Question 1

How do I use Make (formerly Integromat) to connect Malcolm! to other applications or services I use?

Accepted Answer

Malcolm! now integrates with Make (formerly Integromat). Make is an integration platform - it connects thousands of apps to other apps.

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/HwJyEPPI3q/resources/0HPOpP331Q/make.jpg (Malcolm! and Make)

In the context of Malcolm! this means that when a Workflow is completed you can use our Make integration to route some or all of the data that has been collected from that Workflow through into Make and then in turn onto thousands of other apps or services.

Here is how to set things up:

Firstly set up and publish a workflow in Malcolm! that collects the data you wish to move into other applications.
In MyMalcolm go to the Settings Section, then Workflows, then Integrations, then click on Make.

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/HwJyEPPI3q/resources/9ZMkRdBXkW/screenshot-my.malcolm.app-2022.05.24-11_51_26.png (Make in MyMalcolm)

Sign up for an account at Make if you don't already have one - it is free - or login if you do have an account.
In Make click "Create a new scenario".
Search or browse to the third party app/s or service/s you wish to link to your Workflow, select them, then click continue.
You will then find yourself in new scenario dialogue of Make. This is where you connect Make to Malcolm! and also your third party apps or services (ie by providing your credentials). Note that Make calls the connection to Malcolm! a webhook.
You then set up the sort of interactions you want to happen when a Malcolm! Workflow is completed. For example you may wish to connect to Google Sheets and have a new row containing the data submitted each time a Workflow is completed. There are also many other powerful options and settings that can be configured from this area. For more detals see Make's guides.

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/HwJyEPPI3q/resources/gh0ZuJlWP4/Screenshot%202021-05-01%20at%2011.26.37.png (Creating a scenario)

Once you have set things up, you can test the integration by clicking "Run Once" in the Make interface, then complete the Malcolm! Workflow in question. The actions you have configured in Make should then happen, or you may see details of errors that need correcting.
When you are happy you can then set the scenario to run immediately (ie each time a Workfow is completed) or periodically.
Back in MyMalcolm, if you find the Workflow you set up with Make in the Library, select it, then go to Configure then Integrations you should be able to see Make as been added. You can turn the integation off here if you want and/or configure it to be conditional (for example to only run when certain choices have been made on a Workflow).

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/HwJyEPPI3q/resources/hDb4itCeGp/screenshot-my.malcolm.app-2022.05.24-12_24_42.png (A set up Make integration in MyMalcolm)

You can also see a video walkthrough below:

Remember that Malcolm! always stores your data (which you can download anytime) - so if Make goes down or your integration doesn't seem to work properly no data will be lost.

We are hugely excited about the possibilities opened up via Make - we hope you are too! If you have questions or need a hand setting things up just contact us and we'll be happy to help.

Question 2

Does the free trial have any restrictions?

Accepted Answer

The free trial follows the quotas for the Team plan, but with a lower limit for file uploads.

A trial therefore allows:

Up to 100 FAQs
Up to 10 Workflows
Up to 5 team members
Fle uploads to a total of 100MB.

If you sign up to a plan via the Billing section of MyMalcolm your restrictions will be lifted. If you have a particular requirement for higher FAQ, Workflow, team members or file upload limits during your trial please get in touch with us to discuss.

Question 3

Can I use two-factor (2FA) / multi-factor authentication (MFA) to secure my MyMalcolm account?

Accepted Answer

You can secure your MyMalcolm user account using two-factor authentication (2FA). To use this feature you will need a native MyMalcolm user account, that is you are not using Sign In with Google.

To turn 2FA on click the "Enable two-factor authentication" button in the Security tab of your profile. To access your profile click your name at the top of the screen where it says "Logged in as".

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/HwJyEPPI3q/resources/iermJcbNuB/screenshot-my.malcolm.app-2023.04.14-15_38_30.png (Enabling two-factor authentication in MyMalcolm)

You will then be shown a QR code you can scan in your choice of authenticator app. Alternatively there is also an option to be given a text code to enter into your authenticator app.

On the next screen, having added Malcolm! to your authenticator app, you will be asked to type in the current code. Once that code is accepted, as the final step of the process, you will be given some recovery codes which you should store safely and can be used to access your Malcolm! account if you are ever unable to use your authenticator app.

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/HwJyEPPI3q/resources/6pXAu1iddP/screenshot-my.malcolm.app-2023.04.14-15_54_29.png (Recovery codes in MyMalcolm two-factor authentication setup)

Please note that if you lose access to your authenticator app and your recovery codes we will be unable to restore access to your account!

Question 4

Can I enable reCAPTCHA on my Workflows or FAQs?

