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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
  • Customers
  • Students
  • or employees?

An online hubis the most efficient and fastest method to assist people swiftly and effortlessly access the data or the training they require - whatever that may be. These hubs can be expensive and restricted.

Fortunately, the process of creating your personal hubas one-stop onboarding portal is incredibly affordable. It also gives you access to features and options that other companies can't offer.

Through your personal onboarding hub, as well as to standard onboarding it is possible to...

  • Make a waiting list
  • Manage attendees
  • Generate unique QR codes for entry
  • and many more. Each one is tailored for your special event.

So with your own online hub, you will be able to reduce costs and accomplish much more. This is a great deal!

In this piece, we'll talk about the necessary tools for creating your onboarding web site or hub with WordPress. We'll also show you how step by step. We'll get started!

What Tools You'll Need

For creating an onboarding hub You'll require the WordPress website, along with these handy tools:

  • RegFox. This is by far our favorite onboarding platform to utilize in conjunction with WordPress. RegFox allows you to enroll users in the event, course or site. The service enables you to design complex onboarding processes as well as control users.
  • . By using it, you are able to grant members access to restricted websites, documents and other types of content. The tool is also compatible with Regfox.
  • Zapier. It allows you to link "apps" as well as platforms to create "zaps" is a process which occurs on a platform when activated through an event happening on another.
  • . By using this extension, you'll be capable of giving visitors access to downloadings through your website. As an example, you could share perks when users sign up for an event, or give them materials for classes.

allows users to easily register and to onboard users. And, in case you want to take money, it makes it easy to take payments as well.

Regfox was designed to ease this process and customize onboarding from the ground up.

The integration allows you to register users via RegFox and transfer the information into and WordPress. That means after the user has joined the site, you are able to register them as a member of your site, and allow them access to unique perks.

In the next few sections, we'll show you how to set up a website, and then connect it to RegFox to facilitate the in-boarding procedure!

What is the reason to create an Onboarding Website?

The idea behind 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 be able to utilize your service.

Here's an example onboarding page built with RegFox:

Consider the onboarding website as a central platform. It includes all the information that you require for a particular event or situation as well as a call to action for people to sign up.

Use cases for the Onboarding Website

Some scenarios where using an onboarding site makes sense are:

  • The summer camps. An onboarding site might include guidelines on rules, the items participants need to bring with them and intake papers, information about how to prepare for arrival, and more.
  • . Patients are able to fill in intake documents on the site, along with access information regarding how the sessions function, billing procedures, and everything else that they want to learn.
  • Onboarding of new employees. A new employee is often required to read through lots of onboarding documents. By centralizedizing these documents alongside signup forms for their users will simplify the procedure.
  • Event volunteers. Similar to campers, you may utilize an online registration site to sign up volunteers and let them know what's to be expected from the volunteers.
  • New club members. In the event that you sign up to a new club, you need be aware of the rules and regulations of that club. Onboarding sites are a perfect way to share these details.
  • New forum users. When joining a forum, you must read the rules of the forum and understanding how it operates. An onboarding website can function as a sign-up page or an information hub.

If you're planning an event or running a community with an onboarding procedure for users who are new, having a separate hub is a good idea. That page can be operated by a third party service such as RegFox and be integrated into the other sections of your site.

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

You'll need a Plus license (or higher) to access this video. The license grants you the ability to use Zapier's integrated services that you'll require to connect with Regfox. However, you can use HTML0 anddon't require to have a premium RegFox and Zapier account.

Step 1: Set Up WordPress and

There are numerous methods to setup WordPress. A few web hosts will even set up it for you. This way, you'll be able to start building your site right away.

If you're not sure about an hosting provider yet, this blog below could provide some direction.

When WordPress has been set up and is ready for use, you'll need to install and activate your license:

Create and personalize your own pages by using readylaunch(tm) from .

The next step is to establish the memberships. By using this, you are able to make one or several membership tiers and give members access to various contents:

Watch >> HOW TO EXPAND A CLASS IN

Instead of just developing a hub that is full of documents, you'll have the ability to direct students through all of the crucial onboarding steps in your courses.

Step 2: Configure RegFox

Making an account with the RegFox account is straightforward to do, and you'll be able to use the free version of the platform for this integration. After making an account, the platform will walk you through the simple set-up procedure for creating a new webpage.

For a start, you must follow RegFox's launch guide to set up an account. Once you have created your account, you can get access to the event page creator. RegFox provides a wide range of customizable options for the onboarding page you create.

For a full breakdown of customization settings, check out this official tutorial video:

Once your onboarding pages are completed, you can connect them to WordPress and . Let's return on the WordPress dashboard!

Step 3: Connect Regfox to

With Zapier you are able to join "apps" or platforms to facilitate complicated chains of actions using "recipes". In order to get started, you must create an account for free. Zapier account.

If you're using a premium license, the platform lets users see all Zapier connections in the dashboard. To get started you must go to > Developerand select the Zapiertab.

Search the bar in the upper left corner of the page to search at the RegFoxintegration. When you've found it, click on Create your own workflow:

This will launch Zapier in a brand new web page. Sign in to your Zapier account and select a trigger for the recipe you wish to create.

In the case of RegFox You can choose from two options: when someone registers through the onboarding process or RegFox processes a transaction. This tutorial will show you how to select the New Registrationoption:

Zapier will ask for you to sign-in with the RegFox account. Finally, you can select the page you want to create the trigger for. Pick the RegFox page that you made during step two.

Moving on to the next step. Zapier will show you the actions that are available . In this example, you must select the Create Member option:

Zapier will prompt you to connect your account. Input your API key along with your website's URL. It is possible to find your API key in the developer tab, then the REST APItab on WordPress.

Then, Zapier will ask you to define the task. It is the process of registering new users via Regfox. Zapier can show you a number of required fields, including choices for passwords and usernames:

Pick each of the fields and select the option that corresponds to it in RegFox. For example, under the Email field We chose the option for Registrant> Email option. It means that we will sign up users with their RegFox information.

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

The system will automatically sign up users when they are registered to attend an event or a course on the RegFox page. After that, you'll need to manually assign these members membership levels.

Conclusion

RegFox RegFox HTML0 is a fantastic option for creating entirely dedicated onboarding websites for events, online courses, RSVPs, and more.

Here's a quick overview of the steps to follow:

  1. Create WordPress and .
  2. Install RegFox.
  3. Connect RegFox using .
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With us, you'll be able to get your customized onboarding hub installed and operational in just an hour.