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How to Make an Onboarding Website or Hub with WordPress

Jun 3, 2023

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Do you want to find an easy way to do the onboarding process for...

  • Customers
  • Clients
  • Students
  • or employees?

A online hubis the fastest and easiest option to aid people in a hurry and efficiently access the knowledge or instruction they require, whatever it may be. But these types of hubs are expensive and restricted.

It's a good thing that the process of creating your personal hubas a dedicated onboarding website is super affordable. Additionally, it grants you access to features and customizations most services can't match.

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

  • Create a waitlist
  • Manage attendees
  • Generate unique QR codes for entry
  • and much more. All of it is specific and suited to the event you are planning.

So with your own Onboarding Hub, you'll be able to save money and do more. It's quite a bargain!

In this piece, we'll talk about the necessary tools for creating your onboarding web site or hub using WordPress. In the next article, we'll teach you how in a step-by-step manner. We'll get started!

The tools you'll need

For creating an Onboarding Hub You'll require an onboarding hub that's hosted on a WordPress site, as well as the following tools that are useful:

  • RegFox. It is the most popular onboarding tool we use in conjunction with WordPress. RegFox lets you easily enroll users in an event, course, or site. It lets you develop complex onboarding procedures and manage users.
  • . Through Regfox, you'll be able to give the registered user access to private websites, documents and different types of information. The tool is also compatible with Regfox.
  • Zapier. This tool lets you connect "apps" as well as platforms to develop "zaps" which is an action that happens on one platform when triggered through an event happening on another.
  • . With this add-on, you're able to offer users the ability to download files through your website. For example, you can give users perks when they attend an event or give them materials for classes.

allows users to easily register and to onboard users easily to sign up and onboard. In the event that you intend to make a charge, it makes it easy to process payments, too.

Regfox is designed to facilitate this process, and also to tailor onboarding beginning from the bottom up.

The integration allows you to register users via RegFox and then transfer that data to and WordPress. After an user is on board the site, you are able to register them as a member of your site, and allow the user access to exclusive benefits.

In the next few parts, we'll explain how to set up a website and connect it with RegFox to facilitate the in-boarding procedure!

Why Create an Onboarding Website?

The idea behind an onboarding website is simple. It's intended to assist you get people to sign up for something, and give people the details they require to make use of your services.

Here's an example of an the page for onboarding created using RegFox:

Consider an onboarding portal as a central platform. It has all the data that you require for a particular scenario or event as well as a call to action for people to sign up.

Cases for using the website onboarding

There are a few situations where an onboarding site is a good idea include:

  • The summer camps. Onboarding sites could include information about rules, what campers need to bring and intake papers, information about what to expect on arrival, and more.
  • . Patients can complete intake documents on the site as well as access details on how sessions are conducted as well as billing processes and anything else they might need to know.
  • Onboarding of new employees. A new employee is often required to go through a lot of onboarding documents. By centralizedizing these documents alongside registration forms to sign up for account will speed up the process.
  • Event volunteers. Similar to campers, you can utilize an online registration site for registration of volunteers as well as provide them with information about what is required from the volunteers.
  • New club members. In the event that you sign up to a new club, it is necessary to go through the club's rules and regulations. A site for onboarding is a perfect way to share this information.
  • New forum users. Joining a forum means reading the rules for the forum as well as how it operates. A website for onboarding can act as a sign-up page or an information hub.

In general, if you're planning an event or operating a community which has an onboarding procedure for the first time users, then a dedicated hub makes sense. This page is operated by a third party service like RegFox as well as integrated with the rest of your website.

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

You'll require a Plus license (or greater) for this tutorial. This license allows access to Zapier integrations and Zapier integrations, which you'll need to connect with Regfox. But it is important to note that you aredon't need to have a premium RegFox and Zapier account.

Step 1: Set Up WordPress and

There are numerous ways to set up WordPress. Many web hosting providers even manage the work for you. This way, you'll be able to start developing your website right away.

If you haven't chosen an hosting provider yet, this blog below could provide some direction.

When WordPress has been set up and is ready for use, you'll need to activate and install your license.

customize and style your pages by using readylaunch(tm) created by .

It's the time to establish members. You can create one or multiple different membership levels and grant members access to various types of content.

Watch >> HOW TO CONSTRUCT A COURSE

Instead of just creating a hub full of documents, you'll be able to lead students through the necessary onboarding steps in your courses.

Step 2: Install RegFox

Making an account with the RegFox account is simple, and you can use the platform's free tier for this integration. When you sign up it will guide you through an easy setup process to create a new webpage.

If you're ready to start, read RegFox's launch guide to sign up for an account and use the builder for event pages. RegFox provides a wide range of customization options for your onboarding pages.

To get a complete explanation of the settings you can customize you can check the official tutorial video

Once your onboarding pages are complete, it's now time to connect them to WordPress and . We'll go back to the WordPress dashboard!

Step 3: Connect Regfox with

Zapier is a platform that allows you to connect Zapier you are able to join "apps" as well as platforms to create intricate chains of operation by using "recipes". For a start, sign up for your free Zapier account.

If you're using a premium license, the platform lets users see all Zapier connections on the dashboard. To get started start by going to the Developer taband select"Zapiertab" Zapiertab.

Search the bar on the upper right of the page, to search for RegFoxintegration. When you've found the option, click to create your personal workflow:

It will open Zapier onto a different page. Log into your Zapier account and select a trigger for the recipe you want to develop.

When using RegFox You can choose from two options: the moment a user registers on your onboarding page or when RegFox processes a transaction. For this tutorial, choose the New Registrantoption:

Zapier will ask users to log in into your RegFox account. You can then choose the page you want to create the trigger on. Pick the RegFox page that you set up in step two.

Moving on to the action. Zapier will let you know what actions you can perform . In this example, you must select the Create Member option:

Zapier will prompt you to connect your account. You must enter your API number as well as your site's URL. The API key by going to the section Developer > REST APItab within WordPress.

In the end, Zapier will ask you to define the task. This means deciding how to register new users from Regfox. Zapier can show you a number of mandatory fields, as well as options for usernames and passwords:

Choose each field, and then select the option that corresponds to it in RegFox. For example Under the Email field we chose the Registrant> Email option. This will allow us to register users with their RegFox data.

When you're done, publish the recipe, and that's all there is to it!

will automatically register users that sign up to attend an event or a program through your RegFox page. After that, you'll have to assign the members membership levels.

Conclusion

RegFox RegFox HTML0 is a fantastic option for creating completely dedicated onboarding pages to organize events, online classes, RSVPs, and more.

This is a brief overview of the steps to follow:

  1. Create WordPress and .
  2. Install RegFox.
  3. Connect RegFox with .
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With you can get your own custom onboarding hub set up and running in under a day.