Duzz Portal – Stripe Custom Customer Payments vs HelpCrunch – Live Chat, Chatbot & Knowledge Base for Customer Service

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. 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: 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. 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. 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.

Take your customer support to the next level with the HelpCrunch WordPress plugin. Do you think it’s a tough nut to crack? Not at all! Thanks to our full-house solution, you can: Deliver second-to-none customer service Chat with website visitors in real time Automate routine tasks with chatbot Manage conversations from Telegram, Facebook, Instagram, or Viber by integrating them with HelpCrunch Catch valuable leads’ attention Encourage customer self-service with a multilingual knowledge base But that’s just scratching the surface. Let’s take a deeper look at HelpCrunch’s advanced toolset. 💬 LIVE CHAT Being the platform’s flagship feature, live chat helps you solve customers’ queries like a pro, acquire more clients and process requests in the nick of time. Auto messages for reaching out to clients proactively based on their behavior, e.g. exit intent time, time on page, last visit, etc. In-app messages for targeting users and educating them about your product or service, for instance during onboarding, upselling, feedback gathering, etc. Canned messages for streamlining service reps’ workflow. Create answers for FAQs beforehand and use them in live chat or chatbot conversations any time you need to be more productive. Knowledge base integration for making clients’ lives easier. They can search for the information without waiting for a rep’s reply, or you can send them a knowledge base article right from the live chat window. Live chat widget customization for sticking to your brand’s identity. Tweak the live chat button, choose its color scheme, add agent avatars, and do so much more. Reports for tracking team’s performance, customer satisfaction rate, first resolution time, and other metrics. Assignment rules for automating and assigning chats or tags for easier workflow. Round-robin chat assignment for distributing new chats between your team members equally. Live chat transcripts for sending the entire conversation to clients so that they have everything at their fingertips. LIVE CHAT INSTALLATION PROCESS You don’t have to be a mastermind to add the HelpCrunch live chat on your WordPress-powered website. Just follow this step-by-step instruction: STEP 1. Log into your WordPress account. STEP 2. Find the Plugins section and press Add new. STEP 3. In the Search box, type in HelpCrunch. STEP 4. Hit Install and Activate. STEP 5. Log in to your HelpCrunch account in a separate browser tab. STEP 6. Go to Settings → Channels → Website Widgets and choose the widget you’d like to install on your WordPress website. STEP 7. You will be redirected to the Installation page. Select WordPress installation guide and copy the code snippet from the HTML box. STEP 8. Go back to your WordPress account and find the HelpCrunch live chat widget under installed plugins. Open plugin Settings. STEP 9. Paste the copied HelpCrunch code snippet into the HelpCrunch Code field and save changes. Now our live chat widget is displayed in the bottom right corner of your website. If you have any problems with the setup, please check the installation guide. If you have any questions, just log in to your HelpCrunch account and chat with us. We’ll help you with everything 🤗 📱 MESSENGERS INTEGRATION Your customer service can be a great differentiator and help you stand out from the competition. Delighting your customers should be a top priority, and one of the best ways to achieve this is by communicating with them in the most convenient way possible. Luckily, HelpCrunch integrates with a range of popular messaging applications, such as: Facebook Messenger Instagram Telegram Viber WhatsApp (coming soon) Such integration can help you provide a seamless customer experience. No matter which channels your customers are using to interact with your business, you will be providing the best possible customer service. Furthermore, HelpCrunch can help your team save a lot of time and effort. Our shared inbox provides an intuitive interface for managing all customer requests from multiple channels in one place, without having to switch between different tools. 