The Thousand Solutions Blog

How do you create an onboarding Website or Hub with WordPress

Jun 3, 2023

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

  • Customers
  • Clients
  • Students
  • or employees?

A internet-based hubis the fastest and easiest way to help people quickly and easily get the information or training they need - whatever that may be. But these types of hubs are expensive and restricted.

It's good news that making your own hubas a dedicated onboarding website is incredibly affordable. Additionally, it grants the user access to features as well as options that other companies can't offer.

With your own dedicated onboarding hub, in addition to standard onboarding it is possible to...

  • Make a waiting list
  • Manage attendees
  • Generate unique QR codes for entry
  • and more - all specific for your special event.

With your personal online hub, you will be able to reduce costs and accomplish even more. It's quite a bargain!

In this article, we'll talk about the tools you need to make your onboarding website or hub using WordPress. We'll also show you how to do it step by step. Let's get to it!

The Tools You'll Need

To create an onboarding hub it is necessary to have a WordPress website, along with the following tools that are useful:

  • RegFox. It is the most popular onboarding tool we utilize along with WordPress. RegFox lets you easily register users for an event, course, or even a website. RegFox lets you develop complex onboarding procedures and handle your users.
  • . By using it, you are able to grant the registered user access to private webpages, documents, as well as various other kinds of content. Our tool also synergizes perfectly with Regfox.
  • Zapier. The tool allows you to connect "apps" as well as platforms to develop "zaps" - an action which occurs on a platform, when it is triggered by an event on another.
  • . By using this extension, you'll be able to offer users the ability to download files through your website. For example, you can share perks when users register for an event or give them materials for classes.

makes it easy to register and onboard users easily to sign up and onboard. In the event that you plan to charge money this makes it simple to take payments as well.

Regfox was designed to ease the process of onboarding and to customize it beginning from the bottom up.

The integration allows you to register users via RegFox and transfer the information to WordPress. This means that once an user is on board, you can register them as a registered user on your website and grant the user access to exclusive benefits.

In the coming parts, we'll explain how to set up a website and connect it with RegFox for an easier onboarding process!

Why should you create an Onboarding Site?

The idea behind an onboarding website is simple. It's intended to assist you convince people to sign-up for something, then provide people the details they require to use your service.

Here's an example onboarding page built with RegFox:

Consider an onboarding portal as a central platform. It has all the data you need for a specific occasion or circumstance, and it encourages people to sign up for it.

Cases for using the website onboarding

A few scenarios in which using an onboarding portal makes sense are:

  • Summer camps. A site for onboarding could contain details about the rules and regulations, what the campers must bring along, intake documents, what to expect on the day of arrival, and much more.
  • . Patients can fill out intake documents on the site, along with access information on how sessions are conducted as well as billing processes and everything else that they require to know.
  • Onboarding of new employees. The new employees typically have to review a number of documents for onboarding. Centralizing these files alongside the signup forms for their users will simplify the process.
  • Event volunteers. Just as with campers, you could utilize an online registration site to register volunteers and provide them with information about what is required from them.
  • New club members. In the event that you sign up to a new club, you need be aware of the club's rules and regulations. A site for onboarding is a perfect way to share the information.
  • New forum users. Joining a forum means reading the rules of the forum and understanding how it operates. An onboarding website can function as a signup site and information hub.

In general, if you're planning an event or running a community with an onboarding process for users who are new, having a separate hub makes sense. This page is powered by a third-party service such as RegFox and function alongside the rest of your website.

How to create an onboarding Hub or Website using WordPress (3 Steps)

You'll require a Plus license (or higher) to access this video. This license allows you access to Zapier integrations and Zapier integrations, which you'll need to incorporate with Regfox. But it is important to note that you aredon't need to have a premium RegFox or Zapier account.

Step 1: Set Up WordPress and

There are many ways to set up WordPress. A few web hosts will even set up the work for you. That way you can start building your site right away.

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

Once WordPress is installed and running then you'll need to install and activate your license.

Customize and design your web pages by using readylaunch(tm) from .

Next, it's time to create the memberships. By using this, you are able to make one or several different membership levels and give users access to different types of content.

Learn how to CONSTRUCT A COURSE

Instead of just creating a hub full of documents, you'll be able to lead students through the necessary onboarding steps in your courses.

Step 2: Install RegFox

Signing up for the RegFox account is simple as well as you have the option of using the free version of the platform for this integration. When you sign up, the platform will walk you through a simple setup procedure for creating a new webpage.

If you're ready to start, read the RegFox launch instructions to sign up for an account and use the builder for event pages. RegFox provides a wide range of options to customize your welcome pages.

For an in-depth explanation of customization settings look at this official tutorial video:

After your onboarding page is completed, you can connect them to WordPress and . Let's return on the WordPress dashboard!

Step 3: Connect Regfox to

Through Zapier it is possible to connect "apps" and platforms to create complicated chains of actions by using "recipes". To get started, create an account for free. Zapier account.

If you're using a premium license, the platform allows you see all available Zapier connections on the dashboard. To get started start by going to the Developer taband click on"Zapiertab" Zapiertab.

Use the search bar in the upper left corner of the page to look for RegFoxintegration. Once you have found it, click Create your custom workflow:

The process will start Zapier in a brand new web page. Log in to your Zapier account and select an event for the recipe you want to make.

With RegFox, you can select one of two scenarios: whenever a person registers via your onboarding webpage or RegFox processes a transaction. This tutorial will show you how to select the New Registrationoption:

Zapier will ask for you to sign-in to RegFox. RegFox account. You can then choose which page to setup your trigger to. Choose the RegFox page that you set up in step two.

Moving on to the action. Zapier will show you the actions that are available . For this tutorial, select the Create Member option:

Zapier will prompt users to connect their account. Enter your API key as well as your site's URL. The API key under the developer tab, then the REST APItab in WordPress.

In the end, Zapier will ask you to configure the action. This means deciding how to register new users via Regfox. Zapier can show you a number of mandatory fields, as well as choices for passwords and usernames:

Select each field and choose the option that corresponds to it in RegFox. For example Under the Email field We chose the Registeringoption. Then, click the email option. It means that we will sign up the new user with their RegFox details.

After you're finished, make sure to publish the recipe, and that's all there is to it!

will automatically register users that sign up for a particular event or program through your RegFox page. You'll then be required to assign members membership levels.

Conclusion

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

Here's a quick recap of the steps to follow:

  1. Install WordPress and .
  2. Configure RegFox.
  3. Connect RegFox with .
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