When the Integration Fails

If you attempt to add a site through Add New Site in the SureFeedback dashboard and the integration cannot complete, you will see a short message instructing you to download a plugin. Follow the steps below to finish the connection through your WordPress site.

1. Download the Required Plugin

A link will appear beneath the integration message.

1. Download the plugin file provided there.
2. Save the file to your computer.

2. Install the Plugin in WordPress

1. Sign in to your WordPress admin area for the site you are trying to connect.
2. Go to Plugins and open Add New.
3. Select Upload Plugin.
4. Choose the file you downloaded.
5. Install and activate it.
6. After activating a plugin, a set up wizard will appear

4. Use the Setup Wizard

1. Choose Get Started.
2. You will have to login into into your SureFeedback SaaS, if you dont have a account, please select the option of sign up using free
3. Continue through the prompts.

5. Assign the Site to a Workspace

After starting the wizard, a screen will appear that lets you choose a workspace.

1. Select the workspace you want this site to belong to.
2. Confirm your selection.

6. Connection Complete

After confirming the workspace, the site is linked to your SureFeedback account. It will now show up in your SureFeedback dashboard and can be managed normally. Please access the site through magic link to start adding comments

Read more at SureFeedback

You’ll need this setup if:

• You’re installing the plugin manually, or
• You want to connect your WordPress site from inside WordPress instead of the SureFeedback dashboard

Once connected, you can collect visual feedback directly on your live pages.

1. Install the SureFeedback Cloud Plugin

Start by installing the SureFeedback Client Site plugin on your WordPress site.

From your WordPress admin dashboard:

• Go to Plugins → Add New
• Search for SureFeedback Cloud
• Click Install Now, then Activate

Alternatively, if you have the plugin ZIP file, you can upload it manually from the same screen and activate it once installed.

After activation, the setup wizard will launch automatically.

2. Launch the Setup Wizard

Once the plugin is activated, you’ll see the setup wizard inside WordPress.

Click Get Started to begin connecting your site to SureFeedback.
The wizard guides you step by step and only takes a moment to complete.

3. Log In to Your SureFeedback Account

During the setup process, you’ll be asked to log in to your SureFeedback account.

Use the same credentials you use to access the SureFeedback dashboard. This step securely authenticates your account and prepares the connection between your site and SureFeedback.

4. Authorize Your Workspace

After logging in, you’ll be prompted to authorize the plugin to access one of your SureFeedback workspaces.

Choose the workspace where you want this website to appear.
This allows SureFeedback to sync your site, feedback, and collaborators correctly.

Once authorized, the connection is established automatically.

5. Verify Your Site in the SureFeedback Dashboard

After authorization, your WordPress site will appear in the Sites section of your SureFeedback dashboard.

Seeing your site listed there confirms that the connection is live and working correctly.

No additional configuration is required.

6. Start Collecting Visual Feedback

With the plugin connected, you’re ready to start collaborating.

Open your website using the Access Link available next to your site in the Sites tab. This ensures feedback is linked to your SureFeedback dashboard.

On your live site:

• Click the comment widget
• Select any element on the page
• Leave a comment or annotation

Feedback from you, your team, and your clients appears instantly in SureFeedback and stays pinned to the exact elements being discussed.

Need Help?

If you run into any issues or have questions during setup, our support team is here to help.

Visit:
https://surefeedback.com/contact-us/

You can also find additional guides and troubleshooting resources inside your SureFeedback dashboard.

Read more at SureFeedback

Welcome to SureFeedback Cloud

SureFeedback helps you collect visual feedback directly on your live website & mockups.
Instead of long email threads, screenshots, or unclear comments, feedback is left right where it belongs, on the actual page elements.

This guide walks you through setting up your account, connecting your website, and starting your first review. Most users are ready in just a few minutes.

How SureFeedback Is Structured

Before jumping in, it helps to understand how SureFeedback keeps your work organized.

