Client onboarding deprecated
namespace: io.ox/onboarding/clients
settings: -
capability: client-onboarding
Entry points
The wizard can be started via different entry points or by using the available portal widget.
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.
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