Documentation

Installation

Install FlowOnboarding like any WordPress plugin:

1. In your admin, go to Plugins → Add New → Upload Plugin and upload the ZIP, or find FlowOnboarding in the plugin directory.
2. Click Install Now, then Activate.
3. A new FlowOnboarding menu appears in your sidebar.

Requirements: WordPress 6.0+ and PHP 7.4+. No external libraries are needed for the core plugin or for Stripe, which talks to Stripe over HTTPS using your keys.

Build your first funnel

Open FlowOnboarding → + New Funnel. The builder has three areas: the step list (left), the live preview (centre), and the settings panel (right) with Step and Design tabs.

1. Add steps and pick a question type for each.
2. Edit the question, sub-text, and choices. The answer key is the token name you can reuse later, e.g. {{answer:main_goal}} on a result screen.
3. Use the Design tab to set colours and styling.
4. Configure the paywall as the final step.
5. Set the funnel to Live and click Save.

Publishing & embedding

Embed a funnel anywhere with the shortcode, using the funnel ID from the funnel list:

[onboardflow id="12"]

Or add the FlowOnboarding Funnel block and pick the funnel from the dropdown. Free-plan funnels show a small “Powered by FlowOnboarding” badge; Pro sites can hide it with white-label mode in the funnel’s Design settings.

Step types

Each step is one screen. Four core types are free; the rest are Pro.

Free: Single Choice, Yes/No, Star Rating, and Info Screen.

Pro Pro: Multiple Choice (multi-select), Image Choice, Slider, Number/Measurement, Date, Likert (agreement scale), Loading, Testimonial, and the personalised Result screen.

Conditional logic Pro

Each input step can carry rules that change where the funnel goes based on the answer. Rules run top to bottom and the first match wins. Each rule has a condition (a specific choice, or “any answer” as a catch-all) and an action:

• Jump to… — go to a specific later step.
• Skip next step — advance two steps instead of one.
• Go to paywall — end the questions and show the paywall.

Logic is evaluated live, so the visitor’s path adapts instantly with no page reload.

The paywall

The paywall is the funnel’s closing step. Define one or more plans (label, price, billing period) and choose an integration that determines what happens when a visitor selects a plan. The Redirect action is free; payment and membership integrations require Pro.

Templates Pro

Start from a pre-built funnel via Start from a template. Each template is a complete question sequence ending in a result and paywall, and each links to a live preview. Free users can preview templates before upgrading.

Available templates: Weight-loss plan quiz, Fitness coach quiz, Language-learning intake, Skincare routine quiz, and SaaS onboarding / activation.

Pro tools Pro

The Pro tools button in the builder opens a panel with three tabs:

• A/B testing — split traffic between this funnel and another, set the split, and read conversion results with a recommended winner.
• Webhooks — POST funnel events to your own endpoints. Payloads are signed via the X-OnboardFlow-Signature header so you can verify authenticity.
• Leads — view and export the email leads captured by the funnel.

Integrations Pro

Integrations connect a paywall plan to a real payment or membership system. Configure them per funnel in the paywall settings; the Settings → Integrations screen shows the live status of each on your site.

Available: Redirect (free), Stripe (Direct), MemberPress, Paid Memberships Pro, Restrict Content Pro, and WooCommerce Subscriptions. Stripe (Direct) is always ready — it uses your API keys over HTTPS and needs no extra plugin.

License & activation Pro

Pro is unlocked with a license key under Settings → License. Once active, the screen shows your plan, renewal date, and how many of your allowed sites are in use, plus actions to re-check, manage billing, or deactivate the license on the current site.

Analytics

The Analytics screen shows starts, completions, conversion rate, step-by-step drop-off, and plan selections — so you can find where visitors leave and fix the weakest step. A spike in drop-off on one step is the step to simplify or rewrite first.

Settings

Settings has four sections: General (session expiry and data-retention windows), License, Integrations, and Privacy & data (hash visitor IPs for GDPR-friendliness, and choose whether to delete all data on uninstall).

FAQ & troubleshooting

Admin screens look unstyled or empty

Almost always a stale asset cache after an update. Enable WP_DEBUG (which cache-busts assets) or hard-refresh the admin page.

Why does Stripe (Direct) need no plugin?

It calls the Stripe REST API over HTTPS using the keys you enter in the paywall. WordPress can always make those calls, so no Stripe plugin is required.

Does it work with any theme?

Yes. Funnels render through a shortcode or block and run as their own focused experience on top of any standard theme.