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How to Make an Onboarding Hub or Website Using WordPress

Jun 2, 2023

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Are you in search of an easy way to conduct onboarding...

  • Customers
  • Customers
  • Students
  • or employees?

An Web-based hubis the fastest and easiest way to assist people in a hurry and effortlessly access the data or the training they require regardless of what it is. The hubs can be expensive and limited.

The good news is that making your personal hubas one-stop onboarding portal costs a fraction of the cost. In addition, it gives users access to features along with modifications many other platforms cannot offer.

With your own Onboarding Hub, in addition to the traditional onboarding process, it's possible to...

  • Make a waiting list
  • Manage attendees
  • Generate unique QR codes for entry
  • And much more. All of it is specific to your event.

If you have your own web-based hub, you will be able to reduce costs and accomplish much more. It's quite a bargain!

In this blog this article, we'll go over the necessary tools for creating your own website for onboarding or hub with WordPress. In addition, we'll show you the steps to follow. Let's get started!

What Tools You'll Need

In order to create an Onboarding Hub you'll require a WordPress site, and these useful tools:

  • RegFox. We have found RegFox to be the best method of onboarding that we make use of alongside WordPress. RegFox allows you to enroll users in events, courses, or site. The service enables you to develop complex onboarding strategies in addition to managing the users you have.
  • . By using it, you are able to give registered users access to private pages or documents and other types of information. The tool is also compatible with Regfox.
  • Zapier. It allows you to connect "apps" as well as platforms to make "zaps" which is an action that occurs at one place, and in the event that it's caused by an event occurring on another.
  • . This add-on allows you to provide visitors access to downloadings through your website. You can, for instance provide users with perks when they attend an event or provide materials for classes.

allows users to easily register and to onboard makes it easy to register and join. If you plan to take payments, this makes it easy to process payment, too.

Regfox was designed to ease this process, and also to allow for customizing onboarding beginning from the bottom up.

The integration allows you to enroll users through RegFox and transfer the information into WordPress. Once the person has registered on the website it is possible to sign them up as a member of your site which will allow users access to exclusive perks.

In the next few parts, we'll explain how to create a website and link it to RegFox to make it easier for you to start the transition!

What is the reason to make an Onboarding website?

The idea behind an onboarding web site is simple. It's designed to help you get people to sign up for something, then provide users the necessary information for them to use the service.

Here's an example Onboarding page that was built using RegFox:

One could consider an onboarding website as a central hub. It has all the data needed for an occasion or circumstance and also an invitation to people to join it.

Cases for using the website onboarding

Some scenarios where the use of an onboarding portal can be a good idea are:

  • The summer camps. A site for onboarding could include information about rules and regulations, what the participants must bring the documents for intake as well as the important things you can anticipate on the day of arrival, and much more.
  • . Patients can complete intake documents through the website as and get information on what sessions do, the billing procedures, and anything else they might require to know.
  • Onboarding of new employees. The new employee will often be expected to review a large amount of documents for beginning of their onboarding. By storing these documents in a central location along with signup forms for their users simplifies the process.
  • Event volunteers. Just as with campers, you could make use of an online registration site to facilitate the registration of volunteers, as well as let them know what's to be expected from the volunteers.
  • New club members. If you are joining a brand new club, it is necessary know the club's policies and rules. A site for onboarding is the perfect place to provide all the information you need.
  • New forum users. In order to join a forum it is essential to read the forum's rules along with the way it works. Websites for onboarding can be used as sign-up pages or an information hub.

In general, if you're preparing an event or manage a group that has an onboarding process for new users to the site, a separate hub would make sense. The page is run through a third-party service like RegFox as well as linked to other pages on your website.

How do you create an Onboarding Hub or Website with WordPress (3 3 Steps)

You'll require a Plus license (or more) to access the video. It grants access to Zapier's integration capabilities, which you'll need to connect with Regfox. This doesn't mean that it's not mandatory to use a premium RegFox as well as a Zapier account. is a valid option and youdon't need to have a premium RegFox and Zapier account.

Step 1: Setup WordPress and

There are a variety of ways to setup WordPress. A lot of web hosting providers take care of the task for you. So you're able to begin developing your website immediately.

If you're still not sure about your host The article below can offer some recommendations.

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

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

The next step is to set up the members. It is possible to set up one or more various membership levels that allow users access to a variety of items:

Learn how to CREATE A SCHOOL IN

Instead of constructing an entire hub of paper, you'll also be able to lead students through the necessary onboarding steps within your classes.

Step 2: Configure RegFox

Setting up an account for an RegFox account is easy to do, and you'll be able to use RegFox's no-cost tier to benefit of this partnership. After you've created an account, and registered it, RegFox will take you through the simple set-up process for creating a brand new website.

To begin it is necessary to follow RegFox's guide to launch for setting up an account and get access to your event page author. RegFox provides a wide range of customizable options for the onboarding pages you create.

For a full breakdown of the settings that are customized look at the official tutorial video

Once your onboarding pages are complete, it's now time to link them up to WordPress and . Let's return you to the WordPress dashboard!

Step 3. Connect Regfox to

Through Zapier it's possible to link "apps" as well as platforms for complex chain of operations making use of "recipes". In order to begin, sign up for an account for no cost. Zapier account.

If you're using a Premium licence and have a Premium account, Zapier lets users view all connections to Zapier in the dashboard. To find out more, go to the developer taband select"Zapiertab" Zapiertab.

Utilize the search bar located at the upper right of the page to look up RegFoxintegration. Once you have found the right option, you can click to create your custom workflow:

It will then launch Zapier on a new page. Log in to your Zapier account, then choose the trigger that best fits the recipe you wish to create.

RegFox: RegFox it's possible to choose between two options that can be used when a user registers via your onboarding webpage or RegFox is able to process a transaction. In this case, select your New Registrationoption:

Zapier will require users to login with their RegFox account. Then, you will be able to select the page you want to set the trigger on. Choose the RegFox page that you made during step two.

Next, you need to select the appropriate action. Zapier will notify you the actions that you have to take . In this case it is necessary to choose Create Member:

Zapier will request for you to join your account. Enter your API number as well as the URL of your website. Your API key is located under section Developer > REST APItab inside WordPress.

In the end, Zapier will ask you to clarify the purpose. It is the process of creating new users on Regfox. Zapier will show you the required fields, including the options for usernames and passwords.

Pick each field after which you can select the correct option in RegFox. For example, under Email we picked the option for Registrantand then the email option. This allows us to create accounts for users with their RegFox data.

Once you're finished, share the recipe, and that's the end of it!

The system will automatically register participants when they sign up to a specific occasion or programme on their RegFox page. Then, you'll be asked to assign participants membership tiers.

Conclusion

RegFox can be the ideal choice for building fully-dedicated onboarding pages that create online courses, events, RSVPs, and more.

This is a brief outline of how to:

  1. Create WordPress and .
  2. Configure RegFox.
  3. Connect RegFox to .
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By using our service, you can set up your customized onboarding hub installed and running in under an hour.

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