Question 1

What is Malcolm?

Accepted Answer

Malcolm! is a super flexible set of tools that quickly helps you with your user interactions.

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/HwJyEPPI3q/resources/g951PpANTK/fb-no-text-01%402x.png (Welcome to Malcolm!)

Tell me more!

If you are a business that has customers or other stakeholders (eg suppliers) you will almost certainly have to support and service these people. This often involves answering their questions and/or taking them through routine tasks or procedures.

For example

Customers may have questions about a product or service you sell
To process an order/booking/request or set up/modify your customer records you might need to collect certain information from a customer.

You could deal with these customer interactions face to face, over the phone or by email.

But the more customers you have the more time that takes up - and it can be never ending as more and more questions keep coming in every day.

With Malcolm! you can quickly digitise your Frequently Asked Questions and turn repetitive tasks or procedures into Workflows. Then direct customers to your website 24/7/365 where they can self serve.

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/HwJyEPPI3q/resources/AyHgeEg6cX/fb-no-text-05%402x.png (Change your business or organisation for the better with Malcolm!)

Neat right?

There are also lots of cool features like customers being able to give feedback on answers, analytics so you know the most popular questions your customers are asking plus integrations with other software like Dropbox or Mailchimp (and over 1,500 other apps via Zapier) so you can automatically send the information you collect via Malcolm! into other systems. And that is just for starters - there are lots and lots of further powerful features.

Did we mention you can also easily style and brand everything to match your business branding? And use your own domain name?

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/HwJyEPPI3q/resources/Ixsmp4XOhV/fb-no-text-04%402x.png (Malcolm! At your service)

Find out more

Explore this Support Section which is itself running on Malcolm! to find out all the things you can do and how to do them. Or browse our main website for an overview of all the features and pricing.

Sign up for your free trial here.

And if you’ve any questions which aren’t answered in our Support section reach out to us anytime and we will be glad to help!

Question 2

Can I password protect my Hosted Hub?

Accepted Answer

Yes, you can password protect your Hosted Hub. You can also password protect individual FAQ's or Workflows.

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/HwJyEPPI3q/resources/KFFCF1u5Kx/password-fb%402x.png (Password protect your content on Malcolm!)

Read more about password protection of content on Malcolm! here.

Question 3

How do I set up my Hosted Hub?

Accepted Answer

Every instance of Malcolm! comes complete with a Hosted Hub that you can configure and customise.

You can find out more about the Hosted Hub here and if you want to turn if off you can find out how to do that here.

In MyMalcolm if you click "View Live" towards the top the screen you'll see what your Hosted Hub currently looks like.

The two things you are probably most likely to want to change are the URL the Hub is on and the Hub's look, feel and content. Here is how to configure each of those areas.

1. Configure the URL

In MyMalcolm, go to the Settings section, then select "Custom Domains" from the vertical left hand menu. In this area you can change the URL your Hosted Hub will use. It's possible (and no extra charge) to use your own external domain or sub-domain.

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/HwJyEPPI3q/resources/VKQ7z1JBXW/screenshot-my.malcolm.app-2019.08.12-17_01_54.png (Customise your domains in MyMalcolm)

2. Change your Hub's look, feel and content

You can extensively customise your Hosted Hub to suit your own requirements. To do this, go to the Brand section of MyMalcolm, clone an existing theme, then choose the edit icon on your cloned theme.

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/HwJyEPPI3q/resources/cO3r3O1RbL/screenshot-my.malcolm.app-2019.08.12-17_03_00.png (Theme management in MyMalcolm)

In the edit theme area use the left hand vertical navigation to see all the custom options you have.

Question 4

Can I put videos in my FAQs?

Accepted Answer

Yes, the best way to do this is via an external host like YouTube or Vimeo. Find out more here.

Question 5

Can I stop or suppress certain FAQs and/or Workflows from contributing to dynamic listings?

Accepted Answer

Malcolm! auto generates certain listings of FAQs such as most helpful, most popular, recently added and trending. If an FAQ is hidden (see here for more info it won't be included in these listings but sometimes you may wish to exclude a regular non hidden FAQ from these listings.

You can do this via in MyMalcolm via the individual FAQ's visibility settings (FAQs / Library / Configure / Visibility):

Question 6

Can I put the Facebook Pixel on my workflows/forms/FAQs/content?

Accepted Answer

You can easily add the Facebook Pixel to any content you create in Malcolm! such as Workflows and FAQs.

There are two ways you can do this.

The first is to add the Facebook Pixel code directly into the settings area of MyMalcolm - for more details see this FAQ.

