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How do you create an onboarding hub or website by using WordPress

Jun 3, 2023

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Are you in search of simple techniques to carry out onboarding...

  • Customers
  • Customers
  • Students
  • or employees?

An online hubis the fastest and easiest way to assist individuals who are in a hurry and easily get the information or education they require regardless of the subject matter. Hubs are expensive and limited.

The most appealing aspect is that making your own hubas one-stop platform for onboarding cost a fraction of expense. Customers also have access to benefits along with various modifications other platforms are unable to offer.

By establishing your own Onboarding Hub, as well as the traditional onboarding process, it's possible to...

  • Put yourself on a waiting list.
  • Manage attendees
  • Generate unique QR codes for entry
  • Plus More. All of it is specific to your event.

If you have a website hub, you'll lower cost and will also achieve more. It's quite a bargain!

In this blog, we'll cover the essential methods to set up your own site for the onboarding process or to create a hub for WordPress. Additionally, we'll teach you how to do it. Let's get started!

What tools will you need?

To build an Onboarding Hub, you'll need an established WordPress website and the following important tools:

  • RegFox. We've discovered RegFox as the perfect way to onboard our users that we've employed when combined with WordPress. RegFox allows you to enroll users to events, courses, or websites. This service lets you develop complex onboarding strategies in addition to managing your participants.
  • . Through the tool, you're capable of giving members of the program access to documents, private pages and other types of information. It is also compatible with Regfox.
  • Zapier. It allows you to connect "apps" and platforms for "zaps" which is an event taking place at one spot and is caused by an event occurring in another.
  • . This extension lets you give visitors access to downloads on your site. You can provide, for instance, users perks if they attend an event or provide the materials needed for workshops.

It allows users to sign-up easily and onboard, making it simple to sign up and to join. If you intend to accept payments, this makes easy to accept payments as well.

Regfox was designed to make it easier for to process, and also allows personalizing the process of onboarding with the lowest point.

This integration lets you sign up users using RegFox and transfer the information to WordPress. Once the user is registered through the site, you are able to sign them up to be part of your website, which gives users access to exclusive benefits.

In the next few sections, we'll show you how you can build your own site that you can then link it up with RegFox in order to make it simpler for you to make the process of transition!

Why do you develop an Onboarding site?

The concept behind an onboarding web site is easy. It's intended to assist you convince people to join your service to provide them with the necessary information for them to join the product.

Here's an illustration Onboarding page created with RegFox.

One could consider an onboarding website as a central website. It is a central location for all of the data needed for an occasion or celebration, and offers an invitation to users to join.

The site offers a wide range of scenarios to be used to help onboarding

There are a few situations in which an onboarding platform could be beneficial. These include:

  • The camp for the duration of summer. The site that is used for onboarding might provide information regarding policies and regulations, requirements is required of those who attend to bring their documents for intake as well as the important details you need to know about the day you arrive as well as other information.
  • . Patients can fill in intake forms through the site to get information on the nature of sessions, what they are and how to invoice and any other information that they need to know about.
  • The new employee is onboarding. The new employee will often need to review a significant amount of documents prior to their onboarding. The documents should be stored in a central area, and also filing sign-up forms for users simplifies the process.
  • Event volunteers. Similar to campers, you are able to make use of an online registration site that will facilitate registration of volunteers, as well as make volunteers aware of what that will be expected of volunteers.
  • New club members. If you're being a new member of a club, it is essential to know about the rules and policies of your club. Onboarding websites are an ideal place to get all the details you require.
  • New forum users. In order to join a forum, it is essential to understand the rules for the forum as well as the manner in which it operates. Websites for onboarding can be used for sign-ups or an information center.

It is generally the case when you're planning an event or oversee any group that has the onboarding procedure for new users joining the website A separate hub could be an excellent option. This page runs through an external provider like RegFox as well as being linked to different pages of your site.