• Organization
  Your main account. Everything lives inside an organization.
• Workspace
  A workspace groups related websites, mockups, feedback, and people.
  Many teams use one workspace per client or project.

When you create your account, SureFeedback automatically creates:

• One organization, and
• One default workspace

You can create more workspaces later or switch to other organizations you have access to.

1. Create Your Account

Start by signing up or logging in to SureFeedback. You can use your email address or sign in with Google for quicker access.

Once you’re logged in, you’ll be taken to your dashboard. A default workspace is already set up, so you can move straight into adding a site.

Create your account at:
https://app.surefeedback.com

2. Set Up a Workspace 

Workspaces help you keep feedback organized & control access, especially if you’re working with multiple websites or clients.

If you’re just getting started, you can continue using the default workspace. If you prefer more structure, create a new workspace to group related sites and mockups and decide who can access them.

If you skip this step, any site you add will simply be placed in the default workspace.You can create a new workspace from the Workspaces section in your dashboard.

3. Add Your Website

Once you’re inside a workspace, the next step is to add the website you want feedback on.

• Add your website URL from Sites tab > Add new Site button, and choose the Site type (WordPress or Custom HTML).
• The site will automatically be assigned to your currently active workspace.

4. Connect Your WordPress Site (Automatic Plugin Installation)

If you’re adding a WordPress site, setup is fully automated.

After entering your site URL, you’ll be prompted to enter your WordPress admin credentials. SureFeedback handles the rest, installing and activating the SureFeedback Cloud Plugin and verifying the connection.

There’s no need to download files, upload plugins manually, or copy any code.

Once the connection is complete, your site will appear in your SureFeedback dashboard and is ready for feedback.

Note:
SureFeedback uses secure, short-lived verification tokens to connect to your site. Your WordPress login credentials are never stored.

5. Start Collecting Feedback

With your site connected, you can start collecting feedback right away.

To ensure comments are properly linked to your dashboard, open your website using the Access Link provided by SureFeedback. You’ll find this in Sites, next to your site name and URL.

You can use the Access Link yourself or share it with team members and clients.

On your live site:

• Click the comment widget
• Select any element on the page
• Leave a comment or annotation

Feedback is pinned directly to the selected element, making it clear what needs attention. All comments automatically appear in your SureFeedback dashboard and are organized by site and workspace.

6. Invite Team Members & Collaborate

SureFeedback is built for collaboration.

You can invite teammates, clients, or external reviewers to your workspace and assign them appropriate roles.

To invite someone, go to Members and click Add Member

You will now see the option to enter the email and other configurations, such as choosing the role, workspaces and more.

Team Member Roles:

• Member
  Can access assigned workspaces and collaborate on feedback.
• Owner
  Has full access to assigned workspaces, including managing settings, team members, and project data.

You can also choose which workspaces the user should have access to.

Optionally, you can make a user a Workspace Admin, which grants full editing permissions for the workspaces they’re assigned to. If this option is unchecked, their default workspace role is Member.

Once the invitation is accepted, the user will be added to the selected workspaces.

Understanding Workspaces

Workspaces help you manage feedback without clutter, even as your projects grow.

• New sites are added to the active workspace automatically
• You can switch between workspaces at any time
• Access and permissions are managed per workspace
• All workspaces belong to a single organization for seamless collaboration

This setup works equally well for solo users, agencies, and larger teams.

Need Help?

You’re now ready to start collecting feedback, collaborating with your team, and reviewing websites with clarity.

If you have any questions or run into issues, our team is here to help:
https://surefeedback.com/contact-us/

You’ll also find additional guides and tips directly inside your SureFeedback dashboard.

Get started now at: https://app.surefeedback.com

Read more at SureFeedback

To use the platform effectively, it helps to understand its structure:

Organization

Your main account container. Everything belongs to an Organization.

Workspace

A workspace groups related Sites, Tasks, and Members.
Most teams create one workspace per client or project.

