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How can you build an onboarding hub or website by using WordPress

Jun 3, 2023

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Are you searching for simple ways to perform onboarding for...

  • Customers
  • Clients
  • Students
  • or employees?

A online hubis the fastest and easiest option to aid people in a hurry and quickly access the data or guidance they require whatever it may be. However, these hubs are costly and have a limited number of options.

It's good to know that making your own hubas for onboarding can be very affordable. Users also have the ability to access features and choices which other businesses don't have.

If you have your own hub for onboarding, in addition to standard onboarding, you could...

  • Start with a waitlist
  • Manage attendees
  • Generate unique QR codes for entry
  • And many more. Every one of them is custom specific to the event that you are organizing.

If you've got your own online hub, you can make money while doing more. It's a pretty good deal!

In this post, we'll talk about the most important tools required to create your own onboarding site or hub on WordPress. Then we'll show you how to do it step-by-step. Then we'll begin!

You'll require the tools

In order to create an onboarding hub, you'll need an onboarding hub hosted by a WordPress website. It also requires these handy tools:

  • RegFox. It is our most popular onboarding tool to use together with WordPress. RegFox allows you to enroll participants in an event, class, even on a site. RegFox permits you to develop complicated user onboarding processes and monitor your users.
  • . With it, you are able to grant users who are registered with access to private pages as well as documents and types of other content. Also, it works well in conjunction with Regfox.
  • Zapier. It lets you connect "apps" and platforms to make "zaps" that is an action that takes place through a platform if it's initiated by an event that occurs in another.
  • . Through this plugin, you'll be allowed to allow users the ability to download files on your website. In this way, for instance, you could share perks in the event that users sign up at an event, or offer the materials they need for class.

allows you to register for onboard and registered users quickly sign-up and to board. If you are planning to create an order, the system will make it easier to accept payments too.

Regfox is designed to simplify this process, and also to allow you to customize your onboarding process starting at the beginning.

The integration allows you to register users via RegFox and transfer the information into and WordPress. That means after that user is registered the site, you are able to register them as a user on your website and grant the user access to exclusive benefits.

In the next segment, we'll demonstrate how to create a website and connect it with RegFox to make it easier to onboard!

What is the reason to create an Onboarding Website?

The idea of the web-based onboarding site is straightforward. The site was created to help you with your endeavor in attracting people to sign up to something and provide people the necessary information for using your services.

Here's an example page onboarding built with RegFox:

It is possible to think of an onboarding site as a central point of contact. It contains all the details required for a particular occasion or event, and makes it easy for people to sign-up for it.

Onboarding website use cases

There are a few situations where using an onboarding portal can be beneficial are:

  • Summer camps. Onboarding sites could include guidelines about rules, what that participants must carry, the intake documents, the things you can anticipate upon arriving, and so on.
  • . Patients can submit intake forms through the site, as well as access details on how the sessions are planned, billing procedures, and all other information they need to be aware of.
  • Onboarding of new employees. A new employee is often required to review a number of documents for onboarding. By centralizedizing these files along with registration forms used to sign up to user accounts can streamline the procedure.
  • Event volunteers. Similar to campers, you could make use of an onboarding website to register volunteers and give them information on the expectations from volunteers.
  • New club members. In the event that you sign up to a new club, it is important to be aware of these rules and guidelines of that club. Onboarding sites are a perfect method to provide these information.
  • New forum users. In order to join a forum, one must go through the rules for the forum and understanding how it operates. Websites for onboarding could act as a signup page as well as an information hub.

If you're planning an event or running a group with an onboarding process for the first-time users, a dedicated hub makes sense. That page can be operated by a third party service such as RegFox and integrated with your other pages on your site.

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

You must have an Plus license (or greater) for access to the video. The license grants users the capability to utilize Zapier's integrated services which you'll need to connect into Regfox. This license does not mean that it's not necessary to purchase a premium RegFox or Zapier account. is a free service thatdon't necessitate a premium RegFox as well as a Zapier account.

Step 1: Configure WordPress and

There are a lot of ways to set up WordPress. Many web hosting providers even take care of the task for you. So you'll be able start building your site right immediately.

If you're not sure regarding a hosting service in the moment, this article can give you some guidance.

After WordPress is installed and you're ready, you'll have to install and activate your license:

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

The next step is to set up your memberships. This way, you are able to create one or more types of membership that allow members access to various contents:

Learn to EXPAND A CLASS

Rather than simply developing the hub to be full of papers You'll also be able to guide students through all the crucial aspects of onboarding in your course.

Step 2: Install RegFox

The process of registering to the RegFox account is easy as well as you have the option of using RegFox's free service to get from this partnership. Once you have created an account, the platform will walk you through the simple set-up procedure to set up your own page.

If you're ready to start reading RegFox's launch guide to set up an account and get access to the event page creator. RegFox offers a range of ways to modify the page that you build for onboarding.

For an in-depth detail of how settings are customizable, take a look at this video tutorial on the official site:

If your onboarding pages are ready, it's time to join them with WordPress and . We'll go back you to the WordPress dashboard!

3. Connect Regfox to

With Zapier the ability to join "apps" or platforms to make intricate chains of operation using "recipes". For a start, sign up for your free Zapier account.

If you have a premium license, Zapiertab lets users access all Zapier connections in the dashboard. To find out more, visit > Developerand select Zapiertab. Zapiertab.

Utilize the search bar located at the top of the page to find RegFoxintegration. When you've found the option, select on the Create button to design your customized workflow:

The process will take Zapier on a new page. Log into your Zapier account and select your triggers for the dish that you are planning to cook.

Through RegFox It is possible to select between two options when a user is registered on your website or RegFox performs a transaction. In this guide, select the New registrationoption:

Zapier will request users to log in into the RegFox account. Once you have logged in, you'll be able to choose which page you want to put the trigger on. Choose the RegFox page you created at the end of the second step.

The next step is to follow the procedure. Zapier will notify you of the actions you are able to perform . For this tutorial, select to join a Zapier member:

Zapier will ask users to sign up for their account. Input your API key and your website's URL. It is possible to find the API key you have entered by going to the > Developer > REST APItab within WordPress.

After that, Zapier will ask you to define the task. It is the process of determining how to register new users on Regfox. Zapier displays a number of required fields, including the choices for usernames and passwords:

Choose each field and select the option which corresponds to the field in RegFox. In this instance, for instance, under Email, we selected the option for the Registrantand then the email option. That means that we register the user with their RegFox data.

When you're done, publish the recipe. That's it!

It will register all users who sign up to the event or program through the RegFox page. After that, you'll need select the different levels of membership.

Conclusion

RegFox is an the ideal solution to build completely dedicated websites for onboarding to create online courses, events, RSVPs, and more.

This is a brief overview of the procedure:

  1. Setup WordPress and .
  2. Install RegFox.
  3. Connect RegFox via .
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With you can get your own customized onboarding hub set up and operating in less than a day.

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