One of the myriad reasons I push back on WordPress plugins is because someone didn’t disclose enough information about ‘phoning home.’ Phoning Home is simple concept that comes down to this “Don’t send data from the plugin users back to yourself (or anyone else), unless you’re a service. And if you are a service, make this clear in the readme.”

Simple, right? It’s totally easy to understand that we want you to tell people “Hey, if you use this plugin, it will report back to my servers…” Much of the time, this is obvious. A Facebook connection plugin, logically, contacts Facebook. Embedding YouTube playlists contacts YouTube. Those sorts of things we don’t worry about, though if you have your plugin say “This will pull data from YouTube” then it’s better. Sometimes this is less obvious, like if you use geoplugin.net to determine locations. Your plugin probably has nothing to do with that domain, but you still have to tell people about it so they know.

But why do they need to know?

First of all, this is the basic email I’ll send you if I see you’re not explaining the phone-home in your plugin:

Plugins that send data to other servers, call js from other servers, and/or require passwords and APIs to function are required to have a full and complete Readme so we can make sure you’re providing the users with all the information they need before they install your plugin. Our goal with this is to make sure everyone knows what they’re installing and what they need to do before they install it. No surprises.

This is especially important if your plugin is making calls back to your own servers. For the most part, we do not permit offloading of images or code, however in the case where you are providing a service (like Disqus or Akismet or Twitter), we permit it. The catch is you have to actually explain this to the layman in your read me, so they know where data is going.

Clearly there are some basic reasons, like we should know where our data is going for our own safety. There are also some surprising reasons to people who don’t think about these things, like legal ones. You’re calling out to other servers? What if my company legally can’t do business with them? Then we have the tin-foil hat reasons, like I don’t want to do business with Google so I don’t want to have Google JS in my plugin.

All that sounds pretty basic. And some of it is super obvious. If you’re making an app to communicate with Facebook, then it’s logically going to send data to Facebook. None of that surprises anyone, nor should it. With a service, one simply has to be up front about what the product does, what services it connects to, and why.

“This plugin pushes your comments from your Facebook page to your blog, matching users by email addresses with their Facebook accounts (if found).”

I just made that up. But it’s upfront, it’s honest, it’s direct, and it’s clear what’s being sent and where and why.

There’s another aspect to this, however, something that is far trickier and more complex. What happens when your existing tool adds a service?

The obvious answer is that you need to disclose this change to our users. As long as the users know what they’re getting into, then you are golden. The complex answer, the one I can’t really tell you a one perfect answer for, is how you might do this.

Why is this hard? It’s hard because there is no one right way to tell users about the change. There is no one perfect way to make sure users read the information. There is no one way to get all the data to all the people who need to know about the information.

And there sure as hell isn’t one way to make sure no one will complain about any of that.

When you make a change to the paradigm of what your tool does, taking a stand alone tool and adding in a service, you have to consider that a percentage of your users will rebel. This is simply because all those wonderful things you do about disclosing the service for new users have to be transitioned in a meaningful and logical way to existing users. And there is just no way to do that perfectly.

This doesn’t mean you shouldn’t try. This means you have to be creative and innovation and a little ‘in your face’ about the change. You have to give users an option, before the service kicks in, to say if they want their data shared.

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