Disclaimer: Work in Progress
This guide for integrating Marker.io with SharePoint is a work in progress and has not been tested on a live SharePoint site. It's based on theoretical knowledge and should be used as a preliminary reference. We welcome feedback and practical insights to enhance its accuracy and usefulness.
Introduction
Integrating Marker.io with SharePoint provides an efficient way for users to report feedback or issues directly from your SharePoint site. This guide is intended for SharePoint administrators and webmasters who want to enhance their site's user interaction capabilities using Marker.io.
Prerequisites
Admin access to a SharePoint site.
An active Marker.io account.
Basic understanding of HTML/JavaScript (optional, but helpful).
Integrate Marker.io with SharePoint
Follow the below steps to successfully integrate Marker.io with your SharePoint site
Step 1: Obtain Marker.io JavaScript Code
Log in to Marker.io: Access your Marker.io dashboard.
Retrieve JavaScript Snippet: Navigate to your project Settings > Widget > Installation > Add code manually and copy code.
Step 2: Access SharePoint for Editing
Login to SharePoint: Use credentials with editing rights.
Select Site: Go to the SharePoint site where you want to add the Marker.io widget.
Step 3: Edit SharePoint Page
Enter Edit Mode: Choose the "Edit" option on the desired page.
Note for Different SharePoint Versions: Modern SharePoint sites may have different edit interfaces compared to classic versions.
Step 4: Add Script Editor Web Part
Locate Web Part Option: In the editing toolbar, find the “Add a Web Part” option.
Choose Script Editor: Select the “Script Editor” web part. If using a modern site, consider using a SharePoint Framework (SPFx) web part.
Step 5: Insert Marker.io JavaScript
Paste the Code: Insert the Marker.io JavaScript snippet into the web part.
Positioning the Script: Ensure the script is placed where it can load effectively across the desired pages.
Step 6: Save Changes and Test
Save the Page: Apply and save your changes.
Test the Integration: Navigate the site as a user and verify the Marker.io widget's functionality.
Step 7: Understand SharePoint Permissions and Policies
Review Organization Policies: Be aware of your organization's stance on custom scripts.
Check SharePoint Online Restrictions: SharePoint Online may have default restrictions on custom scripts for security. Adjust these in the SharePoint admin center if necessary.
Step 8: Consult Documentation and Support
Marker.io Resources: Utilize Marker.io’s support and documentation for detailed guidance.
SharePoint Support: For SharePoint-specific issues, refer to Microsoft’s support and documentation.
Conclusion
Integrating Marker.io with SharePoint enhances your site's functionality by allowing direct user feedback. Always test thoroughly and adhere to security best practices. Should you encounter issues, both Marker.io and SharePoint offer extensive support resources.
Disclaimer: Work in Progress
This guide for integrating Marker.io with SharePoint is a work in progress and has not been tested on a live SharePoint site. It's based on theoretical knowledge and should be used as a preliminary reference. We welcome feedback and practical insights to enhance its accuracy and usefulness.