Site

A connected website where feedback and tasks are collected.

Task

A visual feedback item pinned to a page element, like a comment. Tasks can include:

• Text
• File attachments
• Assignments
• Status updates
• Private discussions

Access Link

A secure link that loads the SureFeedback widget on your site, allowing you or your clients to leave tasks directly on the page.

Setting Up Your First Site

Follow these steps to begin collecting tasks.

Step 1: Create Your Account

Sign up at:

https://app.surefeedback.com

You can register using:

• Email & password
• Google login

After logging in:

• One Organization is created automatically
• One default Workspace is ready for you

You can create additional workspaces anytime. This is how your Dashboard should look like :

Step 2: Add a Website

Inside your Workspace:

1. Go to Sites
2. Click Add New Site
3. Enter your website URL
4. Choose your platform:
   • WordPress
   • Custom HTML

The site will automatically be assigned to your active workspace.

Step 3: Connect Your WordPress Site (Automatic Setup)

If you select WordPress, setup is fully automated.

1. Enter your WordPress admin credentials
2. SureFeedback Cloud installs and activates the plugin automatically
3. The connection is verified securely

No manual downloads. No FTP uploads. No copying files.

Security Note:
SureFeedback uses secure, short-lived verification tokens. Your WordPress credentials are never stored.

If verification fails:
Go to Sites → Actions → Integration and confirm credentials are correct.

Once connected, your site appears in the Sites dashboard.

Step 4: Start Creating Tasks on Your Website

To collect feedback:

• Open your website using the Access Link (found in Sites)

• The SureFeedback widget loads on the page
• Click on any element
• Create a Task

Each task is:

• Pinned to a specific element
• Synced instantly to your dashboard
• Organized by Site & Workspace

You can:

• Assign tasks
• Attach files
• Add internal notes
• Change statuses
• Start private threads

Managing Tasks with Boards

SureFeedback Cloud includes a Kanban Board View to help you manage progress visually.

Tasks are organized into columns such as:

• Open
• In Progress
• Review
• Completed

You can:

• Drag and drop tasks between statuses
• Quickly see workload distribution
• Track bottlenecks
• Manage approvals efficiently

This makes SureFeedback not just a feedback tool, but a lightweight task management system for website reviews.

Collaborating with Your Team

SureFeedback Cloud is built for structured collaboration.

To invite members:

1. Go to Members
2. Click Add Member
3. Enter their email
4. Assign role & workspace access

Roles:

Member

• Can collaborate on assigned workspaces
• Can create and manage tasks

Owner

• Full control over assigned workspaces
• Can manage members and settings

You can also assign Workspace Admin privileges for advanced permissions.

Access is always controlled per workspace.

What Happens After Setup?

Once your site is connected, you can:

• Invite clients to review pages
• Share the Access Link
• Assign tasks to team members
• Track progress in Kanban view
• Approve pages
• Manage private & public discussions
• Monitor activity inside your dashboard

Everything stays centralized inside your workspace.

Who Is SureFeedback Cloud For?

SureFeedback Cloud works equally well for:

• Freelancers managing client revisions
• Agencies handling multiple projects
• Product teams running QA reviews
• Marketing teams reviewing landing pages
• Enterprise teams coordinating cross-functional feedback

The structure scales with your workflow.

Need Help?

If you have any questions or run into issues:

https://surefeedback.com/contact-us/

You’ll also find helpful guides inside your dashboard.

Start Collecting Visual Tasks Today

Create your account here: https://app.surefeedback.com

Read more at SureFeedback

Creating a New Account

To create a new SureFeedback account, head to:
https://app.surefeedback.com

On the sign-up screen, you have two options:

Sign up with Email

Choose this option if you prefer using an email address and password.

You’ll be asked to enter:

• Your name
• Email address
• Password

After submitting the form, your account will be created instantly.

Sign up with Google

You can also sign up using your Google account. This skips the manual form and lets you access SureFeedback with a single click.

