To get a better understanding of how Sleekplan works, what you can do with it, we have briefly outlined the core concept below.

  1. Terminology

  2. Integration

  3. Modules

  4. Appearance


1. Terminology

These are words you’ll commonly see when you use Sleekplan.

General:

  • Product: The kind of "workspace" at Sleekplan, related to your product, website, or service you want to use Sleekplan for. A product is a separated entity for all your end-users, feedback posts, teammates, ...

  • Product owner: This is the teammate who initially created an account for the product at Sleekplan. Right now, product owners are the only teammates with full admin access.

  • Team member: Teammates can moderate and contribute to the community — create feedback and add changelog updates. Your teammate profile appears in the Sleekplan embeds or standalone page. Sleekplan displays just a few key elements — your photo and username.

  • Feedback owner: The feedback owner is a teammate with ownership to specific posts so teams can hold each other accountable.

  • End-user: Users who have signed up to create feedback or subscribe to your changelog. Note: End-user accounts are allocated to your product only. The user does not create a profile at Sleekplan itself.

  • Modules: Our service is split into four different modules (Feedback, Roadmap, Changelog, and Satisfaction surveys). It's up to you to decide which one to include in your workflow.

Categories & Status Tags:

  • Categories: Categories are visible to your end-users. A post can only be assigned to one category. Typically, categories represent the kind of posts in it (e.g. Suggestions, Bugs, ...) or a feature of your app. Categories can be used in both, your feedback board and changelog.

  • Status tags: Status tags are visible to your end-users. A post can only be assigned to one status tag at a time. The status tag tells the end-user what state the post is in. Status tags may or may not appear in your roadmap since you can hide a status from your roadmap.

FAQs:

  • Who has access to my board

  • What notifications will be sent to my end-users


2. Integrate Sleekplan

How to integrate Sleekplan into your product: In-product widget, Standalone page, Iframe, or Third-party Integration

At Sleekplan we have focused on the widget first. So we build a powerful widget, that is embeddable on all websites and web apps simply by adding a small JavaScript snippet on your site. However, each product also comes with a standalone page (yourproduct.sleekplan.app), that can also be used with your own custom domain (ie. suggestions.mydomain.com). You can find different examples on our demo page.

Standalone page

In-product widget

Iframe

Third-party Integration

Required

Optional

Optional

Optional

Q: Why can't I disable the standalone page even if I use the widget or iframe?

Even if you decide to make use of our website widget you still have the standalone page in place. There is a good reason for this: When your end-users make use of the widget and create new suggestions, subscribe to updates, and so on, they get notified via email on changes and updates (find out more about the emails we send to your end-users). Now, we have to target the call-to-action links somewhere and that's where your standalone board comes into action. Every time a call-to-action link is required, we direct the user to the standalone page. This is simply the case since we don't have control over your site and where the widget is embedded.

💡If you want to restrict access to your standalone page, you can simply set up password protection. Your users will get a single sign-on link via email, so they do not have to provide a password when following the link.

Getting started with the integration

  1. Set up the website widget

  2. Set up a custom domain for your standalone page

  3. Embed your board via an iframe

  4. Setup Sleekplan using a third-party integration

    Intercom

    WordPress


3. Modules at Sleekplan

At Sleekplan we have four different modules (Feedback, Roadmap, Changelog, and Satisfaction surveys).

ℹ️ Note: We have two core modules (Feedback and Changelog), make sure at least one of both modules is activated for the board to work.

Feedback Core Module

Changelog Core Module

Roadmap Module

Satisfaction Module


4. Branding and Appearance

You can customize almost every part of your customer-facing Sleekplan widget, website or iframe embeds. Each change is applied to the widget, standalone page, and iframe.

We currently support different languages on the customer-facing part of your app: Englisch, German, Spanisch, ... (see the full list). The Admin app is only available in English.

What else is customizable?

  • Brand color & Logo

  • Dark / Light theme

  • Controls

  • Content

  • Terms

🚀 Now you are set with all the basics you need to successfully use Sleekplan for your product or service.

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