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

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 3

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 4

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

Question 5

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 6

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.

Activating third party Single Sign On (SSO)

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.

Add a new custom SSO 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.

Redirect URI in MyMalcolm

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.

Your Custom SSO Integration

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.

Client Credentials 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.

Login to Hosted 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.

Question 7

How do I leave Malcolm?

Accepted Answer

If you want to leave an instance you can ask the owner of any instance(s) you are a member of to remove you.

If you are the owner of an instance and you wish to delete that instance you can do this via MyMalcolm (in the Settings section).

If you no longer wish to be responsible for an instance but you want the instance to live on you can transfer ownership to somebody else via the settings section of MyMalcolm. The new owner must agree to take over responsibility for the instance. Remember that billing belongs to an instance so you may wish to update the billing details of an instance before you transfer it to someone else.

If you want to delete your user account please contact us.

We are always sorry to see people leave Malcolm! so if there is a particular reason or issue that is causing you to leave and you think we might be able to help please do contact us and let us know.

Question 8

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 9

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 10

How do I change my rating elements from percentages (%) to stars?

Accepted Answer

In addition to the default "Did this help you? Yes/No" percentages style of rating you can now alternatively switch to a star rating system where your users can rate content from 1 to 5 stars.

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/HwJyEPPI3q/resources/13xLIdBegJ/screenshot-homelender.malcolm.support-2021.01.15-16_19_22-2.png (Star ratings in Malcolm!)

The system used is set in the Settings section of MyMalcolm under FAQ or Workflows - look for the "Feedback ratings" area. You can switch between the two methods of rating whenever you wish and you can also use different rating systems for FAQs and Workflows.

Because rating content 1 to 5 stars is a bit more linear than a simple yes/no in response to "Did this help you?" we apply some logic behind the scenes when switching between rating styles. A "Did this help you? - No" is equivilent to 2 stars and a "Did this help you? - Yes" is equivilent to 5 stars, which slightly upweights positive feedback.

Don't forget you can change the colours of your rating elements too. See here for more details on how to do this.