Instantly connect with your customers and keep the conversation going with Duzz Custom Portal.
Let your contact form work for you! Now when your potential customers submit a contact form, it will redirect to their portal page where you can start working for them.
Duzz Custom Portal is designed to help small service-based businesses dynamically interact with their customers right from their website. Our Stripe payments integration does what no other plugin can do: make customized payments on a project by project basis.
Let your website work for you. Engage in real-time chats, foster stronger customer relationships, and enhance your revenue potential, all in one unified platform. With Duzz Custom Portal, you’re not just waiting around for contact form inquiries – you’re proactively reaching out, and most importantly, offering a payment flexibility that no other plugin currently offers.
Distinctively standing apart from other Stripe-integrated platforms, Duzz Custom Portal pioneers a dynamic payment system. Instead of restricting businesses to fixed product prices or generic donation sums, our portal is the first of its kind to empower businesses with per-project invoicing. Tailor your charges, adding line items for every project facet, and presenting your clients with a clear, customized invoice.
This powerful, highly customizable plugin comes ready to use out of the box, transforming your website from a static display into a customer outreach and connection tool.
How to Use the Portal Tutorial
Features
- Stripe payments integration
- Status Feed for customers to track their project progress like tracking a FedEx Package
- Progress Bar showing each stage as the project progresses
- Data connections between Advanced Custom Fields (ACF) and WPForms
- Tag customers in the feed to send them email updates
- Invite customers to the project
- Bot updates when project is updated
- Auto welcome message for website visitors
Security
Duzz Custom Portal operates on a zero trust system, so your customers aren’t logging into the WordPress backend, which could be a security vulnerability. Customers don’t create an account or password, a factor that often leads to a 30% loss in sales as customers don’t want to create an account. Instead, they get a unique tracking number and link, just like a FedEx Package. The plugin is designed to allow the addition of a password system if needed in the future.
For security purposes, limited data is included on the page your customers view. But it is possible to update the code if you know PHP so that fields and data are viewable by the customer. That’s not currently included in the plugin. Duzz is only as secure as your hosting provider and WordPress security plugins. Avoid storing sensitive customer information. Do not collect social security numbers or other personal ID numbers.
Requirements
While Duzz Custom Portal works out of the box, for full functionality, we suggest the following:
– Advanced Custom Fields (ACF) basic version from WordPress repository
– WPForms basic for simple fields for Name and Email
– WPForms Plus for fancy fields that allow full Duzz functionality
– Hosting provider should allow PHP emails as Duzz does not currently use SMTP. -Hosting provider that allows you to turn off server side caching.
WEB HOSTING REQUIREMENTS
Because of these extra requirements for Duzz Custom Portal, many hosting providers might not be compatible. Your site will become more dynamic and increase the usage the CPU usage of your site as your site will get more usage with all the customer interactions.
The main issue though is that since Duzz Custom Portal makes your site more dynamic and interactive, any hosting provider with heavy server side caching could prevent customer pages from updating. Avoid GoDaddy Managed WordPress as they have the most heavy server side caching. GoDaddy Managed WordPress does not allow you to turn off server side caching.
We recommend Siteground as they allow you to turn off server side caching with their SG Optimizer plugin. They also allow for 300 PHP emails per hour. And they are recommended for security purposes.
If you plan to use Siteground, support us with our REFERRAL LINK:
Click here for our referral
External Libraries
This plugin utilizes Composer for dependency management, which means an autoloader is in place for handling PHP classes and libraries. If you’re a developer wanting to understand the structure or extend the functionality, be aware of this setup.
Composer:
– Used For: Dependency management for PHP.
– Source: https://getcomposer.org/
– Autoloader Path: duzz-custom-portal/vendor/autoload.php
Featherlight:
– Used For: Lightweight jQuery lightbox.
– Source: https://github.com/noelboss/featherlight
– Included Version: duzz-custom-portal/js/featherlight.js
Stripe:
– Used For: Handling online payments.
– Source: https://github.com/stripe/stripe-php
– Included Version: duzz-custom-portal/vendor/stripe/stripe-php
Select2:
– Used For: Making long dropdowns more user-friendly.
– Source: https://github.com/select2/select2
– Included Version: duzz-custom-portal/vendor/select2/select2
Feel free to review the original, non-altered source on the provided links. These libraries are included in this plugin in good faith, with the intention of enhancing functionality, and all rights and credits belong to their respective authors.
