What is the Onboarding Wizard
The Onboarding Wizard makes it easier for users to set up and install the plugin. It will take care of all the basic setup and even install the most popular add-ons for your convenience. All you need to do is click a few buttons to get started.
Let’s explore the easy steps to the Onboarding Wizard.
Step 1: Choose how to proceed
The first step to your Onboarding experience is connecting with an existing Formidable Forms account or proceeding without an account.
If you click the Connect Account button, you will be redirected to FormidableForms.com to connect your account. If you're not logged in, you'll see a login form before connecting.
If you click the Proceed without an account button, you will be redirected to the next step of the onboarding process.
Step 2: Set the default email address
The next step is to choose the default email address you want to receive notifications about new form submissions.
- Insert your preferred email address in the Default email address field. It can be changed afterward in your Formidable → Global Settings → General Settings page.
- (Optional) Select the checkbox to opt in to share anonymous usage data, which would help improve Formidable.
- (Optional) Select the checkbox to opt into the summary emails sent out to users monthly and yearly containing relevant Formidable data.
- Once you’re done, click the Next step button to go to the next step.
Step 3: Install Formidable Add-ons
In this next step, you can select multiple options for which Formidable add-ons you would like to install together with the plugin. By default, it will display the most popular add-ons to which your license has access.
Once you're done, click the Install & Finish Setup button to finish the Onboarding Wizard and apply your selected settings.
Note that you can still change the activation settings you selected on the Onboarding Wizard from the Formidable → Add-ons page.
Step 4: You’re all set
The final step in the Onboarding Wizard is the confirmation message that you're all set and ready to go! With the Formidable Forms plugin installed on your site and any Formidable add-ons you may have selected, you can choose between creating your first form or going to the dashboard, which provides an overview of form activities on your site.
You can check out our complete documentation to know more about each field's options and form settings.
Frequently Asked Questions
Can I run the Onboarding Wizard more than once?
Since the Onboarding Wizard only automatically runs with a fresh install of the plugin, you can only run it once officially. To override it, check out the following question.
Can I run the Onboarding Wizard on an old plugin installation?
You can override this by adding:
/wp-admin/admin.php?page=formidable-onboarding-wizard&step=welcome
at the end of your website URL to force the Onboarding Wizard to show.