate complex workflows, or provide dynamic tutorials.

Help Items With HTML

Create rich and interactive help items using HTML. You can format text, add hyperlinks, or use shortcodes – for example for adding forms.

Templates

It is 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.

Export and Import

Export and import widgets content between sites or make a backup of an existing site.

Help Items With Images

Enrich your help items with images. You can use screenshots, diagrams, or visual guides to enhance the user’s understanding.

Help Items With Audio

Include audio to help items. These are useful for scenarios where visual content may not be sufficient, such as explaining accessibility features or providing spoken instructions.

Help Items As External Links

Turn help items into links. You can link to documentation, FAQs, community forums, or any other web-based content.

Automatically Open the Widget

Automatically show the widgets on pages all the time or on first visit.

User Features

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.

Dismiss the Widget

Allow users to dismiss the onboarding widget. The admin can re-enable it for chosen users.

Appearance Features

Multiple Widget Types

The onboarding widget can be presented either as a sliding panel or as a floating widget. For both of these types there are a few views: Accordion, Select box, Side menu or Slider. You can use different widget types on different pages.

Widget Style

Change the widget style according to your needs – colors, size, theme, position, font, etc.

Custom Icon

For even more customization, you can provide a link to your own custom icon and set the width of the widget icon.

Header and Footer for the Help Widgets

The plugin supports adding header and footer with HTML or multimedia content above and below the help items, which can be suitable if you need to show a logo or a copyright notice, for example.

Widget Side

Choose where to display a sliding panel – on the left or right side of the screen.

Widget Display Icon

You can choose which icon to show from several available widget icons. Additionally you can customize the icon size, its background color and its position.

Widget Text Button

Use text instead of the widget icon.

Labels

Change the labels which the plugin uses to display your own language and terminology.

Restriction Features

Custom Post Types Support

The onboarding widget can be displayed on any custom post type.

Restrict to Logged-in Users

You can limit the onboarding widget to show only to logged-in users.

Restrict to Specific User Roles

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.

Target Specific Pages

Show tutorial widget on specific posts. Create multiple help widgets and display each on a different page.

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.

WordPress Onboarding Plugin Plans and Pricing

PLANS	Essential	Advanced	Ultimate
Price includes 1 year support/updates. Manual renewal with 40% discount, not a subscription	$39 BUY	$99 BUY	$149 BUY
Number of Websites / License Activations	1	3	10
BASIC FEATURES
Target Specific Pages
Rich Content
Templates
Automatic Widget Open
Export and import
USER FEATURES
Widget Search
Dismiss the Widget
APPEARANCE FEATURES
Widget Style
Multiple Widget Types
Widget Display Icon
Custom Icon
Widget Text Button
Header and Footer for the help Widgets
Labels
RESTRICTION FEATURES
Admin Dashboard support
Restrict by user role
Restrict by logged-in users
ADD-ONS
CM Popup Banners Plugin
CM Popup Form Builder Add-On
CM Ad Changer Server Plugin
CM Ad Changer Client Plugin
CM Welcome Message & Disclaimer Plugin
CM Contextual Product Recommendations Plugin
CM Notification Bar Plugin
SUPPORT
Product Knowledge Base
Priority email support
Product updates
PLANS	Essential	Advanced	Ultimate
Number of Websites / License Activations	1	3	10
Price includes 1 year support/updates. Manual renewal with 40% discount, not a subscription	$39 BUY	$99 BUY	$149 BUY

OnBoarding Plugin Frequently Asked Questions