Feedback Wizard Overview

The Feedback Wizard (FW) is essentially a unique, professional, secure & efficient method whereby the administrator of the site can bundle together a specific set of images, documents, files or links - and effectively present a simple and easy to follow the process to the client which also allows them to provide formalized and focused feedback.

Imagine if you were trying to accomplish the same thing using traditional postal mail delivered by UPS or FedEx. Each Wizard would represent the entire envelope and all its' contents. Each page in the Wizard represents a drawing, image, concept, document, or PDF that you're seeking the client's opinion on. At the bottom of each page would be a set of options for your client to mark where they could indicate their thoughts on that particular page's content. There would also be an area for the client to provide more detailed written comments in order to expound on their feedback selection. All these pages together represent the Wizard as a whole.

To create a Feedback Wizard (FW), you will first start by defining which items it will contain, and what type of feedback you would like to see from your client. You can even define the number and content of the feedback choices. When you have made these choices and configured them, you would then proceed to upload each item that will be contained in the wizard for feedback.

If, for example, you are a Landscape Architect firm, you may want to upload 3-5 sketches of the proposed project with this client. First, you may upload the zoomed out birds-eye view of the landscaping, giving the choices of APPROVE, DISAPPROVE and LET'S DISCUSS FURTHER ( these choices can be customized by using the Feedback Type interface ). The next item may be a profile view of the front lawn, the next a transverse profile of the pool and deck, and so on. Each item would require the client to make a feedback choice, and offer them the option of leaving comments about each individual item.

After they work their way through the slides, they are then able to leave summary feedback about the project as a whole and then finalize and submit.

Upon final submission, the results are stored in the database and are emailed to both the admin/manager and the client. The results can be viewed at any time in the admin console of WP-Client.


How to create your first feedback wizard?

The first step in customizing and creating your first FW is to select what type of feedback you'd like to get from your clients, and this is controlled from the Feedback Type Tab within the FW main menu.

Click the Feedback Type tab, and then select Add New Feedback Type to begin creating your first Feedback Type template.

1. Feedback Type Name

Enter the name by which you will remember this particular template

2. Feedback Type Title

Enter the text which will show to the client and instruct him/her to make a selection from the feedback options

3. Feedback Type

You can select what type of input method you'd like to present to your clients

  • Buttons
  • Radio Buttons
  • Checkboxes
  • Select Box

4. Feedback Type Options

You can further customize the presentation by choosing what the client sees Order by:

  • Order entered
  • Name - Ascending
  • Name - Descending

Align:

  • Horizontally
  • Vertically

5. Feedback Type Number & Content

You can customize both the number and content of the feedback selections You could have 3 selections:

  • Approve
  • Disapprove
  • Maybe

Or, you could customize to be :

  • Love it
  • Hate it
  • Meh

Or...

  • Order 100
  • Order 10
  • Order 1
  • Don't order any

How to add items?

A Feedback Wizard is a collection of items, so the next step in creating an FW is to add your items. Click on the Items tab of the Feedback Wizard menu.

Under the Items tab, click on the Add New button, and then select from these choices:

Image
Upload any image in JPG, PNG, OR GIF formats.

PDF
Upload files in PDF format only.

Attachment
Attach any file. (Client will have to download and open/view from the link provided, and then give feedback.

You can  Name the item, and provide a description for your clients to read.

After the Items have been added, you can then create your first FW by clicking on the Feedback Wizards tab.

On the right-hand column, you can give the Wizard a unique name, specify the Feedback Type, and then set the version number.

Then, simply find the items you want to add from the Available Items window and drag/drop them into the right-hand sidebar. You can drag/drop the items into the order that you'd like them to appear. When the items have been dragged and sorted with the name, version, and feedback type defined, simply click on Create Wizard.

After the FW is created, you will be directed back to the list of Wizards. For each FW, you are given the option to assign to Clients/Members and/or Circles. Additionally, you can choose to send an email notification to the assigned Clients/Members and/or Circles.

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