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How do you create an onboarding Hub or Website using WordPress

Jun 3, 2023

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Are you in search of simple ways to perform onboarding for...

  • Customers
  • Clients
  • Students
  • or employees?

A internet-based hubis the fastest and easiest option to aid people in a hurry and easily get the information or instruction they require, whatever it may be. However, these hubs are expensive and limited.

It's a good thing that creating your own hubas an onboarding site is super inexpensive. It also gives users access to features and options that other companies can't offer.

By having your own onboarding hub, in addition to standard 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.

If you have your own online hub, you will be able to save money and do even more. It's a pretty good deal!

In this post, we'll talk about the essential tools needed for creating your onboarding web site or hub on WordPress. Then we'll show you how in a step-by-step manner. We'll get started!

The tools you'll need

For creating an onboarding hub, you'll need an onboarding hub that's hosted on a WordPress website, along with these handy tools:

  • RegFox. This is by far our preferred onboarding system to utilize along with WordPress. RegFox allows you to enroll users in an event, course, or even a website. RegFox lets you develop complex onboarding procedures and control users.
  • . By using it, you are able to grant the registered user access to private pages, documents, and various other kinds of content. It also works perfectly with Regfox.
  • Zapier. It allows you to link "apps" and platforms to create "zaps" which is an action which occurs on a platform when triggered through an event happening on another.
  • . By using this extension, you'll be allowed to give users access to downloads on your site. As an example, you could share perks when users register for an event or give them materials for classes.

makes it easy to register as well as onboard users easily to sign up and onboard. In the event that you intend to make a charge the system makes it easier to accept payments too.

Regfox was designed to ease this process, and also to tailor onboarding starting from scratch.

This integration lets you register users using RegFox and transfer the information into and WordPress. That means after the user has joined, you can register them as a user on your site and give the user access to exclusive benefits.

In the coming segments, we'll demonstrate how to create a website and connect it with RegFox for an easier procedure for onboarding!

Why Create an Onboarding Site?

The basic idea behind the onboarding web site is quite simple. It's created to aid you in your efforts to get people to sign up for something, and give them the information they need to make use of your services.

Here's an example onboarding page built with RegFox:

You can think about an onboarding site as a central platform. It contains all the details that you require for a particular occasion or circumstance, and it encourages people to sign up for it.

Onboarding website use cases

A few scenarios in which using an onboarding portal can be beneficial are:

  • Summer camps. Onboarding sites could include guidelines on rules, the items participants need to bring with them, intake documents, the things to look forward to upon arrival, and more.
  • . Patients are able to fill in forms for intake on the website, along with access information on how sessions are conducted, billing procedures, and everything else that they require to know.
  • New employee onboarding. New employees often have to review a number of documents for onboarding. Centralizing these files alongside the registration forms to sign up for user accounts will streamline the procedure.
  • Event volunteers. Like campers, you can use an onboarding site to register volunteers and provide them with information about what is to be expected of them.
  • New club members. When you join a new club, you need to read the rules and regulations of that club. Onboarding sites are a perfect way to share these details.
  • New forum users. Joining a forum means reading the rules for the forum as well as how the community works. A website for onboarding can act as a signup page and information hub.

In general, if you're planning a party or running a community with an onboarding process for the first time users, then a dedicated hub makes sense. That page can be powered by a third-party service such as RegFox and be integrated into the rest of your website.

How to Make an Onboarding Hub or Website using WordPress (3 3 Steps)

It is necessary to have a Plus licence (or greater) to access this video. This license gives you the ability to use Zapier's integrated services that you'll require to incorporate with Regfox. In addition this license doesn't mean that it's not necessary to have a premium RegFox or Zapier account. aredon't require to have a premium RegFox or Zapier account.

Step 1: Configure WordPress and

There are a lot of ways to set up WordPress. Many web hosting providers even manage the work for you. This way, you'll be able to start building your site right away.

If you're not sure about an hosting provider yet, this post below can give you some guidance.

Once WordPress is set up and ready to go You'll have to install and activate your license:

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

Next, it's time to establish the memberships. By using this, you are able to make one or several levels of membership that allow members access to various contents:

Learn how to EXPAND A CLASS IN

Rather than simply developing a hub that is full of papers, you'll also have the ability to direct students through all of the crucial aspects of onboarding in your courses.

Step 2: Install RegFox

Signing up 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. After making an account, the platform will walk you through a simple setup procedure to set up a brand new page.

If you're ready to start, read RegFox's launch guide to create an account and access the event page builder. RegFox has a variety of options to customize the onboarding page you create.

To get a complete explanation of settings that can be customized look at this tutorial video from the official website:

When your onboarding pages are ready, it's time to connect them to WordPress and . We'll go back to your WordPress dashboard!

Step 3. Connect Regfox to

With Zapier, you can connect "apps" or platforms to create complex chains of action with "recipes". For a start, sign up for your free Zapier account.

If you have a premium license, the platform lets users see all Zapier connections in the dashboard. For more information you must go to > Developerand choose Zapiertab. Zapiertab.

Utilize the search bar located at the top of the page, to search for RegFoxintegration. After selecting it, click Create your custom workflow:

This will launch Zapier onto a different page. Log in to your Zapier account and select a trigger for the recipe you want to make.

With RegFox You can choose one of two scenarios: whenever a person registers via your onboarding webpage or RegFox processes a transaction. In this guide, select the New Registrationoption:

Zapier will ask users to log in into the RegFox account. Then, you will be able to select which page to set up the trigger on. Pick the RegFox page that you made during Step 2.

Moving on to the process. Zapier will let you know what actions you can perform . For this tutorial, select to create a member:

Zapier will ask users to connect their account. Input your API key and your website's URL. It is possible to find your API key by going to the > Developer > REST APItab on WordPress.

Then, Zapier will ask you to define the task. This means deciding how to register new users on Regfox. Zapier will display a variety of required fields, including the options for usernames and passwords:

Pick each of the fields and select the option that corresponds to it in RegFox. In this case, for example under Email we chose the option for Registrant> Email option. It means that we will sign up the new user with their RegFox data.

When you're done, publish the recipe, and that's it!

It will register all users who register to attend an event or a program through your RegFox page. Then, you'll just have to assign the members membership levels.

Conclusion

RegFox can be an excellent option to create entirely dedicated onboarding websites to organize events, online classes, RSVPs, and more.

This is a brief overview of the procedure:

  1. Install WordPress and .
  2. Install RegFox.
  3. Connect RegFox using .
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Take Action now!

With you can get your customized onboarding hub installed and operating in less than a day.