Everything you need to get started with Marker.io!

If you're new to Marker.io this video playlist will help you to set up and customize your account so you can get to what's important fast - collecting website feedback.

If you reach a lesson that doesn't apply to you right now, skip ahead to what does.

Destinations

What is a destination?

How to add a destination

Widget

Widget Overview

Widget Installation

Widget snippet code Installation

Widget WordPress plugin Installation

Widget browser extension installation method

Forms & User Types

Feedback Form Overview

Members & Guests

What is a destination?

Think of a destination as a way to connect your website to your favorite project management tools.

Some popular destinations include:

  • Trello boards

  • Jira Projects

  • GitHub repositories

How to add a destination

The first time you add a destination, you need to create a connection with your favorite issue tracker.

This takes a few steps which you only need to complete once.

  • We will ask for some permissions, which we will keep to a minimum.

  • We keep your data safe by using advanced security including AES 256 and OAuth. You can learn more at marker.io/security.

  • Once connected, you will see the list of your available projects.

  • A good practice is to have one destination per project or per client.

  • Add the website you wish to collect feedback from, and you’re good to go.

Widget Overview

The Marker.io widget is a small button that lives on your website. This is how your clients and team will send feedback and report bugs.

You may like to match your company branding by changing the button color, position[visual], and text.

Chose to show the button to

  • everyone that visits your website

  • or display it only to specific users, like your clients or your internal team.

If you don’t love the design of our button, you can hide it and trigger the widget through our secret visibility options.

You can also link our code to your own custom button.

Once you click on our widget, it contains two distinct sections:

  • The automatically generated screenshot, which you can annotate

  • The feedback form which can be made as simple or as complex as you wish!

Widget Installation

To install the widget, you have many choices.

  • Our most popular method is installing the code manually.

    • Just know for this you do need access to the backend of your website.

  • If you use a CMS like WordPress, we recommend our CMS plugins.

  • If you are developing a web app, you may have a preference for our NPM package installation.

  • And finally, if you do not have any access to your website code, you can use our browser extensions.

  • If you are unsure, you can always select to send a note to your developer, and this will even contain our most popular option of installing the snippet code.

Widget snippet code Installation

The manual snippet code is our most popular installation method once you have access to the backend of your website.

It’s an ideal installation method to capture feedback from a wide range of desktop and mobile devices.

We copy the snippet code and paste it anywhere above the closing head tag on your website.

You can now begin reporting feedback.

Widget WordPress plugin Installation

If you build websites on WordPress, consider the latest version of our WordPress plugin to activate the widget.

  • In the plugin marketplace search for Marker.io. Install and activate.

  • Once you open the plugin settings, you can easily connect with your Marker.io account and choose the appropriate destination.

  • Explore the settings, including enabling in the admin section, displaying to specific users, and post types.

Once happy with your settings, it's time to start reporting feedback.

Widget browser extension installation method

When you do not have access to the backend of a website, the best installation method is via our browser extensions.

We have extensions for all major browsers.

I choose the browser extension in the above video and select that I want to activate the widget.

I choose to report feedback on Netflix but I do not have access to the backend.

Only people who have been invited to this destination will have access to the feedback widget on Netflix once they install the browser extension.

It's simple to install the extension by clicking through the onscreen instructions.

Since I am part of the team on this destination when I click on report feedback, I get to see the feedback widget on Netflix. How cool is that?

Feedback Form Overview

Within each destination, we have a guest and member feedback form.

Think of guests as external users or clients, that may have limited technical knowledge, and think of members as advanced internal users like your QA team.

All form fields sync with the integration tool that you use, in the above case, Trello.

You can preset your fields, hide them or make them visible.

You can add your own logo and remove the "powered by Marker.io" text at the bottom of the form.

Members & Guests

Members:

Members can create and manage destinations.

For each destination they have access to, members can:

  • Add and review feedback

  • Edit widget settings

  • Manage project settings

By default, members will be invited to all destinations, you can change that setting.

Guests:

  • Can be invited on a per-destination basis.

  • Get to see their own feedback and other guest feedback (where allowed)

Guests and members can be managed from your project settings.

Guests will report feedback via the guest form and your members will report on the advanced member form.

Public Reporters:

If you wish to collect feedback from people that have not been invited to your Marker.io account (Public Reporters), you can go to the button settings, make it visible to everyone, and the public feedback will come through the guest form.

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