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What can you make to build an onboarding hub or website with the help of WordPress

Jun 3, 2023

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Are you looking for the most efficient method to complete the onboarding procedure...

  • Customers
  • Customers
  • Students
  • or employees?

A web-based hubis the fastest and easiest method to help people quickly and effortlessly access information or the training they require whatever. They can be expensive as well as limited.

This is an excellent thing. making your own hubas an onboarding site specifically designed for you is incredibly inexpensive. It also gives users the ability to choose from a range of choices and options that do not come from other organizations.

Through your Onboarding Hub that has regular onboarding it is possible that the need will arise to...

  • Join the waiting list
  • Manage attendees
  • Generate unique QR codes for entry
  • and much more. All specially created and suitable for, and more. All specifically designed and tailored to your event.

If you've got an individual website, you can lower your expenses and may even help you achieve greater. It's quite a bargain!

In this blog, we'll talk about the tools needed to build your own onboarding hub, or site using WordPress. Additionally, we'll guide you through the steps step-by-step. Let's get started!

What tools will you require?

To create the Onboarding Hub Onboarding Hub, it is necessary to have an already-existing WordPress website. Also, you'll require the following tools that are helpful:

  • RegFox. It's among the most well-known softwares for onboarding that we utilize in conjunction with WordPress. RegFox permits you to quickly enroll participants in events, such as a class or particular event in addition to websites. RegFox lets you design sophisticated methods for registering your patrons.
  • . With it, you'll be able to give individuals with access rights to your personal websites, documents as well as other forms of data. The tool is also compatible together with Regfox.
  • Zapier. The tool allows you to connect "apps" as well as platforms for the development of "zaps" which are the actions performed in an app, after the event triggers it that occurs on a different.
  • . This extension will allow the users the option to download the files from your site. In this way, for example, you can provide perks for users who attend the event or give everything needed for conducting courses.

It lets you join onboard customers, and permits customers to join or join. If you plan to earn profits, it's easy to accept payment.

Regfox was created to make the process of boarding, as well as it allows for personalization starting from the bottom.

The integration allows you to sign up users with RegFox after which you can transfer their information into WordPress. Once the user is registered, you can join them as active users of your website and offer them access to many benefits.

In the next segments, we'll discuss how to create the website prior to connecting it with RegFox in order to make easier for you to begin the process!

What's the primary reason that you're required to establish the Onboarding Website?

The idea behind this site to help onboarding customers is easy. It is designed to aid the process of bringing individuals to join your services in addition to providing all the details needed to make use of your offerings.

Here's a sample web page to assist in boarding developed using RegFox.

Consider an onboarding portal as an integrated platform. It provides all the details necessary for a specific event or event, and also as an opportunity to convince individuals to sign up.

The site provides a vast variety of different types of cases to begin your journey

The most common scenarios that the board portal via the web is a possibility include:

  • Camps during the summer. The web page used to take you on board may contain details about the regulations and policies that campers must follow and the intake forms. The user will be able find out what type of document are expected to be placed present as they show up, as well as additional details.
  • . Patients can complete intake forms online as they can access information about how the sessions are run together with billing processes and other details that they should know about.
  • New employees are onboarding. The new employees are required to review various forms for onboarding. By centralizing these documents, together with form of registration that employees need to fill out during this process is made easier.
  • Event volunteers. Like campers, you could use the internet to track volunteer registration. You can also inform them about the information they should be aware of.
  • New club members. If you're deciding to join a club for the first time, you need to understand the regulations and rules of the club you're joining. The websites for joining are an excellent way to share information.
  • New forum users. If you decide to join the forum, make sure you go through all rules and rules that apply to the forum and be aware of the procedure to sign up. Onboarding sites can be used as sign-up sites and an information hub.

If you're planning to host a party or have a group who provides onboarding services for people who are not yet on the website, and you have a separate hub could prove useful. This is managed through a third party service like RegFox and can be used together with other sections of your website.

How do you build an onboarding Hub or Website with WordPress (3 actions)

It is necessary to have a Plus membership (or more) to access the videos. The Plus license provides the ability to make use of Zapier's integrated services and Zapier integrations that require integration with Regfox. But, you must be aware that there is no requirement to register for the most expensive RegFox as well as a Zapier account. is free and usersdon't have to sign up for an expensive RegFox or Zapier accounts.

Step 1. Install WordPress and

There are many ways to get started with WordPress. Some web hosting providers will complete the task. Therefore, you can begin creating your site in few minutes.

If you're unsure about the hosting service you pick, this blog will provide you with some suggestions.

Once WordPress is installed and running it's time to turn on and set up the license.

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

What you need to do is create the memberships. By doing this, you'll have the option of set up one or more different level of membership and also give members access to a variety of media.

Make the PROGRAM

Instead of creating the hub that is filled with documents, you'll guide students through the steps the most out of your class.

2. Install RegFox

The process of registering to create an account on RegFox account is simple and also you have the option to choose the cost-free version which allows for the integration. After you've registered on RegFox, it'll help you with an easy set-up procedure to create your own website.

Now you're ready to begin by reading the RegFox starting guidelines to create an account. You can then make use of the software page builders to design templates that could be used to design the event. RegFox gives you a wide range of choices to build your own welcome pages.

To get a thorough explanation of settings that could be customized, look at the tutorial video

After your onboarding process is complete, you'll have the ability to connect it with WordPress and . Return to our WordPress dashboard!

Step 3: Connect Regfox to

Through Zapier it's possible to connect "apps" as well as platforms to create complex sequences of events by using assistance through "recipes". It is the first step to sign up for an account for free. Zapier account.

If you've upgraded the license, This platform allows access to all Zapier choices to connect in the dashboard. For starters, begin with clicking the developer taband choose on"Zapiertab" Zapiertab.

Make use of the search box on the left side of the page. It will search in search of RegFoxintegration. When you've found it, you can click to start creating your own personalized workflow:

The process is initiated by Zapier with a new site. Sign in to your Zapier account and select an event that corresponds to your food item you'd like to create.

In RegFox you can select one of two scenarios when a user registers on the registration page, or RegFox executes an operation. This article will show you how to select one of these scenarios. "New Registration"option:

Zapier will ask users to sign up to RegFox. RegFox accounts. Choose the webpage to use your trigger. Choose the RegFox website that you created in step 2.

Now we're ready to go onto the next phase. Zapier will walk you through the actions available . For this tutorial to complete the process, simply click the option "Create Member":

Zapier users will be asked to sign-in using their Zapier account. It will ask you to enter the API code as well as the URL of your website. The API key is available beneath the developer tab. Once you have it, you can click on the API tab within WordPress.

When you are done with your day's work, Zapier will ask you to write a description of the task. This means that you must choose how to add new users with Regfox. Zapier gives users access to a range of important fields as well as alternatives to make use of passwords and usernames.

Select each field, and select one that is compatible within RegFox. For example, in the field for email we chose the option to register.option. Choose an option for email option. The new user is included in the user's account by providing their RegFox data.

Once you're done, make sure you post the recipe. There's no left to do!

Registers automatically users when they sign up for a program or register for a service through this RegFox page. It is your responsibility to determine user levels of membership.

Conclusion

RegFox RegFox HTML0 is an excellent option for creating entirely customized web pages that aid in the onboarding process for online courses, events, RSVPs, and more.

This is a quick description of the procedures that must be followed:

  1. Installing of WordPress and .
  2. Configure RegFox.
  3. Connect RegFox via .
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