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Quickstart Guide

Go from a new Userback account to your first piece of feedback collected, routed to your tools, and in front of your team, in five steps.

Written by Lee

Userback gives you one place to collect, understand, and act on what your users tell you. This guide gets the basics running. Each step links to a full article if you want more detail.

Step 1: See Userback in action

Before you change any settings, look at Userback with real-looking data.

  1. Click the Site switcher at the top of the left sidebar.

  2. Click View demo site.

  3. Browse the sample feedback, session replays, and survey results.

You can also try the Userback widget preview to submit and annotate a test piece of feedback yourself. See Explore Userback with the Demo Site for what's in the sample data.

Step 2: Create your site

A site is where feedback for one website or app lives. Start with one site for your main product. You can add more later.

  1. Go to the Sites page.

  2. Click + Create.

  3. Enter a Site Name and the Domains where Userback will run, for example app.yourcompany.com.

  4. Optionally upload a logo and add a description.

  5. Click Create.

Your new site opens on its Getting Started page, which tracks the rest of your setup. See Create and Manage Your Sites for more.

Step 3: Install Userback and collect feedback

Choose the path that fits your team.

Option A: Install the code yourself

  1. Click Install Userback in the left sidebar.

  2. Copy the JavaScript snippet. It already contains your site's access token.

  3. Paste it before the closing </body> tag on every page where you want the widget.

  4. Reload your site. The feedback widget should appear.


​Option B: Have your developer install it (recommended)

A developer install adds user identification, which links each submission to a real person, with their name, email, plan, and account ID. See How to Identify Users.
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Whichever option you choose, turn on Session Replay in the widget settings so feedback arrives with a recording of what the user did beforehand. See Session Replay vs. Full Session Replay.

Send your developer the snippet along with the Developer Quickstart. For React, Vue.js, Next.js, Angular, or npm, see Install the Userback Widget on Your Website. For native iOS or Android apps, see Userback Mobile SDK.

Not ready to touch code? Install the Userback Browser Extension for your team. It captures annotated screenshots and recordings on any page with no changes to your site.

Step 4: Connect your tools

Integrations push feedback into the tools your team already works in, so nobody has to check a separate inbox.

  • Jira, Linear, ClickUp: send bugs and feature requests to your backlog, with two-way status sync.

  • Asana, Trello, GitHub, Teamwork: turn feedback into tasks or issues.

  • Slack, Microsoft Teams: get notified in a channel when new feedback arrives.

  1. On your site's Getting Started page, open Connect your integrations and click Go to integrations. You can also go to Feedback > Settings > Integrations.
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  2. Find your tool and click Connect.
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  3. Follow the authorization steps for that tool.

See How Integrations Work in Userback for how each integration decides what to send.

Step 5: Invite your team

Feedback only helps if it reaches the people who can act on it. Start with:

  • Developers, who get bug reports with session replay and console logs attached.

  • Designers, who get annotated screenshots showing exactly what the user saw.

  • Support and customer success, who can escalate issues with full context and see whether others reported the same thing.

  1. On your site's Getting Started page, open Invite members and click + Invite members. You can also go to Workspace Settings > Members.
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  2. Enter each person's email address.
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  3. Choose a role for each person: Administrator, Collaborator, or Guest.
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  4. Send the invitation.

See Inviting and Managing Your Team Members for what each role can do.

What's next

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