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What is the best way to create an onboarding website or hub using WordPress

Jun 3, 2023

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Do you wish to know the easiest way to complete onboarding...

  • Customers
  • Clients
  • Students
  • or employees?

An web-based hubis the most efficient and convenient way to help people easily and quickly access information or training they need - no matter the subject. These hubs are expensive and limited in their capabilities.

The good news is that creating an individual hubas to be an onboarding website is incredibly cost-effective. Additionally, it provides the user access to features and options other companies can't offer.

With your own onboarding hub, in addition to traditional onboarding, you can...

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

If you own the option of having your personal Onboarding Hub it will allow you to reduce costs and accomplish even more. It's quite a bargain!

In this post we'll go over the most important tools required to create your own onboarding site or hub with WordPress. In addition, we'll show you how through a step-by-step method. Let's get to it!

What tools will you require?

To create an Onboarding Hub, you'll need an onboarding hub that is built using a WordPress site, and these useful instruments:

  • RegFox. This is by far our preferred onboarding system to employ when working with WordPress. RegFox lets you easily register students for classes, events or even a website. RegFox lets you design complex onboarding processes as well as handle users.
  • . With Regfox, you'll be allowed to give members access to private websites or documents as well as other kinds of information. This also functions perfectly when used with Regfox.
  • Zapier. It allows you to link "apps" and platforms in order to develop "zaps" is a method that takes place on one platform, when it is initiated by an event that takes place on a different.
  • . This add-on allows you to provide users with access to downloadings on your website. As an example, you could provide perks for users who go to an event or offer them resources to teach classes.

lets users sign-up easily and onboard makes it easy to register and join. If you need to make a payment this will make it easy to accept payments too.

Regfox was designed to ease this process, and also to customize onboarding from the beginning.

The integration allows you to register users using RegFox and then import that information to WordPress. This means that once a user is on board and you have them registered as an account on your site and give them access to unique advantages.

In the upcoming parts, we'll explain how to set up your website on your own and link to RegFox for a smoother process for onboarding!

Why Create an Onboarding Site?

The idea behind an onboarding site is easy. It's designed to help you get people to sign up for something, as well as provide customers the required information needed in order to make use of the service.

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

It is possible to think of an onboarding portal as the central hub. It has all the data required for an event or scenario, and also an invitation to users to join it.

Cases for use on the Onboarding Website

There are a few situations where an onboarding website would be a smart idea be:

  • Camps for summer. A site for onboarding could provide information on the guidelines and rules, the items participants need to bring along, intake forms, details about how to prepare for arrival, and more.
  • . Patients are able to fill out forms for intake through the site and have access to the information on how the sessions function and billing procedures and any other details they want to learn.
  • New employees onboarding. New employees usually have to go through a lot of paperwork for their during their onboarding. The centralization of these documents along with the registration forms to sign up to create user accounts will speed up the process.
  • Event volunteers. Like campers, you may use an onboarding site to sign up volunteers and inform them about what's to be expected from them.
  • New club members. If you're signing up to a new club it is essential to read through the rules and regulations for that club. An onboarding website is the perfect place to provide the necessary information.
  • New forum users. For the purpose of joining a forum, one must be familiar with its guidelines and the way in which it works. An onboarding website can function as a signup site and an information hub.

It is generally the case that if you're planning an event, or managing a community that offers an onboarding program for new users or new users, then having a dedicated hub makes sense. This hub is run through a third party company like RegFox as well as integrated with the rest of your website.

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

You'll require a Plus license (or greater) for access to the video. This license gives you the access Zapier's integration services and Zapier integrations, which you'll need to integrate with Regfox. In addition it is important to note that you aren't required to have a Regfox account.don't require an expensive RegFox or Zapier accounts.

Step 1: Install WordPress and

There are a lot of ways to set up WordPress. A few web hosts will even set up WordPress for you. That way you can start building your site right away.

If you're still not sure which hosting company to choose, this blog below could provide some guidance.

Once WordPress has been set and set to go, then you'll need to install and activate the license.

Design and customize your personal pages with readylaunch(tm) from .

Now is the perfect time to create members. Through this process option, you can set up one or a few different levels of membership that grant members access to various content:

Learn >> How To START A COURSE

Rather than simply making an online hub for papers, you'll also be able to guide pupils through all of the crucial learning steps to be taken in your classes.

Step 2: Install RegFox

Registering an account using a RegFox account is simple to do, and you'll be able to make use of the free version of the service for this integration. After signing to sign-up and register, RegFox will take you through an easy setup process to create a brand new site.

To get started, follow the RegFox Launch instructions to set up an account. It is then possible to utilize the builder tool for events pages. RegFox has a variety of customization options for your Welcome pages.

For a comprehensive explanation of customization settings check out the tutorial video that is the official source for this information.

Once your onboarding process is complete, you'll be able to join them with WordPress and . We'll go back on the WordPress dashboard!

Step 3. Connect Regfox to

With Zapier it's possible to connect "apps" and platforms to create complex chains of operation using "recipes". To get started it is necessary to sign up for a absolutely free Zapier account.

If you're running an upgrade license, Zapier lets you see the available Zapier connections within the dashboard. To learn more, go to the Developer taband select"Zapiertab" Zapiertab.

Search the bar on the upper right of the page in order to find RegFoxintegration. If you've discovered the possibility, click to create your own workflow:

It will open Zapier in a brand new tab. Log in to your Zapier account, and then select an event that matches the dish you'd like prepare.

Through RegFox You can choose from two choices: when a person is enrolled through an onboarding process, or when the platform processes a payment. For this tutorial, choose the New Registrantoption:

Zapier will prompt you to log into RegFox. RegFox account. After that, you'll be able select the page to trigger on. Pick the RegFox page that you have created in the second step.

The next step is to perform the process. Zapier will notify you of the actions you are able to perform . To follow this instruction, click the Create Member option:

Zapier will require for the user to create an account. Input the API key along with your website's URL. You can find the API key within the section Developer > API RESTtab in WordPress.

In the end, Zapier will ask you to specify the job. It is a matter of deciding on how you register new users to Regfox. Zapier can show you a number of necessary fields. Zapier will also present different options for passwords and usernames:

Choose each of the fields and then select the option that corresponds to it from RegFox. In this case, for example under the field for Email. We chose the option for the Registrantoption. After that, select the Email option. This will allow us to register users with their RegFox details.

Once you're finished, give the recipe to your friends. It's that simple! it!

It will register users who already have a registration for the event or programme through the RegFox page. You'll then be asked to assign them the appropriate levels of membership.

Conclusion

RegFox can be great option for creating completely dedicated onboarding pages to online courses, events, RSVPs as well as other events.

A quick summary of the steps to take:

  1. Make WordPress and .
  2. Set up RegFox.
  3. Connect RegFox to .
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Through us, you'll be in a position to have your custom Onboarding Hub installed and operational in under one day.

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