Documentation

Installation & requirements

FlowOnboarding installs like any WordPress plugin.

1. From the WordPress.org directory: go to Plugins → Add New, search for FlowOnboarding, click Install Now, then Activate.
2. From a ZIP: go to Plugins → Add New → Upload Plugin, choose the ZIP, click Install Now, then Activate.

After activation a new FlowOnboarding item appears in your admin sidebar, where you build and manage funnels.

Requirements

• WordPress 6.0 or newer
• PHP 7.4 or newer
• Any theme — funnels render through a shortcode or block and work on top of any standard theme

No external libraries are required for the core plugin. The Stripe integration talks to Stripe directly over HTTPS using your keys, so it needs no additional plugin either.

Build your first funnel

This walkthrough takes you from a blank funnel to a published one.

1. Go to FlowOnboarding → Add New (or + New Funnel).
2. Give the funnel a title (internal only — visitors don't see it).
3. Click + Add step and choose a question type. Repeat to build your sequence.
4. For each step, write the question, optional sub-text, and the answer choices. Set a short answer key on each step — you'll reuse it later in result copy as a {{answer:key}} token.
5. Open the Design tab to set your brand colour, logo, and light or dark theme.
6. Configure the paywall (the closing step): add your plans and choose how visitors check out.
7. Set the funnel status to Live and click Save.
8. Embed it on a page (see Publishing & embedding).

The builder interface

The builder has three areas working together:

• Step list (left): every step in order. Drag to reorder, click to select, and duplicate or delete any step.
• Live preview (centre): shows exactly what visitors see. It updates as you type — no save-and-refresh.
• Settings panel (right): the selected step's options under the Step tab, and funnel-wide appearance under the Design tab.

The Design tab

Funnel-wide appearance lives here: brand colour, logo, light/dark theme, progress bar, back-button behaviour, and (on Pro) white-label and custom CSS. See Design & branding.

Pro tools

The Pro tools button opens A/B testing, webhooks, and captured leads. See Pro tools.

Publishing & embedding

A funnel must be set to Live before it appears to visitors. Then embed it anywhere:

Shortcode

Use the funnel's ID (shown in the funnel list):

[onboardflow id="12"]

Place it in any post, page, or widget that accepts shortcodes.

Block

In the block editor, add the FlowOnboarding Funnel block and pick your funnel from the dropdown — no ID needed.

How it displays

By default a funnel takes over the whole page for a focused experience. You can also embed it inline as part of a normal page — see Display modes.

Question types (all 13)

Each step is one screen. Four core types are free; the rest are Pro. Pick the input that makes each question feel effortless.

Single choice Free

Pick one option from a list. The most common quiz step. Can auto-advance when an option is tapped.

Multiple choice (multi-select) Pro

Pick several options. Renders square checkboxes (distinct from single-choice radios) so it's clear more than one answer is allowed. The visitor taps Next to continue.

Yes / No Free

A fast two-option step, ideal for qualifying questions. Auto-advances on tap.

Star rating Free

Collect a 1–5 rating. Good for satisfaction or confidence questions.

Info screen Free

A no-input screen for a message, reassurance, or a transition. Useful between sections or before the paywall.

Image choice Pro

Options shown as image tiles — great when the choice is visual (styles, goals, product types).

Slider Pro

A draggable range for numeric input like “how active are you?” Feels effortless versus typing a number.

Number / measurement Pro

A numeric field for values like age, weight, or height, with optional units.

Date Pro

A date picker for birth dates, target dates, or deadlines.

Agreement scale (Likert) Pro

A “strongly disagree → strongly agree” scale for attitude and self-assessment questions.

Loading screen Pro

A short animated “building your plan…” screen. Placed before the result, it makes the outcome feel calculated and earned.

Testimonial Pro

A social-proof screen showing a quote and attribution — a trust nudge, often placed right before the paywall.

Result screen Pro

The personalised “here's your plan” screen. Pulls the visitor's own answers into the copy with answer tokens. This is where a quiz becomes a sale.

Answer keys & tokens

Every input step has an answer key — a short name like main_goal or skin_type. The key stores that step's answer so you can reuse it later.

Using tokens

Anywhere that supports tokens (the result screen, and the paywall's Result copy), insert a token in this form:

Based on your goal of {{answer:main_goal}}, we built you a personalised plan.

At runtime the token is replaced with the visitor's actual answer. If they chose “lose weight” for the main_goal step, they see “Based on your goal of lose weight…”. Multi-select answers are joined with commas. If a key has no answer yet, the token renders as a dash.