Third-Party Service Integration
Stripe
Our plugin integrates with Stripe to provide enhanced payment functionalities. This means that some data might be transmitted to Stripe’s servers when using the payment features of our plugin.
Service Provider: Stripe
Service Link: Stripe
Purpose of Integration: Our plugin uses Stripe to handle payments and payment-related functionalities, ensuring secure and efficient transactions for users.
Data Shared: The plugin sends payment-related data, such as transaction details and card information, to Stripe. No personal data is stored by our plugin; all sensitive data is handled by Stripe directly.
Terms of Use: You can review Stripe’s terms of service here.
Privacy Policy: For more details on how Stripe handles your data, please refer to their privacy policy here.
We encourage all users to review Stripe’s terms and privacy policy to fully understand how your data is used and protected. By using the payment features of our plugin, you agree to Stripe’s terms of service and privacy policy.
Legal & Security Notice Regarding Stripe Integration
Integration Permission:
Stripe provides a robust API and encourages developers to integrate its services with their applications, plugins, or platforms. Our integration with Stripe in the Duzz Custom Portal plugin is based on the permissions and guidelines provided by Stripe for such integrations.
No Direct Association with Stripe:
While we have integrated Stripe’s services into our plugin for enhanced payment functionalities, it’s essential to clarify that we have no direct association, partnership, or endorsement from Stripe. Any questions, concerns, or issues related to Stripe’s services should be directed to Stripe’s official support channels.
Security Assurance:
Stripe is known for its rigorous security standards, and we’re committed to adhering to them. Here’s how we ensure the security of your transactions:
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Credit Card Information: At no point does our plugin or any component of your WordPress site store credit card details. When a user inputs their credit card information, it’s directly processed by Stripe. This ensures the highest level of security, as all sensitive data is managed directly by Stripe, which employs state-of-the-art security measures.
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Compliance with Stripe’s Security Guidelines: Our integration with Stripe strictly follows their security guidelines. This means that any updates or security practices recommended by Stripe are implemented in our plugin to ensure consistent security.
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Data Handling: While our plugin facilitates the payment process, all the crucial transaction data and processing are handled directly by Stripe. This means that we do not have access to sensitive transaction details, adding an additional layer of privacy and security for the end-users.
We always encourage users and administrators to keep plugins updated and periodically review and ensure the security of their website.
Screenshots
Contact form redirect to portal
Make Payment
Create Invoice
Create Project
Project Status Feed
Projects List
Sent Invoice
Send Invite
Stripe Settings Dashboard
Update Project
Duzz Settings Dashboard
Does this plugin require any additional plugins?
No, this plugin works out of the box but works best with WPForms and Advanced Custom Fields (ACF). When the plugin is installed, it automatically creates ACF fields if ACF is already installed.
Do I need the Pro versions of these plugins?
Only if you need the advanced capabilities of these plugins. Duzz works with the basic versions from the WordPress repository.
What kind of forms should I add in WPForms?
Once Duzz Custom Portal is installed, you should add two forms within WPForms – one for customers to create a project, and one for you to create a project.
Duzz creates ACF fields on installation but does it create WPForms on installation?
WPForms backend makes it much more difficult to programmatically add forms and fields on plugin activation. You will either have to add the forms and fields manually. However, the WPForms Plus version does allow you to transfer forms and fields created from one site to another. If you go to our website, we have a WPForms file we can send you for free upon request and you can upload it to your site. It adds 2 forms, one for the customer and one for the admin that were created to atomically integrate with the Duzz Plugin so it can save you some time.
Can I create accounts for my employees?
Duzz basic from the WordPress repository creates only one employee type called ‘duzz_admin’ that has full capabilities with no restrictions. So be careful who you trust to add to this. We want to give you everything we can for free and make it open source. However, this is a basic version of Duzz which does not include other employee types. You could add multiple ‘administrators’ or ‘duzz_admin’ but this is not recommended for security purposes.
Is this just a chatbot?
No, chatbots aren’t good at keeping the conversation going after a conversation is finished. They are only really useful for urgent one time conversations. Duzz is more for connecting after a contact form has been submitted and to keep a customer updated over time. I have experimented with integrating with Intercom on my site which allows for both types of conversations, but I am not currently using Intercom and will only offer the integration if there is interest.
Do you have any other integrations?
We plan to offer many integrations. Some have been tested. But our first offering we are keeping it simple to see what users want. We created a very modular approach on the backend with the code so it should be fairly easy to add anything.
