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How do you create an onboarding website or hub using WordPress

Jun 2, 2023

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Do you want to find the easiest way to complete onboarding...

  • Customers
  • Clients
  • Students
  • or employees?

An online hubis the quickest and most convenient way to help people quickly and effortlessly access the data or the training they require - regardless of what it is. These hubs are expensive and very limited.

It's good news that making your own hubas an onboarding site is incredibly cost-effective. And it gives the user access to features as well as options that other companies can't offer.

By having your own onboarding hub, as well as to traditional onboarding, you could...

  • Create a waitlist
  • Manage attendees
  • Generate unique QR codes for entry
  • and more - all specific and suited to the event you are planning.

If you have your own Onboarding Hub, you'll be able to reduce costs and accomplish even more. It's quite a bargain!

In this piece, we'll talk about the essential tools needed for creating your onboarding web site or hub with WordPress. We'll also show you how in a step-by-step manner. Let's get to it!

What Tools You'll Need

In order to create an onboarding hub You'll require a WordPress site, as well as these handy tools:

  • RegFox. This is by far our preferred onboarding system to make use of in conjunction with WordPress. RegFox lets you easily register users for events, courses, or website. RegFox lets you design complex onboarding processes as well as handle users.
  • . By using it, you are able to grant registered users access to private websites, documents and different types of information. It also works perfectly with Regfox.
  • Zapier. It allows you to link "apps" and platforms to develop "zaps" is a process that happens on one platform, when it is triggered by an event that occurs on another.
  • . This add-on allows you to be capable of giving users access to downloads through your website. For example, you can offer perks to users who attend an event or give them materials for classes.

allows users to easily register and onboard makes it easy to register and join. In the event that you want to take money this makes it simple to accept payments too.

Regfox was designed to ease this process, and also to tailor onboarding from the ground up.

This integration lets you register users through RegFox and then transfer that data into and WordPress. That means after an user is on board and you have them registered as a user on your website and grant users access to exclusive perks.

In the coming segments, we'll demonstrate how you can set up your own website and connect it with RegFox to facilitate the procedure for onboarding!

Why Create an Onboarding Site?

The idea behind an onboarding site is easy. It's designed to help you get people to sign up for something, and give users the necessary information to be able to utilize your service.

Here's an example the page for onboarding created using RegFox:

You can think about an onboarding portal as a central hub. It has all the data needed for an event or situation as well as a call to action for people to sign up for it.

Use cases for the Onboarding Website

Some scenarios where using an onboarding site is a good idea could be:

  • Summer camps. A site for onboarding could contain details about the rules and regulations, what campers need to bring and intake papers, information about how to prepare for arrival, and more.
  • . Patients can fill out forms for intake on the website and also get access to information regarding how the sessions function as well as billing processes and anything else they might want to learn.
  • New employee onboarding. The new employees typically have to read through lots of documents for onboarding. The centralization of these documents along with the registration forms to sign up for user accounts will streamline the procedure.
  • Event volunteers. Like campers, you may use an onboarding site to sign up volunteers and inform them about what's to be expected from them.
  • New club members. If you are joining a brand new club, you need to go through the rules and regulations of that club. A site for onboarding is the perfect place to provide this information.
  • New forum users. In order to join a forum, one must be familiar with its rules and how the community works. An onboarding website can function as a signup page and an information hub.

In general, if you're planning an event, or managing a community that has an onboarding procedure for the first time users, then a dedicated hub makes sense. This page is operated by a third party service such as RegFox as well as integrated with the rest of your website.

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

You'll require a Plus license (or greater) to access this video. This license allows you access to Zapier integrations, which you'll need to integrate with Regfox. However, you don't require an expensive RegFox and Zapier account.

Step 1: Install WordPress and

There are a lot of methods to setup WordPress. A few web hosts will even set up it for you. That way you can start building your site right away.

If you're still not sure of an hosting provider yet, this blog below could provide some guidance.

Once WordPress has been set up and ready to go then you'll need to install and activate your license:

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

It's the time to set up members. By using this, you are able to make one or several different membership levels that allow members access to various contents:

WATCH >> HOW TO CONSTRUCT A COURSE

Rather than simply making a hub of papers, you'll also be able to lead students through all the essential learning steps to be taken in your classes.

Step 2: Install RegFox

Making an account with an RegFox account is simple to do, and you'll be able to use the free version of the platform for this integration. When you sign up and registering, RegFox will take you through a simple setup procedure for creating a new website.

To get started, follow the RegFox launch instructions to set up an account. You can then use the builder for event pages. RegFox offers a large number of customization options for your welcome pages.

For an in-depth explanation of customization settings look at the official tutorial video

After your onboarding page is completed, you can join them with WordPress and . We'll go back on the WordPress dashboard!

Step 3. Connect Regfox to

With Zapier it is possible to connect "apps" as well as platforms for complex chains of action with "recipes". In order to get started, you must create your free Zapier account.

If you're using a premium license, Zapier lets you see all available Zapier connections in the dashboard. For more information, go to > Developerand select"Zapiertab" Zapiertab.

Search the bar on the upper right of the page, to search for RegFoxintegration. When you've found the option, click create your own workflow:

It will open Zapier on a new page. Log in to your Zapier account, and then select an event for the recipe you'd like to make.

With RegFox You can choose from two options: when someone registers through the onboarding process or the platform processes a payment. For this tutorial, choose the New Registrantoption:

Zapier will prompt you to sign in into RegFox. RegFox account. Then, you will be able to select which page to setup the trigger on. Choose the RegFox page you created during step two.

Moving on to the action. Zapier will inform you of what actions you can perform . For this tutorial, select Create Member:

Zapier will require for you to join your account. Input your API key along with your website's URL. You can find the API key under the section Developer > REST APItab in WordPress.

In the end, Zapier will ask you to define the task. That means choosing how registers new users on Regfox. Zapier will show you several necessary fields. It will also show you options for usernames and passwords:

Pick each of the fields and select the corresponding option from RegFox. In this case, for example under the Email field We chose the option for Registrantoption. Then, click the Email option. This will allow us to register users with their RegFox information.

Once you're finished, share the recipe. That's all there is to it!

will automatically register users that are registered for an event or program through your RegFox page. Then, you'll just be required to assign members membership levels.

Conclusion

RegFox can be an excellent option to create fully dedicated onboarding pages for online courses, events, RSVPs, and more.

Here's a quick overview of the how-to:

  1. Create WordPress and .
  2. Set up RegFox.
  3. Connect RegFox with .
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With us, you'll be able to get your customized onboarding hub installed and running in under one day.