Accepted Answer

We now support using Google reCAPTCHA on your Workflows and FAQs/Articles.

When enabled, this will offer protection against spam completions of your Workflows and (if you are using them) the submit feedback and send FAQ/Article by email functionality within Malcolm!

You can find out more about Google reCAPTCHA here.

We support:

reCAPTCHA v3
reCAPTCHA v2 - Invisible
reCAPTCHA v2 - Tickbox

You can enable and configure reCAPTCHA for Workflows and/or FAQs independently. So, for example, you could enable reCAPTCHA protection for Workflows but not FAQs. You could also use a different version of reCAPTCHA for Workflows and FAQs.

You can turn reCAPTCHA on via:

Settings --> FAQs --> reCAPTCHA
Settings --> Workflows --> re CAPTCHA

Start by registering your instance with Google which you can do here.

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/HwJyEPPI3q/resources/xynNm0rZqV/screenshot-my.malcolm.app-2023.04.16-22_02_50.png (Setting up reCAPTCHA in MyMalcolm)

Our dialog will show you the information you need to add to Google's interface. You can then paste the credentials you receive back from Google into MyMalcolm.

When enabled, ReCAPTCHA will work across all formats (ie content on your hosted hub, widgets, overlays and embeds).

Question 5

Can I embed YouTube or Vimeo videos in my FAQs and Workflows?

Accepted Answer

You can easily embed YouTube or Vimeo videos into your FAQs and/or Workflows. Within the FAQ compose interface press the video icon. This will bring up an area where you can paste the URL of the video you wish to embed.

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/HwJyEPPI3q/resources/oFZ9QoY435/screenshot-my.malcolm.app-2023.04.02-17_56_57.png (Insert video dialog in MyMalcolm)

If you want to use some of the embed customisation options that YouTube and Vimeo offer you should use the full embed code from those platforms (rather than just pasting the URL). Paste their embed code into the lower part of the MyMalcolm insert video dialog.

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/HwJyEPPI3q/resources/m6StT5M3j9/Screenshot%202018-11-08%2020.01.41.png (Screenshot 2018-11-08 20.01.41.png)

For Workflows add a content element to your Workflow, then in the Workflow builder click to edit the content element and hit the video icon. This will bring up the same dialog as above.

Question 6

Can I turn tags off?

Accepted Answer

You can turn the display of all tags or individual tags off/on. This will also affect the tag listing/results screens.

This feature can be useful in a number of ways, for example if you are prepping a new tag to go live and want to attach it to all your relevant FAQs/Articles but don't want it to display just yet you can simply leave it switched off until you are ready.

You can turn Tags off globally in Settings --> FAQs --> General (under the "Listings" heading)

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/HwJyEPPI3q/resources/WW0eQrCvC4/screenshot-my.malcolm.app-2023.04.02-15_42_17.png (Turning tags off globally in MyMalcolm)

Individual tags and their associated listings/results can be turned off via FAQs --> Tags then the three-dot menu to the right of the tag in question

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/HwJyEPPI3q/resources/AnIvQJUF0a/screenshot-my.malcolm.app-2023.04.02-15_45_43.png (Turning individual tags off and on in MyMalcolm)

Question 7

How do I delete feedback on an FAQ or Workflow?

Accepted Answer

Feedback collected via Malcolm! can only be seen by suitability authorised team members on your instance but there may be situations where you want to delete it, for example if it contains personally identifiable information and your organisation has a policy that you only want to store this for a certain period of time.

To delete feedback for an individual FAQ select the "Delete data" option in the Analyse section of the FAQ.

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/HwJyEPPI3q/resources/IK3fsFzNON/Delete%20FAQ%20Data%20in%20MyMalcolm.png (Delete FAQ Data in MyMalcolm)

To delete feedback for an individual Workflow select the "Delete data" option in the Analyse section of the Workflow and then select either "Delete feedback data" or "Delete all data" (which will also delete all your completion data)

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/HwJyEPPI3q/resources/1t3Hifu15L/Delete%20Workflow%20Feedback%20Data%20in%20MyMalcolm.png (Delete Workflow Feedback Data in MyMalcolm)

Question 8

Does my hosted hub have a sitemap I can submit to Google?

Accepted Answer

Your hosted hub has a site map of all published and non-hidden content that you can submit to Google Search Console and other similar services or software at /sitemap.xml

eg if your hosted hub URL is support.mydomain.com the URL for your sitemap will be https://support.mydomain.com/sitemap.xml

Question 9

How does Password Protection of Content (FAQs or Workflows) work?

