WordPress OnBoarding Plugin (CMOB) - Free Version Tutorial

Free Version Tutorial

WordPress Onboarding Plugin Pro

Learn more about Pro version of the WordPress OnBoarding plugin

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

Example

Installation guide
List of Features
Using the Plugin - Overview
Settings (Icon Position, Widget Dimensions)

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Installation guide

Here are the steps needed to install the plugin:

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

Installing the plugin - User OnBoarding Tool — Installing the plugin

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.

Registering the plugin copy - WordPress Walkthrough Plugin — Registering the plugin copy

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

WordPress Onboarding Plugin Pro

Learn more about Pro version of the WordPress OnBoarding plugin

Using the Free Plugin - Overview

How it Works

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

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

Elements of the OnBoarding widget in the free plugin version - Walkthrough WordPress Plugin — Elements of the OnBoarding widget in the free plugin version

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.

Adding new OnBoarding item - WordPress On Screen Walkthrough Plugin — Adding new OnBoarding 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:

Form for adding OnBoarding items - Website Walkthrough WordPress Plugin — Form for adding OnBoarding items

Help Item Title - Will be shown on the top of the widget
Help SubItems - Each has a title and space for content. You can add include HTML, video and more
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.

Created OnBoarding items on the front-end - Website Guided Tour Plugin — Created OnBoarding items on the front-end

Settings (Icon Position, Widget Dimensions)

General plugin settings - WordPress OnBoarding Plugin — General plugin settings

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

Setting up the vertical position of the OnBoarding widget icon

Dimensions

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

Setting up the width of the OnBoarding widget
Select the height of the widget - Self explanatory. In pixels.

Other

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