CM OnBoarding (CMOB) - Use Case - How to Create Onboarding Experience for Your Users from the Frontend by Their Role


Use Case – How to create onboarding experience for your users from the Frontend by their role

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Note: This guide requires:

Introduction

CM OnBoarding 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.

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

Use Case Front-End

Use Case Assumptions

In this example we will consider how to create onboarding experience for your users from the Frontend by their role.

It follows:


Installing The plugin

The process is the same for all CM plugins and add-ons.

  • Download the plugin from your customer dashboard
  • Log in to WordPress and navigate to the WordPress Admin → Plugins settings
  • Click on Add New
  • Activate it and add the license

Learn more: Getting Started - Plugin Overview


Configuring the Plugin

First of all, you can configure the plugin according to your needs: appearance and behavior of the plugin, icon settings, labels. Learn more: CM OnBoarding (CMOB) - Plugin Settings.

When everything is configured you can start creating help items.

Add Help Items - Content

The Widgets created by the CM OnBoarding plugin are made useful by filling them with Help Items. Help Items require a little setting up and adjustment to look and work in a desirable way.

To add new Help Items to a widget navigate to CM On-Boarding  Add New Item.

There you can see a form for setting up the Help Item. Let's go filling it step by step.

Add Title field at the very top - give the name to this item. It can be displayed on the Front-end only in case if you turned on the option Shop Help Item's title in the widget in plugin settings.

Next - form for filling the content of Help Item.

  • Toggle All - This button can collapse or expand all created Help Items.
  • Title - This title is what will be displayed in the menu item in the sidebar.
  • URL - This is an optional web address. If an address is entered here then clicking on the title will direct to the address rather than displaying Content.
  • Content - The Content is the body of the Help Item. It can be information, pictures, videos, HTML content or even shortcodes to various features such as contact forms.
  • Template - It's possible to save templates and reuse them later to save time. This is particularly useful if a Help Item is to be used over and over but not necessarily on every page on the site. Or if there needs to be a general layout with slight modifications to the Help Item for different pages.
  • Add Help Item - Clicking on this will create a new empty Help Item form below the one being edited. There can be added any number of Help Items. This is not for adding or saving the current Help Item, this must be done by clicking Publish or Update in the top right.

Let's add a few Help Items, fill the Title for the first one and write regular text in the Content field:

Then we click Add Help Item button, and let's put a YouTube video in the second Help Item:

Again - then we click Add Help Item button, and let's make the third one with a shortcode (this shortcode is from another plugin, it is here just as an example):

Note: you can add any number of Help Items, but keep in mind, that if you add too many of them - not all widget types can be suitable. These types as Accordion or Side have some screen limits if the list of Help Items is too long. If you have many Help Items it's better to choose Select or Slider widget types.

Templates

For every Help Item that you add you can see the Template section with a dropdown and the Apply template button.

Help Item templates can be created to be used across multiple widgets. Upon updating a template any Widget that is being used at the time are automatically updated too. 

It is useful when there are lots of Help Items repeated across multiple Widgets and may need to be used again and again and maintained over time. As the template can be updated once and the effects seen across every widget it has been used in.  

All you need to do to use the template - choose it in the dropdown list and click the Apply template button.

If you want to replace the template and make changes to the content do not check the Link the template to the Help item checkbox. If you want only to update the content of the item once in the template section, check this option.

TIP: How to Create a Template?

To create a Template navigate to CM On-Boarding → Add New Template.

There you will find a form with only two fields: a field for the title and a field for the content. 

Just fill it and click the Publish button, and this Template will appear in the dropdown while creating/editing Help Item.

You can view and edit the list of created Templates by navigating to CM On-Boarding → Templates.

Learn more about templates: 

Next step - we need to configure our  Help Item.

Add Help Items - Options

The Options form consists of 3 tabs - Visual, Activity, Button Text. 

Let's consider them step by step.

