easyonboarding

EasyOnboard

EasyOnboard is a lightweight onboarding library for Next.js applications. It utilizes framer-motion for smooth animations.

Some of the use cases

• Easier Onboarding: Guide new users with step-by-step tours
• Engagement Boost: Make help docs interactive, so users learn by doing.
• Better Error Handling: Skip generic toasters—show users exactly what to fix with tailored tours.
• Event-Based Tours: Trigger custom tours after key actions to keep users coming back.

The library allows users to use custom cards (tooltips) for easier integration.

Getting Started

# npm
npm i easyonboarding framer-motion
# pnpm
pnpm add easyonboarding framer-motion
# yarn
yarn add easyonboarding framer-motion
# bun
bun add easyonboarding framer-motion

App Router: Global layout.tsx

Wrap your application in NextStepProvider and supply the steps array to NextStep.

<NextStepProvider>
  <NextStep steps={steps}>{children}</NextStep>
</NextStepProvider>

Pages Router: _app.tsx

Wrap your application in NextStepProvider and supply the steps array to NextStep.

<NextStepProvider>
  <NextStep steps={steps}>
    <Component {...pageProps} />
  </NextStep>
</NextStepProvider>

Troubleshooting

If you encounter an error related to module exports when using the Pages Router, it is likely due to a mismatch between ES modules (which use export statements) and CommonJS modules (which use module.exports). The easyonboarding package uses ES module syntax, but your Next.js project might be set up to use CommonJS.

To resolve this issue, ensure that your Next.js project is configured to support ES modules. You can do this by updating your next.config.js file to include the following configuration:

/** @type {import('next').NextConfig} */
const nextConfig = {
  reactStrictMode: true,
  experimental: {
    esmExternals: true,
  },
  transpilePackages: ['easyonboarding'],
};

export default nextConfig;

Custom Card

You can create a custom card component for greater control over the design:

Prop	Type	Description
step	Object	The current Step object from your steps array, including content, title, etc.
currentStep	number	The index of the current step in the steps array.
totalSteps	number	The total number of steps in the onboarding process.
nextStep		A function to advance to the next step in the onboarding process.
prevStep		A function to go back to the previous step in the onboarding process.
arrow		Returns an SVG object, the orientation is controlled by the steps side prop
skipTour		A function to skip the tour

'use client';
import type { CardComponentProps } from 'easyonboarding';

export const CustomCard = ({
  step,
  currentStep,
  totalSteps,
  nextStep,
  prevStep,
  skipTour,
  arrow,
}: CardComponentProps) => {
  return (
    <div>
      <h1>
        {step.icon} {step.title}
      </h1>
      <h2>
        {currentStep} of {totalSteps}
      </h2>
      <p>{step.content}</p>
      <button onClick={prevStep}>Previous</button>
      <button onClick={nextStep}>Next</button>
      <button onClick={skipTour}>Skip</button>
      {arrow}
    </div>
  );
};

Tours Array

NextStep supports multiple "tours", allowing you to create multiple product tours:

import { Tour } from 'easyonboarding';

const steps: Tour[] = [
  {
    tour: 'firstTour',
    steps: [
      // Step objects
    ],
  },
  {
    tour: 'secondTour',
    steps: [
      // Step objects
    ],
  },
];

Step Object

Prop	Type	Description
icon	React.ReactNode, string, null	An icon or element to display alongside the step title.
title	string	The title of your step
content	React.ReactNode	The main content or body of the step.
selector	string	Optional. A string used to target an id that this step refers to. If not provided, card will be displayed in the center top of the document body.
side	"top", "bottom", "left", "right"	Optional. Determines where the tooltip should appear relative to the selector.
showControls	boolean	Optional. Determines whether control buttons (next, prev) should be shown if using the default card.
showSkip	boolean	Optional. Determines whether skip button should be shown if using the default card.
blockKeyboardControl	boolean	Optional. Determines whether keyboard control should be blocked
pointerPadding	number	Optional. The padding around the pointer (keyhole) highlighting the target element.
pointerRadius	number	Optional. The border-radius of the pointer (keyhole) highlighting the target element.
nextRoute	string	Optional. The route to navigate to using next/navigation when moving to the next step.
prevRoute	string	Optional. The route to navigate to using next/navigation when moving to the previous step.
viewportID	string	Optional. The id of the viewport element to use for positioning. If not provided, the document body will be used.(Available after > v1.1.x)

Note NextStep handles card cutoff from screen sides. If side is right or left and card is out of the viewport, side would be switched to top. If side is top or bottom and card is out of the viewport, then side would be flipped between top and bottom.

