Onboarding Plugin for Craft CMS

A comprehensive plugin that makes Onboarding tours available in the Craft Control Panel with full multi-site support and customizable settings.

Requirements

This plugin requires Craft CMS 5.0.0 or later and PHP 8.0.2 or later.

Editions

Boarding is available in two editions: Lite (free) and Pro (paid).

Lite Edition

• Create and manage up to 3 tours
• Interactive tour steps with customizable content and placement
• User group-specific tours
• Configurable button position (Header, Sidebar, or Hidden)
• Behavior settings (Auto-start or manual tour initiation)
• Single site installations

Pro Edition

All Lite features, plus:

• Unlimited tours - Create as many tours as you need
• Multi-Site Support - Configure different settings for each site
• Site-specific settings - Different behavior, button positions, labels, and button texts per site
• Internationalization - Customize button texts (Next, Back, Done) for each site/language
• Multi-language tours - Translate tour content for different sites
• Import - Import tours between projects

Installation

You can install this plugin from the Plugin Store or with Composer / DDEV.

From the Plugin Store

Go to the Plugin Store in your project's Control Panel and search for "Boarding". Then click on the "Install" button.

With Composer

Open your terminal and run the following commands:

# Go to the project directory
cd /path/to/your-project

# Tell Composer to load the plugin
composer require zeix/craft-boarding

With DDEV

# Go to the project directory
ddev composer require "zeix/craft-boarding:^1.0.12" -w && ddev craft plugin/install boarding

Usage

Creating a Tour

1. Go to the Control Panel
2. Click on "Boarding" in the main navigation
3. Click "New Tour"
4. Fill in the tour details:
   • Name: The name of your tour
   • Description: A brief description of what the tour covers
   • Progress Indicator Position: Where the progress indicator should be positioned
   • Autoplay: Whether the tour should autoplay or not
   • User Group: The user groups the tour should be available to
   • Steps: Add one or more steps to your tour
     • Title: Step title
     • Content: Step content
     • Target Element: CSS selector for the element to highlight (e.g., #main-content, .btn.submit, [data-attribute="value"])
     • Placement: Where to show the step relative to the target (top, bottom, left, right, center)

Multi-Site Tours and Propagation Methods

The Boarding Pro edition provides comprehensive support for multi-site installations with flexible propagation methods, allowing you to control how tour content is distributed across different sites.

Tour Propagation Methods

When creating or editing a tour, you can choose how it propagates across your sites:

None (Single Site Only)

• Tour exists only on the site where it was created
• No automatic propagation to other sites
• Ideal for site-specific onboarding content

All Sites

• Tour content is identical across all sites
• Changes to tour content on any site update all sites
• Perfect for tours that don't require localization

Site Group

• Tour propagates to all sites within the same site group
• Each site can have unique content
• Useful for region-specific or brand-specific tours

Language

• Tour propagates to all sites with the same language
• Content remains identical across sites with matching language settings
• Changes made on any site with the same language update all matching sites
• Ideal for multi-domain setups with shared language content

Editing Multi-Site Tours

Content Behavior by Propagation Method

For All Sites and Language propagation:

• Tour name, description, and steps remain synchronized
• Editing on any applicable site updates all sites
• No per-site variations allowed

For Site Group propagation:

• Each site can have unique tour content
• Edit tour independently on each site in the group
• Changes only affect the current site

For None propagation:

• Tour only exists on the creation site

Import/Export with Translations

When importing or exporting tours, the system handles multi-language content:

Export Includes:

• Multi-site translations: All language versions of tour content

Import Behavior:

• Translation Preservation: Multi-site translations are imported and mapped to corresponding sites
• Site Mapping: Map imported sites to sites in your current project

Duplicating Tours

To create a copy of an existing tour:

1. Navigate to Boarding in the Control Panel
2. Find the tour you want to duplicate in the tours list
3. Click the gear icon next to the tour
4. Select "Duplicate" from the dropdown menu
5. A new tour will be created
6. Edit the duplicated tour to customize it for your needs

Note: When duplicating tours in multi-site installations, all translations are also duplicated.

Importing

Boarding Pro includes powerful import functionality to help you migrate tours between projects, create backups, or share tour templates.

Importing Tours

1. Navigate to Boarding in the Control Panel
2. Click "Import Tours" button
3. Choose your import method:

Upload File**

• Click "Choose File" and select your exported file
• Click "Import Tours" to begin the process
• Review the import summary showing which tours will be created/updated

Import Behavior

• New Tours: Tours not existing in the target project are created
• Translation Preservation: Multi-site translations are imported and mapped to corresponding sites
• User Group Mapping: User groups are matched by name

Managing Tour Access and Permissions

Boarding provides granular permission control to manage who can view, create, edit, and manage tours in your Control Panel.

Permission Types

The plugin includes the following permissions:

1. Access Boarding Plugin

   • Required for any interaction with the plugin
   • Allows users to see the Boarding section in the Control Panel
   • Without this permission, users cannot access any Boarding features

2. Create Tours

   • Allows users to create new tours
   • Requires "Access Boarding Plugin" permission
   • Users can create tours but may not be able to edit or delete them without additional permissions

3. Edit Tours

   • Allows users to modify existing tours
   • Requires "Access Boarding Plugin" permission
   • Enables editing of tour content, steps, translations, and settings

4. Delete Tours

   • Allows users to permanently remove tours
   • Requires "Access Boarding Plugin" permission
   • Important: Deleting a tour removes all translations and completion tracking

5. Manage Tour Settings

   • Allows access to the plugin settings page
   • Requires "Access Boarding Plugin" permission
   • Enables configuration of button positions, default behavior, and button text
   • In Pro Edition, allows configuration of site-specific settings

Important: User group assignment is about tour visibility, while permissions control what users can do with tours (create, edit, delete).

Interface Localization

Configure site-specific interface elements through Boarding > Settings:

Button Text Localization

• Back Button Text: Text for the previous step button
• Next Button Text: Text for the next step button
• Done Button Text: Text for the completion button

Menu and Label Customization

• Menu Label: Custom text for the tours button (e.g., "Available Tours", "Tours d'aide", "Hilfe-Touren")
• Menu Position: Configure where tours appear (Header, Sidebar, or Hidden) per site

Support

If you have any issues or feature requests, please create an issue on GitHub.

License

This plugin is licensed under the Craft Licence.