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How Do You Create an Onboarding website or hub using WordPress

Jun 3, 2023

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Are you looking for an the easiest way to complete the onboarding process for...

  • Customers
  • Clients
  • Students
  • or employees?

A web-based hubis the quickest and most convenient method to assist individuals in a hurry to efficiently access the knowledge or information they need, regardless of what it is. However, these hubs can be expensive and limited.

It's good to know that the process of creating your personal hubas a dedicated onboarding website is extremely inexpensive. Additionally, it grants you access to features and customizations that other services cannot match.

By having your own onboarding hub as well as standard onboarding it is possible for you to...

  • Make a waiting list
  • Manage attendees
  • Generate unique QR codes for entry
  • And much and much more. All of it is specific and appropriate to the occasion you're planning.

So with your own Onboarding Hub You'll be able to reduce costs while doing even more. It's quite a bargain!

In this article, we'll talk about the tools needed to create your website for onboarding or hub with WordPress. In the next article we'll show you how to create your own onboarding website step-by-step. We'll get started!

The tools you'll need

In order to create an Onboarding Hub you'll need an onboarding hub that's located via the WordPress site, along with the following tools helpful:

  • RegFox. It's one of the top software for onboarding that we utilize together with WordPress. RegFox allows you to easily register people in a course, event course, or even a site. You can create complicated processes for onboarding and control the users.
  • . Through Regfox it is possible to grant the user registered access to private websites as well as documents, and other types of information. Regfox can also be used with Regfox.
  • Zapier. This tool lets you connect "apps" and platforms to create "zaps" which are an event that occurs on one platform when triggered through an event happening at a different.
  • . With this add-on, you're able to offer customers the option of downloading files through your website. You can, for instance, offer users special benefits when they attend an event or provide them with materials for classes.

allows users to easily register and to onboard users easily for registration and to onboard. In the event that you intend to make payments, it facilitates the process of payments, too.

Regfox is designed to aid in the process of onboarding, as well as to tailor onboarding beginning with the lowest level.

The integration allows you to sign up users using RegFox and then transfer that data to and WordPress. When a user is your site and you have them on board, you can sign them up as a member of your site and give them access to exclusive benefits.

In the coming segments, we'll discuss how to create an online presence and link it to RegFox to ease the on-boarding procedure!

Why Create an Onboarding Website?

The idea behind creating an onboarding web site is straightforward. It's meant to aid in attracting people to sign up for something, and provide them with the information required to avail of your products and services.

Here's an example of web page to help onboarding with RegFox.

Consider the possibility of an onboarding portal to be the central portal. It contains all the information needed to plan a specific scenario or occasion, as well as a prompt for people to sign up.

The website has a variety of cases to use for to sign up

There are a few situations that an onboarding website would be a great idea, such as:

  • The summer camps. Sites for boarders could provide information about rules, what the campers should take with them, and intake documents and information on what to be expecting upon arriving, and more.
  • . Patients can complete intake documents through the website as well as access details on the way sessions are run as well as billing processes and anything else they might want to learn about.
  • New employees are onboarding. The new employee will typically be expected to review many onboarding documentation. Centralizing these documents along with registration forms for signing up for account will speed up the process.
  • Event volunteers. As with campers, you can utilize an online registration website to register volunteers and also inform them of what is required from the volunteers.
  • New club members. When you are re-joining a new club, it is necessary to review the club's guidelines and rules. A site for onboarding is a perfect way to share these details.
  • New forum users. Joining a forum means reading the rules of the forum along with the procedure it follows. A website for onboarding can act as a sign-up page or as an information hub.

If you're planning a celebration or have a group that includes an onboarding process for the first time users, then having a dedicated hub makes sense. The page is run through a third party company like RegFox as well as connected to the rest of your site.

How to create an Onboarding Hub, Website or a Blog by using WordPress (3 3 Steps)

You'll require a Plus license (or more) for this tutorial. The license grants users access to Zapier integrations and Zapier integrations. You'll need to connect with Regfox. However, it's important to note that there is no requirement to have a premium RegFox and Zapier account. don'tdon't need to have a premium RegFox and Zapier account.

Step 1: Set Up WordPress and

There are many methods to setup WordPress. Some web hosting companies manage the work for you. In this way you can start developing your website right now.

If you haven't chosen an web hosting service yet This blog post below may offer some guidance.

When WordPress is set up and is now ready to use, it's time to activate and install the license.

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

It's the time to establish membership levels. It is possible to establish one or several different membership levels and grant members access to various types of content.

Watch >> HOW TO CONSTRUCT A COURSE

Instead of developing a hub that is full of documents, you'll be able guide students through the crucial initial steps to get them started in your classes.

Step 2. Install RegFox

Registering an account for the RegFox account is straightforward as well as you have the option of using RegFox's no-cost tier to benefit from this integration. When you sign up it guides you through an easy set-up procedure to set up a brand new website.

If you're ready to start with your onboarding, take a look at RegFox's guide to launch to sign up for an account. You can then utilize the building tool for events pages. RegFox provides a wide range of options to customize the onboarding page you create.

For an in-depth explanation of the settings you are able to alter, watch the tutorial video that is provided by the company.

After your onboarding page is complete, it's now time to connect them to WordPress and . Then, we'll return to your WordPress dashboard!

Step 3. Connect Regfox to

Zapier is a platform which lets you connect Zapier users to "apps" in addition to platforms that can create complex chains of operation by employing "recipes". To begin, sign up to create a no-cost Zapier account.

If you're using an upgrade license that allows you to see all Zapier connections on the dashboard. To get started start by clicking the Developer taband select"Zapiertab" Zapiertab.

Search the bar on the upper right of the page to search for RegFoxintegration. Once you've located the option, select it to start creating your own personal workflow:

The link will take you to Zapier onto a different page. Log into your Zapier account and select a trigger for the recipe you would like to create.

If you are using RegFox There are two options: the moment an individual registers via your page for onboarding or RegFox handles an transaction. This tutorial will show you how to select the New Registrantoption:

Zapier will require users to log in into the RegFox account. Then, you can select which page to trigger. Choose the RegFox webpage that you set up in the previous step.

Moving on to the action. Zapier will let you know which actions you are able to perform . For this instance, you must select the option to create a member:

Zapier will ask you to connect your account. Enter your API number as well as your site's URL. The API key by going into your section Developer > API RESTtab in WordPress.

Then, Zapier will ask you to define the task. This means deciding how to add new users to Regfox. Zapier provides a number of mandatory fields, along with the options to create usernames and passwords:

Pick each field, and then select the option that corresponds to it in RegFox. For example Under the email field, we selected the Registrant> option. option. This will allow us to authenticate users by using their RegFox data.

Once you're finished, share your recipe and that's everything you need to do!

Automatically registers users who register to attend an event or a programme through the RegFox page. Then, you'll need decide on the member's different levels of membership.

Conclusion

RegFox RegFox HTML0 is a great option to design completely dedicated onboarding pages to organize events, online classes, RSVPs, and more.

This is a brief description of the procedure to take:

  1. Design and build WordPress and .
  2. Install RegFox.
  3. Connect RegFox with .
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Get started right now!

You can have your personal onboarding hub set up and operating in just a day.

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