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How do you create an onboarding Website or Hub with WordPress

Jun 2, 2023

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Are you looking for simple ways to perform onboarding for...

  • Customers
  • Clients
  • Students
  • or employees?

A online hubis the quickest and most convenient way to help people quickly and efficiently access the knowledge or the training they require - whatever that may be. These hubs can cost a lot and are very limited.

It's good news that the process of creating your own hubas one-stop onboarding portal is super inexpensive. And it gives you access to features and options that other companies can't offer.

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 to your event.

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

In this post we'll discuss the essential tools needed to make your onboarding website or hub with WordPress. Then we'll show you how to do it in a step-by-step manner. We'll get started!

What Tools You'll Need

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

  • RegFox. It is our preferred onboarding system to make use of alongside WordPress. RegFox allows you to enroll users in an event, course, or even a website. RegFox lets you develop complex onboarding procedures and control users.
  • . With , you can offer the registered user access to private pages, documents, and various other kinds of content. Our tool also synergizes perfectly with Regfox.
  • Zapier. It allows you to link "apps" and platforms in order to make "zaps" - an action that happens on one platform, when it is triggered through an event happening on another.
  • . This add-on allows you to be able to offer visitors access to downloadings on your site. You can, for instance, offer perks to users who attend an event or provide materials to students for classes.

makes it easy to register as well as onboard users easily to sign up and onboard. And, in case you plan to charge money the system makes it easier to take payments as well.

Regfox was created to help facilitate this process and customize onboarding starting from scratch.

This integration lets you register users using RegFox and port that information to WordPress. This means that once the user has joined, you can register them as a user of your site, and allow them access to unique perks.

In the coming segments, we'll demonstrate how to create a site and link it to RegFox for an easier onboarding process!

What is the reason to create an Onboarding Website?

The concept of the onboarding web site is quite simple. 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 of an onboarding page built with RegFox:

It is possible to think of an onboarding site as a central hub. It includes all the information you need for a specific event or situation that is why it urges users to join it.

Cases for using the website onboarding

A few scenarios in which using an onboarding portal makes sense could be:

  • Summer camps. Onboarding sites could include guidelines on rules, the items campers need to bring in, intake forms, what to expect on the day of arrival, and much more.
  • . Patients can complete intake documents on the site as well as access details regarding how the sessions function along with billing and payment procedures. any other information they may require to know.
  • Onboarding of new employees. New employees often have to go through a lot of documents for onboarding. By centralizedizing these documents alongside enrollment forms they fill out for their user accounts will streamline the procedure.
  • Event volunteers. Similar to campers, you could utilize an online registration site to register volunteers and provide them with information about what is to be expected of them.
  • New club members. When you join a new club, you have to go through its rules and regulations. Onboarding sites are a perfect way to share this information.
  • New forum users. When joining a forum, you must read the rules for the forum as well as how it functions. A website for onboarding can act as a signup page 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 makes sense. The page could be powered by a third-party service such as RegFox as well as integrated with the rest of your website.

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

You'll need a Plus license (or greater) for this tutorial. This license gives you the ability to use Zapier's integration options and Zapier integrations, which you'll need to integrate with Regfox. But, it's not necessary to have a premium RegFox or Zapier account. don't need an expensive RegFox as well as a Zapier account.

Step 1: Set Up WordPress and

There are many ways to get started with WordPress. A few web hosts will even set up the work for you. So you're able to begin working on your website immediately.

If you're still not sure of your host yet, the post below can give you some guidance.

When WordPress is set up and ready to go You'll have to activate and install the license.

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

The next step is to establish memberships. You can set up one or more levels of membership and grant users access to a variety of contents:

Watch >> HOW TO CREATE A COURSE IN

Rather than simply creating a hub full of files, you'll have the ability to direct students through all of the crucial aspects of onboarding in your courses.

Step 2: Install RegFox

Registering for a RegFox account is simple, and you can use the free version of the platform for this integration. After making an account it will guide you through a simple setup procedure for creating a new website.

If you're ready to start, read RegFox's guide to launch to create an account. Once you have created your account, you can use the builder for event pages. RegFox offers a large number of customization options for the onboarding page you create.

To get a complete explanation of customization settings look at this official tutorial video:

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

Step 3. Connect Regfox to

With Zapier, you can connect "apps" as well as platforms for complex chains of action using "recipes". To get started, create an account for free. Zapier account.

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

Search the bar at the top of the page, to search for RegFoxintegration. When you've found the option, click create your custom workflow:

It will open Zapier in a brand new web page. Log in to your Zapier account and select a trigger for the recipe you want to create.

When using RegFox You can choose from two options: the moment a user registers on the onboarding process or the platform processes a payment. For this tutorial, choose the New Registrationoption:

Zapier will prompt you to sign in into the RegFox account. Then, you will be able to select which page to setup the trigger for. Select the RegFox page you created during the second step.

The next step is to take the next step. Zapier will let you know which actions are available for . For this tutorial, select the Create Member option:

Zapier will ask for you to join your account. Input your API key as well as your site's URL. It is possible to find your API key in the section Developer > REST APItab on WordPress.

In the end, Zapier will ask you to set up the actions. That means choosing how registers new users on Regfox. Zapier will display a variety of necessary fields. It will also show you choices for passwords and usernames:

Choose each field, and then select the corresponding option in RegFox. For example Under Email, we selected the Registrantoption. Then, click the Email option. This will allow us to register users with their RegFox details.

After you're finished, make sure to publish the recipe, and that's the end of it!

will automatically register users that sign up for a particular event or course through the RegFox page. You'll then be required to assign users membership tiers.

Conclusion

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

Here's a quick overview of the procedure:

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