Options - Visual

First tab Visual is about appearance of the widget.

  • Widget Type - Sets the type/style of the Widget. Choices are:
    • Default (defaults to what the global setting is in Settings)
    • Accordion
    • Select
    • Side
    • Slider
    • Floating Accordion
    • Floating Select
    • Floating Side
    • Floating Slider
  • Show Help Items' titles - If checked then titles for every Help Item you created will be displayed in the Widget.
  • Header - Adds a Header to the Help Item. This feature is optional.
  • Footer - Adds a Footer to the Help Item. This feature is optional.

Let's choose here Slider type of the Widget, enable displaying Help Item's titles and fill the info about in Header and Footer fields.

More options for setting up the appearance of the Widget can be done in settings. Learn more: CM OnBoarding (CMOB) - Plugin Settings

Options - Activity

Next tab in the  Options section is Activity. It defines, where and for whom the Help Item Widget will be displayed.

  • Show on every page - Checking the box displays the Help Item Widget on every page on the site.
  • Show on posts of selected type - Allows assigning the Help Item for selected post types only. Additionally, if the option Admin panel only enabled then Help Item will be displayed on the selected post types only while adding or editing.
    Learn more about adding the Widget for backend: CM OnBoarding (CMOB) - Use Case - How to Create Onboarding Experience for Your Users from the WordPress Backend
  • Show on URLs matching pattern - Goes through all the URLs on the site and displays the Help Item on any pages with URLs matching partially what is entered in this field.
    • You can exclude child pages by adding $ to the end of the URL. For instance:
      • Inputing https://example.com/shop-manager/ WILL include all child pages, such as https://example.com/shop-manager/john and https://example.com/shop-manager/mary
      • Inputting https://example.com/shop-manager/$ WILL NOT include any child pages https://example.com/shop-manager/john and https://example.com/shop-manager/mary
    • The format of the URL must be https:// or http://
  • Show Help Item's only for logged users - Toggles whether or not users must be logged into the site to see Help Items. You can also choose which user roles are allowed to see Help Items. To choose more than one user role hold the button CTRL/CMD while choosing them.
  • Display on these Admin URLs - Displays the Help Items only for the back-end URLs entered here. To add more than one click the +Add Admin URL.
  • Show on selected posts/pages - Configures the Help Item to appear only on the selected posts or pages. To add the Help Item to multiple specified posts or pages click the +Add Page.
  • Automatically Open Widget - Allows to define if the Widget must be opened automatically or not when the page is loaded. You can choose one of three options:
    • Don't open automatically
    • Open automatically on defined post/pages, every time
    • Open automatically on defined post/pages, only first time

Options - Button Text

This feature works only for standard Widget type. It doesn't override floating Widget type.

The Widget icon can be replaced by the custom text button that will be positioned horizontally. Note: it works only with standard Widget types and doesn't work if you want to use it as Floating Widget type.

Available options:

  • Custom widget open button text - Replaces the widget open button icon with some custom text.
  • Custom widget open button text width correction - Adjusts the width of the custom open button text if custom open button text is entered.
  • Custom widget open button text height correction - Adjusts the height of the open button text area if custom open button text is entered.

To make it work you just need to enter the text into the Custom widget open button text field and it will override the standard icon's settings. If the entered text is longer than 10 characters, the open button might not be visible. To fix it, you can use options Custom widget open button text width correction and Custom widget open button text height correction - the numbers you put there will be conversed to pixels.

Example, how it looks like on the Front-end:

When everything is filled, click the Publish button on the right top (this button turns to Update, if you are editing the Help Item).

You can find the list of all created Help Items by navigating to  CM On-Boarding → Help Items

You can view Help Items, edit, view the JSON API, export or delete them.

Let's see how the result looks like on the Front-End.

End Result

Following instructions found in the plugin and guides, you should be able to create onboarding experience for your users from the Front-end by their role.

Use Case Front-End


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