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How Do You Create an Onboarding website or hub using WordPress

Jun 3, 2023

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Are you searching for the most efficient method to complete the process of onboarding...

  • Customers
  • Customers
  • Students
  • or employees?

A web-based hubis the most efficient and fastest way of helping users quickly and efficiently get all the info or instruction they require, regardless the topic. The hubs can be expensive as well as limited.

It's a good thing: the creation of your own hubas a site for onboarding specially designed for you can be extremely affordable. Users also have access to the features, as well as customizations, that other platforms cannot match.

With your own onboarding hub as well as the ability to connect conventional onboarding you can make...

  • Join a waiting list
  • Manage attendees
  • Generate unique QR codes for entry
  • as well as many more. Each one is tailored to the specifics of your event.

If you have your own Onboarding Hub it will allow users to cut costs and accomplish even more. That's quite a bargain!

In this post, we'll cover the necessary tools to build your own website to allow onboarding, or hubs using WordPress. In our next post we'll explain how to do it step-by-step. We'll get started!

The tools you'll need

In order to create an Onboarding Hub you'll require the WordPress website, as well as these tools:

  • RegFox. It's the most well-known software to help onboarding, which we utilize together with WordPress. RegFox lets you sign up people into the event, in a course of education course, or a website. RegFox allows you to create a complex process for onboarding and monitor your customers.
  • . With Regfox the program, you'll have the ability to grant the user who is registered access to private websites or documents as well as different types of data. Regfox is also a perfect match for this. Regfox.
  • Zapier. This tool lets you connect "apps" as well as platforms, allowing you to develop "zaps" which is the actions that occur on one platform when it is activated by an event that occurs in another.
  • . The extension allows you to allow users to have access to downloads via your website. For instance, you can, share perks when users are at an event or offer information to students at classes.

It is easy to sign up, and join users. If you are planning to make money available It allows you to take payments as well.

Regfox was created to make the process of boarding easier and also allow users to change it in the initial stages.

This integration lets you sign up users with RegFox and later transfer the information into WordPress. After the user is registered, they will be identified as a registered user on your website, and grant the user access to exclusive advantages.

In the next section we'll go over how to set up your site on your own and connect it to RegFox to make it easier of joining!

What is the reason behind you develop the idea of an Onboarding Site?

The idea behind the site for onboarding is simple to understand. It's designed to help you with your efforts to get people to sign up to something and provide users the required information to take advantage of your service.

Here's an example of the webpage for onboarding that is created using RegFox:

You can think of the online portal as the central element. It contains all the information necessary for a specific occasion or event, and this is why it urges you to sign-up.

Use cases to the Onboarding Website

One scenario in that an onboarding site is beneficial is:

  • The camps for summer. Onboarding websites could have guidelines on rules, the things that the participants should bring with their entry in, intake forms and information about what to expect upon arrival and so on.
  • . Patients can fill out an intake form on the site as well as access information regarding how sessions are handled as well as the payment and billing procedures. The other details patients will need to know about.
  • Onboarding of new employees. New employees are often asked to read many documents for onboarding. Centralizing these forms together with registration forms that they have to provide to their customers will make this process easier.
  • Event volunteers. Just as with campers, make use of an onboarding website for registration of volunteers, as as inform them of what you expect from the volunteers.
  • New club members. If you are being a member of a club which is new, you need to know the club's guidelines and guidelines. The Onboarding websites are the best location to share the information.
  • New forum users. When joining a forum, it is essential to read the rules for the forum as well as what they do. Onboarding sites are a sign-up page and an information centre.

If you're planning to host a party, or have a group that offers an onboarding process for those who are brand new to the site, a separate hub is advantageous. This page could be managed via a third-party platform like RegFox and can also function in conjunction with the other sections of your site.

How to Create an Onboarding Website or Hub with WordPress (3 three steps)

You must have the Plus licence (or greater) to access this guide. This licence permits users to use Zapier's integration capabilities necessary to connect with Regfox. You can alsodon't required to purchase RegFox as well as an Zapier account.

Step 1: Install WordPress and

There are numerous ways to setup WordPress. Many web hosts even install it for you. You can then start building your site immediately.

If you're not sure regarding a web hosting company, then this article will provide some ideas.

After WordPress is operational and running it's time to turn on and configure your WordPress license.

Design and personalize your own pages using readylaunch(tm) created by .

It's now time to establish members. With , you can make one or several types of members which allow users access to various types of content

Watch >> HOW TO CREATE A COURSE IN

Instead of constructing an online platform that is filled with documents instead, you'll have the ability to lead students through the essential onboarding procedures in your courses.

Step 2. Install RegFox

Signing up to get an account with RegFox account is straightforward in addition to having the choice of making use of the no-cost service provided by the site to make this connection. After you've registered and logged in with the platform, it will guide you through a straightforward process of setting up a new website.

If you're looking to get started reading the RegFox guide to learn you can set the account. After that, you'll be able to use the builder tool for creating events pages. RegFox provides a range of options to customize the onboarding page.

To get a complete explanation of customization settings you can watch this video tutorial:

When your onboarding pages have been completed, it's time to connect them to WordPress and . Log back into Your WordPress dashboard!

Step 3. Connect Regfox to

Zapier is an app that lets you connect Zapier it's possible to join "apps" as well as platforms in order to build complicated chains of actions by using "recipes". For more information, start by creating your Zapier account. It is free to sign up for an account with a Zapier account.

If you're on an upgrade license, Zapier allows you to view all Zapier connections from the dashboard. For further information go to the developer taband select to access the Zapiertab.

Use the search bar located to the right of the page for the RegFoxintegration. After you've selected this integration, press the"plus" hit the button for your custom workflow:

It will open Zapier to a different page. Sign in into your Zapier account, and then select the trigger that best matches the recipe that you're trying to make.

For RegFox it's possible to pick two options when the user registers on your site's onboarding page or platform process a payment. In this guide, select the New Registrationoption:

Zapier will prompt users to log in to the RegFox account. It will then let you select the page that you would like to trigger. Pick the RegFox webpage you have created at the end of the first step.

The following procedure is to complete the process. Zapier will notify you what actions you need to take . This step-by-step procedure will help you select the Create Member option:

Zapier will require the user to register an account. Enter your API key and your site's URL. The API key within the section Developer > REST APItab on WordPress.

Then, Zapier will ask you to set up the actions. It is the process of deciding on which method to sign up for new users via Regfox. Zapier can display a range of fields that are required. Zapier also presents you with choices when it comes to usernames and passwords.

Pick each of the fields and then select the appropriate option for it in RegFox. In this case, for example, in the email field, we picked the option to register theoption. Then, we select the Email option. It means that we'll register for the user with RegFox details.

After you've finished, tell your friends about the recipe, and they'll be amazed at all there is to the recipe!

It will register users that are registered to events or programs on RegFox. RegFox page. After that, you'll need be able to assign them manually different levels of membership.

Conclusion

RegFox might be the best choice to build entirely dedicated websites that can be used for events, online courses, RSVPs, and more.

The following is a short description of the procedure to follow:

  1. Install WordPress and .
  2. Configure RegFox.
  3. Connect RegFox by .
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Get now!

With this option it will allow you to get your own Onboarding Hub installed and operational within a matter of hours.

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