Creative news fork

How Do You Create Onboarding websites or hubs using WordPress

Jun 3, 2023

Contents 1

     Reader Disclosure

Do you want to find an easy way to do the onboarding...

  • Customers
  • Clients
  • Students
  • or employees?

A internet-based hubis the fastest and easiest way to help people quickly and effortlessly access the data or training they need - whatever it may be. However, these hubs are costly and have a limited number of users.

It's good news that the procedure of creating your own hubas an onboarding site can be extremely cost effective. Additionally, it gives users access to features and options that other companies can't offer.

If you have your own personal onboarding hub and also traditional onboarding, you can...

  • Make a waiting list.
  • Manage attendees
  • Generate unique QR codes for entry
  • and more - all specific to your event.

With your personal Onboarding Hub you'll have the ability lower costs and achieve many more. It's quite a bargain!

In this piece we'll discuss the necessary tools for creating your own onboarding site or hub using WordPress. Then we'll show you how step-by-step. Let's get started!

The tools you'll need

To create an onboarding hub You'll require an account on the WordPress website. You'll also need these handy tools:

  • RegFox. This is by far the most popular onboarding tool that we utilize together with WordPress. RegFox permits you to quickly register attendees for your event, course or even the website. RegFox allows you to develop complicated methods for onboarding as well as control your people who sign up.
  • . By using it, you are able to grant users who are registered with access to your private sites or documents as well as other kinds of information. Also, it works when used with Regfox.
  • Zapier. It allows you to link "apps" and platforms, allowing you to build "zaps" that is an event that occurs in a platform upon being it is triggered by an event that occurs on an additional.
  • . By using this extension it will allow you provide visitors with access to downloadings on your site. For example, you can offer perks to users who sign up to attend an event or provide materials for classes.

makes it easy to register and to onboard users. In the event that you intend to make payments, it's simple to process payments, too.

Regfox was designed to facilitate this process, and also to tailor onboarding starting with the beginning.

The integration lets you register users via RegFox and port that information to and WordPress. It means that after the user has joined and you have them registered as a member on your site, you can provide access to exclusive benefits.

In the subsequent segments in the next segments, we'll show you how to set up a site and link it to RegFox for a better procedure for onboarding!

Why should you create the Onboarding Site?

The concept of an onboarding web site is straightforward. It was designed to assist you in your efforts in enticing people to sign up to do something, and give people the details required use your services.

Here's an example of the page to onboarding designed using RegFox:

Think of the onboarding site as the central point of reference. It has all the data required for a situation or an event. Additionally, it encourages users to sign up.

Cases for using the website to sign up

A few scenarios in which using an onboarding website is a good idea could be:

  • Camps for summer. Sites for onboarding could contain details about the rules and regulations, what they must pack in, intake forms, what to anticipate on arrival and so on.
  • . Patients are able to submit intake forms on the website along with access information regarding the way that sessions work along with billing and payment procedures. anything else they might require to know.
  • Onboarding new employees. Employees who are new to the company often need to review a number of paperwork for their onboarding. Centralizing these files alongside the registration forms that they have to have to fill out to create user accounts can simplify the process.
  • Event volunteers. Like campers, you can use an onboarding site for registration of volunteers. You can also let them know what's expected from them.
  • New club members. If you are being a new member of a club, it's important to read through the policies and rules. An onboarding website is the ideal method to share all of these information.
  • New forum users. When joining a forum, you must read the rules of the forum and understanding the way it functions. A website for onboarding can be used as a sign-up or information hub.

It is generally the case that if you're preparing an event or have a group that has the possibility of onboarding the first time users, then the idea of a dedicated hub is logical. This page is operated by a third-party service such as RegFox and can be linked to the other pages of your website.

How do you create an onboarding Hub or Website with WordPress (3 3 Steps)

You'll require a Plus License (or more) to view the video. This license gives the ability to use Zapier's integration options that you'll require to connect with Regfox. This does not mean it's necessary to have an expensive RegFox or Zapier account. can use HTML0 anddon't require an expensive RegFox or Zapier account.

Step 1. Install WordPress and

There are a variety of options to begin using WordPress. A lot of web hosting companies take care of the task for you. In this way, you'll be able to begin developing your site right immediately.

If you're not sure about a host yet, the post below can help you decide.

Once WordPress is running and installed You'll have to install and activate your license.

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

This is the right time to establish members. With , you can create several membership levels and grant users access to different types of information.

Watch >> HOW TO CREATE A COURSE IN

Instead of creating a hub of documents instead, you'll be able lead students through all the necessary onboarding processes within your classes.

Step 2: Setup RegFox.

Signing up to get a RegFox account is simple to complete, and you'll be able to use the free tier offered by RegFox to gain of this connection. Once you've signed in, the system guides you through an easy setup process to create a new site.

To begin first step, comply with the launch guidelines of RegFox to create an account. Once you have created your account, you will gain access to the page the creator. RegFox has a variety of ways to design your onboarding pages.

For an in-depth explanation of the settings for customization, look up this instructional video:

When your onboarding pages are completed, you're now ready to sign up using WordPress and . We'll go back to your WordPress dashboard!

3. Connect Regfox to

With Zapier it's possible to link "apps" and platforms in order to make complex chain of events with "recipes". Start by signing to get a no-cost Zapier account.

If you're using a premium subscription, the platform lets you see all available Zapier connections on the dashboard. To get started start with the developer taband click on Zapiertab. Zapiertab.

Search the bar on the upper left hand corner of the page to look up the RegFoxintegration. When you've found it, click on create your personal workflow:

The process will be launched by Zapier on a new website. Log in to your Zapier account, and select an event to create the recipe you wish to make.

When using RegFox You can choose between two scenarios: either when a person registers to your onboarding webpage or the system process payments. This guide will help you select the New Registrantoption:

Zapier requires users to login using RegFox. RegFox account. Once you have registered, you'll be able to select which page to setup your trigger on. Pick the RegFox page that you created in step two.

The next step is taking this process. Zapier will let you know the actions you are able to take . For this tutorial, select the option to create a member:

Zapier will request you to connect your account. You must enter your API number along with the URL for your site. You can find the API key under your section Developer > REST APItab inside WordPress.

In the next step, Zapier will ask you to define the task. That means you have to decide the best way to add new users with Regfox. Zapier is able to provide you with a variety of fields that are required. The program will also provide your options for usernames as well as passwords.

Pick each field, and then select the appropriate option from RegFox. As an example, in the Email field we selected the option for the Registrantoption. Next, we click on the email option. That means we'll sign up the new user using their RegFox details.

Once you're finished, share your recipe and that's it!

It will register all users who are registered to attend an event or a training course through the RegFox page. It is then necessary to create manually assigned membership levels.

Conclusion

RegFox is the best choice to create fully dedicated onboarding pages to plan events, online classes, RSVPs, and more.

The following is a short overview of the procedure:

  1. Create WordPress and .
  2. Install RegFox.
  3. Join RegFox to .
cta character

Start Now!

It is possible to have a custom onboarding hub installed and operating in just a few hours.

This post was posted on here