We are focused on creating the best customer interactive software available: the perfect WordPress Customer Portal. We will add features based on demand but we really want to open it up to other WordPress developers to add their features so we can focus on the core product. We want to hear from you though as we navigate the direction going forward.
Why is the Duzz Workspace on the front end pages and not the backend WordPress admin pages?
For a few reasons. First, the customer facing page has a similar URL so that you can change the URL to see what they see. It is not possible to link to the customer pages from the backend.
Second, in the future if you decide to add our multi-role / user add-on, your employees won’t have access to your WordPress backend with a password-less zero trust system. So why not just have the same visual they will have so you know what you are getting?
Will Duzz only support a password-less system?
No, it would be very easy to add passwords for Duzz customer and employee accounts. The original system was built with login passwords. But this opens your site up to security vulnerabilities with users using the same login system as your admin backend. We believe our password-less system is more secure. We recommend a hosting provider that has a proven security record. Customers also don’t like creating accounts. Think about how much easier a FedEx tracking number is. Now you’ll have the same type of project tracking system.
Can customers view these admin pages?
No, they are password protected and redirect to the login page. However, make sure to remove the pages from the site index with an SEO plugin.
Is Duzz mobile friendly?
Yes, we designed it for all devices. It has a mobile view for you and your customers.
ChangeLog
1.2.1 – 2024-02-12
- duzz_add_custom_post in Duzz_Processes updated
- filters added to duzz_list_posts_table in Duzz_List_Factory
- hidden fields added to duzz_addColumn in Duzz_Table_Factory
- duzz_add_list_args updated in Duzz_List_Pages to allow searches that contain values
1.2.0 – 2024-02-12
- Updated duzz_addChild in Duzz_Return_HTML to add hooks and filters for every HTML element throughout the plugin
- Updated container names to ‘duzz-page-content-flex-container’ ‘duzz-outer-sidebar-container’ and ‘duzz-outer-content-container’ in Duzz_Layout
- Updated classes ‘duzz-page-content-flex-container’ ‘duzz-outer-sidebar-container’ and ‘duzz-outer-content-container’ in Duzz_Class_Factory
1.1.91 – 2024-01-23
- For some reason Duzz_List_Pages.php and Duzz_List_Factory were missing in the most recent push. They have been added back in
1.1.9.1 – 2024-01-23
- For some reason Duzz_List_Pages.php and Duzz_List_Factory were missing in the most recent push. They have been added back in
1.1.9 – 2024-01-23
- Fixed the Archived page by adding new Duzz_List_Pages.php file and moving Duzz_List_Factory.php to the Factory folder in the src/Shared/Layout folder. This solution is a return to the code before the 1.1.7 – 2024-01-11 update. But it keeps the List and Comments functionality separate which was the point of the 1.1.7 – 2024-01-11 update
- Updated Duzz_Layout.php to call Duzz_List_Pages instead of Duzz_List_Factory
1.1.8 – 2024-01-21
- Fixed duzz_create_invoice_info_wrapper in Duzz_Send_Payment to add readonly when payment is made
- Updated duzz_create_invoice_totals in Duzz_Send_Payment with invoice-total-border-red styling
- Added styling in Duzz_Class_Factory for invoice-total-border-red
1.1.7 – 2024-01-11
- Removed Duzz_Entity_List_Factory and moved functionality to Duzz_List_Factory
- Updated Duzz_Comment_List_Factory so it can be called directly
- Updated Duzz_Layout with Duzz_List_Factory replacing Duzz_Entity_List_Factory with Duzz_List_Factory and Duzz_Comment_List_Factory
1.1.6 – 2024-01-09
- Updated duzz_create_table_row in Duzz_Send_Payment and script in Duzz_ProjectTabs to better format numbers with commas and dollar sign and added invoice-total-border-green-container in Duzz_Class_Factory for styling
- Updated duzz_check_for_payment_success in Duzz_Stripe_Checkout to format cash amounts with a dollar sign and commas for large numbers
- Updated stripe.js to format amount with commas for large numbers
1.1.5 – 2023-12-19
- Fixed styling of customer welcome message by adding styling for p.field-customer_first_name in Duzz_Class_Factory
