Whether you're working on your own site or a client's, Marker.io lets your team or clients send feedback directly from the webpage. Here's a simple guide on how to use Marker.io for different Agency tasks:
1. Internal Website QA
Marker.io is great for running QA on client websites, too. Your team can work with the team on builds before presenting to client
How to Set It Up:
Set up your project: Invite only your internal team to this one!
Install the Widget: Add Marker.io to the client’s site (Generally in staging)
Track Issues: Reported issues are sent to your project management tool for tracking and fixing.
2. Collect Client Feedback (User Acceptance Testing)
During User Acceptance Testing (UAT), clients can give feedback directly on the site, which saves time and avoids back-and-forth emails.
How to Set It Up:
Set up your project: Invite clients as guests.
Install the Widget: Add Marker.io to the client’s live or test site.
Generally this happens on a staging version of the website.
Invite Clients: Let clients provide feedback as they browse.
Set Expectations: Teach clients how to annotate the screenshots and complete forms for more precise feedback.
Top tip: Keep these forms as minimal as possible!
4. Ongoing Maintenance
Websites need regular updates even after launch. Marker.io helps track ongoing issues and keep the site in top shape. This is also an excellent source of additional revenue for agency teams. Read how the agency 360 Vier uses Marker.io to drive 65% of their entire revenue from existing clients.
How to Set It Up:
Create your project: Add it to the live website but keep it hidden.
Client Training: Educate your clients on how to activate the widget using our secret visibility functions.
Organize Issues: Turn reported issues into tasks and assign them in your project management tool.
Track Progress: Regularly check and resolve issues to keep the site updated.
5. End-User Feedback
Marker.io can also collect feedback from end users, especially if you're working on a complex platform or SaaS product.
How to Set It Up:
Enable Public Reporting: Allow users to report bugs or share feedback.
Train Clients: Show clients how to manage and prioritize user feedback.
Focus on Usability: Ask users to report unclear or broken parts of the site to improve the overall experience.
6. Team Collaboration Across Departments
Marker.io allows different departments—like design, development, and marketing—to work together by submitting issues and suggestions directly from the website.
How to Set It Up:
Install for All Teams: Make sure everyone has access to Marker.io.
Categorize Issues: Ask teams to label issues by category (e.g., design, development).
Track Feedback: Organize feedback from each team in your project management tool.
7. Collecting Design Feedback for UX/UI Improvements
Marker.io is also useful for gathering design feedback, especially when testing new layouts or designs.
How to Set It Up:
Install on Testing Sites: Add Marker.io to sites where you’re testing new designs.
Invite Stakeholders: Collect feedback from both your team and external stakeholders.
Encourage Visual Feedback: Make sure feedback includes screenshots and comments on specific design elements.
7. Bonus: Use Marker.io for your own website.
Your team can use Marker.io to report bugs or suggest improvements while browsing your agency’s website. They can quickly point out issues, add screenshots, notes, and recordings, and send them to your project management tool (like Trello or Jira).
How to Set It Up:
Install Marker.io: Add the Marker.io widget to your website.
Submit Issues: Team members report bugs or suggestions, which go straight to your project management tool.
Encourage Detailed Reporting: Ask team members to include screenshots or recordings for better clarity.
Quick Setup Guide for Marker.io
Sign Up: Create a Marker.io account.
Create a New Project: Set up a project for each website.
Install the Widget: Add the code to your site.
Decide on visibility: Who precisely should see the widget and report bugs?
Connect to Project Tools: Link Marker.io to your project management tools.
Invite Team or Clients: Give access to whoever needs to report issues.
Final Tips for Using Marker.io
Encourage Clear Feedback: Ask for screenshots or recordings to make the feedback more helpful.
Review Issues Regularly: Check and resolve reported issues often.
Use Marker.io Throughout the Project: Marker.io is useful during every stage of your project, from development to post-launch.
By following these steps, Marker.io can become an easy and powerful tool to manage issues across all your projects.