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What can you do to build an onboarding website or hub using WordPress

Jun 3, 2023

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Are you searching for easy methods of performing onboarding...

  • Customers
  • Customers
  • Students
  • or employees?

An web-based hubis the quickest and most practical way to assist people gain access to quickly and effectively the expertise or education they require, whatever that could be. They can be expensive and cost a large amount, and have a very small number of users.

The good news is that the procedure of creating your own hubas one-stop onboarding portal is extremely affordable. It also gives you access to options and features which others don't.

With your own hub for onboarding as well as standard onboarding it is possible to...

  • Make a waiting list
  • Manage attendees
  • Generate unique QR codes for entry
  • and more. Everything is tailored to the event you are planning.

So with your own onboarding hub, you can make savings and achieve many more. It's quite a bargain!

In this article, we'll go over the necessary tools for creating your own onboarding site or hub using WordPress. We'll then show you how you can do this by step. Then we'll begin!

What tools will you require?

In order to create an Onboarding Hub it is necessary to have an onboarding hub that's situated by a WordPress site, as well as these useful tools:

  • RegFox. This is the preferred onboarding system to make use of in conjunction with WordPress. RegFox lets you enroll participants in an event, course, or even on a website. RegFox allows you to create complex onboarding procedures and control users.
  • . Through it, you'll be able to give your registered users access to private websites as well as documents and different kinds of information. It also works with Regfox.
  • Zapier. It lets you link "apps" and platforms in order to make "zaps" - an action which occurs on one platform and is activated by an event at a different platform.
  • . This add-on allows you to be able to offer users access to downloads on your website. It is possible to, for example give perks to visitors attending an event, or give materials to students during classes.

makes it easy to register and onboard passengers easily to sign up and onboard. In the event that you plan to charge money this system allows you to accept payments too.

Regfox was designed to assist in this process as well as to tailor beginning with a blank slate.

This integration allows you to sign up users via RegFox and port that information to WordPress. Once an individual has signed up it is possible to register them as a user of your site and give them access to unique perks.

In the coming segments, we'll demonstrate how to build a website and then connect it with RegFox for a simpler to-onboard procedure!

What is the reason to make an Onboarding website?

The idea behind the onboarding web site is easy to understand. It's designed to help you in your efforts to get people to subscribe to something or provide the information they need to use your products and services.

Here's an example of an onboarding page built with RegFox:

You can consider an onboarding website as a central location. It includes all the information needed for an scenario or event that's the reason why people are encouraged to sign up.

The website has a variety of cases to use for onboarding

There are a few situations where the use of an onboarding portal could make sense include:

  • Summer camps. Onboarding sites may have rules about rules, items that campers must bring intake forms, information on what to expect when they arrive and more.
  • . Patients are able to fill in intake forms through the website and also access information regarding how the sessions function as well as billing and payment procedures. any other information they may require to know.
  • Onboarding of new employees. Employees who are new to the company often need to look through an array of paperwork to be to be onboarding. By centralizedizing these documents alongside registration forms they need to complete for their account, it will speed up the process.
  • Event volunteers. Similar to campers, you can use an online registration website to sign up volunteers, and also give them information on what is to be expected from them.
  • New club members. In the event that you sign up to a new club, it is necessary to review its rules and regulations. Onboarding websites are an excellent opportunity to provide these details.
  • New forum users. When joining a forum, you should read through the rules for the forum and also how it operates. An onboarding website can act as a signup webpage and also a hub for information.

When your organization is planning an event, or managing a community that has potential for onboarding new users who are not familiar and need a dedicated hub, having one would be logical. This page can be powered by a third-party provider like RegFox or linked to other pages on your website.

How to Create an Onboarding Hub or Website with WordPress (3 Steps)

You'll need a Plus license (or higher) to follow this course. The license grants you the option of using Zapier's integration features as well as Zapier integrations. These are the ones you'll need to integrate with Regfox. It's not required to own an expensive RegFox as well as a Zapier account.  don't require a costly RegFox as well as the Zapier account.

Step 1: Set Up WordPress and

There are a variety of ways to begin using WordPress. A few web hosts will even set up the work for you. You can then begin working on your website right away.

If you're still not sure of the host you're using The article below will offer some suggestions.

When WordPress is up and is ready for use, you'll be required to activate and install the license.

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

The following step is to set up members. It is possible to set up one or more levels of membership and grant users access to various content:

Watch >> HOW TO CREATE A COURSE IN

Instead of just developing a hub that is full of files, you'll have the capability to guide students through all the crucial elements of onboarding within your classes.

Step 2: Install RegFox

Signing up for a RegFox account is straightforward, and you can use the free version of the service for this integration. After you've created your account, it will walk users through an easy setup process for creating a brand new site.

If you're looking to get started then read the RegFox guide on how for a new account. Once you have created your account, you are able to make use of the built-in builder to create events pages. RegFox offers a large number of customizable options for the page that you design for onboarding.

For a full explanation of settings that can be customized, check out this official tutorial video:

After your onboarding page is done, you are able to sign up with WordPress and . Then, we'll return to our WordPress dashboard!

Step 3. Connect Regfox to

With Zapier, you are able to connect "apps" and platforms to build intricate chains of operation with "recipes". In order to get started, sign up for an account no cost. Zapier account.

If you're using a premium license, Zapier lets users see all Zapier connections in the dashboard. Start with the Developer taband choose Zapiertab. Zapiertab.

Search the bar at the upper right of the page in order to find RegFoxintegration. Once you've located the option, click create your custom workflow:

It will open Zapier with a completely new website. Sign in to your Zapier account and choose the trigger of your recipe that you want to create.

If you are using RegFox There are two choices: when an user signs up on the process of onboarding or when the system processes a transaction. For this tutorial, choose the New Registrationoption:

Zapier will require users to log in RegFox. RegFox account. After that, you'll be able select the page to setup your trigger on. Select the RegFox page that you set up during the second stage.

The following step is your next action. Zapier will let you know which actions are available for . In this example, you must select the option to create a member:

Zapier will request you to create an account. You must enter your API key along with your website's URL. It's possible to locate your API key in the section Developer > REST APItab on WordPress.

At the end of the day, Zapier will ask you to configure the action. This means deciding how to register new users to Regfox. Zapier will display a variety of necessary fields. Zapier will also present the options available for passwords and usernames:

Choose each field, and then select the corresponding option from RegFox. For instance, under the Email option We selected the option for the Registrantoption. After that, we click on the email option. This allows us to add users to the list using their RegFox details.

Once you've finished, be sure that you post the recipe. That's it! final step!

Automatically registers users who sign up for a particular event or course through RegFox. It will automatically register users who sign up for a particular course or event RegFox page. It is then your responsibility to assign users membership tiers.

Conclusion

RegFox is an excellent option to create completely dedicated onboarding pages to organize events, online classes, RSVPs, and more.

Here's a quick overview of the process:

  1. Create WordPress and .
  2. Configure RegFox.
  3. Connect RegFox to .
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Start today!

You can have your custom onboarding hub operational in less than an hour.

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