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How do you create an onboarding Hub or Website with WordPress

Jun 3, 2023

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

  • Customers
  • Customers
  • Students
  • or employees?

An Web-based hubis the fastest and easiest way to assist individuals in a rush and effortlessly access the data or the education they require regardless of what it is. The hubs can be expensive and limited.

The best part is that creating your own hubas single-stop portal for onboarding cost a fraction of expense. It also gives customers access to benefits along with a variety of modifications that other platforms are unable to offer.

By establishing your own Onboarding Hub, in addition to the standard onboarding process, it's possible to...

  • Put yourself on a waiting list.
  • Manage attendees
  • Generate unique QR codes for entry
  • Plus More. All of it is specific to your special event.

If you own a online hub, you'll lower cost and also accomplish more. It's quite a bargain!

In this blog post we'll cover the essential tools to build your own site for onboarding or hub with WordPress. In addition, we'll show you the steps to follow. Let's get started!

What are the tools you'll need

To build an Onboarding Hub, you'll require an existing WordPress website and the following important tools:

  • RegFox. We've found RegFox be the ideal method for onboarding we have made use of in conjunction with WordPress. RegFox lets you enroll participants in courses, events, or site. The service enables you to develop complex onboarding strategies in addition to managing your users.
  • . Through the tool, you're able to give registered users access to private pages, documents and other types of information. It is also compatible with Regfox.
  • Zapier. It allows you to connect "apps" and platforms for "zaps" that is an event that takes place in one location, but when it's caused by an event occurring on another.
  • . This add-on allows you to give visitors access to downloads through your website. It is possible to, for example, offer users perks if they attend an event or provide materials for workshops.

Allows users to sign up easily and onboard, making it simple to sign up and to join. If you plan to take payments, this will make it simple to take payments, as well.

Regfox was created to make it easier for the process and allows for customizing the onboarding process starting from the bottom.

The integration enables you to sign up users using RegFox and transfer the information to WordPress. After the user has registered on the website you can join them to become a part of your website, which gives users access to exclusive perks.

In the next few sections, we'll show you how to build a site and then connect it with RegFox to make it easier for you to begin the transition!

What's the motivation behind why you make an Onboarding site?

The concept behind an onboarding web site is straightforward. It's intended to assist you get people to join a service to provide them with the necessary information for them to sign up for the product.

Here's an example Onboarding page created with RegFox.

One could consider an onboarding site as a central site. It has all the data needed for an occasion or event, and it also provides an invitation to users to join.

The website has a variety of cases to use for onboarding

There are a few situations where using an onboarding portal could be a good idea are:

  • The camp for the summer. The site that is used for onboarding might provide information regarding guidelines and rules, the requirements is required of participants to bring documents for intake as well as the important things you can anticipate on the day of your arrival and much more.
  • . Patients can fill in intake forms via the web site to get information on what sessions are, how to bill as well as any other information that they need to be aware of.
  • New employees are onboarding. The new employee will often have to read a large amount of documents prior to their onboarding. Storing the documents in one central area, and also storing signup forms for their users simplifies the process.
  • Event volunteers. Similar to campers, it is possible to utilize an online registration site that will facilitate registration of volunteers, as well as make them aware of the things that will be expected of them.
  • New club members. If you're being a new member of a club, you must know the club's policies and rules. A site for onboarding is the ideal location to find all the information you need.
  • New forum users. To join a forum it is important to know the rules of the forum and the way it works. Onboarding websites can be utilized as sign-up pages or as an information hub.

It is generally the case that if you're preparing an event or oversee a group with an onboarding process for new users joining the website A separate hub might be a good idea. This page runs through an external service such as RegFox and is also linked to other pages on your site.

What is the best way to create an Onboarding Hub or Website by using WordPress (3 Three Steps)

You'll require a Plus license (or greater) to view the video. This gives you users access Zapier's integration capabilities, which you'll need to connect to Regfox. However, this doesn't mean that it's not necessary to have a Premium RegFox and a Zapier account. is an acceptable option and it is a viable option and youdon't need to have the premium RegFox or Zapier account.

Step 1: Install WordPress and

There are a variety of methods to set up WordPress. Many web hosting providers take care of the task for you. You can start building your site right away.

If you're not certain about the host you've chosen, this article below can offer some recommendations.

When WordPress is set up and running it will be necessary to download and activate the license.

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

The following stage is to create the members. You can establish any number of membership levels that allow users access to many products:

Learn how to CREATE A STUDENT CENTER IN

Instead of constructing an entire piece of paper as you would with a hub of paper, you'll also be able to guide students through the necessary for onboarding in your class.

Step 2: Configure RegFox

Making an account the purpose of creating a RegFox account is easy to set up it, and you'll also benefit from the free tier offered by RegFox to take advantage of the collaboration. Once you've set up an account and logged into it, RegFox will take you through the simple set-up process to set up a completely fresh website.

To begin it is necessary to comply with RegFox's instructions the process of setting up an account and get access to the event page author. RegFox provides a wide range of options that can be customized for web pages that you make for your onboarding.

For a full breakdown of the settings which can be personalized, take a look at the tutorial video that is provided by the company.

After your onboarding pages are complete, it's now time to link them up to WordPress and . Return to your WordPress dashboard!

3. Connect Regfox to

By using Zapier it is possible to connect "apps" in addition to platforms for complex chain of business operations using "recipes". To begin, sign up for an account without cost. Zapier account.

If you're running an upgrade to a Premium license and you have a Premium account, Zapier lets users view the connections made to Zapier within the dashboard. For further information about Zapier, click the developer taband select"Zapiertab" Zapiertab.

Make use of the search bar at the upper right of the page. It will allow you to look for RegFoxintegration. When you've located the correct option, you can use the mouse to build your own custom workflow:

Then, it will launch Zapier with a fresh page. Log in to your Zapier account, and select the trigger that's best suited to the recipe you want to develop.

RegFox: RegFox it's possible to select between two choices to use for registrations made by users via the onboarding page or RegFox is able to process a transaction. When this happens, you can select your New registrationoption:

Zapier will require users to log in using their RegFox account. Once you have logged in, you'll be able to select which page to trigger. Select the RegFox page that you made during step two.

Next, you need to choose the right next step. Zapier will notify you the actions that you have to complete . In this instance, it's imperative to pick Create Member:

Zapier will ask your permission to sign up for their account. Enter your API number along with the address of your site. The API key can be found under the Developer tab, then REST APItab in WordPress.

At the end of the day, Zapier will ask you to define the goal. It is the process to create new users using Regfox. Zapier can show you the fields required, as well as usernames, and passwords.

Select each of the fields, and then you'll be able to choose the right option in RegFox. In this case, for example, under email, we chose the option for the Registrantand after that, we selected the email option. This allows us to set up accounts for users who have their RegFox data.

When you're done, make sure to share the recipe with your friends, and that's all there is to it!

The system will register members when they sign up for an event or programme through their RegFox page. Then, you'll be prompted to assign them membership tiers.

Conclusion

RegFox could be the ideal choice for building fully-dedicated onboarding pages that create online classes, events, RSVPs as well as more.

Here is a quick overview of what you can do:

  1. Design and build WordPress and .
  2. Configure RegFox.
  3. Connect RegFox to .
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Utilizing our services it is possible to have your customized onboarding hub installed and running in under an hour.

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