What's the most efficient way to set up an Onboarding Hub, Website or a by using WordPress (3 Three Steps)

You'll require a Plus license (or greater) to view the video. The Plus license gives users access Zapier's integration options and you'll require to join Regfox. But, it isn't a reason to say that it's not required to use a premium RegFox or an Zapier account. can be a good option and it is an acceptable option, and youdon't need to have the premium RegFox and Zapier account.

Step 1: Install WordPress and

There is a myriad of methods to set up WordPress. Many web hosting providers take care of the task for you. Start developing your website from the moment you sign up.

If you're not certain regarding the hosting service you've selected This article can provide some suggestions.

Once WordPress is up and running it will be required to download and activate the license.

Personalize and design your own web pages using readylaunch(tm) from .

The following stage is to establish the members. You can set up any of the members levels that allow users access to a variety of products.

Find out how to create a STUDENT CENTER FOR

Instead of creating a complete sheet of paper like it is by using a hub it will also allow you to guide students through the important steps to onboarding the class.

Step 2: Configure RegFox

Setting up an account for the purposes to create a RegFox account is straightforward to set up it, and you'll also benefit of the no-cost tier provided by RegFox to benefit from the collaboration. After you've created an account and signed in to your account RegFox will take you through a simple setup procedure to create a new website.

It is essential to follow the RegFox's guidelines for on how to set up a new account. Once you have done that, you will be granted access to your page creator. RegFox has a broad range of options that can be customized for web pages that are created for onboarding.

For an in-depth explanation of settings that can be customized, take a look at the tutorial video posted by the firm.

Once your onboarding pages are done, you're now ready to link them up to WordPress and . Go back on your WordPress dashboard!

3. Connect Regfox to

With Zapier, it's possible to connect "apps" in addition to platforms that can handle complex chains of operations in business by using "recipes". Sign up to get an account for free. Zapier account.

If you're upgrading to a Premium license with an account with a Premium subscription, Zapier lets users see the connections to Zapier within the dashboard. To learn more about Zapier you can click the tab for developersand select"Zapiertab" Zapiertab.

Use the search bar at on the right-hand side part of this page. It will allow you to find RegFoxintegration. When you've located the correct option, you can use your mouse build your own custom workflow:

Then, it will launch Zapier and a new page. Sign in to your Zapier account, and select the trigger that is best suited for the recipe you'd like to come up with.

RegFox: RegFox it's possible to select between two choices to be utilized for registrations completed by users via the onboarding webpage or RegFox can be used to complete the transaction. When this happens you'll have the option of selecting your New registrationoption:

Zapier will require users to log in using your RegFox account. Once you're logged into and are able to choose which pages will trigger. Choose the RegFox page you created during step two.

Next, you need to choose the right next step. Zapier will inform you of what steps you need to finish . For this scenario, it's imperative to pick Create Member:

Zapier will require your consent to register for an account. You must enter your API number and the URL of your website. The API key is found on "Developer" tab, then REST APItab within WordPress.

At the end of each day Zapier will ask you to establish the objective. This is the procedure of creating new users with Regfox. Zapier provides you with the fields required, and usernames, and passwords.

Pick each one of the fields in turn, and you'll then have the option of selecting the right option in RegFox. In this case, for instance, under email, we chose the option to register the userand after that we chose to select the email option. This permits us to create accounts for users that have RegFox data.

After you're finished, be sure that you share the recipe with your family and friends, then that's all there is to it!

The system will sign up members when they sign up for an event or programme through the RegFox page. Then, you'll be prompted to assign them membership tiers.

Conclusion

RegFox is the ideal choice for building completely-focused onboarding websites that can create classes online, event calendars, RSVPs as well as many more.

Here is a quick overview of what you can accomplish:

  1. Develop and create WordPress and .
  2. Configure RegFox.
  3. Connect RegFox to .
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Take Action Now!

By using our service, it's possible to get your custom Onboarding Hub installed and operational in under an hour.

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