Design Feedback & Approvals

Design Feedback & Approvals (formerly Cycles) allows you to share any design (mockups, wireframes, sitemaps) with clients and colleagues, who view your work in their browser and post feedback directly on your designs.

Note: This plugin is the used to be called Cycles, and is the predecessor of new Cycles software with a new plugin submitted to the repo and coming any day now.

Overview

This plugin allows you to:

• Share designs with anyone – Upload any design (mockups, moodboards, wireframes, etc) and share with your clients. They’ll only need the URL (and optional password) to view and make comments. No attachments or accounts required.

• Collect design feedback – Clients view mockups in their browser, and click directly on the design to comment. Feedback remains organized, eliminating back and forth emails and miscommunication.

• Record approvals/sign off – When you’ve made requested changes, your client approves the design by agreeing to terms and providing a digital signature. The time, date, and name of the approver are recorded.

• Keep project members informed – When you publish a design, the plugin can send an email invitation with access details and instructions. Additionally, you can configure instant email notifications for new comments and approvals.

• Import design feedback into 3rd party services – Connect your designs to Trello, Basecamp, Asana, Slack, Help Scout, or any 3rd party service with project based email addresses, to bring feedback and approvals into your team’s project management workflow.

Why you should use the new Cycles plugin

First, many of the “designers” we speak with are moving from creating mockups in Photoshop and Illustrator to starting projects with themes and designing straight in the browser.

So, we’ve launched a new version of Cycles that collects feedback and approvals on any web page that works on many web development platforms (not just WordPress). A (free) Cycles account enables:

• A record of all comments, replies, and approvals (outside of your WordPress database or client’s site)
• Easy notifications and integrations without configuring your WordPress email settings
• Feedback and approvals on any web page or site

Free accounts have no trial time limits, and include all visual feedback and approval features.

Get more info at https://cycleshq.com.

Plugin features

Email Invites & Notifications
Send your client an invitation to review your newly published design, directly from your WordPress site. Then, when someone makes a comment or provides their approval, get notified at the email address(es) of your choosing. Note: As this plugin relies on the wp_mail() WordPress function, this feature requires your web server/host to have email correctly configured, or the use of a plugin like Postman-SMTP.

3rd party integration
Enter project-specific email addresses in the notification section to send new comments and approvals directly to many 3rd party services like Trello, Basecamp, Asana, Slack, and Help Scout.

Approvals & Digital Signatures
When a client is ready to “sign off,” they approve designs by agreeing to terms and providing their digital signature for the system to record.

Custom Design URL and Slug
Make sharing easier with custom, client friendly and easy to pronounce URLs. Now including the path/slug.

Self Hosted
Works on your (or your client’s) WordPress installation, so files stay private and secure on your client-friendly, recognizable domain.

Upload images
Upload single or multiple files of any type supported by WordPress, such as JPEG, GIF, PNG, and BMP.

Image Library
Organize designs in the WordPress media library for quick sorting and searching.

Password Protection
Set optional passwords to keep designs private and secure from unwanted visitors.

Annotated Feedback
Viewers leave comments anywhere on the design so others can view their feedback with context.

Feedback List
Comments are gathered into a single, easy to reference list of design feedback.