OnBoarding A Guidance and Engagement WordPress Plugin – Live Tutorial
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OnBoarding A Guidance and Engagement WordPress Plugin – Live Tutorial

August 21, 2019


Hi I’m Jessica with CreativeMinds. Today we’re
going to take a closer look at the OnBoarding plugin tool for your WordPress site. The term
on boarding has evolved from corporate training ideas. Basically trainers wanted a place to
guide them through there learning process. The CreativeMinds OnBoarding plugin does just
that. With our plugin you’ll be able to create a help menu that will guide visitors through
your website. In this video I will show you have to create the on boarding settings to
create customer’s help menus for your WordPress site. So let’s get started. From the CreativeMinds website, download the
pro version of the OnBoarding plugin. There is a free version available, however many
of the custom features in this video are only available in the pro version. Such as a variety
of hope icon options, adding a search field, and creating a unique header or footer. After
you’ve installed the plugin for your WordPress site, you will find the CM On Boarding Plugin
on your dashboard. In this video I will create multiple help menus for an education website.
However the on boarding plugin can be used for a wide variety of online content or site
themes. This tool will help users search for important information and find links to external
content. Selecting add new item allows you to enter the data which will be displayed
in the role out widget. Right now I’m going to make a help menu that will appear on specific
page on your WordPress site. The syllabus page. Imagine if this page provided a lot
of details. I might need to create several hope menu items to guide my site visitors
through all that information. The widget search features will help you users quickly find
those important details without having to search through the entire help menu. I’m going to title this help menu syllabus
guide. In the content area, I will add terms that other visitors might enter into a search
field. Then I’ll select syllabus under the page dropdown menu. Here my help menu will
only appear on the syllabus page. As when I preview this help menu I can see the three
help items. In this search field if I enter future, only the third entry containing this
keyword will appear. You may control various features of the search option under the plugin
settings. On the general take you have the option to turn the search feature on or off.
Under the label table you can choose to make the text visible in the search field. By default,
the user will see the message no item has been found if their search is not successful.
I am going to change this message to no results. You may also change the search input label
and the text placeholder. Now when I preview the widget on the syllabus page and enter
a term that is not found within the help menu, the message no results will appear in the
search box. Changes made under the plugin settings apply to each instance of the widget
throughout the site. This does not mean that the help menu will be identical on every page.
You can create multiple help menus and apply them to either a specific page or the entire
site. On the help item page you can have the option to override some of the global settings
if necessary. Here I have my main help menu and this menu appears on all the pages throughout
the site with the exception of the customized syllabus help menu. The first item contains
basic text. Another item contains a video viewable within the plugin window. And a third
item is actually a web link. At the bottom of this help item screen, I am able to select
show on every page. Now I have two separate help menus. One is displayed on several pages
throughout the website and the other is displayed only on the syllabus page. To make it easier
for my site visitors to determine that this is a unique help menu on thr syllabus page,
I’m going to add a custom header. Custom headers and footers are a great way to add a custom
title or disclaimer to your help menu. With this header, I would like to add an image.
Tn the header content area I would click add media and insert a custom image. This feature
is a great way to add a logo or possibly a photo for sending the information in your
help menu. In the footer section I will also add a small message. Now when I preview this
help menu we will see that the new header and footer appear on the syllabus help guide.
Other customization options are available under the settings menu. At the top of the
page you will find several different help icons. If one of these help option work for
your website’s theme then you may use your own icon. You can also easily change the position
of the icon and the location of the rollout widget. And you may select from a black or
white help menu theme. Setting up the size of the widget is important because you will
likely need to adjust these settings to compliment the design and layout of your site. In this
example the widget is three hundred and twenty pixels wide, when it cools out, it covers
the right most column by does not overly the main body of the webpage. Last, I’m going
to hide the title of the help menus because I prefer to use a custom header. By changing
a few settings, this help menu changed from this to this. Notice how the color compliments
the web design. And on the syllabus page, the imported graphic makes a nice header.
Another feature of the on brooding plugin is the template tool. The template features
give you the ability to add the same information to different help widgets. To add the template
I’m going to edit my help items, scroll to the bottom of the page, and click on add help
item. Under the template drop down menu, you will select the about this course template
item and apply that template. Then I will repeat the process to add the same information
to my other help menu. Now if I need to update that information, it is easy to make the changes
on the template page and it will instantly update all of the help menus throughout the
site. Perhaps your website may need several different menus. With all of the customization
options available, you could have a completely different help menu on every page within your
Wordpress website. Depending on your audience, you may choose to use the accordion style
list of information. Or perhaps you would like to display a mix of text or multimedia
arranged in the slider media style. Maybe the select widget style would be make a nice
frequently asked question drop down help menu. Or the side widget style would effectively
provide a step by step list to complete a task. The CreativeMinds On Boarding Plugin
is easy to use and highly adaptable. Use the pro version of this plugin and you will be
able to customize the look, location, content, and interactive features of you help menus.
I’m Jessica for CreativeMinds. Thanks for watching.

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