When your users or team members are already logged into your web application, there's no need to burden them with extra steps to report feedback. By leveraging the Marker.io snippet or JavaScript SDK, you can pass their credentials directly. This guide will walk you through setting up automatic reporter identification, making the feedback reporting process effortless for your users.
Benefits of Automatic Reporter Identification
Enhanced User Experience: Users won't need to enter their contact information manually.
Increased Efficiency: Speeds up the reporting process.
Personalization: Links feedback to user profiles when their email matches a Marker.io account.
Methods for Automatic Reporter Identification
You can set up automatic reporter identification using either of the following methods:
Editing the JavaScript Widget Code
Using the Marker.io JavaScript SDK
Method 1: Editing the JavaScript Widget Code
Step 1: Modify the Marker.io Snippet
Insert the Marker.io snippet into your web application's code. Within the snippet, configure the window.markerConfig object by providing your project ID and the reporter's information. Here's an example:
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: Dynamically Set Reporter Information
Ensure that the reporter's email and fullName are dynamically set based on the logged-in user's details. This typically involves updating these values in your web application's login function or user session logic.
Method 2: Using the Marker.io JavaScript SDK
If you're utilizing the Marker.io JavaScript SDK, you can set the reporter dynamically using the Marker.setReporter method:
Marker.setReporter({
email: "user@example.com", // Dynamically set the user's email
fullName: "User Name", // Dynamically set the user's full name
});
What Happens If the Email Matches a Marker.io Account?
When the provided email matches an existing Marker.io user account, the widget will prompt the user to log in. This links their feedback to their Marker.io account, enhancing personalization and tracking.
