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How to Make an Onboarding Website or Hub with WordPress

Jun 3, 2023

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Are you looking for the easiest way to complete onboarding for...

  • Customers
  • Customers
  • Students
  • or employees?

An online hubis the most efficient and fastest way to help people quickly and easily get the information or the training they require - regardless of what it is. These hubs are expensive and restricted.

It's good news that creating your own hubas a dedicated onboarding website is super cost-effective. And it gives the user access to features as well as customizations most services can't match.

By having your own onboarding hub, as well as to traditional onboarding the possibility of...

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

So with your own Onboarding Hub, you'll be able to make savings and achieve even more. It's a pretty good deal!

In this piece this article, we'll go over the essential tools needed to create your own onboarding site or hub on WordPress. In the next article, we'll teach you how to do it step-by-step. Let's get to it!

The Tools You'll Need

For creating an Onboarding Hub You'll require the WordPress website, along with these useful tools:

  • RegFox. It is the most popular onboarding tool we utilize along with WordPress. RegFox allows you to enroll users in an event, course, or even a website. It lets you design complex onboarding processes as well as manage your users.
  • . Through Regfox, you'll be able to give the registered user access to private webpages, documents, as well as other types of content. It also works perfectly with Regfox.
  • Zapier. This tool lets you connect "apps" and platforms in order to create "zaps" - an action that occurs on one platform when activated through an event happening on another.
  • . This add-on allows you to be capable of giving users access to downloads through your website. You can, for instance, share perks when users attend an event or provide materials to students for classes.

It makes it simple to sign up and onboard users. If you plan to charge money, it makes it easy to accept payments too.

Regfox was designed to ease the process of onboarding and to customize it starting from scratch.

This integration lets you register users using RegFox and then transfer that data into and WordPress. This means that once a user onboards and you have them registered as a member of your site, and allow the user access to exclusive benefits.

In the coming parts, we'll explain how you can set up your own website and connect it with RegFox for a better in-boarding procedure!

What is the reason to create an Onboarding Site?

The concept of the onboarding web site is quite simple. It's created to aid you in your efforts to convince 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:

Consider an onboarding portal as a central hub. It has all the data that you require for a particular occasion or circumstance that is why it urges users to sign up.

Use cases for the Onboarding Website

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

  • Summer camps. An onboarding site might include information about rules, what participants need to bring with them in, intake forms, what to expect on arrival and so on.
  • . Patients can fill out intake documents on the site, along with access information on how sessions are conducted along with billing and payment procedures. everything else that they require to know.
  • New employee onboarding. A new employee is often required to go through a lot of onboarding documents. The centralization of these documents along with the enrollment forms they fill out for their users will simplify the procedure.
  • Event volunteers. Just as with campers, you can make use of an onboarding website for registration of volunteers as well as let them know what's required from them.
  • New club members. If you are joining a brand new club, it is necessary be aware of its rules and regulations. An onboarding site is the perfect place to provide the information.
  • New forum users. Joining a forum means reading the rules for the forum as well as how it functions. A website for onboarding can act as a signup page and an information hub.

In general, if you're planning a party or operating a community which has an onboarding process for users who are new, having a separate hub is a good idea. That page can be operated by a third party service like RegFox and function alongside the rest of your website.

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

It is necessary to have a Plus licence (or more) for this tutorial. This license gives the ability to use Zapier's integration options that you'll require to integrate with Regfox. But, you aredon't require an expensive RegFox as well as a Zapier account.

Step 1: Install WordPress and

There are a lot of ways to set up WordPress. A few web hosts will even set up it for you. So you're able to begin building your site right away.

If you're not sure about a host yet, the article below will give you some suggestions.

When WordPress has been set up and running, you'll need to activate and install your license.

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

Next, it's time to set up members. With , you can create one or multiple levels of membership that allow members access to various content:

Watch >> HOW TO CREATE A COURSE IN

Instead of developing a hub that is full of files, you'll be able to lead students through all of the crucial onboarding steps in your courses.

Step 2: Set Up RegFox

Registering for a RegFox account is simple, and you can use the platform's free tier for this integration. After making an account, the platform will walk you through an easy setup process to create a new webpage.

If you're ready to start, read RegFox's guide to launch to set up an account. You can then use the builder for event pages. RegFox provides a wide range of customizable options for your onboarding pages.

For a full breakdown of customization settings you can check this official tutorial video:

After your onboarding page is complete, it's now time to join them with WordPress and . Return to your WordPress dashboard!

Step 3. Connect Regfox to

Zapier is a platform that allows you to connect Zapier you are able to join "apps" and platforms to create complicated chains of actions by using "recipes". In order to get started, you must create your free Zapier account.

If you have a premium license, the platform allows you view all the Zapier connections from the dashboard. For more information you must go to the Developer taband choose the Zapiertab.

Search the bar on the upper right of the page to search for the RegFoxintegration. After selecting the option, click create your personal workflow:

This will launch Zapier on a new page. Log in to your Zapier account, and then select a trigger for the recipe you want to make.

In the case of RegFox it is possible to select from two options: whenever a person registers via your onboarding webpage or the platform processes a payment. In this guide, select the New Registrationoption:

Zapier will prompt you to sign in into the RegFox account. You can then choose which page to setup your trigger to. Choose the RegFox page that you made during the second step.

The next step is to take the process. Zapier will inform you of what actions you can perform . To follow this guide, click the Create Member option:

Zapier will require for you to join your account. Enter your API key as well as your site's URL. You can find the API key under the > Developer > REST APItab on WordPress.

Then, Zapier will ask you to set up the actions. That means choosing how registers new users on Regfox. Zapier can show you a number of necessary fields. It will also show you the options for usernames and passwords:

Pick each of the fields and select the option that corresponds to it from RegFox. For example, under the Email field we chose the option for Registrantoption. Then, click the email option. It means that we will sign up the user using their RegFox information.

Once you're finished, share the recipe, and that's the end of it!

will automatically register users that are registered for an event or program through your RegFox page. After that, you'll need to manually assign these users membership tiers.

Conclusion

RegFox can be the ideal choice for building entirely dedicated onboarding websites for events, online courses, RSVPs, and more.

This is a brief overview of the steps to follow:

  1. Set up WordPress and .
  2. Set up RegFox.
  3. Connect RegFox using .
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Get now!

With you can get your custom onboarding hub up and operating in less than a day.