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What's the most efficient way to design an onboarding web site or hub using WordPress

Jun 3, 2023

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Do you wish to know how to do it the most efficiently? the process of onboarding...

  • Customers
  • Clients
  • Students
  • or employees?

A internet-based hubis the most efficient and efficient way to assist users quickly and easily gain the knowledge or information they require - regardless of the subject. The hubs can be expensive and limited in their capabilities.

The good news is that making an personal hubas that functions as an onboarding portal is cost-effective. Furthermore, it offers the user access to options and features that which other businesses don't have.

Through your onboarding hub, as well as to traditional onboarding, you will be able to...

  • Create a waitlist
  • Manage attendees
  • Generate unique QR codes for entry
  • and much and much more. Every one is unique and appropriate to the event you're organizing.

If you're able to choose the option of having your personal Onboarding Hub, it can enable you to cut cost and even achieve more. It's quite a bargain!

In this article, we'll review the top tools you need to create your own onboarding site or hub on WordPress. In addition, we'll show you how through a process that's step-by-step. We'll get started!

What tools will you require?

To create an Onboarding Hub, it is necessary to create an onboarding hub that is constructed using a WordPress site and the following useful instruments:

  • RegFox. RegFox is the absolute preferred onboarding system to employ in conjunction in conjunction with WordPress. RegFox lets you easily register students for classes, events or even a website. RegFox allows you to design complicated onboarding processes as well as control users.
  • . When you use Regfox you'll have the ability to grant members access to private websites or documents as well as different kinds of data. This is also possible using Regfox.
  • Zapier. It lets you connect "apps" as well as platforms to create "zaps" can be described as a process that is performed on one platform and is started by an event that occurs on another.
  • . This add-on allows you to give users access to downloadings on your website. For instance it is possible to offer perks when they attend events or provide them with materials to help them teach classes.

lets users sign-up easily and the onboard platform makes it quick to join and register. If you have to make an online payment, onboard makes it easy to accept payments as well.

Regfox was created to make it easier for the process of onboarding, as well as to allow for customization of onboarding right starting from the start.

The integration allows you to create users on RegFox and then import that data into WordPress. It means after a user joins the board, you can have them signed up as a user on your website, you can grant them access to a number of unique benefits.

In the next sections, we'll show you how you can set up your website on your own and connect to RegFox for a smoother process to get onboarded!

What are the reasons to have an Onboarding Website?

The reason for an onboarding site is easy. It's intended to assist you encourage people to sign-up for something, as well as provide customers the required information needed to take advantage of the service.

Here's a sample webpage for onboarding that was created with RegFox:

You can imagine an portal for onboarding as the central point of entry. It is the central repository of all information needed for a particular occasion or scenario. It is also an invitation to users to join it.

Cases that can be used to use Onboarding Website

There are some situations that an onboarding web site could be beneficial:

  • Camps in summer. An onboarding website might provide details about the guidelines and rules, the items participants need to take along in their intake forms, information about how to get ready for the arrival and much more.
  • . Patients are able to submit intake forms through the site and have access to the information on how sessions work, the billing procedure and additional information they wish to find out.
  • New employees onboarding. They typically need to go through a lot of documents upon-boarding. Centralizing these forms as well as the registration forms to sign up for user accounts can speed up the process.
  • Event volunteers. Like campers, you may make use of an onboarding website to register volunteers and inform them about what is expected of them.
  • New club members. If you're joining the club of your choice, it's vital to review the rules and regulations of this particular club. Onboarding websites are the perfect place to provide all the required information.
  • New forum users. To be able to join a forum, one must know its guidelines and the way in which it works. An onboarding website can function as a signup website and also an information hub.

In general, it is the case that if you're arranging an event or managing a group that has an onboarding program available to new users or customers, having a dedicated hub makes sense. This hub is run through an outside company such as RegFox in addition to being linked to your other websites.

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

You'll require a Plus license (or greater) that allows access to this video. The license grants you access Zapier's integration services and Zapier integrations. These are the ones you'll have to incorporate with Regfox. It is also important to note that you don't need to be a member of a Regfox account.don't you need a costly RegFox or Zapier accounts.

Step 1: Install WordPress and

There are a lot of methods for setting up WordPress. Some web hosting providers will also set up WordPress for the user. That way you can start creating your website right away.

If you're not certain which hosting company to choose, this blog below could provide some guidance.

Once WordPress has been configured and set to go, then you'll need to set up and activate the license.

Make your personal pages with readylaunch(tm) available .

Now is the perfect time to create members. By using this method you are able to set up several or one of the levels of membership which grant access to various content:

Find out how to START A COURSE

Rather than simply making an online platform for writing as well, you'll help students through all the important educational steps that need to be followed in your classes.

Step 2: Install RegFox

Registering an account using a RegFox account is easy to do as well as you'll be able to make use of the free version of the software for this integration. After signing to sign-up and registering, RegFox will take you through a simple setup procedure to set up a new website.

To get started, follow instructions in the RegFox Launch instructions to establish an account. It is then possible to utilize the builder tool for the pages for events. RegFox offers a range of customizable options available for your Welcome pages.

For a comprehensive explanation of customization settings go through the instructional video as the primary source for this information.

After your onboarding procedure is completed, you'll then be able to join them with WordPress and . We'll go back on the WordPress dashboard!

3. Connect Regfox to

Through Zapier it is possible to join "apps" and platforms to build complicated chains of operations using "recipes". For you to begin, it's necessary to sign up for a absolutely free Zapier account.

If you're using an upgrade licence, Zapier allows users see all Zapier connections on the dashboard. For more information visit the Developer taband select"Zapiertab" Zapiertab.

Look for the search bar in the upper left of the page to locate RegFoxintegration. If you've found the option, click to create your own workflow:

It will open Zapier as a completely new tab. Log in to your Zapier account, then choose an event that is compatible with the dish you'd like prepare.

By using RegFox You can choose from two choices: the moment a user is registered in an onboarding process or when the platform process the payment. This tutorial will show you how to select the New Registrantoption:

Zapier will ask you to log into RegFox. RegFox account. Once you've done that, you'll in a position to select which page you want that will trigger. Choose the RegFox page that you have made in the previous section.

The following step is to perform the process. Zapier will inform you of any actions you're allowed to take . For this procedure to complete the process, simply click the Create Member button:

Zapier will require for the user to create an account. You must enter the API key together with the URL of your site. You can find the API key within the section Developer > API RESTtab in WordPress.

In the end, Zapier will ask you to describe the work. The next step is selecting the best method to sign up new users on Regfox. Zapier is able to provide you with a variety of necessary fields. Zapier will also present different choices for usernames and passwords:

Select each field and then select the option that matches it in RegFox. In this case, for instance, we would select the area that is for Email. We chose the option for the Registrantoption. After that, select the email option. This will allow us to register users with their RegFox details.

Once you're finished, give the recipe to friends. Simple! it!

It'll register those with a registered account for an event or a program on this RegFox page. It will then ask you to give them appropriate members' levels.

Conclusion

RegFox could be a ideal for designing entirely dedicated onboarding pages for events, courses online and RSVPs, as well as other events.

A brief summary of actions to be taken:

  1. Make WordPress and .
  2. Configure RegFox.
  3. Join RegFox to .
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