The other way is to use Google Tag Manager. You add your GTM container id in the settings area of MyMalcolm and then add your Facebook Pixel via the Google Tag Manager interface.

Question 7

What is the Malcolm! widget and how do I implement it?

Accepted Answer

The Malcolm! widget is a great way to put your content in front of users. By using the widget you can float content over an existing website or application. Want to let your users find out answers to FAQs about a product or service you provide but don't want them to make them navigate from the screen they are on? The Malcolm! widget is what you need. Or perhaps you'd like to float a feedback or get in touch form over your website? Super easy to do with the Malcolm! widget. You can even make the content displayed contextual to the screen the widget is floating over. How cool is that?

We recommend you place the Malcolm! widget embed code on every page of your website. You can then configure whether the widget displays or not (and what it displays) from within MyMalcolm!

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/HwJyEPPI3q/resources/IdGAskGCq2/widget-fb%402x.png (The Malcolm! Widget)

Here is how to start using the Malcolm! widget.

Step 1: Create an embed

Go the Share section of MyMalcolm and select the Embed tab and then Create an embed. Select Widget as the type of embed you want to create.

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/HwJyEPPI3q/resources/Ji7YZa6eF7/screenshot-my.malcolm.app-2019.11.05-11_16_34.png (Create an embed in MyMalcolm)

Give your embed a name.

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/HwJyEPPI3q/resources/zZgVvihFmE/screenshot-my.malcolm.app-2019.11.05-13_14_38.png (Names your embed in MyMalcolm)

Step 2: Choose your content

From this area you can choose a single FAQ or Workflow to display in the widget, or you can choose collections of content. These collections can be a category, a tag or an author. You can also make a collection out of a search result including a search that is contextual to the meta content of the page that the widget is on - you can query content based on the page title, meta keywords, meta description or a meta search tag.

Users can navigate content within the widget via clicking on items in the user interface eg categories, tags or authors.

If you don't choose a specific FAQ, Workflow or collection of content the default content displayed will be the most popular content.

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/HwJyEPPI3q/resources/jbX8ylorUd/screenshot-my.malcolm.app-2019.11.05-13_16_07.png (Choose the content for your widget)

Step 3: Configure the visual style of your widget

You can configure various options about the visual appearance and behaviour of your widget. The options include what the widget looks like in it's pre-expand state (a button or a drawer), the text used on the pre-expand, the colours and logo plus the location of the widget on your screen. You can also configure whether you want the search and footer used on expanded widget and whether the transition from pre-expand to post-expand and vice versa are animated or not.

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/HwJyEPPI3q/resources/UEdVkI4MOo/screenshot-my.malcolm.app-2019.11.05-13_16_42.png (Configure the visual style of your widget)

Step 4: Set up URL rules and visibility settings

We recommend you put the Malcolm! widget embed code on every page of your website. But you might not want the widget to appear on every page. Using URL rules you can mangage and easily change which pages the widget does appear on from within MyMalcolm!

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/HwJyEPPI3q/resources/rVDvNjLQrJ/screenshot-my.malcolm.app-2019.11.05-13_17_22.png (Manage URL rules for your widget)

You may not want the widget to display on mobile browsers, or you may want the widget to only appear at certain times (for example when your office is closed) - you can configure these options in visibility settings.

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/HwJyEPPI3q/resources/GWsPKq5LZ4/screenshot-my.malcolm.app-2019.11.05-13_19_13.png (Manage your widget visibility settings)

Step 5: Publish and place code on site

Finally when you are happy publish your widget.

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/HwJyEPPI3q/resources/g4why3UaJ5/screenshot-my.malcolm.app-2019.11.05-13_20_01.png (Publish your embed)

Finally collect your code - you can cut and paste this or have it emailed to you (or the person who is responsible for implementation).

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/HwJyEPPI3q/resources/KyYO8MKguT/screenshot-my.malcolm.app-2019.11.05-13_47_41.png (Collect your widget embed code)

If you use Google Tag Manager you can also deploy the embed code via this system. See here for more details.

Question 8

Why is my embed not showing?

Accepted Answer

If you've set up an embed but can't see it check these things:

Have you implemented the tags correctly? Double check the tag install instructions
Is the embed published? If it’s not published it won’t show
If you are using them check your URL rules - the rule type could be too strict (e.g. URL is exactly xxx rather than URL starts with xxx) - if you are testing on a dev or test URL you can add this within the URL rule section
Check the scheduling - if there’s a schedule to only show the embed on certain days and/or between certain times that may be having an effect
If you are testing on mobile check you've not disallowed the emded showing on mobile