Target Anything

Target anything in your app using the element's id attribute.

<div id="nextstep-step1">Onboard Step</div>

Routing During a Tour

NextStep allows you to navigate between different routes during a tour using the nextRoute and prevRoute properties in the step object. These properties enable seamless transitions between different pages or sections of your application.

• nextRoute: Specifies the route to navigate to when the "Next" button is clicked.
• prevRoute: Specifies the route to navigate to when the "Previous" button is clicked.

When nextRoute or prevRoute is provided, NextStep will use Next.js's next/navigation to navigate to the specified route.

Using NextStepViewport and viewportID

Only available after > v1.1.x When a selector is in a scrollable area, it is best to wrap the content of the scrollable area with NextStepViewport. This component takes children and an id as prop. By providing the viewportID to the step, NextStep will target this element within the viewport. This ensures that the step is anchored to the element even if the container is scrollable.

Here's an example of how to use NextStepViewport:

<div className="relative overflow-auto h-64">
  <NextStepViewport id="scrollable-viewport">{children}</NextStepViewport>
</div>

Example steps

[
  {
    tour: 'firsttour',
    steps: [
      {
        icon: <>👋</>,
        title: 'Tour 1, Step 1',
        content: <>First tour, first step</>,
        selector: '#tour1-step1',
        side: 'top',
        showControls: true,
        showSkip: true,
        pointerPadding: 10,
        pointerRadius: 10,
        nextRoute: '/foo',
        prevRoute: '/bar',
      },
      {
        icon: <>🎉</>,
        title: 'Tour 1, Step 2',
        content: <>First tour, second step</>,
        selector: '#tour1-step2',
        side: 'top',
        showControls: true,
        showSkip: true,
        pointerPadding: 10,
        pointerRadius: 10,
        viewportID: 'scrollable-viewport',
      },
    ],
  },
  {
    tour: 'secondtour',
    steps: [
      {
        icon: <>🚀</>,
        title: 'Second tour, Step 1',
        content: <>Second tour, first step!</>,
        selector: '#nextstep-step1',
        side: 'top',
        showControls: true,
        showSkip: true,
        pointerPadding: 10,
        pointerRadius: 10,
        nextRoute: '/foo',
        prevRoute: '/bar',
      },
    ],
  },
];

NextStep Props

Property	Type	Description
children	React.ReactNode	Your website or application content
steps	Array[]	Array of Tour objects defining each step of the onboarding
showNextStep	boolean	Controls visibility of the onboarding overlay
shadowRgb	string	RGB values for the shadow color surrounding the target area
shadowOpacity	string	Opacity value for the shadow surrounding the target area
cardComponent	React.ComponentType	Custom card component to replace the default one
cardTransition	Transition	Framer Motion transition object for step transitions
onStepChange	(step: number) => void	Callback function triggered when the step changes
onComplete	() => void	Callback function triggered when the tour completes
onSkip	() => void	Callback function triggered when the user skips the tour
clickThroughOverlay	boolean	Optional. If true, overlay background is clickable, default is false

<NextStep
  steps={steps}
  showNextStep={true}
  shadowRgb="55,48,163"
  shadowOpacity="0.8"
  cardComponent={CustomCard}
  cardTransition={{ duration: 0.5, type: 'spring' }}
  onStepChange={(step) => console.log(`Step changed to ${step}`)}
  onComplete={() => console.log('Tour completed')}
  onSkip={() => console.log('Tour skipped')}
  clickThroughOverlay={false}
>
  {children}
</NextStep>

useNextStep Hook

useNextStep hook allows you to control the tour from anywhere in your app.

import { useNextStep } from 'easyonboarding';
....

const { startNextStep, closeNextStep } = useNextStep();

const onClickHandler = (tourName: string) => {
  startNextStep(tourName);
};

Keyboard Navigation

EasyOnboard supports keyboard navigation:

• Right Arrow: Next step
• Left Arrow: Previous step
• Escape: Skip tour

Localization

EasyOnboard is a lightweight library and does not come with localization support. However, you can easily switch between languages by supplying the steps array based on locale.

Contributing

Contributions are welcome! Please feel free to submit a Pull Request.

License

This project is licensed under the MIT License.

Credits

• Onborda & NextStep for the inspiration and some code snippets.