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What can you do to build an onboarding Website or Hub through the use of WordPress

Jun 3, 2023

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Are you looking for the easiest method of completing the process of onboarding...

  • Customers
  • Clients
  • Students
  • or employees?

A web-based hubis the fastest and easiest approach to aid people rapidly and effortlessly access the data or any training that they need no matter what it is. They can be expensive and limited.

It's a good thing: making your own hubas an onboarding site specially designed for you is incredibly inexpensive. In addition, it gives users access to a variety of services and options that aren't offered by other companies.

With your own Onboarding Hub In Along with regular onboarding, you will be able to...

  • Put yourself on a waiting list
  • Manage attendees
  • Generate unique QR codes for entry
  • and more - all specifically designed and appropriate for and more - all tailored to the occasion you're planning.

If you've got your own personal web site, you'll lower costs and even achieve more. It's quite a bargain!

In this piece, we'll go over the essential tools required to build your own onboarding hub or website with WordPress. In addition, we'll walk you through the process step-by-step. Let's get started!

The Tools You'll Need

In order to create the Onboarding Hub, you'll need to own an existing WordPress website. Additionally, you will require these tools which are helpful:

  • RegFox. It's one of the most well-known software for onboarding that we use alongside WordPress. RegFox allows you to swiftly enroll participants in events, such as a course or event, or websites. RegFox permits you to create difficult methods of onboarding your customers.
  • . By using it, you'll be able to grant users with authorization access to your private documents or webpages, in addition to different kinds of information. The tool is also compatible with Regfox.
  • Zapier. The tool allows you to connect "apps" in addition to platforms to develop "zaps" which are the act of executing in an application, when it is triggered by some event happening on a different.
  • . With this extension it can allow you to supply customers with the ability to download files from your website. For instance, you could offer perks to users who register for the event, or supply the materials needed to conduct classes.

permits you to sign up for onboard customers and allows them to join and sign up. If you intend to make a profit, it's simple to take payments too.

Regfox was created to make the process of boarding, and to customize it beginning from the bottom up.

The integration allows you to sign up users using RegFox and then transfer their data into WordPress. So, once a user has joined it is possible to sign them up as active users on your site and give them access to a variety of advantages.

In upcoming segments in the coming segments, we'll talk about how to establish a website and then connect it to RegFox in order to make it simpler for you to start the transition!

What is the reason you should establish an Onboarding Site?

The concept of the onboarding web site is easy. It's designed to assist you in trying to get individuals to sign up to your services, as well as give them the required details needed to avail your products.

Here's a sample web page to help onboarding that was created with RegFox:

One could think of an onboarding portal to be an integrated platform. It contains all the information required for a particular occasion or situation, and also a way to encourage individuals to join it.

The website offers a wide range of cases to use to assist in starting your journey

A few scenarios in which the web-based portal to board are:

  • Camps for summer. The website utilized for onboarding could contain specifics about the policy and rules, the things campers must bring along and intake forms, what you can expect to see when they arrive as well as other.
  • . The patients can fill in intake forms on the site as well as access details on how the sessions are carried out along with billing methods and everything else that they need to be aware of.
  • Onboarding new employees. The new employees are required to look through various documents in order to get onboarding. Centralizing these documents along with registration forms that users have to fill in, the procedure is made easier.
  • Event volunteers. Similar to campers, you could utilize the internet to register the registration of volunteers. It is also possible to explain to them what they should know.
  • New club members. If you are deciding to join a different club, you need to understand the regulations and rules of the club you are joining. Onboarding websites are a perfect way to share details.
  • New forum users. When joining a forum, you must read the rules and regulations of the forum, and knowing the process. Onboarding websites can serve as a signup website and information hub.

If you're planning a party or have a group that is able to offer onboarding for those who are not yet on the site and require a separate hub could be advantageous. It is operated through a third party service like RegFox and is used in conjunction with other areas of your website.

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

You'll need a Plus license (or greater) in order to access the videos. The Plus license provides the ability to access Zapier integrations in addition to Zapier integrations, which will require integration with Regfox. But it is important to remember that there's no need to register for an expensive RegFox and Zapier account. is a free service and youdon't need to have a account at a premium RegFox or Zapier accounts.

Step 1: Install WordPress and

There are numerous methods to install WordPress. Certain web hosts even do the job for you. This way, you can start building your website in a matter of minutes.

If you're not certain about the hosting service you choose, this post will give you some direction.

Once WordPress is installed and running it's time to activate and install your license.

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

The next thing to do is build the memberships. In this way, you'll be capable of set up one or more different membership levels as well as give members access to various types of content.

Learn how to create the PROGRAM

Instead of just developing a hub that is full of files, you'll also help students navigate the crucial initial steps to get them started within your classroom.

Step 2. Install RegFox

The process of registering for the RegFox account is straightforward in addition to having the choice of choosing the free version of the platform to use the integration. After you have signed to the service, it guides you through a straightforward setup procedure to create a new web page.

You're now ready to start reading the RegFox start instructions to sign up for an account. It is then possible to use the page builder tool to create templates to create events. RegFox provides a range of possibilities to design your own welcome pages.

For a detailed explanation of customization settings check out the following tutorial video:

When your onboarding process has been complete, you'll then be able to connect them after that to WordPress and . Return to our WordPress dashboard!

Step 3: Connect Regfox to

Through Zapier it is possible to link "apps" as well as platforms to create complicated chains of events using the assistance in the form of "recipes". For the first step create an account for free. Zapier account.

If you've upgraded your license, the platform allows you see all available Zapier options for connection within the dashboard. To begin, start by clicking on the Developer taband select on"Zapiertab" Zapiertab.

Utilize the search bar located at the top left of the page to look up RegFoxintegration. When you've found it, just click to create your personal workflow:

The process starts Zapier with a new web site. Log into your Zapier account and select an event for the dish you wish to create.

With RegFox you can pick one of two scenarios: whenever someone registers on the onboarding page or RegFox performs an operation. This guide will demonstrate the way to choose one of these scenarios. "New Registration"option:

Zapier will ask for the user to log in to RegFox. RegFox accounts. You can then select the webpage to add your trigger to. Select the RegFox webpage that you established in step 2.

Now, let's move on to the next stage. Zapier will guide you through what actions are available . For this tutorial, select the Create Member button:

Zapier will prompt users to sign in with their Zapier account. You will be asked to enter your API code and the website's URL. This API key is located under the developer tab. After that, you can select the API tab in WordPress.

At the end of the day, Zapier will ask you to define the actions. That means you have to decide how to register new users via Regfox. Zapier will present you with a variety of necessary fields as well as alternatives to make use of usernames and passwords.

Pick each field and select the one that is compatible with it within RegFox. As an example, in the email field We chose to select the option to register.option. Click on the Email option. The new user will be added to the user with their RegFox details.

Once you're done, make sure that you post your recipe. Then there's nothing to it!

Automatically registers users who register for an occasion or programme on this RegFox page. Your responsibility is to designate membership levels for users.

Conclusion

RegFox RegFox HTML0 is a great option to create completely customized pages to help onboarding online classes, events, RSVPs, and more.

Here is a quick outline of the steps that must follow:

  1. Installation of WordPress and .
  2. Configure RegFox.
  3. Connect RegFox using .
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With us, you'll be able have your custom-designed onboarding hub set up and operational in just one hour.

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