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What are you able to do to create an onboarding website or Hub using the power of WordPress

Jun 3, 2023

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Are you looking for the easiest method of completing the onboarding procedure...

  • Customers
  • Customers
  • Students
  • or employees?

A web-based hubis the fastest and easiest way to assist people swiftly and easily access data or the training they require, regardless of what. They can be expensive as well as limited.

This is a great thing. creating your personal hubas an onboarding website specifically designed for you is incredibly affordable. It also gives users access to a variety of options and services that don't come from other organizations.

With your own Onboarding Hub with regular onboarding the possibility will arise to...

  • Place yourself on the waiting list
  • Manage attendees
  • Generate unique QR codes for entry
  • and more - all specifically designed and appropriate for and even more, all specifically designed and tailored to your event.

If you've got an individual website it will lower your costs and even achieve more. It's quite a bargain!

In this post we'll discuss the necessary tools to create your own onboarding hub or website with WordPress. In addition, we'll walk you through the process step-by-step. Let's get started!

What Tools You'll Need

In order to build Onboarding Hub Onboarding Hub, you'll need to own an existing WordPress website. You will also require these tools which are useful:

  • RegFox. It's one of the most popular softwares for onboarding, which we use alongside WordPress. RegFox allows you to swiftly enroll participants in events, like a class or a special event, as well as websites. RegFox allows you to design complex methods to onboard your customers.
  • . With it, you'll be able to give authorized users access to your private websites or documents as well as other types of data. This tool also works with Regfox.
  • Zapier. This tool lets you connect "apps" as well as platforms for the development of "zaps" that are an action that is executed inside an application, once it's activated by an event happening on a different.
  • . This extension will allow you to supply clients with the option to download files on your site. In this way, for example, you can provide perks for users who attend the occasion, or provide everything needed for conducting courses.

It allows you to sign up to onboard customers, and permits them to join and join. If you plan to earn a profit, it's simple to accept payments as well.

Regfox was designed to simplify the process of boarding, as well as to allow for customization starting at the bottom.

This integration lets you register users with RegFox and then transfer the information into WordPress. Once a member has signed up it's possible to sign them up as active users of your website and provide them with access to a variety of advantages.

In the coming segments We'll go over how to establish a website before connecting it with RegFox in order to make easier for you to begin the process!

What's the primary reason that you need to set up the Onboarding Site?

The concept behind the site for onboarding is straightforward. It is designed to aid the process of bringing individuals to sign up to your offerings, as well as give all the information needed to avail your products.

Here's a sample web page to help onboarding that was created with RegFox:

You could consider an onboarding portal as an integrated platform. It contains all the information required for a particular occasion or circumstance, as well as an opportunity to convince people to join it.

The site provides a vast selection of case types for starting your journey

A few scenarios in which the portal for board on the internet can be used are:

  • Camps in the summer. The web page used to onboard could contain specifics about the regulations and policies that campers have to bring and the intake forms. You will be able to see what types of documents is expected to be on the table at the time they show up along with additional information.
  • . Patients are able to fill out intake forms online as well as access details about how sessions are carried out along with the billing procedures and other details that they should know about.
  • New employees are onboarding. The new employees are required to review various forms for onboarding. By centralizing these documents, along with the registration forms which users need to fill in this process is made easier.
  • Event volunteers. Similar to campers, you can use the web to record volunteer registration. It is also possible to explain to them what they must know.
  • New club members. If you are deciding to join a new club, you need to understand the regulations and rules of the club you are joining. The websites for joining are a great method to communicate information.
  • New forum users. If you join a forum, you must read all the regulations and guidelines that govern the forum and be aware of how to join. Onboarding websites can serve as a sign-up site and information hub.

If you're planning a gathering or have a group who offers onboarding for those who are not yet on the website, a separate hub, it could be beneficial. This is managed through a third party service like RegFox and can be used in conjunction with other areas of your website.

How to build an onboarding Hub or Website in WordPress (3 steps)

You'll require a Plus subscription (or more) for access to the videos. The Plus license provides the ability to use Zapier's integrations as well as Zapier integrations, which will require integration with Regfox. However, it's important to keep in mind that there is no requirement to sign up for an expensive RegFox or Zapier account. is a no-cost service and youdon't require a account with a premium RegFox or Zapier accounts.

Step 1. Install WordPress and

There are many ways to set up WordPress. A few web hosts will do all the work. So, you could start building your website in just a couple of minutes.

If you're unsure about the hosting service you pick, this blog will provide you with some suggestions.

Once WordPress is installed and running it's time to turn on and install your license.

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

The following thing you must do is create the memberships. In this way you'll be able to setting up one or more different membership levels in addition to giving members access to various types of media.

Learn to make the PROGRAM

Instead of creating the hub with a plethora of documents, you'll guide students through the first steps needed to get to be successful in your class.

2. Install RegFox

The process of registering to get a RegFox account is easy and you also have the option to choose the cost-free version of the platform that allows you to use the integration. Once you've signed up to the platform, it will guide you through an easy set-up procedure to create a new webpage.

Now you're ready to begin reading the RegFox beginning instructions to create an account. It is then possible to utilize the page builder software to build templates that can be used to design the events. RegFox offers a variety of choices to build your personal welcoming pages.

For a detailed description of the settings that can be customized, look at the tutorial video:

Once your onboarding procedure has been complete after which you'll be in a position to connect this after that to WordPress and . Return to our WordPress dashboard!

Step 3: Connect Regfox to

Through Zapier it is possible to link "apps" and platforms to build complex sequences of events by using assistance in the form of "recipes". The first step is to sign up for an account for free. Zapier account.

If you've upgraded your licence The platform lets you access to all Zapier choices for connecting in the dashboard. For starters, begin by clicking on the Developer taband select on"Zapiertab" Zapiertab.

Utilize the search bar located on the left side of the page to hunt for RegFoxintegration. Once you've located it, you can click to start creating your own personalized workflow:

The process starts Zapier with a new website. Sign in to your Zapier account and select an event that corresponds to your dish that you would like to create.

In RegFox you are able to choose one of two scenarios: each time a user registers on the onboarding page or RegFox performs an operation. This guide will demonstrate how to select one of these situations. "New Registration"option:

Zapier will request users to sign in to RegFox. RegFox accounts. Select the page to apply your trigger. Select the RegFox website that you created in step 2.

We're now ready to move to the next step. Zapier will guide you through the actions available . To follow this guide, click the Create Member option:

Zapier users will be prompted to sign in with your Zapier account. It will ask you to enter your API code along with the website's URL. The API key is available beneath the developer tab. Once you have it, click on the API tab in WordPress.

When you are done with the day, Zapier will ask you to describe the action. This means that you must decide how to create new users through Regfox. Zapier provides users with various essential fields and alternatives to make use of usernames and passwords.

Select each field, and then select the one compatible with it within RegFox. For example, in the field for email We chose to select an option to register.option. Select the email option. New users is added to the user with their RegFox details.

Once you're done, make sure to post your recipe. After that, there's nothing left to do!

Registers automatically users when they sign up on occasion or for a program through this RegFox page. Your responsibility is to designate user levels of membership.

Conclusion

RegFox RegFox HTML0 is an excellent option for creating completely customized pages to help in the onboarding process for online classes, activities, RSVPs, and more.

Here's a brief outline of the steps that must be followed:

  1. Installation of WordPress and .
  2. Configure RegFox.
  3. Connect RegFox using .
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Take Action Today!

With us, you'll be capable of having your personalized onboarding hub set up and running in under an hour.

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