Conditional logic

Pro Conditional logic sends each visitor down the path that fits their answers, so one funnel feels personal to very different people.

How rules work

Each input step can carry a list of rules. Rules are evaluated top to bottom, and the first match wins. Each rule has:

• A condition — a specific answer, or “any answer” as a catch-all that matches everyone who reaches it.
• 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 immediately.

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

Example

On a “What's your main goal?” step: if “Lose weight” → jump to the Diet step; if “Build muscle” → jump to the Training step; any answer → continue.

Display modes: full-page vs embedded

FlowOnboarding can present a funnel two ways, controlled by the Full-screen setting on the Design tab.

Full-page (takeover)

When full-screen is on, the funnel takes over the entire browser window — no theme header, footer, or page title competing for attention. It runs as its own focused, app-like experience. This usually converts best because there are no distractions or exit links.

Embedded (part of a page)

When full-screen is off, the funnel renders inline wherever you placed the shortcode or block. Your theme's header, footer, and the page title stay visible, and the funnel becomes a section of a normal page. Use this when you want the quiz to sit within existing content — for example, partway down a landing page.

Design & branding

The Design tab controls funnel-wide appearance.

• Brand colour: the accent used for selected options, progress bar, and buttons.
• Logo: shown at the top of the funnel.
• Theme: light or dark — both are built in.
• Progress bar: show or hide the step-progress indicator.
• Back button: allow or prevent going back a step.
• Full-screen: full-page takeover vs embedded (see Display modes).

White-label Pro

Turn on Remove branding to hide the “Powered by FlowOnboarding” link, so the funnel is unmistakably yours.

Custom appearance Pro

Turn on Custom appearance in the Design tab to restyle the funnel with real controls — no code. You can set the card’s corner radius, padding, max width, background, border colour and width; the page background; heading and body text size; text alignment; answer-option corner radius; and button corner radius and text colour. Every control is optional and defaults to the built-in look, so nothing changes until you adjust it. The builder preview reflects the card framing; text size, alignment, option and button styling also apply on the published funnel.

Custom CSS Pro

For advanced cases, enable Custom CSS to add your own styles beyond the visual controls above. Scope selectors under .obf-wrap. This is an optional power-user extra — most styling is covered by Custom appearance.

The paywall

The paywall is the funnel's closing step — where the personalised plan meets your offer.

Plans

Add one to three plans, each with a label, price, billing period, and feature list. Mark one with a badge (e.g. “Best value”) to draw the eye, and choose a one- or two-column layout.

Copy

• Headline & sub-headline: e.g. “Your personalised plan is ready!”
• Result copy: a short personalised line that supports answer tokens, e.g. “Based on your goal of {{answer:main_goal}}…” It appears between the headline and the plans, and fills in each visitor's own answers.
• CTA button text and a trust line (e.g. “★★★★★ Trusted by thousands”).
• Terms of Service URL and Privacy Policy URL: the small “By continuing you agree to…” consent line under the button links to these. They open in a new tab so the visitor never leaves the quiz. Leave a field blank and that word shows as plain text instead of a link.
• Show terms & consent line: a toggle to display or completely hide that consent line.
• Average order value: your typical sale price. It is used only to estimate revenue in Analytics (Est. revenue = conversions × this value). Leave blank for no estimate.

Checkout

An integration determines what happens when a visitor picks a plan — a simple redirect (free) or a real payment/membership flow (Pro). See Integrations.

Integrations overview

An integration connects a paywall plan to how you actually get paid. Configure it per funnel in the paywall's integration settings. The Settings → Integrations screen shows the live status of each on your site.

• Redirect Free — send visitors to any URL.
• Stripe (Direct) Pro — charge with your Stripe keys, no extra plugin.
• Membership plugins Pro — MemberPress, Paid Memberships Pro, Restrict Content Pro, WooCommerce Subscriptions.

Redirect integration

%s The simplest option: when a visitor chooses a plan, they're sent to a URL you specify — your existing checkout, a pricing page, or any landing page.

Setup

1. In the paywall, set Integration to Redirect to URL.
2. Enter the Redirect URL (e.g. https://yoursite.com/checkout/).

Stripe (Direct)

%s Charge inside the funnel using your own Stripe account — no additional Stripe plugin required. FlowOnboarding calls the Stripe API over HTTPS with your keys.

Setup

1. Set the paywall Integration to Stripe.
2. Enter your Stripe secret key.
3. Map each plan to its Stripe Price ID.
4. Optionally set success and cancel URLs and the mode (subscription or one-time).

