If you're using Marker.io and want to make it easy for your users or team members to report issues, you're in the right place. This guide will show you how to automatically identify who is reporting an issue, so they don’t have to fill in their details each time.
Why Use Automatic Reporter Identification?
Simplifies the Process
Users won't need to enter their contact information manually, making it easier for them to report issues.Saves Time
Speeds up the reporting process so users can get back to what they were doing.Personalizes Reports
Automatically links issues to user profiles if their email matches a Marker.io account.
How to Set Up Automatic Reporter Identification
You can set this up in one of two ways:
Edit the JavaScript Widget Code
Use the Marker.io JavaScript SDK
Let's go through each method step by step.
Method 1: Editing the JavaScript Widget Code
Step 1: Insert and Modify the Marker.io Snippet
First, you'll need to add the Marker.io snippet to your web application. Here's how to do it:
Locate Your Marker.io Snippet: Insert it into your web application’s code.
Edit the Configuration: You'll need to customize the snippet with your project ID and user information. Here’s an example of what your code might look like:
window.markerConfig = {
project: "Your_Project_ID", // Replace with your actual project ID
reporter: {
email: "user@example.com", // Dynamically set the user's email
fullName: "User Name", // Dynamically set the user's full name
},
};
Step 2: Set Reporter Information Dynamically
To ensure the user's email and name are automatically filled in:
Update User Information: Modify your web application’s login function or user session logic to dynamically update the
emailandfullNamefields based on the logged-in user’s details.
Method 2: Using the Marker.io JavaScript SDK
If you're already using the Marker.io JavaScript SDK, you can use the following method:
Use the Marker.setReporter Method
Here's how you can set the reporter’s details dynamically using the SDK:
Marker.setReporter({
email: "user@example.com", // Dynamically set the user's email
fullName: "User Name", // Dynamically set the user's full name
});
What Happens When the Email Matches a Marker.io Account?
When a user's email matches an existing Marker.io account, the widget will prompt them to log in. This feature links their reported issues to their account, making tracking and personalization easier.
Need Help?
If you have any questions, comments, or corrections, chat with us at the bottom right of our web pages.