How to Make an Onboarding Hub or Website using WordPress

Contents    1

•     The Tools You’ll Need
•     Why Create an Onboarding Site?
•       Onboarding website use cases
• How to Make an Onboarding Website or Hub with WordPress (3 Steps)
•       Step 1 Set Up WordPress and
•       Step 2 Set Up RegFox
•       Step 3 Connect Regfox with
•     Conclusion
•       Get Now!

Reader Disclosure

Are you looking for simple ways to perform onboarding...

• Customers
• Customers
• Students
• or employees?

An web-based hubis the fastest and easiest option to aid people in a hurry and effortlessly access the data or the training they require - whatever that may be. These hubs are expensive and restricted.

Fortunately, the process of creating your own hubas one-stop onboarding portal is super inexpensive. Additionally, it grants the user access to features as well as modifications that most other services cannot match.

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

• Make a waiting list
• 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 quite a bargain!

In this post, we'll talk about the essential tools needed to create your own onboarding site or hub with WordPress. We'll also show you how to do it step-by-step. So let's go!

The Tools You'll Need

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

• RegFox. We have found RegFox to be our preferred onboarding system to make use of alongside WordPress. RegFox makes it easy to enroll users in events, courses, or site. The service enables you to design complex onboarding processes as well as manage your users.
  
• . With , you can offer registered users access to private webpages, documents, as well as different types of information. The tool is also compatible with Regfox.
  
• Zapier. It allows you to link "apps" and platforms in order to create "zaps" - an action that happens on one platform, when it is triggered by an event on another.
  
• . This add-on allows you to be able to offer visitors access to downloadings on your site. You can, for instance, give users perks when they attend an event or offer materials for courses.

allows users to easily register and to onboard makes it easy to register and join. If you plan to charge money, it makes it easy to process payments, too.

Regfox is designed to facilitate this process and customize onboarding beginning from the bottom up.

The integration allows you to register users via RegFox and port that information into and WordPress. This means that once the user has joined the site, you are able to register them as a member of your site, and allow them access to unique perks.

In the next few parts, we'll explain how to create a website and connect it with RegFox for an easier onboarding process!

What is the reason to create an Onboarding Website?

The basic idea behind an onboarding website is simple. It's designed to help you convince people to sign-up for something, then provide users the necessary information to be able to utilize your service.

Here's an example of an Onboarding page that was built using RegFox:

It is possible to think of an onboarding site as a central hub. It includes all the information you need for a specific occasion or circumstance as well as a call to action for people to join it.

Cases for using the website onboarding

A few scenarios in which using an onboarding portal is a good idea are:

• The summer camps. A site for onboarding could contain details about the rules and regulations, what participants need to bring with them, intake documents, the things to look forward to upon the day of arrival, and much more.
  
• . Patients can complete intake documents on the site as well as access details about how sessions work, billing procedures, and anything else they might require to know.
  
• Onboarding of new employees. A new employee is often required to read through lots of paperwork for their onboarding. Centralizing these files alongside the signup forms for their users will simplify the procedure.
  
• Event volunteers. Just as with campers, you may use an onboarding site for registration of volunteers as well as let them know what's to be expected from the volunteers.
  
• New club members. If you are joining a brand new club, it is necessary be aware of its rules and regulations. A site for onboarding is the perfect place to provide these details.
  
• New forum users. When joining a forum, you must read the rules for the forum as well as how it operates. Onboarding websites can serve as a sign-up page or information hub.

In general, if you're planning an event or managing a community that has an onboarding process for users who are new, having a separate hub would make sense. That page can be run by a third-party provider such as RegFox as well as integrated with the rest of your website.

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

You'll require a Plus license (or more) to access this video. The license grants access to Zapier's integration options, which you'll need to integrate with Regfox. But this license doesn't mean that it's not necessary to have a premium RegFox or Zapier account. aredon't need to have a premium RegFox or Zapier account.

Step 1: Configure WordPress and

There are numerous methods to setup WordPress. Many web hosting providers even manage the work for you. That way you can start building your site right away.

If you're still not sure of your host yet, the article below will give you some suggestions.

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

The next step is to set up the memberships. You can create one or multiple different membership levels that allow users access to a variety of contents:

Learn how to CREATE A COURSE IN

Instead of making a hub of papers, you'll also be able to guide members through the necessary onboarding steps in your courses.

Step 2: Configure RegFox

Making an account with a RegFox account is easy, and you can use RegFox's no-cost tier to benefit from this integration. Once you have created an account and registering, RegFox will take you through the simple set-up process to create a new webpage.

For a start, you must follow RegFox's guide to launch to set up an account and get access to the event page creator. RegFox provides a wide range of customization options for your onboarding pages.

For a full breakdown of settings that can be customized look at the official tutorial video

Once your onboarding pages are complete, it's now time to connect them to WordPress and . Let's return to your WordPress dashboard!

Step 3: Connect Regfox with

Through Zapier it is possible to connect "apps" as well as platforms to facilitate intricate chains of operation by using "recipes". To get started, create an account for free. Zapier account.

If you're a Premium license, the platform allows users see all Zapier connections in the dashboard. For more information you must go to the Developer taband select"Zapiertab" Zapiertab.

Use the search bar at the top of the page, to search for RegFoxintegration. Once you have found the option, click create your own workflow:

This will launch Zapier onto a different page. Log in to your Zapier account, and then select the trigger of the recipe you wish to develop.

With RegFox it is possible to select between two possibilities: either whenever a person registers via your onboarding webpage or RegFox processes a transaction. For this tutorial, choose the New Registrationoption:

Zapier will require users to log in with your RegFox account. Finally, you can select the page you want to create the trigger on. Choose the RegFox page that you made during step two.

Next, you need to select the action. Zapier will let you know what actions you can perform . In this example, you must select Create Member:

Zapier will ask you to connect your account. You must enter your API number as well as your site's URL. The API key under the > 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 can show you a number of required fields, including the options for usernames and passwords:

Choose each field, and then select the appropriate option from RegFox. For instance, under Email we chose the option for Registrant> Email option. This will allow us to register users with their RegFox details.

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

The system will automatically sign up users when they sign up for a particular event or program through the RegFox page. You'll then be required to assign participants membership tiers.

Conclusion

RegFox is a fantastic option for creating fully dedicated onboarding pages to organize events, online classes, RSVPs, and more.

This is a brief overview of the how-to:

1. Set up WordPress and .
2. Configure RegFox.
3. Connect RegFox to .

Take Action now!

With you can get your custom onboarding hub up and operating in less than an hour.