- Removed ‘Project List’ on backend in duzz_register_project_post_type in Duzz_Base since all Project controls are within Duzz Workspace
1.1.5 – 2023-12-18
- Changed duzz_client_settings to wp_forms_client_settings and duzz_admin_settings to wp_forms_admin_settings in Duzz_Admin_Menu_Items
- Changed DuzzClientPortal to ‘Duzz Portal Settings’ in Duzz_Admin
- Removed in Duzz_Popup_Invite
- Added spacing styling to .customer-email-shortcode.left-account in Duzz_Class_Factory for the popup in Duzz_Popup_Invite
- Updated installation instructions in readme.txt and fixed changelog
- Added the TGMPA plugin activation library with the folder ‘tgm’ in the main plugin folder
- Added code to duzz-custom-portal.php to customize TGMPA menu so it is displayed on the Duzz Portal admin menu
- Updated Duzz_Admin and duzz-custom-portal.php with the constant DUZZ_MENU_SLUG
- Fixed duzz_get_field_names in Duzz_Get_Data to properly retrieve data for Duzz_Processes
- Updated duzz_staff_add_project and duzz_customer_add_project in Duzz_Processes to add two parameters when calling duzz_get_field_names
1.1.3 – 2023-12-17
- Bot email corrected in Duzz_Activation
- Updated styling in Duzz_Class_Factory and Duzz_ProjectTabs for the payments section to improve mobile experience and so styling works on all themes
- Duzz_Send_Payment updated for mobile and Duzz_ProjectTabs script updated to help do this
- Added new function duzz_get_saved_acf_key in Duzz_Keys that is called in Duzz_ACF_Field
- Fixed Duzz_Project_Update switch statement
- Fixed payment calculation in duzz_get_line_items in Duzz_Processes and duzz_create_invoice_line_items in Duzz_Send_Payment
- Fixed permalinks on activation by adding call to duzz_register_rewrite_rules in Duzz_Activation
- Creating new dynamic admin settings creation system in Duzz_Admin_Menu_Items which is called in Duzz_Admin which changed all options names
- Updated all hardcoded options names for the final time in: Duzz_ACF_Sync, Duzz_Activation, Duzz_Email, Duzz_Helpers, Duzz_Keys, Duzz_Processes, Duzz_Stripe_Checkout, Duzz_Stripe_Enqueue, Duzz_WP_Forms
1.1.2 – 2023-12-13
- Updated Duzz_ACF_Sync
- Duzz_Admin_Settings_Sections
- and Duzz_Keys so that ACF keys can be generated with a button on the ACF Keys settings page in the Duzz settings
1.1.1 – 2023-12-08
- Fixed admin_form_id and client_form_id data names in Duzz_Admin_Menu_Items.php so WPForms integration with portal is fixed
1.1.0 – 2023-12-07
- Portal ready to use on installation without saving settings
- Updated Duzz_Activation.php to add duzz_save_default_connector_settings for portal settings activation
- Updated duzz_create_forms_connectors to change all Duzz_Forms_Connector parameters to duzz_settings
- Updated duzz_settings_list_data from switch statements to an array to work with new portal settings
1.0.80 – 2023-11-30
- Fixes function duzz_create_invoice_line_items in Duzz_Send_Payment.php
- Addeed margin bottom to comment__content in Duzz_Class_Factory.php
1.0.79 – 2023-11-29 (First Release on WordPress Repository)
- fixed customer_message in Duzz_Processes
- Fixed Duzz Admin settings backend duplicate error message HTML in Duzz_Admin_Settings_Sections and styling in Duzz_Class_Factory
1.0.78 – 2023-11-02
- Added customer message by Updating Duzz_Admin_Menu_Items,Duzz_Keys, and Duzz_Processes.
- Duzz_ACF_Sync fixed so it doesn’t create duplicate ACF groups
1.0.77 – 2023-11-01
- CSS updated.
- HTML/CSS classes added to Duzz_Send_Payment.php
1.0.76 – 2023-10-31
- minified featherlight file removed
1.0.75 – 2023-10-31
- Updated duzz_generate_invoice_table in Duzz_Processes to use Duzz_Invoice_Table to construct the invoice table.
- Updated Duzz_Invoice_Table to properly construct the invoice table.
- Updated generatePayNowButton in Duzz_Stripe_Checkout to use Duzz_Invoice_Table to construct the button.
- Updated button styling in Duzz_Class_Factory
1.0.73 – 2023-10-25
- Added Check for existing projects in duzz_check_for_existing_project function in src/Core/Duzz_Processes.php file
- Fixed URL formatting with add_rewrite_rule and add_rewrite_tag in src/Shared/Layout/Duzz_Layout.php file
- Removed clipboard.min.js file from select2 using composer.json file.
1.0.0
- Initial release.
- Modifications based on WordPress review.
