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How do you create an onboarding Hub or Website using WordPress

Jun 3, 2023

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Are you looking for the easiest way to complete onboarding...

  • Customers
  • Customers
  • Students
  • or employees?

An web-based hubis the most efficient and practical way to allow people easily and quickly access information or training they need - whatever it is. The hubs are expensive and are limited.

Fortunately, making your own hubas a dedicated onboarding website is very affordable. It also gives users the ability to access features and customize their experience that most other services cannot match.

By having your own Onboarding Hub, in addition to the traditional onboarding process, you can...

  • Start a waitlist
  • Manage attendees
  • Generate unique QR codes for entry
  • and much and much more. Each item is unique and suited to the event that you're preparing.

If you have your own personal Onboarding Hub You'll be able reduce costs and accomplish many more. It's quite a bargain!

In this post, we'll speak about the essential tools needed to create your own onboarding site or hub with WordPress. In the following article, we'll teach you how to build this step-by-step. Let's get started!

What Tools You'll Need

For the creation of an Onboarding Hub, it's necessary to establish an Onboarding Hub that's situated on the WordPress website, as well as these useful tools:

  • RegFox. We prefer this method of onboarding that we use with WordPress. RegFox lets you enroll users in an event, course, or even a website. RegFox allows you to design complex onboarding processes and manage users.
  • . By using Regfox, you are able to grant users access to restricted websites, documents, and types of other content. Also, it works well when used with Regfox.
  • Zapier. This tool lets you connect "apps" in addition to platforms to develop "zaps" that is an action that occurs on one platform when the event happens on another.
  • . This add-on allows you to be capable of giving users the possibility of downloading the files on your website. As an example it is possible to offer perks in the event that users register for a particular event, or provide material to students in classes.

It is easy to register and is easy to sign-up and become a member. In the event that you plan to charge money this will make it easy to take payments.

Regfox was designed to ease this process, and also in order to customize onboarding starting with the lowest level.

This integration lets you register users using RegFox and then transfer that information into WordPress. That means after an user is on board it is possible to register them as a member of your website, while also granting them access to unique advantages.

In the coming sections, we'll show you how to set up a website and connect it to RegFox to facilitate a smooth process of in-boarding!

What are the reasons to create an Onboarding Website?

The fundamental concept behind an onboarding site is straightforward. It's designed to assist you in your efforts in enticing people to sign for something, and to provide individuals with the necessary information for access to the service you offer.

Here's an example Onboarding page that was built by using RegFox.

One could think of the onboarding website as a central point of contact. It has all the data that you require in a certain event or circumstance that is why it encourages you to sign up for it.

Use cases to the Onboarding Website

Some scenarios where using an onboarding portal is appropriate could be:

  • The summer camps. Onboarding sites could provide guidelines regarding guidelines, what campers should bring intake forms, instructions on the steps to be prepared for arriving and much more.
  • . Patients are able to submit intake forms through the site and have access to the information on how sessions work, billing processes, as well as everything else they'll need to learn.
  • New employees are onboarding. Employees who are new to the company often need to read through lots of paperwork for their onboarding. Centralizing these documents along with the sign-up forms to their accounts could make the process easier.
  • Event volunteers. Like campers, you could utilize the onboarding site to register volunteers and inform them about the expectations to expect from the volunteers.
  • New club members. In the event that you sign up to a new club, you need to go through the rules and regulations for your club. The Onboarding websites are the best means of communicating the information.
  • New forum users. In order to join a forum, one must be familiar with the rules of the forum and how it functions. Onboarding websites could function as a sign-up site as well as an information hub.

Overall, if there is a planned event or running a community with an onboarding process for members who are new to the site, having an additional hub makes sense. It could be managed by a third-party service provider like RegFox and also integrated with the other sections on your website.

How to create an Onboarding Hub or Website with WordPress (3 actions)

It is necessary to have a Plus licence (or additional) to take this course. This license provides you with the ability to use Zapier's integration tools and Zapier integrations. These are the ones you'll need to integrate with Regfox. But this license doesn't mean it's required to use a premium RegFox as well as a Zapier account. allows you to use HTML0 anddon't need a costly RegFox account, nor a Zapier account.

Step 1: Setup WordPress and

There are many methods to setup WordPress. A few web hosts will even install WordPress for you. This means you can begin building your site right immediately.

If you're still not certain of a web hosting company in the moment, this article will give you some ideas.

When WordPress is installed and up, you'll need to install and activate the license.

customize and style your pages using readylaunch(tm) from .

The time has come to design your memberships. You can make one or several different membership levels and give users access to various content

Find out how you can CREATE A PROGRAM IN

Instead of building the hub that is full of documents it will be possible help students navigate how to onboard within your training.

Step 2: Configure RegFox

Making an account with an RegFox account is simple to complete as well as you'll have access to RegFox's free service to benefit from this partnership. After making an account and then registering, RegFox will take you through a straightforward setup procedure to create a new page.

If you're eager to begin with your onboarding, follow the RegFox instruction for launch to sign up for an account. You can then utilize the builder tool for page templates for events. RegFox offers a large number of customizing options for your onboarding pages.

To get a complete explanation of how settings can be altered, take a look at this tutorial video from the official site:

After your onboarding page is done, now is the time to connect them using WordPress and . We'll go back on our WordPress dashboard!

Step 3: Connect Regfox to

With Zapier it's possible to link "apps" or platforms in order to create complex chain of events using "recipes". To begin, sign up for an account for no cost. Zapier account.

If you're on an upgrade license, Zapier lets users see the entire list of Zapier connections on the Dashboard. Start by going to > Developerand choose"Zapiertab" Zapiertab.

Utilize the search bar located on the left upper corner of the webpage to search for RegFoxintegration. Once you have found it, click on the button to build your customized workflow:

The process will start Zapier in a new tab. Log in to your Zapier account, and then select a trigger for recipes you'd like to make.

When using RegFox, you can select one of two scenarios: when someone registers through the onboarding process or the platform is able to process a credit card. This tutorial will show you how to select the New Registrantoption:

Zapier will require that you sign-in to RegFox. RegFox accounts. It is then possible to select the page to trigger on. Choose the RegFox page you set up in Step 2.

The following step is to take this process. Zapier will show you the actions that are available . For this tutorial, simply click Create Member:

Zapier will ask you to join your account. Enter your API number along with the URL for your website. It's possible to locate your API key via the Developer tab, then REST APItab inside WordPress.

In the next step, Zapier will ask you to clarify the job. It is the process of determining which method to use for registering new users on Regfox. Zapier can show you the necessary fields, as well as the options to use usernames and passwords

Choose each field and then select the appropriate option within RegFox. In this case, for instance, under the Email field We selected the option to register.option. After that, select the choice. option. It will let us register users with their RegFox details.

After you're done, post your recipe, and that's it! That's the end of it!

The system will sign up all participants that sign-up to attend an event or a class via the RegFox page. Then, you'll be required to assign users membership tiers.

Conclusion

RegFox RegFox HTML0 is the perfect option for creating completely dedicated to-boarding pages for online classes, events, RSVPs and much more.

This is a brief overview of steps to be followed:

  1. Install WordPress and .
  2. Configure RegFox.
  3. Connect RegFox to .
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Now!

We'll help you capable of having your own custom onboarding hub set up and running in under an hour.

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