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What are you able to do to build an onboarding website or hub in WordPress

Jun 3, 2023

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Are you searching for easy ways of your onboarding...

  • Customers
  • Customers
  • Students
  • or employees?

An online hubis the quickest and most feasible way for individuals to gain access to quickly and efficiently the knowledge or training they need or require, whichever it may be. These hubs can be costly and cost a large amount as well as have only a small number of users.

It's good to know that the process of creating your personal hubas single-stop portal for onboarding is extremely affordable. Additionally, it gives you access to options and features that others do not have.

With your own hub for onboarding and standard onboarding you are able to...

  • Make a waiting list.
  • Manage attendees
  • Generate unique QR codes for entry
  • and much more. The entire event is tailored to your celebration you're organizing.

With your personal onboarding hub, you can save money and accomplish much more. It's quite a bargain!

In this piece this article, we'll review the essential tools to build your own onboarding site or hub using WordPress. Then, we'll show you the steps to follow step through step by step. Then we'll begin!

What tools will you require?

For the creation of an Onboarding Hub, it's necessary to establish an Onboarding Hub that's situated by the WordPress site and these helpful tools:

  • RegFox. It is the most popular method of onboarding that you can make use of in conjunction with WordPress. RegFox lets you enroll participants for an event, course, or even on a website. RegFox lets you design complicated onboarding processes and manage the users.
  • . Through it, you'll be in a position to grant users who are registered with you access to your private sites in addition to documents as well as various types of information. The program also integrates together with Regfox.
  • Zapier. It lets you connect "apps" as well as platforms in order to make "zaps" which is an action that takes place on a particular platform and is activated by an event on a different platform.
  • . This extension allows you to allow users access to downloaded files on your website. It is possible to, as an example, offer perks to visitors attending an event or offer materials to students during classes.

It makes it simple to sign up and onboard passengers easily to register and board. In the event that you intend to make money the system will allow you to also accept payment.

Regfox was created to aid with this task as well as to tailor beginning with a blank slate.

The integration lets you sign up users via RegFox and then transfer that data into WordPress. Once an individual has signed up it is possible to sign them up as user on your site and give them access to exclusive perks.

In the next segments We'll walk you through how you can build a site before connecting it with RegFox to make it a much easier process!

What's the motivation behind why you develop an Onboarding site?

The concept behind this website for onboarding is simple to understand. The site is designed to aid you in your efforts in attracting people to something or provide all the necessary information to make use of your products or services.

Here's an example of an onboarding page built with RegFox:

It is possible to think of the onboarding site as an important location. It contains all the details required for a scenario or event that's one of the reasons why individuals are encouraged to register.

The site offers a wide range of cases to use for starting your journey

A few scenarios where the use of an onboarding portal might work. These include:

  • Camps for summer. The sites that are onboarding may have regulations regarding rules, things campers are required to carry intake forms, information on how to prepare for when they arrive and so on.
  • . Patients are able to submit intake forms via the website and also access specific information about how the sessions work in addition to the payment and billing procedures. Any other details they might need to know.
  • Onboarding of new employees. New employees to the company often need to review a myriad of papers to be onboarding. In centralizedizing these forms along with the registration forms that they must complete for their account It will make it easier for them to complete the process.
  • Event volunteers. As with campers, you can make use of the online registration site for volunteers to register, and provide them with details on what is to be expected from volunteers.
  • New club members. If you are enrolled in the club of your choice you must examine its policies and rules. Onboarding websites are an excellent way to share these particulars.
  • New forum users. If you are considering joining a forum, you should read through the rules for the forum and how it works. An onboarding website can act as a signup webpage or a place to gather information.

If you are a business planning an event, or is managing a group that has potential for onboarding new users who are not experienced and require a separate hub, having one would be sensible. This page may be run by a third-party provider like RegFox or linked to other pages on your site.

How do you create an Onboarding Hub, Website or a Blog by using WordPress (3 Steps)

You'll require a Plus licence (or more) for this program. This license gives you the option of using Zapier's integration features and Zapier integrations. These are the ones you'll need to integrate with Regfox. It's not required to own expensive RegFox and a Zapier account. Do not require expensive RegFox as well as the Zapier account.

Step 1: Install WordPress and

There are a variety of methods to get started with WordPress. Some web hosting providers will even setup the process for you. It is then possible to begin working with your website immediately.

If you're still not sure about the hosting provider you're using The article below will offer some suggestions.

When WordPress has been installed and available to use, you'll be required to activate and install the license.

Create and personalize your web pages with readylaunch(tm) from .

The next procedure is to create members. You can set up at least one level of membership and grant users access to a variety of content.

Watch >> HOW TO CREATE A COURSE IN

Instead of creating the hub with a lot of documents, you'll be able to provide the capacity to help students through the most important elements of onboarding within your classes.

Step 2: Install RegFox

Registering to get an account with RegFox account is simple as well as you are able to use the no-cost version of the service to use this integration. Once you've set up your account, RegFox will provide users with an easy set-up process to create the first website.

If you're trying to get started then read the RegFox guide on how for a new account. After creating your account, you'll be capable of using the built-in editor to build event pages. RegFox provides a wide range of options to customize the pages you create for your onboarding.

To get a complete detail of how settings can be altered, take a look at this official tutorial video:

When your onboarding webpage has been completed, you will be eligible to register to WordPress and . After that, you'll be back on the WordPress dashboard!

3. Connect Regfox to

Through Zapier it is possible to join "apps" as well as platforms in order to build complex chains of operations using "recipes". To get started create free. Zapier account.

If you're using a premium license, Zapier lets users see the entire list of Zapier connections on the dashboard. Start with "Developer"and select the Zapiertab. Zapiertab.

Search the bar at the top of the page in order to locate RegFoxintegration. When you've discovered the option then click to create your custom workflow:

The app will launch Zapier with a completely new site. Sign in to your Zapier account, and select the trigger for your recipe that you want to develop.

If you are using RegFox There are two choices: when an user signs up on the process of registration or the time when the system process the transaction. For this tutorial, choose the New Registrationoption:

Zapier will require users to log in RegFox. RegFox account. Then, you'll able select the page you want to set up your trigger. Choose the RegFox page that you created during the 2nd stage.

Next step is your next step. Zapier will let you know what actions you can perform . In this example it is necessary to select the option of creating members:

Zapier will ask you to create an account. Enter your API key and your site's URL. It is possible to find your API key in the section Developer > REST APItab on WordPress.

When you are done with the day, Zapier will request for you to modify the actions. This means deciding which method to sign up the new user to Regfox. Zapier displays a wide range of fields that are required. Zapier will also present various options for usernames and passwords.

Select each of the fields, then choose the appropriate option on RegFox. In this case, for instance Under the Email option we selected the option that is for the Registrantoption. Then, we click on the email option. This lets us include users in the list by using their RegFox data.

After you've completed the recipe, make sure to share your recipe. That's it! final stage!

It automatically registers people who enroll for a specific event or course through RegFox. It will automatically register people who sign-up to a specific course or event RegFox page. The next step is to allocate users membership tiers.

Conclusion

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

Here's a quick summary of how it works:

  1. Design and build WordPress and .
  2. Configure RegFox.
  3. Connect RegFox to .
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Start today!

You can have your custom Onboarding Hub operational in less than a half an hour.

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