Collecting feedback from clients is the best way of improving any kind of website.
Until ProjectHuddle, web design agencies had a difficult time communicating with business owners who used their services.
In this article, you’ll learn how to use the ProjectHuddle WordPress plugin.
What is ProjectHuddle
The ProjectHuddle plugin is a design collaboration and feedback tool powered By WordPress.
Collecting feedback and critics was a very difficult and long process. Both the designer and the customer sides needed to go back and forth for hours using emails or chat channels. Finally, in the end, both sides are not happy with the process and wish they had an easier way.
To ease the process, plugins like Project Huddle and WPFeedback are changing the communication game between the agency and the customer sides.
The plugin will help you to send and collect feedback from the customers for whom you are building the websites.
When using it, your customers will be able to leave feedback visually on any website’s page or element.
Once the customer leaves a comment, you (the website developer) will see it in the dashboard and fix the problem.
You can get the plugin from the official website or from us for only $4.99.
How to Use the ProjectHuddle Plugin
The PH plugin has two components: the agency dashboard plugin and the customer feedback plugin.
Once you install and connect both plugins (the agency plugin and the client-side), the client can start leaving feedback and comments on his site and the web developer will pick them up on his side.
Then, the web developer can fix the issues and mark the problems as fixed.
Connect the agency and the client
To connect between the agency side and the client/customer side, both plugins need to be installed.
The ProjectHuddle plugin needs to be installed on the agency side and the client-side plugin must be installed on the client’s website.
You can connect between the two plugins automatically or manually. Let’s start with the first way.
On the agency side, navigate to ProjectHuddle -> Websites -> Add Website and give the new website a name.
After entering the client URL, click on WordPress and enter your login credentials for the client-side (the credentials you’re using to log in to his WordPress dashboard) and click Connect.
A new window will open and request you to enter the credentials of your customer’s website. Once logged in, install the client side addon on their website.
Then, both sides (the agency and the client side) can start to communicate with each other.
If for some reason the sides were unable to connect, we should connect them manually.
To connect both sides manually click on the Try Manually Connecting link.
From the customers’ dashboard, make sure the ProjectHuddle client side plugin is active and then navigate to Settings -> Feedback and into the Connection tab.
Paste the code inside the Manual Connection Details box and click on Save Changes.
After pasting the code, go back to your agency website side and click on the I’ve pasted the code link.
Once completed, your client website will connect to your feedback dashboard and you can start collecting feedback from your client.
Leave feedback as a client
When the Project-Huddle plugin is activated, a feedback bar will appear at the bottom of the screen.
To leave feedback as a client, navigate to the page that contains the elements or the designs that you would like to comment on and click on comment.
Then, your mouse cursor will change to a plus (+) shape and you will be able to click anywhere on the screen to leave a comment.
The comment box will open up. Enter your feedback text and click on ‘Add Comment’.
The comment box alows you to inform subscribers or assign other users about the resolving progress.
Reply to the feedback
You, as the web developer/designer, can view all the comments left by your clients and respond to them.
From the developer WordPress dashboard, navigate to ProjectHuddle -> Overview screen and there you’ll see all the feedback left from all your clients.
Click on the comment that you would like to reply and the comment detail sidebar will open on the right.
Click on the details tab of the comment to get relevant information such as a screenshot of the element, location, browser used, etc.
When you ready to reply and communicate back with your client, click back on the replies tab, enter your text, and click on Add Comment.
After you did so, your client will be able to view your response on his end just where they left the initial feedback.
After the issue got fixed, the developer or the client can change the feedback status to Resolved.
The ProjectHuddle plugin has two add-ons that can be added to the core plugin to extend its functionality.
- PDF mockups add-on: Upload and get live feedback on PDF mockup documents!
- File uploads add-on: The file uploads add-on adds an upload icon to comment boxes, which allows the user to upload a file with their comment.
You can purchase both add-ons with a deep discount using the links above.
WordPress feedback plugins are great a way to maintain communication between the agency and the clients.
ProjectHuddle and other commenting plugins make work easier by leaving short and straight-to-the-point comments on the various elements on the page, which helps speed up the designing process.
ProjectHuddle is a great WordPress feedback plugin but it’s not the only one.
Although its the most common and used plugin, there is another great option that I would like you to try.
The other WordPress feedback plugin is wpfeedback and it has similar pros and features.
Remember that when deciding on which feedback plugin to use, keep in mind that your client is not a developer and does not see things the same way you do.
Make sure that the plugin you chose is simple and easy to work with for you and your customers.
In this article, you learn how to use the ProjectHuddle plugin to collect feedback from your customers.
Let us know if you have any questions regarding the plugin or the process.