Core

Client onboarding wizard

enrty points

The wizard can be started via different entry points.. Further more a portal widget is available.

textlink in the topbar dropwon (burger menu)

point: io.ox/core/topbar/right/dropdown
extension-id: onboarding

via a link in the new premium bar (in case it's activated)

action: io.ox/[action]/premium/actions/synchronize

via portal widget

point: io.ox/portal/widget
extension-id: client-onboarding

point: io.ox/portal/widget/client-onboarding
point: io.ox/portal/widget/client-onboarding/settings

platforms, devices and scenarios

Please refer to the middleware feature config documentation for more details.

capability

client-onboarding

upsell

Please refer to the upsell documentaion for more details.

middleware: configuration

upsell event is only triggered for clicks on disabled (enabled=false) scenarios that have a valid missing_capabilities array property. Please take a look at the middleware configuration for more details.

upsell: configuration

Also the stated missing capability has to be enabled for upsell.

# example: enables upsell for tasks
io.ox/core//upsell/enabled/tasks=true

upsell: configuration

# draw premium boxes (default: true)
io.ox/core//features/upsell/client.onboarding/enabled=true

# optional: otherwise upsell default appearance is used (default: unset)
io.ox/core//features/upsell/client.onboarding/color
io.ox/core//features/upsell/client.onboarding/icon
io.ox/core//features/upsell/defaultIcon

metrics

Please refer to the metrics article