Both methods create the same type of account, choose whichever feels easiest.

Email Verification

If you sign up using email, you’ll receive a verification link in your inbox.

Click the link to confirm your email address. This helps keep your account secure and ensures you receive important notifications.

Once verified, you can log in to SureFeedback right away.

Signing In to an Existing Account

If you already have an account, simply log in from the same page at:
https://app.surefeedback.com

You can sign in using:

• Your email and password, or
• Google (if you signed up with Google)

After signing in, you’ll be redirected to your dashboard.

What Happens After You Log In

After your first successful login:

• A default Organization is created for you
• A default Workspace is set up automatically
• You’re taken to the dashboard, where you can see your activity and start adding sites

From here, you can:

• Create or manage workspaces
• Add your website or mockups
• Invite team members
• Start collecting visual feedback

What’s Next?

Once your account is set up, you’re ready to connect your website and start reviewing pages.

You can continue with the Quick Start Guide to learn how to:

• Add a site
• Connect WordPress
• Use Access Links
• Start adding tasks on live pages

Read more at SureFeedback

This guide will walk you through everything from setup to best practices.

What is Widget Control?

Widget Control lets you choose which pages of your site show the feedback widget. Instead of showing the widget everywhere, you can pick the most useful spots.

Why Use Widget Control?

• Better User Experience – Avoid annoying users with too many prompts.
• Focused Feedback – Ask for feedback where it matters, like on new features or checkout pages.
• Easy Management – Turn widgets on/off without needing a developer.

How to Use Widget Control (Step-by-Step)

1. Go to the Widget Control Panel

Find Widget Control under your website’s admin or plugin settings (e.g., “Website > Select Website”).

2. Turn On Widget Control

Use the toggle to enable it.

• ON = You control where the widget appears
• OFF = The widget may show everywhere or not at all, depending on your setup

3. Choose Where to Show the Widget

You’ll see a list of your pages or a search field.

• Search Bar: Type the page name or URL
• List View: Scroll and select
• Bulk Edit: Select multiple pages at once (if supported)

Example Use Cases:
Enable on feature pages, pricing, or checkout for targeted feedback.
Exclude from generic or high-traffic pages where feedback isn’t needed.

4. Refresh to See New Pages

If you’ve added new pages, click the refresh icon to update the list.

5. Enable the Widget on Selected Pages

Next to each page, click the toggle, checkbox, or enable button.
These pages now appear in your Enabled Pages list.

6. Remove the Widget from a Page

To remove the widget from a page:

• Go to Enabled Pages
• Click the remove, delete, or disable icon

The widget is now hidden from that page.

7. Turn Off Widget Control (Optional)

To stop using Widget Control:

• Toggle the feature off

This may remove the widget from selected pages or restore the default behavior.

Advanced Tips & Best Practices

Here are some helpful tips to get the most out of Widget Control:

1. Start with the Most Important Pages: Begin by turning on the widget for pages where feedback really matters like onboarding flows, newly launched features, or the checkout page. These areas often give the most valuable insights.

2. Use the Search Bar to Save Time: If your site has many pages, don’t scroll endlessly. Just type the page name or URL into the search bar to quickly find what you need.

3. Keep It Updated: Whenever you add new pages to your site, go back to the Widget Control settings. Check if these pages should have the feedback widget or not.

4. Don’t Overdo It: Too many feedback requests can frustrate users. Only place the widget where it’s useful quality over quantity.

5. Track Which Pages Get Good Feedback: Over time, check which pages are giving you helpful feedback. If a page gets no response, consider removing the widget or moving it elsewhere.

6. Limit Access (If Your Tool Supports It): If you’re working with a team, use roles or permissions to control who can change the widget settings. This prevents accidental edits.

7. Always Test Your Changes: After making changes, visit the pages to make sure the widget shows up (or stays hidden) as expected. This ensures everything works correctly.

