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What is the best way to create an onboarding hub or website using WordPress

Jun 3, 2023

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Do you want to find an easy way to do onboarding...

  • Customers
  • Customers
  • Students
  • or employees?

An internet-based hubis the fastest and most convenient way to help people easily and quickly get the education or information they need, no matter what it is. These hubs can cost a lot and are not always available.

There's a good thing that the process of creating your personal hubas single-stop online onboarding portal is super cost-effective. In addition, it gives you the ability to access features and choices that other companies can't offer.

Through your personal Onboarding Hub, in addition to standard onboarding it is possible to...

  • Make with a waitlist
  • Manage attendees
  • Generate unique QR codes for entry
  • And much plus. Everything is custom for the event you are planning.

With your personal Onboarding Hub, you'll be able to reduce costs and even more. That's quite a bargain!

In this article article, we'll go over the most important tools required to make your onboarding website or hub using WordPress. In the next post we'll explain how you can do it step by step. Let's get started!

The tools you'll need

In order to create an onboarding hub, it's necessary to create an onboarding hub run via a WordPress website. It is also necessary to have these tools which are beneficial:

  • RegFox. It is the most used onboarding tool we use along with WordPress. RegFox permits you to register users in an event, course, or even a website. It allows you to create complicated methods of onboarding as well as manage your users.
  • . With , you can offer users who are registered with access to private webpages and documents and other kinds of content. This tool also works with Regfox.
  • Zapier. The tool allows you to connect "apps" as well as platforms in order to make "zaps" is a process which takes place on one platform when initiated by an event that occurs on a different.
  • . By using this extension, you'll be capable of giving users access to downloads on your website. For example, you can offer perks to users who sign up for a particular event, or give materials to students for classes.

It makes it simple to sign up and for users easily to sign up and onboard. If you plan to charge money this makes it simple to take payments as well.

Regfox was developed to facilitate this process and customize how you board from the beginning.

This integration allows you to register users with RegFox, and then transfer that data to WordPress. That means after a user joins your site, you can already have them registered as a member of your site, you can grant the user access to exclusive benefits.

In the next segments, we'll demonstrate how to create your own website and connect it with RegFox to ease the onboarding process!

Why would you want to build an Onboarding Website?

The basic idea behind an onboarding site is simple. The idea behind it is to help you in your efforts in convincing people to sign up to something and provide them the information they need to make use of your products and services.

Here's an example page onboarding built with RegFox:

You can think about an onboarding portal as a central hub. It contains all the details needed for an moment or event as well as a call to action for people to sign up.

Use cases for the Onboarding Website

A few scenarios in which the onboarding portal would be a good idea could be:

  • The camps for summer. An onboarding site might include guidelines on rules, the items the campers must carry, the intake forms, what to expect on arrival, and more.
  • . Patients are able to fill out the questionnaires for intake through the site and gain access to details about how sessions work along with the billing and payment process. anything else they might require to know.
  • Onboarding of new employees. The new employees typically have to go through a lot of paperwork for their onboarding. The centralization of these documents along with the signup forms for their account will speed up the procedure.
  • Event volunteers. Like campers, you can use the internet to facilitate registration of volunteers as they are informed of what's required of them.
  • New club members. When you sign up to a new club, it is essential to read the club's rules and regulations. Onboarding sites are an ideal place to share the necessary information.
  • New forum users. If you join a forum, it is essential to read the rules and how it operates. An onboarding website can function as a signup website as well as an information hub.

It is generally the case that if you're planning an event, or operating a community which has potential for onboarding new people who are brand new to the community to the site, a separate hub is a good idea. This hub is run by a third party service such as RegFox in addition to being connected to the other sections of your site.

How to create an onboarding Hub or Website using WordPress (3 steps)

It is necessary to have the Plus license (or higher) for this to be able to proceed. The license grants users access to Zapier-related integrations which you'll need to integrate with Regfox. It is also crucial to remember that it doesn't mean that you have the option of integrating Zapier with Regfox anddon't required to have an expensive RegFox or Zapier account.

First step: configure WordPress and

There are a lot of methods of setting up WordPress. Many web hosting providers even manage it for you. So you'll be able build your site now.

If you're still not deciding on your hosting provider yet, this post below can give you some direction.

Once WordPress has been installed and is installed, you'll need to install and activate the license.

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

The next step is to create members. By creating members, you are able to set up one or a few types of membership and give users access to various types of information.

Check out >> HOW TO OPEN A CLASS

Instead of developing a hub that is full of data, you'll able to lead students through the necessary learning steps to be taken in your classes.

Step 2: Setup RegFox.

Making an account with the RegFox account is simple as is having the option of using the cost-free version of the platform to make this integration. After making an account with the platform, it guides through the straightforward process of setting an entirely new web page.

If you're ready to start reading the RegFox start instructions to sign up for an account. You'll then be able to use the builder for event pages. RegFox offers a large number of customizable options for your welcome pages.

For a full description of the settings that which you can alter, check this official tutorial video:

Once your onboarding process is complete, you're able to join them with WordPress and . Then, we'll return to the dashboard of your WordPress dashboard!

3. Connect Regfox to

With Zapier, you can connect "apps" or platforms to facilitate complicated chains of action by using "recipes". For you to begin creating a free Zapier account.

If you're on an upgrade license that allows you to see all your Zapier connection details in the dashboard. To learn more visit the Developer taband select"Zapiertab" Zapiertab.

Utilize the search bar located at the top right corner on the page to have a examine the RegFoxintegration. Once you've located the integration then click make your own workflow:

This will launch Zapier on a new website. Log in to your Zapier account, then select the trigger for your recipe that you'd like create.

If you are using RegFox it is possible to select one of two scenarios: when someone registers through the onboarding page or RegFox performs a transaction. In this guide, select one of the scenarios: option for a new registrationoption:

Zapier will require that you sign-in to RegFox. RegFox accounts. Then, you can choose the webpage to connect your trigger on. Select the RegFox page that was set up in the previous step.

The following step is to begin the procedure. Zapier will show you what actions you can perform . In this case the steps to take to create a member:

Zapier will require users to connect their account. Enter your API code along with the URL for your website. You can find the API key under the developer tab, then the REST APItab on WordPress.

In the end, Zapier will ask you to define the actions. This means deciding which method to sign up new users with Regfox. Zapier will display a variety of necessary fields, as well as the options to use usernames and passwords.

Select each field and then select the correct option in RegFox. As an example, under Email we choose the Registeringoption. Then, click for the button. option. This allows us to identify the new user with their RegFox data.

Once you're done, be sure to publish the recipe. And that's all that's left!

It will register all users who are registered for an event, or a program via the RegFox page. You'll then be asked to determine membership levels.

Conclusion

RegFox can be an excellent option to create fully-dedicated onboarding sites for online courses, events, RSVPs, and more.

Here's a brief summary of what you need to do:

  1. Create WordPress and .
  2. Configure RegFox.
  3. Join RegFox to .
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Through us, you'll be capable of having your custom onboarding hub installed and operating within less than a half hour.

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