Transform your feedback process by directly channeling website feedback into your Monday.com projects.
Set up a Monday.com Integration
Add a project
To get started, go to the Marker.io dashboard and Create a project.
Complete the project form by entering a :
Project name
The website where you wish to collect feedback
Select your integration
Select the space within your integration where you wish to receive your feedback
If this is your first time connecting, you need to authorize marker.io to use your Monday account by grabbing an API key.
Configure forms
We fetch your native Monday.com fields into your widget form. You can show/hide any fields and preset fields. For example, set the default Status as ToDo and allow reporters to change that field as needed.
Note: Marker.io members report through the Member form, while Guests and Public Reporters report via the Guest form. More on that in our User Roles Guide.
Install widget
The last step is to install the website widget. We have many options for installing our widget and recommend our manual JavaScript install in most cases.
Alternatively, install the widget via WordPress plugin, NPM package, or send a request to your developer in one click.
Visit your website, refresh and check that the widget appears.
How it works
Collect feedback
Reporters can submit their feedback directly to your Monday.com 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 Monday.com 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 Monday.com.
Synchronize Status
Once you update an issue to a completed status within Monday.com, this will update the Marker.io status to resolved and notify the reporter via email that the issue is complete.
Marker.io uses webhooks to keep track of your item statuses on monday.com. As there is a limit to the number of events monday.com will send to Marker.io depending on your monday.com plan, we recommend the Pro plan to use the feature reliably
To define Completed statuses on monday.com, follow these steps:
In the header of your Status column, click the three dots, then Settings > Customize Status Colum.
Next, define which colors are used as reference for completed statuses. When setting a status to one of the completed colors, Marker.io will mark the issue as resolved.
Contact us anytime if you have any issues with your status sync.
FAQs
Is Marker.io secure?
We take your data and the security of our systems very seriously, using the most advanced security to connect with your account. See the latest version of our security policy at: https://marker.io/security.
What permissions are required to integrate with Monday.com?
Admin permissions are required on the Monday.com project you wish to connect with.
I can't connect my Monday.com account to Marker.io
Any issues setting this up? Try the following:
Log in to your Monday.com account
Log in to Monday.com in a second tab. This ensures that your password and username do not require additional security verification. When logged in to Monday.com, return to Marker.io and try connecting your Monday.com account.
Reset your password on Monday.com
Try setting a new password in your Monday.com account and see if that helps to resolve the issue.
Still not working?
Please start a chat conversation with us in the lower right corner of your screen.
How do I add custom fields in Marker.io via the Monday.com Integration?
Custom fields are a powerful customization tool allowing you to add new field types and custom data specific to your workflow.
Add custom fields on Monday.com.
See the Monday Custom Fields guide for more details.
Enable your custom fields from Monday.com on your Marker.io forms
Select the relevant project
Widget Settings
Guest form (Or Member Form)
Unhide the custom Field by clicking on the eye icon beside the Field.
Save your form.
Invite your team to collaborate on a dedicated Monday.com project today with Marker.io, where anyone can report bugs and feedback in seconds. We have many advanced features for you to explore. See Marker.io Academy, which we continuously update with our latest features.