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How do you create an onboarding Website or Hub by using WordPress

Jun 3, 2023

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Are you looking for the easiest method of completing the process of onboarding for...

  • Customers
  • Clients
  • Students
  • or employees?

A internet-based hubis the fastest and easiest method to assist people swiftly and effortlessly access the data or the training they require - regardless of what it is. However, these hubs can be expensive and limited.

There's good news: making your own hubas an onboarding site that is specifically designed for you is incredibly affordable. In addition, it gives users access to a variety of facilities and choices not offered by other businesses.

Through your personal onboarding hub In addition to regular onboarding you are able to...

  • Put yourself on a waiting list
  • Manage attendees
  • Generate unique QR codes for entry
  • and more - all specific and suited to the event you are planning.

If you have your own personal web site, you'll lower costs and accomplish even more. It's quite a bargain!

In this article this article, we'll go over the necessary tools to make your onboarding website or hub using WordPress. We'll also show you the steps by step. So let's go!

The Tools You'll Need

To create an Onboarding Hub, it's necessary to have a WordPress website. You will also need these tools which are helpful:

  • RegFox. It's the most well-known onboarding tool we utilize alongside WordPress. RegFox permits you to quickly register participants for an event such as a course or event, or websites. RegFox allows you to develop complicated methods for onboarding your clients.
  • . With it, you'll be able to grant an authorized user access to private webpages or documents, in addition to other kinds of content. Our tool also synergizes perfectly with Regfox.
  • Zapier. The tool allows you to connect "apps" in addition to platforms to develop "zaps" that is an act that takes place on an application, when it is triggered by an event on another.
  • . With this extension it will allow you to provide users with the capability to download documents from your website. As an example, you could offer perks to users who register for an event or provide them with materials to teach workshops.

allows you to sign-up and allow onboard customers to sign-up and get onboard. If you are planning to make money it is easy to process payments, too.

Regfox was designed to ease the process of boarding, and to customize it beginning from the bottom up.

The integration allows you to sign up users using RegFox and to transfer the data into WordPress. So, once a user has joined it is possible to register users as registered users on your site and give them access to a variety of benefits.

In upcoming segments, we'll discuss how to set up a website and connect it to RegFox to make it easier for you to start the transition!

Why would you want to establish an Onboarding Site?

The concept of an onboarding site is straightforward. It's meant to aid you in trying to get people to sign up for your service, and provide individuals with the necessary information to make use of your services.

Here's an example of a page for onboarding made with RegFox:

You can think of an onboarding portal to be a central platform. It has all the data required for a particular occasion or circumstance as well as a way to encourage individuals to sign up for it.

The website has a variety of cases to use for onboarding

Some scenarios where the onboarding portal could make sense are:

  • Camps for summer. The site that is used for onboarding may contain details about the policies and guidelines, what the campers must bring along and intake papers, the things to expect on the day of arrival and more.
  • . Patients can complete intake documents on the site, along with access information on how sessions are conducted along with billing methods and everything else that they need to be aware of.
  • Onboarding new employees. They are required to go through a variety of documents for onboarding. By centralizing these files along with registration forms that users fill out simplifies the process.
  • Event volunteers. Similar to campers, you could utilize an online registration site for registration of volunteers. You can also inform them about what they need to know.
  • New club members. If you decide to decide to join a new club, it is important to be aware of the rules and regulations of your club. A site for onboarding is a perfect way to share details.
  • New forum users. Joining a forum means reading the rules of the forum and understanding the way it works. Onboarding websites can serve as a signup website and information hub.

If you're planning a party or operating a community which has the possibility of onboarding for those who are new to the site, then having a dedicated hub can be beneficial. The page is run by a third party provider like RegFox and functions in conjunction with the rest of your website.

How to create an onboarding Hub or Website in WordPress (3 Steps)

You'll need a Plus license (or higher) for access to the video. The Plus license gives you access to Zapier Integrations as well as Zapier integrations, which you'll need to incorporate with Regfox. But it is important to note that there is no requirement to have a premium RegFox or Zapier account. aredon't need to have a premium RegFox or Zapier accounts.

Step 1: Install WordPress and

There are numerous methods to setup WordPress. Certain web hosts even do the job for you. That way you can build your site straight away.

If you're not sure regarding a hosting provider then this post will give you some direction.

When WordPress is installed and running it is time to install and activate your license.

Customize and design your web pages by using readylaunch(tm) from .

The next step is to create the memberships. This way, you are able to make one or several different membership levels and give users access to various kinds of content.

Discover how to construct a PROGRAM

Instead of just creating a hub full of documents, you'll be able guide students through the crucial initial steps to get them started in your classes.

Step 2: Install RegFox

Registering for the RegFox account is straightforward as well as you have the option of using the free version of the platform to use this integration. When you sign up, the platform will walk through an easy setup procedure to create a new web page.

If you're ready to start reading the RegFox start instructions to create an account. You can then utilize the builder tool for page templates for events. RegFox offers a variety of choices to personalize your welcome pages.

To get a thorough explanation of customization settings take a look at this tutorial video:

Once your onboarding process is done, you'll be able to connect them to WordPress and . Return to our WordPress dashboard!

Step 3: Connect Regfox to

With Zapier it is possible to connect "apps" and platforms in order to build complex chains of events with the help of "recipes". In order to begin, sign up for an account for free. Zapier account.

If you're using an upgraded license, the platform allows you see all available Zapier connection options on the dashboard. For a start, begin with the Developer taband click on"Zapiertab" Zapiertab.

Utilize the search bar located on the left upper corner of the page to search for RegFoxintegration. Once you have found it, simply click to create your own custom workflow:

The process will begin Zapier with a completely new website. Log in to your Zapier account and select an event to make the recipe you want to create.

With RegFox it is possible to select one of two scenarios: whenever a person registers via your onboarding webpage or RegFox performs an transaction. This guide will demonstrate how you can select either of the two scenarios. "New Registration"option:

Zapier will ask for you to sign-in to RegFox. RegFox accounts. Then, you can choose the webpage to add your trigger on. Pick the RegFox page that was set up in step two.

Now, let's move on to the next step. Zapier will show you the actions accessible . To follow this guide, click the Create Member option:

Zapier will prompt users to connect their account. Enter your API key and your website's URL. This API key is located under the developer tab. Then, select the REST APItab in WordPress.

In the end, Zapier will ask you to configure the action. This means deciding how to register new users via Regfox. Zapier will show you several required fields and also options to use usernames and passwords.

Pick each field and select the option that matches it within RegFox. For example Under the Email field We chose the option to register.option. Then, click for the Email option. This will add the new user with their RegFox data.

After you're finished, make sure you publish your recipe. And that's all there is to it!

will automatically register users that sign up for a particular event or program via the RegFox page. It is then your responsibility to designate membership levels for members.

Conclusion

RegFox RegFox HTML0 is the perfect choice to build completely dedicated pages for onboarding to organize events, online classes, RSVPs, and more.

This is a brief overview of steps to be followed:

  1. Install WordPress and .
  2. Configure RegFox.
  3. Connect RegFox with .
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