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How to Make an Onboarding Website or Hub with WordPress

Jun 3, 2023

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Are you in search of the easiest way to complete onboarding...

  • Customers
  • Customers
  • Students
  • or employees?

An internet-based hubis the quickest and most convenient way to help people quickly and effortlessly access the data or the training they require - whatever that may be. These hubs can be expensive and limited.

Fortunately, creating your personal hubas a dedicated onboarding website can be very cost-effective. It also gives users access to features and customizations most services can't match.

By having your own Onboarding Hub, in addition to the standard onboarding process it is possible to...

  • Create a waitlist
  • Manage attendees
  • Generate unique QR codes for entry
  • and much more. All of it is specific and suited to the event you are planning.

With your personal Onboarding Hub, you'll be able to save money and do much more. It's quite a bargain!

In this article, we'll talk about the essential tools needed to create your own onboarding site or hub with WordPress. In the next article, we'll teach you how to do it in a step-by-step manner. So let's go!

The Tools You'll Need

In order to create an Onboarding Hub it is necessary to have an onboarding hub that's hosted on a WordPress site, as well as these useful tools:

  • RegFox. It is our preferred onboarding system to use along with WordPress. RegFox allows you to sign up users to an event, course, or site. RegFox lets you create intricate onboarding processes and manage users.
  • . With , you can offer members access to restricted webpages, documents, as well as various other kinds of content. It also works perfectly with Regfox.
  • Zapier. The tool allows you to connect "apps" as well as platforms to develop "zaps" which is an action that occurs on one platform when triggered by an event that occurs on another.
  • . With this add-on, you're able to offer users the ability to download files through your website. As an example, you could share perks when users sign up for an event, or provide materials to students for classes.

It makes it simple to sign up and onboard makes it easy to register and join. In the event that you plan to charge money this makes it simple to process payments, too.

Regfox is designed to facilitate this process, and also to tailor onboarding beginning from the bottom up.

This integration lets you register users using RegFox and then transfer that data into and WordPress. That means after an user is on board, you can register them as a member of your site, and allow them access to unique perks.

In the next few parts, we'll explain how to set up a site and link it to RegFox for a better in-boarding procedure!

Why should you create an Onboarding Website?

The basic idea behind an onboarding site is easy. It's created to aid you in your efforts to encourage people to sign up to something and provide people the details they require to be able to utilize your service.

Here's an example of an Onboarding page that was built using RegFox:

It is possible to think of the onboarding website as a central point of contact. It has all the data that you require for a particular occasion or circumstance that is why it urges users to sign up for it.

Use cases for the Onboarding Website

Some scenarios where using an onboarding portal makes sense include:

  • Summer camps. A site for onboarding could contain guidelines on rules, the items campers need to bring in, intake forms, how to prepare for arrival, and more.
  • . Patients are able to fill in forms for intake on the website and also get access to information about how sessions work, billing procedures, and everything else that they require to know.
  • Onboarding of new employees. New employees often have to read through lots of onboarding documents. By centralizedizing these documents alongside signup forms for their account will speed up the process.
  • Event volunteers. Like campers, you could make use of an onboarding website to register volunteers and inform them about what's to be expected from the volunteers.
  • New club members. When you join a new club, you need to go through the club's rules and regulations. Onboarding sites are an ideal way to communicate this information.
  • New forum users. In order to join a forum, one must be familiar with the rules for the forum as well as how it functions. A website for onboarding can act as a signup site and information hub.

Overall, if you're planning an event or running a community with an onboarding procedure for users who are new, having a separate hub makes sense. The page could be run by a third-party provider like RegFox as well as integrated with the other sections of your site.

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

You'll need a Plus license (or more) to follow this course. The license grants you the ability to use Zapier's integration options and Zapier integrations, which you'll need to integrate with Regfox. But this license doesn't mean that it's not necessary to have a premium RegFox or Zapier account. can use HTML0 anddon't require an expensive RegFox as well as a Zapier account.

Step 1: Configure WordPress and

There are numerous ways to set up WordPress. A few web hosts will even set up it for you. So you're able to begin building your site right away.

If you're not sure about an hosting provider yet, this post below can give you some suggestions.

After WordPress is set up and running You'll have to install and activate your license.

customize and style your pages by using readylaunch(tm) by .

It's the time to create the memberships. With , you can make one or several membership tiers and give users access to different content:

Learn how to CREATE A COURSE IN

Instead of creating a hub full of documents, you'll be able to guide members through the necessary aspects of onboarding in your courses.

Step 2: Configure RegFox

Making an account with the RegFox account is simple to do, and you'll be able to use RegFox's no-cost tier to benefit from this integration. After making an account and registering, RegFox will take you through a simple setup process to create a new page.

If you're ready to start, read the RegFox launch instructions to create an account and use the builder for event pages. RegFox offers a large number of customizable options for your onboarding pages.

To get a complete explanation of settings that can be customized, check out this tutorial video from the official website:

After your onboarding page is complete, it's now time to join them with WordPress and . We'll go back on the WordPress dashboard!

Step 3: Connect Regfox to

With Zapier it is possible to connect "apps" or platforms to facilitate complicated chains of actions by using "recipes". For a start, sign up for an account for free. Zapier account.

If you're using a premium license, Zapier lets users see all Zapier connections in the dashboard. To get started start by going to > Developerand choose"Zapiertab" Zapiertab.

Use the search bar in the upper left corner of the page to look for RegFoxintegration. After selecting it, click on create your custom workflow:

The process will start Zapier on a new page. Sign in to your Zapier account and select a trigger for the recipe you'd like to create.

When using RegFox, you can select one of two scenarios: when someone registers through the onboarding process or the platform process a payment. For this tutorial, choose the New Registrantoption:

Zapier will require you to sign in to RegFox. RegFox account. You can then choose which page to setup the trigger on. Select the RegFox page you created during step two.

The next step is to take the process. Zapier will show you the actions that are available . To follow this guide, click Create Member:

Zapier will prompt for you to join your account. You must enter your API number along with your website's URL. It is possible to find your API key by going to the > Developer > REST APItab within WordPress.

Then, Zapier will ask you to define the task. This means deciding how to register new users on Regfox. Zapier can show you a number of mandatory fields, as well as the options for usernames and passwords:

Pick each of the fields and select the corresponding option in RegFox. For instance, under the Email field We chose the Registeringoption. Then, click the option. option. This will allow us to register users with their RegFox details.

When you're done, publish your recipe and that's the end of it!

It will register all users who register for an event or course on your RegFox page. After that, you'll be required to assign users membership tiers.

Conclusion

RegFox RegFox HTML0 is the ideal choice for building completely dedicated onboarding pages for online courses, events, RSVPs, and more.

Here's a quick recap of the steps to follow:

  1. Install WordPress and .
  2. Configure RegFox.
  3. Connect RegFox to .
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Get now!

With us, you'll be able to get your own custom onboarding hub set up and running in under a day.