Everything you need to get started with Marker.io!
If you're new to Marker.io, this video playlist will help you quickly set up and customize your account to get to what's important: collecting website feedback.
If you reach a lesson that doesn't apply to you right now, skip ahead to what does.
What is Marker.io
Marker.io is a website feedback tool that makes it super easy for individuals to give and receive actionable feedback within teams and with clients. Users can click our website widget, annotate a crisp screenshot, and submit a short feedback form.
All that information will make its way directly to your internal tools.
We automatically capture various technical data, including browser and operating system information. You'll never again have to ask, "What browser were you using?"
Forms & User Types
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:
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 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 client.
Add the website from which you wish to collect feedback, and you’re good to go.
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 to specific users, like your clients or 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 can be simple or as complex as you wish!
To install the widget, you have many choices.
Our most popular method is installing the code manually.
Just know you 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 invited to this destination can access 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, I see the feedback widget on Netflix when I click on report feedback. 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 with limited technical knowledge, and think of members as advanced internal users like your QA team.
All form fields sync with the integration tool 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 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.
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.
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.