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How do you create an onboarding hub or website through the use of WordPress

Jun 3, 2023

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Are you searching for simple ways to conduct onboarding...

  • Customers
  • Customers
  • Students
  • or employees?

An hub onlineis the fastest and easiest solution to help those in need of assistance and get the information or guidance they require regardless of what it is. However, these hubs are costly and have a limited range of choices.

It's good to know that building an individual hubas for onboarding can be extremely affordable. Users also have the ability to use features and selections that aren't available to other organizations.

If you own your own onboarding hub and the standard onboarding process, you can...

  • Start by waiting on a list
  • Manage attendees
  • Generate unique QR codes for entry
  • and many more. Every one of them is custom specific to the event that you are planning.

If you're running an online portal and you're willing to make money while doing more. It's a pretty good bargain!

In this article this article, we'll go over the most important tools required to build your own personal onboarding website or hub on WordPress. We'll then show you how you can do it step-by-step. Then we'll begin!

You'll need the equipment

To create an onboarding hub, you'll need an onboarding hub which is hosted on a WordPress website. Also, it requires these helpful instruments:

  • RegFox. It is our most popular software for onboarding that you can use with WordPress. RegFox permits you to register students in an event or classes, and even on a site. RegFox allows you to create complex user onboarding procedures and track your user.
  • . With it, you are in a position to provide users that have registered access to private websites as well as documents and types of other information. Additionally, it functions well in conjunction with Regfox.
  • Zapier. It lets you connect "apps" and platforms to make "zaps" which are an action that takes place on a platform, if initiated by an event that happens within another.
  • . With this plug-in, you'll have the ability to permit users to download files on your site. This way, for instance, you could share advantages in the event participants sign up to an event or provide all the material they require to take classes.

Allows you to register the onboard service and allows registered users to immediately sign-up, and then board. If you are planning to make an order this system makes it simpler to take payments also.

Regfox was designed to make the process of onboarding, as well as to allow you to customize your onboarding process starting at the very beginning.

This integration lets you enroll users through RegFox and to transfer the data into and WordPress. That means after that users have registered on the website, you are able to sign them up as a user through your site, and allow the user access to exclusive benefits.

In the next part in the next segment, we'll explain how you can create a site and then connect it to RegFox so that it is easier to onboard!

Why do we create an Onboarding website?

The idea of the web-based website for onboarding is simple. It was developed to assist you in the process of getting people who are interested in signing up for something and to provide them with the required details to use your service.

Here's an example of a page for boarding designed with RegFox:

It is possible to imagine an onboarding website as a central point of contact. It provides all of the info necessary for a specific moment or occasion and makes it easy for users to register for it.

Use cases for the Onboarding Website

A few scenarios that the onboarding portal could help:

  • Summer camps. The sites for onboarding could have guidelines on rules, things participants need to carry, admission documents, things to expect when you arrive at the camp, and more.
  • . Patients are able to submit intake forms via the site in addition to having access specifics on how appointments are planned, billing procedures as well as any other details patients need to know about.
  • Onboarding of new employees. New employees are often required to review a number of documents for the process of onboarding. By centralizedizing these files along the registration forms required for registering users accounts, you can speed up the procedure.
  • Event volunteers. Like campers, you could employ an onboarding website to register volunteers as well as provide them with information on the expectations from volunteers.
  • New club members. When you are able to join a new club, it is important to know the rules and guidelines of that club. Websites for onboarding are an excellent option to share this facts.
  • New forum users. For the purpose of joining an online forum, you must read the rules and regulations for a forum as well as understand the way it functions. Sites that facilitate onboarding can function as a signup page and also being an info hub.

When you're preparing an event, or managing a group that has an onboarding program for first time users, creating a special hub is a good idea. The page could be managed by a third party service such as RegFox and integrated with your other pages on your site.

How do you create An Onboarding Hub (or website) with WordPress (3 3 Steps)

You must have an Plus license (or more) in order to access the videos. It grants the capability to utilize Zapier's integration services for which you'll need connect into Regfox. This doesn't indicate that you don't need to buy a premium RegFox or a Zapier account. is a service that's free thatdon't necessitate a premium RegFox as well as an Zapier account.

Step 1: Configure WordPress and

There are many ways to set up WordPress. A lot of web hosting companies will handle this task for you. This means you can begin creating your website right away.

If you're not sure regarding what hosting service you should use at the present, this post could help you make a decision.

When WordPress is installed and ready, you'll have to activate and install your license.

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

The next step is to set your membership accounts. This way, you are in a position to create one or more types of membership that allow members access to a variety of content

Learn to EXPAND the scope of your class.

Instead of just creating the hub into a plethora of documents, you'll be able to guide students through all the crucial aspects of boarding during your course.

Step 2: Install RegFox

Registering with the RegFox account is easy as well as you are able to use RegFox's free service to get the benefits of the collaboration. Once you have created an account with the company, they will walk you through the straightforward process of setting up your own page.

You're now ready to begin reading the RegFox launch manual to create an account and get access to the page the creator. RegFox has a number of methods to customize the page that you build to allow the onboarding process.

To get a more in-depth understanding of how settings are customizable you can check out this video tutorial at the official website:

If you have your onboarding pages ready and ready, you're now time to integrate your pages to WordPress and . We'll go back you to the WordPress dashboard!

3. Connect Regfox to

Zapier allows you to join "apps" and platforms, you can build intricate chains of operation with "recipes". For a start, sign up to your no-cost Zapier account.

If you have a premium license, Zapiertab lets users access the entire set of Zapier connections in the dashboard. To find out more about Zapiertab, go to the Developer taband select Zapiertab. Zapiertab.

Utilize the search bar located at the top of the page. It will lead you to RegFoxintegration. If you've discovered the possibility, click on the Create button and design your customized workflow:

This process will put Zapier to a different page. Sign in to your Zapier account, then choose your triggers to cook the dish you plan to prepare.

Through RegFox It is possible to choose between two choices when users are registered on your website or RegFox executes a payment. In this guide, select the New registrationoption:

Zapier will request users to sign-in into the RegFox account. Once you've signed in, you'll be able select the page that you'd like to place the trigger on. Choose the RegFox page that you made at the end of the second section.

Next step is to follow the steps. Zapier will notify you about the tasks you're able to perform . To follow this instruction, choose to be an existing Zapier member:

Zapier is going to require users to sign up for the account. Input your API key and the URL of your site. It's possible to locate the API key you have input by going to > Developer > REST APItab inside WordPress.

After that, Zapier will ask you to clarify the job. This is finding out how to sign up new users on Regfox. Zapier displays a number of mandatory fields, which include the options for usernames and passwords:

Choose each field and select the option which corresponds to the field in RegFox. In this case, for example, under Email, we selected the option for the Registrantand followed by select the option for email option. It means we will register users with their RegFox details.

After you're done, make sure to publish your recipe. That's it!

It'll register every user that sign-up to the event or program via RegFox. RegFox page. After that, you'll need select the different levels of membership.

Conclusion

RegFox can be perfect solution for building entirely dedicated websites to create online courses and events RSVPs as well as other.

This is a brief description of the procedure

  1. Install WordPress and .
  2. Install RegFox.
  3. Connect RegFox through .
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Through us, you will be able to get your very own Onboarding Hub set running in just a few hours.

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