Table of content:
Step 1: Setup your Client's project
First, you'll need to add a destination. Think of a destination as an existing client project inside your favourite tool that you pull into Marker.io.
Select your favorite integration, then find your existing project to connect with Marker.io. We support all types of tools like Jira, Trello, Asana, GitHub, Gitlab, and more….
Also make sure to enter your client's website.
Step 2: Invite your client
Invite your client to report feedback on their website from your destination setting. Go to Destinations > [YOUR_DESTINATION] > Users > Add Users > Client Role
Your client will then receive an email inviting them to start reporting feedback on their website
Step 3: Collect feedback from clients
First, your Clients will be asked to install Marker.'io browser extension. It literally takes 3 clicks.
Once the extension is installed, your clients will be able to send you feedback directly inside your tools
Step 4: Clients can view feedback
All your clients will have their own feedback dashboard where they can see at a glance on overview of all feedback that they've ever reported. If you have multiple clients working on the same project, you can chose to extend or reduce visibility per person.
Clients can also click on any item in the list and get a detailed view of their issue, much like what your team members can access, but with less information and more restrictions.
As you can see all sensitive and technical information is hidden and only includes:
- Page URL
Step 5: Update Status on your Client's feedback
Now, as your team members complete tasks and issue, they can let the client know something has been fixed, update the client status, and go back to work.
Clients will immediately see the status updated and can even filter issues to only see the what is still open.