When a visitor chooses a plan, FlowOnboarding creates a Stripe Checkout session and sends them to Stripe to pay. If configuration is incomplete (missing key or Price ID), the funnel reports that clearly rather than failing silently.

Membership integrations

Pro If you already run a membership plugin, route paying visitors straight into it. FlowOnboarding detects supported plugins and lists their status under Settings → Integrations.

Supported plugins

• MemberPress
• Paid Memberships Pro
• Restrict Content Pro
• WooCommerce Subscriptions

Setup

1. Make sure the membership plugin is installed and active (its status shows as Detected).
2. Set the paywall Integration to that plugin.
3. Map each plan to the corresponding membership level / product so the right access is granted at checkout.

Pro tools overview

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

• A/B testing — split traffic between two funnels and find the winner.
• Webhooks — push funnel events to your own endpoints.
• Leads — view and export captured emails.

A/B testing

Pro Run two funnels head-to-head and let the data choose the winner.

How it works

1. Enable A/B test this funnel in the paywall settings (or the Pro tools panel).
2. Choose the funnel to test against and set the traffic split (e.g. 50/50).
3. Visitors are divided between the two funnels; conversions are tracked per variant.
4. Results show each variant's conversion rate with a recommended winner once there's enough data.

This is built in — no Google Optimize or external testing tool to wire up.

Email capture & leads

Pro Capture an email before the paywall, so visitors who don't buy today still become leads you can follow up with.

Setup

1. Turn on Collect email before paywall in the paywall settings.
2. Choose where the email step appears (typically just before the paywall).

Viewing & exporting leads

Open Pro tools → Leads to see captured emails for the funnel, and export them as a CSV for your email tool or CRM.

Auto-sync to Mailchimp or FluentCRM (optional). In the paywall’s email settings, set Sync to email provider to Mailchimp or FluentCRM and enter your List / Audience ID. New leads are then added to that list automatically. This piggybacks on the plugin you already use — it requires the MC4WP plugin (for Mailchimp) or the FluentCRM plugin installed and connected; no extra API keys are entered in FlowOnboarding. Leave the provider on “None” to just collect and export.

Webhooks

Pro Push funnel events to your own endpoints the moment they happen — ideal for Zapier, Make, or a custom CRM.

Setup

1. Open Pro tools → Webhooks.
2. Add one or more endpoint URLs.
3. FlowOnboarding POSTs a JSON payload to each on conversion (and other events).

Verifying authenticity

Each request is signed with an X-OnboardFlow-Signature header so your endpoint can verify the payload genuinely came from your site and wasn't forged.

Analytics

The Analytics screen shows how each funnel performs:

• Starts and completions
• Conversion rate (visitors who reached a paid action)
• Step-by-step drop-off — the percentage of visitors who leave at each step, so the weakest step is obvious
• Plan selections — which plans visitors choose
• Est. revenue (Pro) — an estimate, calculated as conversions × the Average order value you set on the funnel’s paywall. It is a planning figure, not actual payment data (real charges happen on your checkout or membership plugin). Set the average order value to make it meaningful; with no value set it reads $0.

License & activation

Pro Pro is unlocked with a license under Settings → License.

Activating

Enter your license key and activate. The screen then shows your plan, renewal date, and how many of your allowed sites are in use.

Managing sites

A license allows a set number of active sites. Use Deactivate on this site to free a seat before moving the license to another site. You can also re-check the license status or open the billing portal to manage your subscription.

Settings

The Settings screen has four sections:

• General: session expiry and how long response data is retained.
• License: activate and manage your Pro license (see License & activation).
• Integrations: the live status of each payment/membership integration on your site.
• Privacy & data: hash visitor IP addresses for GDPR-friendliness, and choose whether to delete all plugin data when you uninstall.

FAQ & troubleshooting

Admin screens look unstyled or empty

This is almost always a stale asset cache after an update. Hard-refresh the admin page, or clear any caching/optimisation plugin's cache.

Visitors see “No redirect URL configured”

The paywall uses the Redirect integration but no URL is set. Open the funnel, and in the paywall settings enter your checkout or pricing URL. (Templates ship with this empty on purpose.)

Why does Stripe (Direct) need no extra plugin?

It calls the Stripe REST API over HTTPS using the keys you enter. 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 experience on top of any standard theme. Use embedded mode if you want the funnel to sit within your theme's layout.

My result copy shows {{answer:main_goal}} literally

Make sure the token's key exactly matches the answer key on the relevant step (lowercase, underscores). If the visitor hasn't answered that step, the token shows a dash.