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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 looking for simple techniques to carry out your onboarding...

  • Customers
  • Customers
  • Students
  • or employees?

A internet-based hubis the quickest and most convenient method to help people who are in a hurry and quickly access the knowledge or education they require regardless of what subject. Hubs are expensive and limited.

The most appealing aspect is that building your own hubas one-stop platform for onboarding cost a fraction of the cost. Users also enjoy benefits along with various modifications that other platforms cannot offer.

In the event that you establish an Onboarding Hub that is yours, in addition to the conventional Onboarding procedure, you are able to...

  • Join a waiting list.
  • Manage attendees
  • Generate unique QR codes for entry
  • Plus More. Each item is unique to the event you are planning.

If you've got a website hub, you'll lower cost and also get more. It's quite a bargain!

In this post, we'll cover the essential steps to setup your own site for the process of onboarding or to create a hub for WordPress. We'll also show you the best way to accomplish it. Let's get started!

What are the tools you'll need?

For the creation of an Onboarding Hub, you'll need an established WordPress website, as well as the following important tools:

  • RegFox. We've come across RegFox as the best method to get our customers on board using it when used with WordPress. RegFox lets you enroll users to events, courses and websites. This service lets you develop sophisticated onboarding strategies, in addition to managing your participants.
  • . By using the program it is possible to grant users of the software access to documents, private pages and other types of info. It is also compatible with Regfox.
  • Zapier. It lets you connect "apps" and platforms for "zaps" which is an occasion that takes place in one spot and is caused by an event occurring in another.
  • . This extension allows you to grant users the ability to download files on your site. For instance, users with benefits if they participate in an event, or provide the materials needed to run workshop.

Users can sign up easily and onboard, making it simple to sign up and to join. If you plan to accept payments, this makes an easy process to accept payments as well.

Regfox was created to make it easier for to use, as well as permits personalizing the procedure of onboarding with the lowest number of points.

The integration allows you to create users on RegFox and also transfer their details into WordPress. After the user has registered through the site it is possible to enroll them as a part of your site, which gives users access to benefits that are exclusive.

In the next few sections, we'll explain how to create your own site that is then linked up with RegFox to make it easier to complete the changing!

The reason why you should create an Onboarding website?

The concept behind an website for onboarding is simple. It's designed to help you convince people to join your product by providing all the required information in order to allow them to become part of the service.

Here's an illustration onboarding page designed using RegFox.

One could consider an onboarding website as a central website. It is a central location for all of the data needed for an occasion or event, and also offers visitors an opportunity to join.

The website offers a broad range of scenarios to be utilized to assist in when boarding

There are several scenarios that an onboarding system might be helpful. These include:

  • The camp is open for the entire summer. The web site used for onboarding might offer information on rules and regulations, as well as the requirements is required of participants to carry their papers for intake as well as all the essential details that you have to be aware of when you get there and other details.
  • . Patients can complete intake forms via the site to learn more about what sessions are as well as what they cost, and additional information they require to be aware of.
  • The new employee is in the process of onboarding. New employees will typically have to go through a large amount of documents prior to their beginning of onboarding. Documents should be kept in one central location along with filing user sign-up forms simplifies the procedure.
  • Event volunteers. As with campers, event volunteers have the option of making use of a registration website online that will facilitate registration of volunteers as well as inform volunteers of the requirements is expected of volunteers.
  • New club members. If you're the first members of a club it's important to learn about the policies and rules of the club. Websites for new members are the best location to find all the info you need.
  • New forum users. When you are attempting to sign up to a forum, it is necessary to be aware of the rules of the forum along with the method that it functions. Sites that allow onboarding may be used to sign up or as an information center.

The situation is typically that you're planning an event or oversee any group that has the onboarding procedure for new users joining the website A separate hub could be a great solution. The page is hosted by an outside service like RegFox in addition to being linked to various pages of your website.

