nftified news

How do you create an onboarding Hub or Website using WordPress

Jun 3, 2023

Contents    1

Reader Disclosure

Are you in search of the easiest way to complete onboarding for...

  • Customers
  • Clients
  • Students
  • or employees?

A web-based hubis the quickest and most convenient way to help people quickly and effortlessly access the data or the training they require - whatever that may be. These hubs can be expensive and restricted.

It's a good thing that the process of creating your personal hubas one-stop onboarding portal is incredibly affordable. And it gives you access to features and customizations most services can't match.

Through your personal Onboarding Hub, in addition to the standard onboarding process it is possible to...

  • Start a waitlist
  • Manage attendees
  • Generate unique QR codes for entry
  • and much more. All of it is specific for your special event.

So with your own online hub, you will be able to reduce costs and accomplish much more. It's a pretty good deal!

In this piece, we'll talk about the necessary tools to make your onboarding website or hub using WordPress. We'll also show you how in a step-by-step manner. Let's get to it!

What Tools You'll Need

For creating an Onboarding Hub You'll require an onboarding hub that's hosted on a WordPress website. You'll also need the following tools that are useful:

  • RegFox. This is by far our preferred onboarding system to use along with WordPress. RegFox lets you easily enroll users in events, courses, or website. It lets you create intricate onboarding processes and handle the users.
  • . By using it, you are able to grant registered users access to private webpages, documents, as well as different types of information. Our tool also synergizes perfectly with Regfox.
  • Zapier. The tool allows you to connect "apps" and platforms to create "zaps" - an action which occurs on a platform when triggered by an event that occurs on another.
  • . This add-on allows you to be capable of giving visitors access to downloadings through your website. As an example, you could share perks when users register for an event or provide materials to students for classes.

allows users to easily register and to onboard users. If you plan to charge money this makes it simple to take payments as well.

Regfox was created to help facilitate the process of onboarding and to customize it from the ground up.

This integration lets you register users via RegFox and then transfer that data to WordPress. That means after a user onboards and you have them registered as a member on your site and give the user access to exclusive benefits.

In the next few parts, we'll explain how to set up a website and connect it with RegFox to facilitate the onboarding process!

Why Create an Onboarding Site?

The concept of the onboarding web site is quite simple. It's designed to help you get people to sign up for something, then provide people the details they require to use your service.

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

Consider an onboarding portal as a central point of contact. It contains all the details you need for a specific scenario or event that is why it urges users to sign up for it.

Onboarding website use cases

There are a few situations where an onboarding website is a good idea could be:

  • Camps for summer. A site for onboarding could contain details about the rules and regulations, what participants need to bring with them, intake documents, how to prepare for the day of arrival, and much more.
  • . Patients are able to fill in intake forms on the website, along with access information regarding how the sessions function, billing procedures, and everything else that they require to know.
  • New employee onboarding. The new employees typically have to review a number of onboarding documents. The centralization of these documents along with the registration forms to sign up for user accounts will streamline the process.
  • Event volunteers. Just as with campers, you can use an onboarding site for registration of volunteers as well as inform them about what's to be expected from the volunteers.
  • New club members. In the event that you sign up to a new club, you have to go through the club's rules and regulations. An onboarding site is a perfect way to share this information.
  • New forum users. Joining a forum means reading its rules and how the community works. A website for onboarding can act as a signup site and information hub.

If you're planning a party or operating a community which has the possibility of onboarding new users, a dedicated hub is a good idea. The page could be powered by a third-party service such as RegFox and be integrated into the rest of your website.

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

You'll need a Plus license (or more) to follow this course. This license allows you access to Zapier integrations and Zapier integrations, which you'll need to incorporate with Regfox. In addition this license doesn't mean that you don't require to have a premium RegFox as well as a Zapier account.

Step 1: Set Up WordPress and

There are many methods to setup WordPress. A few web hosts will even set up it for you. This way, you'll be able to start working on your website immediately.

If you're still not sure of an hosting provider yet, this post below can give you some direction.

When WordPress is set up and is ready for use then you'll need to install and activate your license.

customize and style your pages by using readylaunch(tm) from .

The next step is to create memberships. With , you can make one or several levels of membership and give users access to a variety of content:

Learn how to CONSTRUCT A COURSE

Instead of just making a hub of files, you'll be able to guide members through all of the crucial aspects of onboarding in your courses.

Step 2: Set Up RegFox

Making an account with an RegFox account is easy, and you can use the platform's free tier for this integration. After making an account, the platform will walk you through a simple setup procedure to set up a brand new webpage.

To get started, follow RegFox's launch guide to set up an account. You can then use the builder for event pages. RegFox provides a wide range of customization options for your onboarding pages.

For an in-depth explanation of settings that can be customized look at this official tutorial video:

When your onboarding pages are ready, it's time to connect them to WordPress and . Let's return to your WordPress dashboard!

Step 3: Connect Regfox to

Zapier is a platform that allows you to connect Zapier it is possible to connect "apps" or platforms to create intricate chains of operation using "recipes". To get started, create a free Zapier account.

If you're a Premium license, Zapier lets you see all available Zapier connections on the dashboard. For more information you must go to > Developerand select Zapiertab. Zapiertab.

Utilize the search bar located at the top of the page, to search for the RegFoxintegration. Once you have found it, click on Create your personal workflow:

It will open Zapier in a brand new web page. Log into your Zapier account and select the trigger of the recipe you wish to develop.

With RegFox You can choose between two possibilities: either the moment a user registers on your onboarding webpage or the platform process a payment. This tutorial will show you how to select the New Registrantoption:

Zapier will prompt you to sign in to your RegFox account. Finally, you can select which page to set up the trigger on. Choose the RegFox page that you made during step two.

Next, you need to select the next step. Zapier will inform you of the actions that are available . To follow this guide, click the Create Member option:

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 within WordPress.

In the end, Zapier will ask you to define the task. It is the process of registering new users from Regfox. Zapier will show you several required fields, including the options for usernames and passwords:

Select each field and choose the corresponding option in RegFox. In this case, for example, under the Email field we chose the option for Registrant> email option. This means will register users with their RegFox data.

When you're done, publish the recipe, and that's it!

will automatically register users that sign up to attend an event or a program through your RegFox page. You'll then need to manually assign these users membership tiers.

Conclusion

RegFox is the ideal choice for building completely dedicated onboarding pages to organize events, online classes, RSVPs, and more.

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

  1. Create WordPress and .
  2. Configure RegFox.
  3. Connect RegFox using .
cta character

Start now!

You can have your custom onboarding hub up and running in under a day.