Troubleshooting

Page Not Listed?
Click the refresh icon. Still not working? Check your platform’s docs.

Widget Not Showing?
Make sure Widget Control is on and the widget is enabled for that page.

Removed a Page by Mistake?
Just re-enable it from the page list.

Conclusion

Widget Control helps you show feedback widgets only where they matter making feedback collection smarter and less intrusive.

Set up Widget Control today and create a better experience for your users and your team!

Read more at SureFeedback

Website Feedback Workflow

1. Go to Websites

1. Open your WordPress dashboard and go to SureFeedback > Websites.

2. Click “Edit”

• Find your site and click the Edit link under its title.

3. Open Settings

• Click on the Settings tab at the top.
• Tick the Enable request change for this project box under Request Change.
• Click Save.

5. Request Changes on the Website

• On the site frontend, click the Request Change icon (the arrows loop next to the eye icon).

6. Add Your Feedback

• Type your comment or requested change in the popup field.

7. Subscribe or Assign (Optional)

• Click Subscribe Someone and pick Me (or someone else).

8. Submit the Request

• Hit the REQUEST CHANGES button. Done!

Mockup Feedback Workflow

1. Enable Request Change for the Project

• In the project settings, make sure Request Change is enabled and Save.

3. Add a Change Request

• Click the Request Change icon in the bottom toolbar.

4. Enter Details

• Click the comment field and type your feedback.

5. Subscribe/Assign (Optional)

• Click the Subscribe Someone icon and select Me (or others as needed).

6. Send the Request

• Click SEND REQUEST to submit!
  

Quick Summary Table

That’s it!

With these simple steps, you can efficiently request changes on both websites and mockups using SureFeedback, ensuring smoother collaboration and faster improvements.

Read more at SureFeedback

SureFeedback’s built-in integration with OttoKit helps you automate these tasks directly within your SureFeedback dashboard, so you stay organized without switching between tools.

For example, when you receive client requests for updates, this integration can automatically help you send follow-up emails, add tasks in project management software, update sheets, modify shared files, and much more with OttoKit workflows.

This saves you a lot of valuable time and manual effort.

In this article, we’ll cover how the OttoKit integration works in SureFeedback and how it can simplify your workflow by automating repetitive tasks.

How To Automate SureFeedback Workflows Using OttoKit

To do this, log in to your WordPress dashboard and follow these steps:

Configuring Your OttoKit Account

To set up your OttoKit account:

• Go to SureFeedback > Integrations.

• Once here, you’ll be prompted to install and activate the OttoKit plugin. If you already have it installed and set up on your WordPress dashboard, you can directly start creating your workflows.

Note: If you’re using OttoKit for the first time, you’ll need to create, connect, and authorize your account here. If you have a OttoKit account already, you just need to connect and authorize it here.

Setting Up Your SureFeedback Trigger Event

To set up your trigger event in SureFeedback, follow these steps:

• Click the “Create Workflow” button and provide a descriptive name for it.

• Here, SureFeedback will be selected as your default trigger app. This app cannot be changed.

• Next, choose a trigger event that automatically starts the workflow when something specific happens. For example, when a new comment is added. SureFeedback has the following two trigger events:

• Choose your “Connection,” which is the main site you’re currently using.

Once done, click on the “Continue” button.

Selecting Your Client Site For Automation

Before moving forward, ensure you’ve added the SureFeedback client site. After that:

• From the dropdown, choose your client’s website from where you want to receive feedback.

Click on the “Continue” button.

Finally, click the “Fetch Data” button. SureFeedback will retrieve data from when the last comment was added to your client site. This is important for setting up the rest of the workflow.

Once the test connection data is successful like the above, click on the “Save” button.

Setting Up Your SureFeedback Action Event

Next, you’ll need to set up the action event that defines what happens after the trigger is activated.

Note: You need at least one action event in your workflow to make it live.

• After fetching the data, you’ll be shown the following screen for choosing your action apps. 

