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How do you create an Onboarding Website or Hub with the help of WordPress

Jun 3, 2023

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Do you want to find easy ways to complete the onboarding process for...

  • Customers
  • Customers
  • Students
  • or employees?

A web-based hubis the fastest and easiest method to assist people swiftly easily access the information or information they need whatever that may be. However, these hubs can be costly and restricted.

It's good to know that creating your own hubas one-stop onboarding portal is very cost-effective. The user also gets access to features along with modifications many other platforms cannot offer.

If you have your own Onboarding Hub as well as traditional onboarding, you could...

  • Start a waitlist
  • Manage attendees
  • Generate unique QR codes for entry
  • and many more. Each one is tailored and suited to the event you are planning.

By having your own online hub, you will lower costs, and even achieve. It's a pretty good deal!

In this short article will cover the necessary tools for creating your own onboarding site or hub using WordPress. Additionally, we'll walk you through the process step by step. Let's get started!

What Tools You'll Need

To create an Onboarding Hub, you'll require an onboarding hub situated on a WordPress site along with these helpful tools:

  • RegFox. We've found RegFox to be our preferred onboarding platform to use together with WordPress. RegFox lets you quickly enroll people in an website, event or course. It lets you create intricate procedures for onboarding and manage the users.
  • . With , you can offer members access to private pages and documents in addition to different kinds of information. It also works perfectly with Regfox.
  • Zapier. This tool lets you connect "apps" and platforms, allowing you to build "zaps" that is an event that takes place in one platform, when it is it is activated by an event which occurs at a different one.
  • . With the extensions, you'll have the possibility of granting users access to downloads through your website. For instance it is possible to offer benefits to users who sign up to attend an event or give them materials to take classes.

It is easy to sign up and allows users to sign-up and onboard. If you need to pay with cash It makes it simple to accept payment too.

Regfox was created to help facilitate this process and customize onboarding by starting at the beginning.

This integration lets you sign up users through RegFox and transfer their data over to WordPress. That means once a user has joined the site and you have the ability to make them an existing user of your site, and allow users access to exclusive benefits.

In the next few sections, we'll show you how to create a site and link it to RegFox to facilitate the in-boarding process!

Why Create an Onboarding Website?

The idea behind the website for onboarding is easy. It's designed to help users sign up for something and then give them access to the required information needed to make use of the service.

Here's an example onboarding page built with RegFox:

It is possible to consider an onboarding website as a central site. It contains all the information needed for an incident or scenario along with a prompt for users to register.

Onboarding website use cases

There are a few situations where an onboarding website is appropriate include:

  • Camps for summer. The sites for onboarding could contain instructions on the rules to follow, essential items that campers must bring with them in, intake forms, the items to be looking forward to when arriving and more.
  • . Patients can complete intake documents on the site and gain access to specific information about how the sessions run, as well as methods of billing and payments. Other information that they could need to know.
  • Onboarding of new employees. New employees usually have to read through lots of paperwork for their onboarding. The centralization of these documents along with registration forms for signing up for user accounts will speed up the process.
  • Event volunteers. Similar to campers, you could utilize an onboarding website to register volunteers and provide them with information about the tasks to be expected from them.
  • New club members. In the event that you decide to join a new club, you must to go through the rules and guidelines. Onboarding websites are an ideal place to share the necessary information.
  • New forum users. In order to join a forum, one must be familiar with the rules of the forum and understanding the way it operates. Onboarding websites can serve as a signup page and as an information hub.

In general, if there is a planned event or running a community with an onboarding process for the first time users, then a dedicated hub is a good option. This page is run by a third party provider such as RegFox in addition to being linked to other pages on your website.

How to build an onboarding Hub or Website using WordPress (3 Methods)

It is necessary to have a Plus licence (or additional) to take this course. This license allows access to Zapier's integration services, which you'll need to join to Regfox. It is also important to note that you can utilize HTML0 anddon't need a paid RegFox and an Zapier account.

Step 1: Setup WordPress and

There are many methods to install WordPress. A few web hosts will even set up the site for you. So you're able to begin developing your website right away.

If you're still not sure which host you're using, the blog below could give you some guidance.

After WordPress is set up and is ready for use you'll need to activate and install the license.

Customize and design your web pages with readylaunch(tm) by .

The next thing to do is create members. With this method, you are able to establish one or more levels of membership which allow users access to many different kinds of media.

Learn how to CREATE A COURSE in

Instead of making a hub of documents, you'll now be able to lead students through all the essential aspects of onboarding in your classes.

Step 2: Configure RegFox

Signing up for an RegFox account is straightforward, and you can use RegFox's no-cost tier to use this integration. After making an account and signing up, RegFox will take you through the straightforward setup procedure to create a brand new website.

If you're ready to start, go through the instructions of RegFox to sign up for a new account. Then, you can access the event page builder. RegFox has a broad range of options that can be customized for the web page for onboarding that you build.

For a full breakdown of how settings can be modified, check out this instructional video on the official site:

Once your onboarding pages are completed, now is the time to integrate them into WordPress and . Return to the WordPress dashboard!

3. Connect Regfox to

With Zapier, you are able to connect "apps" as well as platforms, to make complicated chains of actions using "recipes". For you to begin, you must create an account for free. Zapier account.

If you're using a premium license, the platform lets users view all Zapier connections in the dashboard. In order to get started, select the tab for Developersand choose the Zapiertab.

Utilize the search bar located at the top right corner of the page. You can search for RegFox integration. RegFoxintegration. If you've found it click Make your personal workflow:

The process will start Zapier on a new page. Log into your Zapier account, and select your trigger to the recipe that you'd like to make.

With RegFox it is possible to choose from two options: either whenever someone is registered through your onboarding webpage or RegFox processes the transaction. In this guide, select the new registrationoption:

Zapier will need you to sign in to RegFox. RegFox accounts. After that, you'll be able to choose the page you want to add your trigger. Select the RegFox page you created during Step 2.

The next step is to select the procedure. Zapier will let you know the actions you are able to take . In this example, you must select to join a Zapier member:

Zapier will require the connection of your account. Input your API key as well as your site's URL. Enter the API key under the Developer tab. After that, you can go to you can go to the REST APItab in WordPress.

Then, Zapier will ask you to create the steps. This means deciding how to register new users with Regfox. Zapier displays a range of fields that are required, as well as choices for usernames and passwords.

Choose each of the fields and then select the option which is the one that matches it in RegFox. In this case, for example, in the email field we chose the option for the Registrantoption. Click to select the option to email. option. This will allow us to register users with their RegFox information.

After you're finished, make sure to publish your recipe and that's your recipe!

The system will automatically sign people up when they register to attend an event or event through RegFox. RegFox page. Then, you'll have to manually assign these participants different membership tiers.

Conclusion

RegFox RegFox HTML0 can be a excellent option to create completely specific onboarding sites to manage events, online classes, RSVPs, and more.

Here's a quick recap of what you need to do:

  1. Create WordPress and .
  2. Install RegFox.
  3. Connect RegFox to .
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