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How do I find the best method to create an onboarding site, or hub with WordPress

Jun 3, 2023

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Do you wish to know what you can do to accomplish it most efficiently? The process of onboarding...

  • Customers
  • Customers
  • Students
  • or employees?

An web-based hubis the most effective and efficient way to assist users swiftly and quickly obtain the knowledge or data they need - no matter the topic. The hubs can be expensive and limited in their capabilities.

It's a good thing that the creation of a personal hubas to function as an onboarding platform is affordable. Additionally, it gives the user access to options and functions that others businesses do not have.

By using your onboarding hub as well as to traditional onboarding, be able to...

  • Make a waiting list
  • Manage attendees
  • Generate unique QR codes for entry
  • And much, much more. Each is distinct and relevant to the occasion you're planning.

If you're able to choose to have your personal Onboarding Hub, it will allow you to reduce costs and also achieve greater. It's quite a bargain!

In this article, we'll review the top tools to build your own personal onboarding website or hub on WordPress. In addition, we'll explain the process that's step-by-step. It's time to get started!

What equipment will you need?

To build An Onboarding Hub, it's essential to build an onboarding hub built by using the WordPress site and the following helpful tools:

  • RegFox. RegFox is the absolute preferred onboarding system to employ together with WordPress. RegFox lets you easily register students to classes, events, and even for a web site. RegFox allows you to design complicated onboarding processes in addition to control the your users.
  • . When you use Regfox it will allow you for members to gain access to private websites or documents as well as different types of information. The same is possible through Regfox.
  • Zapier. It allows you to connect "apps" and platforms to create "zaps" can be described as a procedure that's performed on one platform and initiated by an event that occurs in another.
  • . This add-on allows you to give users access to downloadings on your website. It is for instance possible to provide perks for when you host events, or supply material to aid in teaching classes.

allows users to sign up easily, and the onboard platform makes it easy to join and sign-up. If you need to pay payments online, the onboard platform makes it easy to accept payment as well.

Regfox was designed to make it easier for to process onboarding as well as to allow to customize onboarding starting from the start.

The integration allows you to register users with RegFox and then import that data into WordPress. It means after an individual joins the forum, you are able to sign them up as an account on your site and you are able to give them access to many special benefits.

In the next parts, we'll explain how to set up your own website and link to RegFox to make it easier to get onboarded!

Why should you be a part of an Onboarding Website?

The purpose behind an onboarding site is easy. It's designed to help you encourage people to sign-up for something, and also provide users with access to the information they need to take advantage of the program.

Here's an example of a webpage to help onboarding, which was designed with RegFox:

It is possible to imagine a online portal as the main entry point. It's the primary repository of all information needed in a specific event or situation. It is also an invitation to users to become members.

Cases that are able to be used for the Onboarding Website

There are some situations that a web-based onboarding site might help:

  • Summer camps. A website for onboarding could provide details about the guidelines and regulations, things that participants must bring along in their intake forms, and information on how to prepare for arrival, and more.
  • . Patients are able to submit intake forms via the website and gain access to details on the way sessions function, the billing procedure and any additional details they would like to know.
  • Onboarding new employees. It is common for them to have to look through many documents when they are onboarding. The centralization of these forms as well as the registration forms used to sign-up for user accounts may make the process easier.
  • Event volunteers. Similar to campers, you could make use of the onboarding site to register volunteers and inform them about the expectations they must meet.
  • New club members. If you're considering joining the club of your preference, it's vital to review the rules and regulations of the club you're joining. Onboarding websites are the perfect location to give all the needed information.
  • New forum users. To join a forum, one must understand its guidelines as well as the procedure for joining. A website for onboarding can act as a sign-up site and also an information hub.

It is generally the case that if you're planning an event, or you manage an organization that runs an onboarding program available to new users or customers, having a dedicated hub is a good idea. This hub is run through an external company like RegFox in addition to being associated with your other sites.

How to create an Onboarding Hub (or Website) through the use of WordPress (3 3 Steps)

It is necessary to have a Plus licence (or greater) that allows access to the film. It grants access to Zapier's integration services and Zapier integrations. These are the ones which you'll need to integrate with Regfox. Importantly, note that you don't need to join an account with a Regfox account.don't require cost-intensive RegFox and Zapier accounts.

Step 1: Install WordPress and

There are numerous ways to set up WordPress. Certain web hosting companies will additionally set up WordPress for users. This way, you'll be able to start making your web site immediately.

If you're unsure of which hosting company to choose, this blog below could provide some guidance.

After WordPress has been configured and set to go and you're ready to go, it's time to set up and activate the license.

Make your personal pages with readylaunch(tm) made .

This is the ideal time to create members. By using this method you can establish various or just some levels of membership which grant access to a variety of content

Find out how to begin a new course.

Instead of just creating an online writing platform and other writing, you'll also guide students to navigate all of the essential education steps that must be followed in your classes.

Step 2: Install RegFox

Making an account with the RegFox account is simple to do as well as you'll have the ability to utilize the free version of the application to make this connection. When you sign up, and after entering your information, RegFox will take you through a simple setup procedure to create a brand new website.

For a start, follow the instructions in the RegFox Launch instructions to create an account. It is then possible to make use of the builder tool in order to design the pages for occasions. RegFox has a wide range of custom options for your Welcome pages.

For a comprehensive explanation of settings that can be customized, look through the video tutorial as the most reliable source of data.

After your onboarding procedure is completed, you'll then be able join by logging into WordPress and . We'll go back on your WordPress dashboard!

3. Connect Regfox to

With Zapier it is possible to join "apps" and platforms in order to make complicated chains of operations with "recipes". In order to start the process, you'll need to sign up for a absolutely no cost Zapier account.

If you're running an upgrade license, Zapier allows users see all Zapier connections in the dashboard. To learn more, visit the Developer taband select"Zapiertab" Zapiertab.

Look for the search bar located in the top left corner of the page to locate the RegFoxintegration. If you've stumbled across this option, then select it to start creating your personal workflow:

It'll open Zapier as a completely new tab. Sign in to your Zapier account, select an event that matches the food you're planning to prepare.

By using RegFox You can choose from two possibilities: either when the user has been registered during an onboarding procedure or once the platform process the payment. This tutorial will show you how to choose the New Registrationoption:

Zapier will ask for you to login into RegFox. RegFox account. After that, you'll in a position to pick the page that you'd like to be activated. Choose the RegFox page that you have constructed in the preceding section.

The next step is to carry out the procedure. Zapier will let you know about any steps you're permitted to perform . For this procedure to complete the procedure, just select the button to create a member:

Zapier requires users to sign up for an account. The user must input the API code along with your website. The API key in the section Developer > API RESTtab within WordPress.

In the end, Zapier will ask you to explain the task. The next step is to choose the most effective method of signing in new users on Regfox. Zapier can give you an array of required fields. Zapier will also present different possibilities for usernames and passwords:

Choose each field, and then choose the option that is similar to it in RegFox. In this case, for instance, we'd choose the field that's for Email. We chose the option that is for the Registrantoption. After that, select the option for email option. It will let us sign up users using their RegFox information.

After you're done, share your recipe to family and friends. Simple! it!

It will signify those who have registered accounts for the event or program via this RegFox page. You will be asked to assign them the appropriate' levels.

Conclusion

RegFox could be an ideal choice for creating completely specifically designed onboarding pages for the event, courses online and RSVPs, as well as other occasions.

An overview of the actions that must be carried out:

  1. Make WordPress and .
  2. Configure RegFox.
  3. Join RegFox and become a member to .
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With us, you'll be at a point to get your Onboarding Hub you've crafted operational in just an hour.

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