You can search and choose any of these apps. For this example, we’ll select Google Docs as the application where we’ll be adding all the new comments automatically.

• Configure your action event here. This will change based on different apps. For example, we’ve selected the action event for adding text to our Google Doc file.

• Here, the connection will be your Google Docs account. If this is empty, you can create a new connection and connect your Google account. 
• Click on the “Continue” button once done.

This will also change based on your selected app.

• In the next step, we’ll select the Google Doc file where the new comments data will be added and add the dynamic comments data using “@”.

Finally, click the “Test Action” button to fetch and test your action event data.

Click the “Save” button.

Based on the workflow, a test event will be executed in your action app. For our example, the specified data will be actually added to the selected Google Doc file.

Next, you’ll be redirected to the “Workflows” section where you can enable the “Status” toggle button to publish your workflow.

Your workflow is now officially live! Now, whenever new comments are added to your client site, the specified comment information will be automatically entered into your Google Doc file.

Note: The created workflow will also show up independently in your OttoKit account. Any changes you make will be reflected on both your SureFeedback dashboard and the OttoKit account.

Similarly, you can experiment with different action apps to create detailed workflows that simplify and automate complex manual tasks.

And for any doubts, feel free to reach out to our support team. We’re always here to help!

Read more at SureFeedback

Leveraging its distinctive ‘point-and-click’ visual collaboration, SureFeedback enables users to provide feedback on any webpage, automatically generating tasks that can be assigned to the WPML translation service.

Alternatively, users can utilize WPML’s automatic translation tool and then employ SureFeedback’s ‘point-and-click’ feature to mark and assign any translated content for review.

In this article we’ll cover how to set up WPML with SureFeedback for the most effective and responsive website translation workflow.

Install and Configure WPML

To begin with, log in to your account on WPML.org, and then head to the Downloads section. When using WPML for the first time we recommend following the manual installation by running the OTGS Installer plugin. This approach not only facilitates the installation process, but also enables you to register with WPML, ensuring you receive automated updates for all future versions.

When you first activate WPML a setup wizard will help you identify and configure the essential settings you need to prepare your site for multilingual content. For example:

• Choose your site’s languages.
• Choose your URL format.
• Choose your translation mode.

Now that you have the WPML plugin set up on a website already connected to your SureFeedback main website, you can choose which of the two approaches will work best for you.

The first option is to use the plugin to submit content for translation by the professional translators at WPML, using SureFeedback to assign and track the translation tasks.

The second option is to use the WPML automatic translation tool, and use SureFeedback to assign the translated content for review.

Let’s look at how to set WPML up for each of these approaches.

Start Collaborating With Your Translators

To start collaborating on your website translation project, it’s essential to ensure that each of your team members has the correct Translator profile assigned. You can manage these assignments in the WPML > Translation Management > Translators tab.

Ensure that you have assigned them the content that needs to be translated.

That’s it, collaborators should be available to translate content from the WPML > Translations page.

Creating Translation Tasks

Now that WPML is set up, you only need to create the corresponding tasks and distribute them with your team.

Keep in mind that translation tasks are not different from any other task, and so they are handled following the same workflow as described above:

• Open your Task and check the assignment.
• Go to WPML > Translations.
• Translate your content.

If you are checking your task from the frontend, you will need to click on the “Edit Translation” button in the top bar.

Automatic Translation

As mentioned, you can also consider translating your content using WPMLs automatic translation feature. In this case, you can create a set of Review tasks in SureFeedback, and ask your collaborators to review the translations before publishing.

When WPML is finished translating your content, a notification appears to tell you that your translations are ready for a review. You can find this notification either in the top toolbar or in the Translation Management Dashboard.

Click the notification to go to the translation queue, and then click the Review button. This allows you to preview your translation on the site’s front-end. From there, you just need to either accept the automatic translation, or edit it.

We hope this document has been helpful. If you have any queries, feel free to leave a comment below.

Read more at SureFeedback