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 code, 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 manually enter their contact information to report issues, streamlining their experience.
Increased Efficiency: Automatic identification speeds up the reporting process, allowing users to focus on providing valuable feedback.
Personalization: When a user's email matches a Marker.io account, they'll be prompted to log in for a personalized experience, linking their feedback directly to their profile.
How to Automatically Identify Reporters
To automatically pass your users' information to Marker.io, you'll need to modify the Marker.io configuration object within your web application. Here's how you can do it:
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 from Marker.io
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.
Using the JavaScript SDK
If you're utilizing the Marker.io JavaScript SDK, you can also 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 email provided matches an existing Marker.io user account, the widget will display a prompt encouraging the user to log in. This creates a seamless link between the user's feedback and their Marker.io account, enhancing personalization and tracking.
Additional Customization: Capturing Custom Metadata
For an even richer reporting experience, consider capturing additional custom metadata. This can include details about the user's environment, the specific page they're reporting from, or any other contextual information that could help in addressing their feedback more efficiently.