🤖 CHATBOT The new feature will ease the burden of your groovy tasks. Our chatbot is called HelpBot and has the power to support users 24/7, catch and qualify valuable leads, and encourage customer self-service. Do all chatbots have a seamless installation process? The one from HelpCrunch does! Our chatbot builder is completely code-free, so you can set it up on your website in minutes. Thanks to the pre-made templates, you can decide on the goal your bot will pursue: Collect contact details Qualify leads Offer a special discount Collect details about issues upfront Route new chats to the dedicated team Or create your own template from scratch! HelpCrunch’s chatbot is really cool because it works not only in the live chat widget, but also in popular messengers such as Facebook, Instagram, Telegram, and Viber. You might think that chatbots are a tricky feature to install. Check out our article where we shared all the ins and outs of creating your first flow. Trust us: implementing chatbots has never been that easy! 📚 KNOWLEDGE BASE Knowledge base software from HelpCrunch allows you to build a resource hub of your dreams without much hassle. Not only is it SEO-optimized but also feature-rich and multilanguage. With just a few clicks, you can create a well-oiled information hierarchy with a user-friendly WYSIWYG editor: draft new articles, add categories, and develop sections in your knowledge base. All articles are marked as “Draft” by default at the editing stage, so you can decide when it goes public. A “Preview” option is also available here: check your article first and post it! 📨 EMAIL AUTOMATION Whether you have a newsletter coming up or a one-time offer – take advantage of email marketing feature from HelpCrunch: Share company news and product announcements with your clients via perfectly built emails. Automate your marketing campaigns with email auto messages, engage existing users, and re-engage inactive ones. Create your own custom email templates or leverage ours. Monitor campaign performance with in-depth analytics. Set up email notifications not to miss a single letter when your team is offline. Send manual or auto follow-ups every time your message is unseen. Set up email forwarding to put an end to unread messages once and for all. 💁🏻‍♂️ SHARED INBOX Multi-channel customer support is now becoming a reality with the HelpCrunch shared inbox solution. No matter the size of your team, you can ease its life with a shared inbox. Owing to this helpful feature, everything is gathered under the same roof. Have your staff manage incoming conversations from live chat, social media, chatbots, and email together, leave dialogue private notes for each other, and more. Detailed customer profiles won’t let you forget a single detail about a client because such data as phone number, location, or device is safely kept. With our shared inbox, one customer service agent can handle up to 5 chats simultaneously thanks to such powerful options as tagging, rich customer data, private notes, snoozing chats for later, or assigning conversations (both manually and automatically). Live reports & analytics let you gauge your team’s productivity at a glance. Just choose a period of time and see where you need to improve your strategy. By the way, to always keep your finger on the pulse, use conversation rating to assess customer experience after closing a live chat. 🖼 POPUPS Do you want to catch your website visitors’ attention in a smarter way though have no clue how? HelpCrunch has! With our popup builder, you can be sure that no information will slip through the cracks. It offers everything you have ever wished for a perfect engagement action plan: Full customization including the opportunity to change popup appearance (popup templates, texts, animations, color schemes, and more) so that your popup is more noticeable. Popup display options: there are rules to choose from, such as browser language, current URL, number of page views, etc. Set them up and shoot a popup at the right time for the right audience to get maximum results. Live reports for optimizing popup real-time performance as people click on it. 🔗 OTHER INTEGRATIONS There is also a massive integration list to integrate HelpCrunch with your favorite tools (more integrations are on their way, so stay tuned!): Zapier Slack Google Tag Manager Google Analytics Shopify Squarespace Jimdo 3DCart Big Cartel SOUNDS INTRIGUING? BOOK A DEMO TO DISCUSS THE DETAILS AND START YOUR JOURNEY WITH HELPCRUNCH! CUSTOMER TESTIMONIALS ABOUT HELPCRUNCH – THE ONE-STOP PLATFORM FOR BUILDING STRONG RELATIONSHIPS WITH CLIENTS “HelpCrunch enabled us to manage our customer support and email automation via one platform which led to improving customer support performance by 40%.” — Valery Kurilov, CEO @ SE Ranking “We had a call info line we wanted to get rid of and have everything online in the live chat. So, that was the reason why we switched to HelpCrunch.” — Jan Střecha, Marketing Manager @ Rekola “Once we started using HelpCrunch software, we were able to return €14.8 euros on each €1 paid for HelpCrunch.” — Fitlap “Nobody’s doing the GDPR preparations the right way. We wanted to make sure we’re ready for it, so it was crucial for us to choose a compliant tool and not to worry about legal complications afterward.” — Max Bondarenko, CMO @ Revenue Grid