CM OnBoarding (CMOB) - Free Version Tutorial


Free Version Tutorial

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This article covers only features present in the free version of CM OnBoarding. It shows you how to create and show an OnBoarding widget.


Example


Table of Contents

  1. Installation guide
  2. List of Features
  3. Using the Plugin - Overview
  4. Settings (Icon Position, Widget Dimensions)

Installation guide

Here are the steps needed to install the plugin:

  1. Download - To manually install the plugin, you must first download it from CreativeMinds to your computer.
  2. Navigate to the Plugins tab in the WordPress Admin Panel to install the plugin.
  3. Activate the plugin. 

TIP: Register for Benefits

If you like, you can register your plugin to receive information about updates and our latest offers. You can complete your registration at any time. 

If you don’t want to register right away, you can select the Skip button.


List of Features

Free Edition Pro Edition
Add one OnBoarding widget to all pages Add any number of widget; choose in which pages each should appear
Help items can have text, images, videos Help items can have text, images, videos
All users see the OnBoarding widget Option to restrict to logged-in users
Change height and width Many customizable templates to choose from

Stock icon
Custom icon
- Import and export all OnBoarding items via CSV
CreativeMinds watermark -
No support Plugin can be used forever; one year support and updates

Using the Free Plugin - Overview

How it Works

In the free version, the OnBoarding widget contains two main elements:

  1. Icon - Click on it to expand or collapse the panel
  2. Help SubItems - Each has a title, which reveals the content when clicked

Admin - Adding and Managing Help Items

You can add and manage the Onboarding Items from the back-end. Head to Admin Dashboard → CM On-Boarding → Help Items or Add New Item.

What Does It Look Like to Add a Help Item?

You can add and edit Help Items from the back-end. The fields are simple:

  1. Help Item Title - Will be shown on the top of the widget
  2. Help SubItems - Each has a title and space for content. You can add include HTML, video and more
  3. Show or not - Enable the box to show this Help Item on all pages of your site

Free Limitation: One Widget

In this free version of the plugin, you can create multiple Help Items, but the only option is to show them on all pages.

All active Help Items will show in the widget.


Settings (Icon Position, Widget Dimensions)


All free plugin settings are located in this tab.

Icon

  • Select the vertical position of the icon - 0% is top of the page; 100% is bottom of the page

Dimensions

  • Select the width of the widget - Self explanatory. In pixels.
  • Select the height of the widget - Self explanatory. In pixels.

Other

  • Show Help Item's title in the widget - Show or hide

More information about the CM OnBoarding WordPress  Plugin

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