What is the Feedback Wizard?
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 to a client a simple and easy to follow process that 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 that would let him/her 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 the 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.
Creating Your First 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
- Radio Buttons
- 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
5. FEEDBACK TYPE NUMBER & CONTENT
You can customize both the number and content of the feedback selections You could have 3 selections:
Or, you could customize to be :
- Love it
- Hate it
- Order 100
- Order 10
- Order 1
- Don't order any
A Feedback Wizard is a collection items, so the next step in creating a FW is to add your items.
Click the Add Item Tab, and then select from the choices:
Can be any JPG, PNG OR GIF
PDF format only
Can be any attachment ( 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 client to read.
After the Items have been added, you can create your first FW by clicking the Create Wizard 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 in 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, and the name/version/feedback type are correct, simply click Create Wizard.
After the FW is created, you will be taken to the list of Wizards, and 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.