[wp-trac] [WordPress Trac] #61040: Provide a framework for plugin onboarding experiences

[WordPress Trac]

#61040: Provide a framework for plugin onboarding experiences
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 Reporter:  jorbin       |       Owner:  (none)
     Type:  enhancement  |      Status:  new
 Priority:  normal       |   Milestone:  Awaiting Review
Component:  Plugins      |     Version:
 Severity:  normal       |  Resolution:
 Keywords:               |     Focuses:  administration
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Comment (by jason_the_adams):

 Replying to [comment:1 kevinwhoffman]:
 > Can I suggest that we frame this problem as "plugin configuration"
 rather than "plugin onboarding"? Not every plugin that allows for
 configuration has a distinct onboarding experience, and the need to
 discover where configuration takes place is not limited to right after
 activation.

 I want to be careful not to generalize this too much. For many plugins the
 onboarding is a rather critical step in the process. For me
 "configuration" implies adjustment, while onboarding is more like
 installation.

 Right now a plugin is simply activated in WordPress. You click "activate"
 and now it's running. But think about software, where installation is not
 simply whether it exists on your machine or not, but setting up the
 initial configuration necessary for it to function properly.

 Some examples of this:
 - Setting up a payment gateway for a donation plugin
 - Providing SSH/FTP credentials for a backup plugin
 - Selecting security preferences for a security plugin (to prevent
 problematic defaults)

 I like the idea of having a way for folks to know how to go configure a
 plugin further after installation (e.g. changing the "Activate" button to
 "Configure"), but want to make it clear that many plugins move users on
 redirect to onboard not just because it's useful.

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Ticket URL: <https://core.trac.wordpress.org/ticket/61040#comment:4>
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