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How Do You Create an Onboarding website or hub using WordPress

Jun 2, 2023

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Are you looking for an easy way to do onboarding...

  • Customers
  • Clients
  • Students
  • or employees?

An online hubis the fastest and easiest method to assist people swiftly and effortlessly access the data or training they need - whatever it may be. However, these hubs can be expensive and limited.

It's good news that the process of creating your personal hubas an onboarding site is incredibly cost-effective. It also gives the user access to features as well as options that other companies can't offer.

By having your own onboarding hub, as well as to traditional onboarding, you could...

  • Make a waiting list
  • Manage attendees
  • Generate unique QR codes for entry
  • and more - all specific for your special event.

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

In this piece we'll discuss the essential tools needed to create your own onboarding site or hub on WordPress. Then we'll show you how step-by-step. So let's go!

The Tools You'll Need

For creating an onboarding hub You'll require the WordPress website. You'll also need these handy tools:

  • RegFox. This is by far the most popular onboarding tool we use in conjunction with WordPress. RegFox lets you easily register users for the event, course or even a website. RegFox lets you develop complex onboarding procedures and control the users.
  • . By using it, you are able to grant the registered user access to private websites, documents and different types of information. It also works perfectly with Regfox.
  • Zapier. It allows you to link "apps" and platforms in order to create "zaps" which is an action which occurs on a platform when triggered by an event on another.
  • . By using this extension, you'll be able to offer visitors access to downloadings on your site. For example, you can offer perks to users who sign up for an event, or offer materials for courses.

makes it easy to register and onboard users. And, in case you intend to make a charge this makes it simple to process payments, too.

Regfox was created to help facilitate this process, and also to tailor onboarding starting from scratch.

The integration allows you to register users via RegFox and port that information into and WordPress. This means that once the user has joined and you have them registered as a member on your website and grant the user access to exclusive benefits.

In the following segments, we'll demonstrate how to set up a site and link it to RegFox for a better procedure for onboarding!

Why should you create an Onboarding Site?

The concept of an onboarding site is easy. It's created to aid you in your efforts to encourage people to sign up for something, and give people the details they require to be able to utilize your service.

Here's an example the page for onboarding created using RegFox:

Consider the onboarding website as a central platform. It has all the data needed for an scenario or event, and it encourages people to sign up.

Cases for using the website onboarding

A few scenarios in which using an onboarding website is a good idea could be:

  • Camps for summer. Onboarding sites could include information about rules, what the campers must bring along in, intake forms, the things to look forward to upon arrival and so on.
  • . Patients are able to fill in forms for intake on the website, along with access information regarding how the sessions function, billing procedures, and anything else they might need to know.
  • Onboarding of new employees. New employees often have to go through a lot of onboarding documents. Centralizing these files alongside the enrollment forms they fill out for their user accounts will streamline the process.
  • Event volunteers. Just as with campers, you may use an onboarding site to register volunteers and let them know what's expected from them.
  • New club members. If you are joining a brand new club, it is necessary to go through its rules and regulations. A site for onboarding is an ideal way to communicate these details.
  • New forum users. Joining a forum means reading its rules and how it operates. An onboarding website can function as a sign-up page or information hub.

In general, if you're planning an event, or running a community with the possibility of onboarding the first time users, then a dedicated hub makes sense. This page is operated by a third party service like RegFox and be integrated into other pages on your site.

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

You'll need a Plus license (or greater) to access this video. The license grants you access to Zapier's integration options that you'll require to integrate with Regfox. However this license doesn't mean that it's not necessary to have a premium RegFox or Zapier account. can use HTML0 anddon't need to have a premium RegFox or Zapier account.

Step 1: Install WordPress and

There are numerous ways to get started with WordPress. Many web hosting providers even manage the work for you. This way, you'll be able to start developing your website right away.

If you're not sure about a host yet, the post below can give you some direction.

When WordPress is installed and running, you'll need to install and activate your license.

Create and personalize your own pages by using readylaunch(tm) by .

It's the time to set up members. With , you can set up one or more membership tiers and grant users access to different types of content.

WATCH >> HOW TO CREATE A COURSE IN

Instead of just making a hub of documents, you'll be able to lead students through all the essential onboarding steps in your courses.

Step 2: Configure RegFox

Signing up for a RegFox account is simple to do, and you'll be able to use RegFox's no-cost tier to benefit from this integration. When you sign up, the platform will walk you through an easy setup process to create a new website.

For a start, you must follow RegFox's launch guide to create an account and get access to the event page creator. RegFox has a variety of options to customize your onboarding pages.

For an in-depth explanation of customization settings you can check this official tutorial video:

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

Step 3. Connect Regfox with

Through Zapier it is possible to connect "apps" and platforms to create complicated chains of actions using "recipes". For a start, sign up for a free Zapier account.

If you're using a premium license, the platform lets you see all available Zapier connections from the dashboard. To get started start by going to the Developer taband click on the Zapiertab.

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

The process will start Zapier in a brand new web page. Log in to your Zapier account and choose an event for the recipe you wish to create.

When using RegFox You can choose between two possibilities: either the moment a user registers on your onboarding webpage or the platform process a payment. In this guide, select the New Registrantoption:

Zapier will require users to log in with RegFox. RegFox account. Then, you will be able to select which page to setup the trigger for. Pick the RegFox page that you set up in step two.

The next step is to take the process. Zapier will inform you of what actions you can perform . For this tutorial, select the Create Member option:

Zapier will ask you to connect your account. You must enter your API number as well as your site's URL. The API key in the section Developer > REST APItab within WordPress.

Then, Zapier will ask you to define the task. This means deciding how to register new users from Regfox. Zapier can show you a number of necessary fields. It will also show you the options for usernames and passwords:

Choose each field, and then select the appropriate option in RegFox. For instance under the Email field We chose the Registrantoption. Then, click the Email option. It means that we will sign up the new user with their RegFox data.

Once you're finished, share your recipe and that's it!

It will register all users who are registered to attend an event or a course on your RegFox page. You'll then need to manually assign these members membership levels.

Conclusion

RegFox can be the ideal choice for building fully dedicated onboarding pages to organize events, online classes, RSVPs, and more.

This is a brief overview of the procedure:

  1. Set up WordPress and .
  2. Set up RegFox.
  3. Connect RegFox to .
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Get Now!

You can have your customized onboarding hub installed and operating in less than one day.