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What is the best way to create an Onboarding Hub, Website or even an entire website with the help of WordPress

Jun 3, 2023

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Are you looking for the most efficient way to complete the onboarding process...

  • Customers
  • Clients
  • Students
  • or employees?

A web-based hubis the most effective and effective way for individuals to access quickly and effortlessly data or the training they require - no matter what it's. They can be costly and limited.

It's good to know that creating your individual hubas all-in-one online onboarding platform isn't expensive. You also have access to features and customizations most services can't match.

With your own Onboarding Hub, in addition to the usual onboarding process you will be able to...

  • Start a waitlist
  • Manage attendees
  • Generate unique QR codes for entry
  • and and much plus. All of the packages are tailored for your specific event.

If you own a website, you'll have the ability to cut expenses and achieve a lot more. That's quite a bargain!

In this article, we'll go over the most important tools needed for creating your own onboarding hub, or site using WordPress. We'll also show you how by step. We'll get started!

What tools will you require?

In order to create an Onboarding Hub you'll require an Onboarding Hub that's located on a WordPress website. Additionally, you'll require the following tools:

  • RegFox. It is the most popular onboarding tool we make use of along with WordPress. RegFox allows you to quickly register students for events, classes or on your on your website. You can create complex procedures for onboarding and manage the clients.
  • . Through it, you are in a position to grant the registered user access to your private sites and documents as well as various other forms of data. It is also compatible with Regfox.
  • Zapier. The tool allows you to connect "apps" and platforms in order to create "zaps" which is an event that occurs on one platform when it's triggered by an event in another.
  • . The extension lets you allow visitors access to downloadings on your website. For instance, you could give perks to visitors in the event you sign-up users for events or offer the materials for students to take class.

Users can sign up easily as well as onboard existing users. If you plan to make money available, this will make it easier to process payments in addition.

Regfox was designed to ease the process of boarding, and also to make it more customizable beginning from scratch.

This integration lets you register users using RegFox and transfer that information to WordPress. This means that after an individual has signed up you, they become an active member on your website and grant your users access to exclusive benefits.

In the next few sections, we'll discuss the process of setting up your website and then join it to RegFox for a smooth Onboarding process!

What is the reason to create an Onboarding Site?

The concept of the website for onboarding is very simple. It's designed to help people when they sign up to something and provide them with the details they require to use your services.

Here's a sample page for the webpage for onboarding designed by RegFox.

Consider an onboarding portal in your you as your first way of contacting. It has all the information required to handle a specific situation or circumstance, and that's for people to sign-up for it.

Useful cases for the use of the site to sign up

There are some instances where an onboarding website is an excellent idea:

  • Camps in summer. The site that is used for onboarding might provide information regarding guidelines and rules and the things that participants must bring their intake forms and how to get ready to arrive on time and other details.
  • . The patients can fill in intake forms through the website and get details about how sessions work, the procedure for billing and other information patients should know.
  • New employees at onboarding. A new employee is typically required to review a number of onboarding documents. The centralization of these documents along registration forms for signing in for user accounts will simplify the procedure.
  • Event volunteers. Just as with campers, you can use an onboarding site for registration of volunteers. It could also provide the volunteers about what's expected from the volunteers.
  • New club members. If you're signing up with an unfamiliar club, you should read the club's rules as well as the guidelines. Onboarding websites are the best way to convey this information.
  • New forum users. Joining a forum means reading the rules of the forum and knowing how it operates. Sites that facilitate onboarding can serve to sign up new members and as an information hub.

If you're planning to host an event or run a community which is able to accommodate new users A dedicated hub could be an ideal idea. The hub could be powered by a third party service like RegFox and be integrated into the rest of your website.

How do you create an Onboarding Hub or Website with WordPress (3 steps)

It is necessary to have a Plus licence (or an additional) for this program. It grants access to Zapier integrations as well as Zapier integrations that need the integration of Regfox. The license doesn't mean that you do notdon't have to make use of an upgraded RegFox account as well as the Zapier account.

Step 1: Setup WordPress and

There are many methods for setting up WordPress. A few web hosts will even setup the site for you. This way, you'll be able to begin creating your site right away.

If you're still not sure which hosting company you should use, this article can provide some suggestions.

When WordPress has been installed and you are ready to start using it, then you'll have to activate and install the license.

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

The next step is to establish memberships. It is possible to create one or more levels of membership and give members access to a variety of content:

Learn how to design an PROGRAM

Instead of creating an archive of papers, it is an opportunity to guide students through all crucial aspect of onboarding your classes.

Step 2: Install RegFox

Making an account with the RegFox account is easy and also you're given the option of using RegFox's free service to integrate this feature. After you've set up an account with RegFox, they guide you through the easy steps to set up a fresh website.

To begin take a look at the RegFox start guide to create an account. It is then possible to create a builder to create an event webpage. RegFox provides a variety of customizing options available for onboarding webpages.

For a comprehensive explanation of settings that can be adapted, check out this instructional video of The Official Tutorial:

If your pages for onboarding are ready, it's time to integrate them into WordPress and . Now, let's go to your WordPress dashboard!

Step 3. Connect Regfox to

Zapier is an app that lets you connect Zapier and join "apps" and platforms for the purpose of creating intricate chains of operations with "recipes". Start by signing to create an account the cost of. Zapier account.

If you're on the Premium version of Zapier, Zapier lets you see all available Zapier connections within the dashboard. For further information, visit the Developer taband choose Zapiertab. Zapiertab.

Search the bar situated on the upper right-hand side of the page, and find RegFoxintegration. RegFoxintegration. When you've located it, click to the option to build your custom workflow:

The web page will be opened via Zapier, and will be redirected to a new web page. Connect to your Zapier account, then select the trigger of the recipe you wish to make.

With RegFox You can choose between two options: either at the time a user signs up on your onboarding webpage or when the platform processes a payment. This tutorial will show you how to select the New Registrationoption:

Zapier requires users to sign in using their RegFox account. Once you have logged in, you'll be able select the web page that you would like to set the trigger on for. Pick the RegFox page that was created in step two.

Then, decide on the next option. Zapier will notify you of the actions that are available . In this guide, select the option of creating an account:

Zapier will make it mandatory for users to create an account. Enter your API ID as well as the URL of your site. It is possible to find your API number in the section Developer > API RESTtab in WordPress.

In the next step, Zapier will ask you to specify the job. This is the procedure of adding new users to Regfox. Zapier displays a number of required fields. These includes usernames, passwords, along with passwords.

Select each field, and then select the option that matches it within RegFox. In this instance, for example, under the email field, we've chosen option to register the user's email. option to register usersand then select the with an email option. It means that users will be registered with their RegFox details.

Once you're finished, share your recipe. That's it!

The system automatically signs new users once they have signed up to be a part of events or programs through the RegFox page. The next step is to create manually for to these individuals the proper membership levels.

Conclusion

RegFox is an ideal option for creating entirely dedicated pages for onboarding to create online courses, events, RSVPs, and more.

Here is a quick overview of the steps to do:

  1. Create WordPress and .
  2. Configure RegFox.
  3. Connect RegFox by .
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Get started right now!

It is possible to have your own customized onboarding hub set up and operational in a few hours.

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