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

You can make many changes within the "Button appearance" settings including:

  • Button color

  • Button Text

  • Button Placement

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.

Check out this article for a complete list of differences between guests and members.

Feedback

How it works

Collect feedback

Reporters can submit their feedback directly to your Trello project without leaving their website. Their feedback will automatically include detail-rich technical data.

Let’s say the Contact Us button is broken on the About Us page. The reporter clicks on the widget and is presented with a screenshot and a feedback form to complete.

The screenshot can be annotated, and the feedback form can be as simple or as complex as you wish. We recommend keeping the feedback form as simple as possible for your non-technical reporters.

Review issues

In your Trello project, you see the feedback arrive with the screenshot and automatically captured technical data, including:

  • Page URL

  • Browser

  • Screen size

  • Operating system

Communicate with reporters

The "Contact via Marker.io" link opens the Feedback Page, where you can communicate with your reporters. All conversations will be synced with Trello.

Synchronize Status

Once you update an issue status to “done” within Trello, this will update the Marker.io status to resolved and notify the reporter via email that the issue is complete.

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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