Accepted Answer

Malcolm! let's you password protect individual items of content (e.g. a particular FAQ or Workflow) and/or your Hosted Hub.

The best option for you will depend on how exactly you use and implement Malcolm!

Password Protection on Hosted Hub

You can add a "start of session" password to your Hosted Hub via the Visibility tab in the Settings section in MyMalcolm.

In this area you can add one or more passwords. For example you could add one password that all your users share, or you could give each user an individual password. You can supply a label/description next to the password in MyMalcolm to remind yourself who that password was created for. From the same area you can suspend or delete previously created passwords, as well as see when passwords were last used.

When a user visits any page on your Hosted Hub they create a web session. The first time they do this they will be asked for their password. You can configure the exact wording that is used on the password request screen in MyMalcolm! The user will then remain logged in for the remainder of their session. Sessions typically end when the user closes their web browser or after a long period of inactivity.

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/HwJyEPPI3q/resources/f2uGLquUY3/Screenshot%202019-04-23%2010.55.25.png (Screenshot 2019-04-23 10.55.25 (2).png)

Password Protection on Individual Content Items

You can also add configure password protection on individual items of content like an FAQ or a Workflow. You do this via the Visibility tab in the Configure section of the individual FAQ or Workflow (which you access via the library in the respective FAQ or Workflow section of MyMalcolm).

The default setting for items of content is that they inherit the settings from the Hub. So if no password is set at a Hub level no password is required to view the content. If a password is set at a Hub level then a password will be required at the start of the user session. If you want to ensure that a password is always required before a particular FAQ or Workflow is accessed you should set it at this content level. Bear in mind however that if you also have a Hub password set and a user starts their session with a direct link to individual content that is password protected they will need to enter two passwords: one to get them into the Hub session and a further password to view the content.

You can also set an individual item of content to never require a password, even if the Hub has a password set. This can be useful if, for example, you want to put all your content behind a Hub password but want to create a Workflow that lets people request access. In this scenario you would create a Workflow for the purpose of requesting access, set it to never require a password then link to it from the text you can configure on the Hub password request screen. When requests come in you can review them and if you approve you can manually set up the user's password.

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/HwJyEPPI3q/resources/I3VJyQJ4IZ/Screenshot%202019-04-23%2010.57.05.png (Screenshot 2019-04-23 10.57.05.png)

Also worth noting

If a user makes three failed password attempts they will not be able to attempt a further password within that session for 30 minutes.

Auth0

We also support managing user passwords via Auth0- see more details here and via Memberstack - see more details here.

Question 10

How can I password-protect my hub with Memberstack?

Accepted Answer

Malcolm supports using Memberstack to password-protect your content.

This guide will help you set up Memberstack.

First go to MyMalcolm > Settings > Instance > Visibility and toggle the option to use a third party service for Hosted Hub password protection. This automatically enables the built-in password protection.

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/HwJyEPPI3q/resources/M5riHygBgk/screenshot-my.malcolm.app-2022.10.03-05_58_09.png (Choose Memberstack from the dropdown)

Next, from the Memberstack Dashboard, go to Dev Tools > Add Integration.
Choose a name for your integration.

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/HwJyEPPI3q/resources/9pIEqPe6kK/Screenshot%202022-10-03%20at%2007.00.53.png (Add a new custom SSO Integration)

Copy the Redirect URI from MyMalcolm and paste it into Memberstack.

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/HwJyEPPI3q/resources/IHbM8Ppu1v/screenshot-my.malcolm.app-2022.10.03-05_58_32.png (Cut and paste this into Memberstack)

Then, in Memberstack, press Add Integration.

Once created, in Memberstack click the Edit button next to the Integration and copy the Client ID and Secret Key.

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/HwJyEPPI3q/resources/I1TfM7CL3a/Screenshot%202022-10-03%20at%2007.01.12.png (Obtaining the Client ID and Secret Key from Memberstack)

Paste these values into the boxes in MyMalcolm.

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/HwJyEPPI3q/resources/Oq33GMwLTG/screenshot-my.malcolm.app-2022.10.03-05_58_32%202.png (Add your credentials from Memberstack here)

Save the settings on both sides and you should see your Memberstack login page appear in your Hub.

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/HwJyEPPI3q/resources/DkMgxR3Mti/Screenshot%202022-10-03%20at%2007.01.36.png (Hosted Hub login using Memberstack SSO)

Attributes from your Memberstack users can be pre-populated in Malcolm! Workflows. To enable this feature choose a suitable field on a Workflow, edit the field settings and enable "Allow a value to be set in the URL query". Enter one of the two attributes name or email to pre-populate those values directly into your Workflow.