What's the most effective method to create an Onboarding Hub, Website or a by utilising WordPress (3 Three Steps)

It is necessary to have a Plus licence (or greater) for viewing the video. This license allows users to access to Zapier's integration features and requires you to join Regfox. It's not a reason to say that it's not required to use an expensive RegFox or a Zapier account. is a viable option and it is an acceptable option, and youdon't need to have the most expensive RegFox or Zapier account.

Step 1. Install WordPress and

There are many methods to set up WordPress. A lot of web hosting providers handle the job for you. Start developing your website from the moment you sign up.

If you're unsure about the web hosting provider you've chosen This article can provide some tips.

After WordPress is fully operational, it will be required to download and activate the license.

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

The following stage is to create the members. It is possible to establish one of the levels which give users access to many items.

Find out how to set up A STUDENT CENTER

Instead of making a whole piece of paper as it's done with hubs, they will allow you to guide students through the essential steps to onboarding the class.

Step 2: Set RegFox's settings.

Making an account to serve reasons to set up an account RegFox account is easy to set up it, and you'll also benefit of the no-cost tier provided by RegFox to benefit from the partnership. After you've created an account and signed in to your account RegFox guides you through an easy setting up process for creating your own website.

It's essential to follow the guidelines of RegFox the procedure to set an account. When you've done this then you'll be given access to your page creator. RegFox provides a variety of choices that are tailored to web pages that are created for to be used for onboarding.

For a comprehensive description of the settings that are able to be modified check out the instructional video uploaded by the company.

When your onboarding page is completed, it's time to connect them to WordPress and . Log back into the dashboard of your WordPress dashboard!

3. Connect Regfox to

With Zapier it is possible to connect "apps" as well as platforms that handle complicated chain of operations for businesses by using "recipes". Register to create your account at no cost. Zapier account.

If you're upgrading your Premium version of the software which is a Premium subscription Zapier allows users to view the connections to Zapier from the dashboard. For more information about Zapier you can select the developer taband select"Zapiertab" Zapiertab.

Use the search bar at on the right-hand side of this page. This allows you to locate RegFoxintegration. If you've discovered the appropriate choice, you'll be able to use your mouse to to create your personal workflow:

Then, it will start Zapier with a fresh page. Join your Zapier account and choose the trigger most to the dish you'd think of creating.

RegFox: RegFox it's possible to pick between two alternatives to be utilized when users register using the online registration page or RegFox can be used to complete the transaction. In this case, you'll have the option of selecting your New registrationoption:

Zapier requires users to sign in with your RegFox account. Once you're logged into and have the option of choosing which pages will trigger. Select the RegFox webpage you've created in step two.

Next, you need to select the appropriate next step. Zapier will let you know the steps to finish . For this scenario you must select Create Member:

Zapier will require your consent in order to create an account. It is required to enter your API number along with the URL of your site. The API key is found under the "Developer" Tab, after which you can click on the REST APItab inside WordPress.

After the completion of every day Zapier will ask you to define the goal. This will be the process of making new users using Regfox. Zapier offers you all the fields required, and usernames, and passwords.

Pick each one of the fields individually, and you'll then have an option to select the right option in RegFox. In this case, for example, under the email option, we chose the option to sign up the userand then we decided to choose the option to email the user. option. This allows us to create accounts for users with RegFox data.

Once you've finished cooking, make certain to share the recipe with your family and your friends. That's all there's to it!

The system will sign up users once they register for an event or programme via their RegFox page. You'll then be asked to give them membership levels.

Conclusion

RegFox can be the ideal choice for building completely-focused onboarding websites that can create classes online, event calendars, RSVPs as well as numerous other features.

Here's a short summary of the things you can do:

  1. Design and build WordPress and .
  2. Configure RegFox.
  3. Make a connection with RegFox to .
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Take Action Now!

Through our services you can have your customized Onboarding Hub set up and operating in less than an hour.

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