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How do you create an Onboarding Hub or Website using WordPress

Jun 3, 2023

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Are you in search of the most efficient method to finish the process of onboarding...

  • Customers
  • Clients
  • Students
  • or employees?

A web-based hubis the most efficient and efficient way for people to easily and quickly access data or the training they need - whatever it is. These hubs can be expensive and restricted.

It's a good thing that the process of establishing your own hubas one-stop online onboarding platform can be extremely inexpensive. It also gives you access to features and customizations most services can't match.

With your own Onboarding Hub, along with the normal onboarding process, you can...

  • Start a waitlist
  • Manage attendees
  • Generate unique QR codes for entry
  • and and much more. The entire package is customized to your event.

If you have your own web-based hub, you will be able to reduce costs and accomplish much more. That's quite a bargain!

In this post we'll discuss the essential tools required to build your own onboarding hub or website using WordPress. We'll also show you how in a step-by-step manner. We'll get started!

What tools will you require?

In order to create an Onboarding Hub You'll require an onboarding hub that's situated on a WordPress website. You'll also need the following tools that are useful:

  • RegFox. It is the most popular onboarding tool we make use of alongside WordPress. RegFox allows you to quickly enroll students in classes, events, or website. You can create complex onboarding processes and handle the customers.
  • . Through it, you are capable of granting registered users access to private websites and documents along with other kinds of information. The tool is also compatible with Regfox.
  • Zapier. The tool allows you to connect "apps" and platforms to make "zaps" - an action that occurs on one platform if it's triggered by an event on another.
  • . This extension allows you to allow visitors access to downloadings through your site. As an example you can offer perks in the event that users sign up for an event or provide materials to students for classes.

Users can sign up easily and to onboard users. If you are planning to charge money this makes it easier to process payments as well.

Regfox was developed to facilitate the process of onboarding and also to make it more customizable beginning from scratch.

This integration lets you sign up users via RegFox and transfer that information onto WordPress. This means that after the user has joined, they are registered as a registered member of your website and grant your user access to exclusive benefits.

In the next few segments, we'll go over how to set up your website and then connect it with RegFox to ease the Onboarding process!

Why Create an Onboarding Site?

The concept of the onboarding web site is quite straightforward. It's intended to assist individuals sign up for something to provide them with the details they require to use your service.

Here's an example page of the page for onboarding created by RegFox.

Take an onboarding portal in mind as your primary point of contact. It provides all the data that you require for a particular situation or occasion that's the reason why people are urged to sign-up for it.

Cases for using the website onboarding

There are a few situations in which an onboarding site is an excellent idea:

  • Camps in summer. A site for onboarding could include information about guidelines and rules, the items the participants must bring their intake forms and how to get ready for the day of arrival as well as other information.
  • . Patients can complete intake forms via the website, along with details on how sessions work, the billing process and all other details patients need to know.
  • New employees onboarding. A new employee is typically required to review a number of documents for onboarding. Centralizing these documents, along with registration forms to sign up for user accounts will simplify the procedure.
  • Event volunteers. Just as with campers, you could use an onboarding site for registration of volunteers and inform them about what's to be expected from the volunteers.
  • New club members. If you are registering with a new club then you must go through the rules of your club and guidelines. A site for onboarding is the ideal way to communicate this information.
  • New forum users. Joining a forum means reading the rules of the forum and understanding how it works. Websites for onboarding could be used as a sign-up site and information hub.

If you're planning to host a celebration or operating a community which is able to welcome new users, a dedicated hub can be a great idea. It could be powered by a third-party service like RegFox and be integrated into the rest of your website.

How to Create an Onboarding Hub or Website with WordPress (3 Steps)

You'll require a Plus license (or additional) for this program. The license grants access to Zapier integrations as well as Zapier integrations that will require integration with Regfox. This license does not mean that you don't need to use an upgraded RegFox account as well as a Zapier account.

Step 1: Configure WordPress and

There are many methods for setting up WordPress. A few web hosts will even setup the site for you. In this way, you'll be able to get started on building your website immediately.

If you're still not sure of an hosting provider yet This article below will provide some guidance.

When WordPress is set up and is ready for use then you'll need to install and activate your license.

customize and style your pages with readylaunch(tm) available .

The next step is to create memberships. You can make one or several levels of membership and give users access to various contents:

Discover how to create a PROGRAM

Instead of creating an archive of documents it will be possible assist students through each essential aspects of onboarding in your classes.

Step 2: Install RegFox

The process of creating an account on a RegFox account is straightforward as well as you have the option of using the platform's free tier for this integration. After you've created your account on the platform, they guides you through the straightforward setup procedures to create a fresh website.

In order to get started, follow the RegFox launch guide to set up an account. It is then possible to make use of the builder to create the event page. RegFox has a broad range of customizable options for your onboarding pages.

For a comprehensive explanation of settings that can be customized look at this tutorial video from the Official Tutorial:

If your onboarding pages are ready, it's time to join them with WordPress and . Let's return to your WordPress dashboard!

Step 3. Connect Regfox to

Zapier is an app that allows you to connect Zapier you can join "apps" as well as platforms in order to construct complex chains of operations using "recipes". For a start, sign up for an account for free. Zapier account.

If you're using a Premium license, Zapier lets you see all available Zapier connections in the dashboard. For more information you must visit > Developerand choose Zapiertab. Zapiertab.

Use the search bar, located at the top of the page, to find the RegFoxintegration. When you've located it, click on create your own workflow:

The page will be opened by Zapier with a completely new web page. Connect to your Zapier account, and then select the trigger of the recipe you want to create.

With RegFox You can choose between two options: either at the moment a user registers on your onboarding webpage or when the platform processes a payment. This tutorial will show you how you can select the New Registeringoption:

Zapier will require users to log in with the RegFox account. Then, you will be able to select the page you want to put the trigger for. Select the RegFox page that you set up during step two.

After that, you must select the next action. Zapier will inform you of actions accessible . For this tutorial, choose the option to create a member:

Zapier is going to require users to sign up for an account. Input your API number and your website's URL. It is possible to find your API key under the section Developer > REST APItab in WordPress.

Then, Zapier will ask you to specify the job. This is the procedure of creating new users on Regfox. Zapier will display a variety of mandatory fields, which include usernames, passwords as well as passwords.

Pick each field and select the option that corresponds to it in RegFox. In this instance, for example, under the email field, we have selected the option to register the user> email option. This means will register users with their RegFox data.

When you're done, publish the recipe. That's it!

The system will automatically sign up users when they are registered to participate in events or programs through the RegFox page. It is then necessary to assign manually these users the appropriate membership levels.

Conclusion

RegFox is an ideal option for creating entirely dedicated pages for onboarding to create online courses, events, RSVPs, and more.

This is a brief overview of the steps to take:

  1. Create WordPress and .
  2. Configure RegFox.
  3. Connect RegFox using .
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Get started right now!

It is possible to have your customized onboarding hub up and running in just a few hours.

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