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How do you create an onboarding website or hub using WordPress

Jun 3, 2023

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

  • Customers
  • Clients
  • Students
  • or employees?

A internet-based hubis the quickest and most convenient way to help people quickly and efficiently access the knowledge or instruction they require, whatever that may be. But these types of hubs can be expensive and limited.

It's good news that the process of creating your personal hubas one-stop onboarding portal is super cost-effective. Additionally, it grants you access to features and options that other companies can't offer.

Through your personal Onboarding Hub, in addition to standard onboarding it is possible to...

  • Start a waitlist
  • Manage attendees
  • Generate unique QR codes for entry
  • and much more. All of it is specific for your special event.

So with your own Onboarding Hub, you'll be able to make savings and achieve even more. It's a pretty good deal!

In this article this article, we'll go over the essential tools needed to make your onboarding website or hub with WordPress. In the next article, we'll teach how you can do it step by step. So let's go!

The Tools You'll Need

To create an onboarding hub it is necessary to have an onboarding hub that's hosted on a WordPress website. You'll also need the following tools that are useful:

  • RegFox. This is by far the most popular onboarding tool we use along with WordPress. RegFox allows you to enroll users in an event, course, or even a website. It lets you develop complex onboarding procedures and control your users.
  • . With , you can offer the registered user access to private webpages, documents, as well as various other kinds of content. The tool is also compatible with Regfox.
  • Zapier. This tool lets you connect "apps" and platforms in order to make "zaps" is a process that happens on one platform, when it is triggered through an event happening on another.
  • . With this add-on, you're able to offer users access to downloads on your site. For example, you can offer perks to users who sign up for an event, or provide materials to students for classes.

It makes it simple to sign up and onboard users easily to sign up and onboard. If you plan to charge money this makes it simple to take payments as well.

Regfox was created to help facilitate this process and customize onboarding from the ground up.

This integration lets you sign up users using RegFox and port that information to and WordPress. That means after a user onboards and you have them registered as a member on your website and grant the user access to exclusive benefits.

In the following segments, we'll demonstrate how you can set up your own website and connect it with RegFox to facilitate the onboarding process!

Why should you create an Onboarding Website?

The basic idea behind an onboarding site is easy. It's created to aid you in your efforts to convince people to sign-up to something and provide them the information they need to make use of your services.

Here's an example onboarding page built with RegFox:

You can think about an onboarding portal as a central hub. It includes all the information you need for a specific occasion or circumstance, and it encourages people to sign up for it.

Onboarding website use cases

A few scenarios in which using an onboarding portal is a good idea could be:

  • The summer camps. An onboarding site might include guidelines on rules, the items the campers must bring along, intake documents, what to expect on arrival, and more.
  • . Patients can fill out forms for intake on the website and also get access to information about how sessions work along with billing and payment procedures. anything else they might require to know.
  • Onboarding of new employees. The new employees typically have to go through a lot of onboarding documents. Centralizing these files alongside the signup forms for their user accounts will streamline the process.
  • Event volunteers. Just as with campers, you could utilize an online registration site for registration of volunteers as well as let them know what's required of them.
  • New club members. In the event that you sign up to a new club, you have to read the club's rules and regulations. An onboarding site is the perfect place to provide these details.
  • New forum users. When joining a forum, you must read its rules and how it operates. An onboarding website can function as a signup site and an information hub.

In general, if you're planning an event or operating a community which has the possibility of onboarding users who are new, having a separate hub would make sense. This page is operated by a third party service like RegFox as well as integrated with the other sections of your site.

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

It is necessary to have a Plus licence (or greater) to follow this course. This license allows access to Zapier integrations that you'll require to incorporate with Regfox. In addition it is important to note that you aredon't require a premium RegFox and Zapier account.

Step 1: Configure WordPress and

There are a lot of ways to set up WordPress. Many web hosting providers even manage it for you. This way, you'll be able to start building your site right away.

If you haven't chosen your host yet, the post below can give you some guidance.

After WordPress is installed and ready to go You'll have to install and activate the license.

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

Next, it's time to create members. With , you can make one or several levels of membership and give users access to different types of content.

Watch >> HOW TO EXPAND A CLASS IN

Instead of developing a hub that is full of files, you'll be able to lead students through all the essential learning steps to be taken in your classes.

Step 2: Configure RegFox

Making an account with the RegFox account is easy as well as you have the option of using the free version of the platform for this integration. After making an account, the platform will walk you through the simple set-up procedure to set up a brand new webpage.

If you're ready to start, read the RegFox launch instructions to sign up for an account and access the event page builder. RegFox offers a large number of customizable options for your onboarding pages.

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

After your onboarding page is completed, you can join them with WordPress and . We'll go back to your WordPress dashboard!

Step 3. Connect Regfox to

Through Zapier, you can connect "apps" or platforms to facilitate complicated chains of actions using "recipes". In order to get started, you must create a free Zapier account.

If you're using a premium license, the platform allows you view all the Zapier connections in the dashboard. For more information, go to the Developer taband select"Zapiertab" Zapiertab.

Utilize the search bar located on the upper right of the page to look at the RegFoxintegration. When you've found the option, click create your own workflow:

This will launch Zapier in a brand new web page. Log into your Zapier account and choose the trigger of the recipe you'd like to make.

When using RegFox, you can select one of two scenarios: when someone registers through your onboarding webpage or RegFox processes a transaction. In this guide, select the New Registrantoption:

Zapier will require you to sign in into RegFox. RegFox account. You can then choose which page to set up your trigger to. Pick the RegFox page that you set up in step two.

The next step is to take the process. Zapier will show you what actions you can perform . In this example, you must select to create a member:

Zapier will ask you to connect your account. Input your API key along with your website's URL. You can find the API key in the developer tab, then the REST APItab on WordPress.

In the end, Zapier will ask you to configure the action. This means deciding how to register new users from Regfox. Zapier will show you several mandatory fields, as well as the options for usernames and passwords:

Pick each of the fields and select the appropriate option in RegFox. For example under Email we chose the Registeringoption. Then, click the option. option. This will allow us to register the new user with their RegFox data.

After you're finished, make sure to publish the recipe, and that's all there is to it!

will automatically register users that register for an event or program through your RegFox page. Then, you'll just be required to assign members membership levels.

Conclusion

RegFox can be a fantastic option for creating entirely dedicated onboarding websites for events, online courses, RSVPs, and more.

Here's a quick recap of the steps to follow:

  1. Create WordPress and .
  2. Configure RegFox.
  3. Connect RegFox to .
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With us, you'll be able to get your customized onboarding hub installed and operating in less than an hour.