Overview of Marker.io for agencies

Welcome to our "Getting started guide for digital agencies" Here, we will explore the main steps you need to implement to get your clients sending you feedback and bug reports directly into your favorite PM tools. We will highlight some recent changes that we made at Marker.io to simplify your entire bug reporting journey.

Destination

Widget

Forms

Feedback

Summary

Destination

Destination Introduction

The Marker.io destination is where all the magic happens. We use a destination to connect your client's website directly to your favorite pm/dev tools, including Trello, ClickUp, Jira, and many more.

Add a destination

Let's get to the point and add a destination. We will connect to Trello for our example.

  • Log into your preferred tool (EG Trello)

  • Within your Marker.io app, click on "Add destination."

  • Select your integration (EG Trello).

  • Select your relevant Board

  • Select your "resolved" list.

  • Enter the full URL of the domain you wish to collect feedback on

Et voila, as simple as that, we have now connected to Trello.

Widget

The next step is to connect the website/web app to Marker.io.

Widget Installation

You may install our widget in several ways. Two we'd like to highlight here are:

  • The standard JavaScript snippet installation

  • The WordPress Plugin installation

Install our widget using the JavaScript snippet

If you have access to your source code, the JavaScript snippet installation is very straightforward. Copy the snippet code and place it anywhere above the closing </head> tag on your website.

Install our widget using the WordPress plugin

We have detailed WordPress installation documentation here, and we also recently hosted a WordPress Webinar that you can check out.

Button

Use our button

You can make several changes to our Marker.io button. By default, the button is red, placed on the right-center of the window, and the title is "Report a bug."

Edit our button

Within the "Button appearance" settings, you can make lots of changes. Here we will change the color to blue, the test to "Feedback?" and the placement to the bottom center.

Forms

Depending on your integration, you will have many choices on what field you display to your users to collect feedback.

Show/Hide fields

It is important to remember that your users may get overwhelmed if they have too many fields to complete in their feedback. By default, we keep the form really simple.

However, you may decide to add more fields, and you can do this within the destination settings → Widget → Guest form.

For example, here we will include priority and due date:

Guest form versus Member form

If you have users that would like to send you more detailed and advanced reporting, like internal teams, you may invite them as members of your Marker.io team. They will then see a more advanced "member form" when they give feedback in the future. Members can also

  • Choose the issue type (bug, feedback, new feature, etc.)

  • Add new destinations

  • Report to various destinations

  • Attach new feedback to existing feedback

  • Invite others to the platform.

For a complete list of differences between guests and members, please check out this article.

Feedback

The final part of marker.io that we want to explore is feedback from a client/reporter, reviewing that feedback, contacting the person who reported the feedback, and automatically closing the feedback loop.

Report Feedback

Let's report our first feedback.

The user will receive an email confirmation to say that we have received the feedback.

Review feedback

Thanks to our easy integrations, you can review all of your feedback from within your favorite PM/dev tools. Below we see the above feedback nicely synced into a Jira project. We can also open the console logs, if applicable, giving us precise information on the bug.

Contact your clients

In this case, the client does not have a valid payment method set up, and we want to contact the user to explain that. You can contact the user via your PM tool, which will open up the marker.io commenting portal.

Once you submit a comment, your client will get an email and reply to you on the portal.

Feedback automatically synced with your dev tool / PM tool.

All comments will sync with your pm tool. In the below example, that is Jira.

Notify automatically once an issue is resolved

One of the best features at Marker.io is the two-way sync between each integration.

Below we will close an issue on Jira and show that an email is automatically sent to the client that reported the bug.

Summary

Here at Marker.io, we have many great features for your to use. Above, we have highlighted our main features that apply to you if you develop websites for clients. We hope these features are useful to you, and please feel free to contact us at any time by using the chat function at the bottom right of any of our pages. Thanks for reading.

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