Question 1

How do I surface my Workflow into a floating widget?

Accepted Answer

It's quick and easy to surface your Workflow as a floating widget. You can find out more about Malcolm! widgets here.

In the Library screen of the Workflow section of MyMalcolm click the three dots on the right hand side of the screen and select "Embed" -

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/HwJyEPPI3q/resources/bk1dEegpoU/screenshot-my.malcolm.app-2019.08.18-17_01_27.png (Quick link to Embed from the Workflow Library in MyMalcolm)

This will take you into the Share section of MyMalcolm! Here you can choose the type of embed you want to create.

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/HwJyEPPI3q/resources/N17DhjfW2Z/Screenshot%202021-12-30%20at%2013.57.57.png (Choose your embed type in MyMalcolm)

Choose "Widget" and work through the screens. You can configure various options here including whether in the pre-expand state the widget is a button or a drawer. You can also configure where on the screen you want the pre-expand to appear. Other options include colour schemes, the option to add your own logo to the widget and also whether you want the footer and search bar to appear. See this FAQ for more detail on this.

At the end of the process you will be supplied with the code that you should add to your webpage HTML - we recommend you add this to very page of your website. You can also embed via Google Tag Manager. See here for more details.

Question 2

How can I use Square with Malcolm! to collect payment from my customers?

Accepted Answer

Malcolm! now integrates with Square. Square is a payment service provider that enables business owners to collect payment from their customers.

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/HwJyEPPI3q/resources/d8ZLyi8A95/Square%402x.jpg (Square and Malcolm!)

With our Square integration you can create Workflows in Malcolm! that include fields for your customers to enter their card details and pay for things like products, services, memberships etc or perhaps make a donation towards something.

Here is how to set things up:

If you don't already have a Square account create one here.
In MyMalcolm go to the Settings, then Workflows, then Integrations, then click on Square.
You'll be taken to a page on the Square website where you can login and confirm that you wish to link your Square account to Malcolm!

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/HwJyEPPI3q/resources/QBvWDgrtAV/Screenshot%202022-01-06%20at%2012.48.11.png (Connecting Square to Malcolm!)

Once you have linked your Square account you can create Workflows via the Workflow section as usual and place payment related elements onto those Workflows. Two particular elements to pay attention to are Currency and Payments.

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/HwJyEPPI3q/resources/SlnkSg4slf/screenshot-my.malcolm.app-2021.05.28-18_08_18.png (Currency and Payment elements in MyMalcolm)

Payments is the element where your customer will provider their card details. You can configure the amount your customer is charged via the Payment element settings, or you can optionally ask the customer to enter their own amount via the Currency field - this can be useful in scenarios like donations or account payments where you may wish to offer the customer the choice of the amount to pay.

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/HwJyEPPI3q/resources/Yaj6slF0EX/Screenshot%202022-01-06%20at%2012.52.37.png (Settings for the Payment element in MyMalcolm)

If you also collect your customers email (and Name) in the Workflow you can optionally use that information to send them a payment confirmation email. You can configre and customise this via the Payment element settings.

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/HwJyEPPI3q/resources/sZjKbFViLz/screenshot-my.malcolm.app-2021.05.28-18_11_48.png (Configuring payment confirmation emails in MyMalcolm)

You can place the Payment element on any page of your Workflow, but the actual payment transaction will not be attempted until the final submit of your Workflow. If there is a problem with the payment details your customer will be returned to the page with Payment element on it and given a chance to update their details and proceed back through the Workflow.

You can see a video walkthrough below.

And there you have it! Taking payments via Square is a really powerful and quick to implement feature of Malcolm! Workflows. Taking payments will also work when the Workflow is surfaced via our embeds, widgets and overlays too! If you have questions or need a hand setting things up just contact us and we'll be happy to help.

Question 3

How is the removal of Company Personal Data handled?

Accepted Answer

What is personal data?

Personal data only includes information relating to natural persons who:

can be identified or who are identifiable, directly from the information in question; or
who can be indirectly identified from that information in combination with other information.

What is Company Personal Data?

When you use Malcolm! to collect information from your customers, suppliers, staff or others that information may include personal data. In this context, Malcolm! acts as your data processor and the personal data we may process on your behalf is referred to as Company Personal Data. You can read more about this here.

Removal of Company Personal Data

There are two tiers of data removal. The first is a recoverable delete, known also as a soft delete. The second is a permanent delete or purge. Malcolm! supports both types of data deletion.

Soft deletion

Soft deletion means data is deleted enough to make it no longer visible or discoverable but not quite enough should it need to be recovered.

For example if you delete a Malcolm! Workflow in MyMalcolm then the Workflow and everything related to that Workflow is soft deleted. This means it'll all disappear from MyMalcolm and our APIs but should you realise the deletion was a mistake it could still be fully recovered (on request).

Purging

Purging is a permanent or secure delete. This could be either a physical delete (e.g. uploaded files on disk) or a nullification of stored values in a database. Once data has been purged it is no longer recoverable.

Rest assured, Malcolm! will never purge your data whilst your Instance is active!

What happens after my trial finishes?

After your 14 day trial period comes to an end your Instance will be disabled. From that point you'll have 30 days to subscribe to one of the plans. If no subscription is in place by then your Instance data will be soft deleted and after 120 days all Company Personal Data will be purged in accordance with our Data Processing Addendum.

What happens if my subscription lapses?

Subscriptions could lapse for a number of reasons but the most likely cause is an expired credit card. We'll keep you Instance active for 14 days to give you time to fix the problem.

If the problem is not fixed your Instance will be disabled but you'll still have a further 30 days to subscribe to a new plan should you wish to. If no subscription is in place by then your Instance data will be soft deleted and after 120 days all Company Personal Data will be purged in accordance with our Data Processing Addendum.

What happens after I delete my Instance?

You can request to have your Instance deleted and purged in Settings > Instance > Delete Instance. After 30 minutes of requesting the deletion your Instance data will be soft deleted and after 120 days all Company Personal Data will be purged in accordance with our Data Processing Addendum.

Can I request just a Workflow data delete and purge?

Yes you can! Within MyMalcolm you can create a Workflow data deletion request. The Workflow data will be first be soft deleted and then 30 days later it will be purged.

See How do I delete data submitted to a Workflow? for more information.

For more information...

For more information please read the Data Processing Addendum.

Question 4

How do I use Zapier to connect Malcolm! to other applications or services I use?

Accepted Answer

Malcolm! now plugs into Zapier. Zapier 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/Zx8IUcIpAF/zapier-fb-2022%402x.png (Malcolm! plugs into Zapier)

In the context of Malcolm! this means that when a Workflow is completed you can use our Zapier integration to route some or all of the data that has been collected from that Workflow through into Zapier 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 Zapier.

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/HwJyEPPI3q/resources/0kJ1vTGUV4/screenshot-my.malcolm.app-2022.08.11-12_17_47.png (Zapier in Malcolm! Integrations)

In the overlay you'll have an option to choose some featured popular Zapier / Malcolm! integrations or to proceed to Zapier.com to create from scratch.

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/HwJyEPPI3q/resources/GcKFNwccoc/screenshot-my.malcolm.app-2022.08.11-12_18_11.png (Make a Zap in MyMalcolm)

Sign up for an account at Zapier if you don't already have one - it is free - or login if you do have an account.

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/HwJyEPPI3q/resources/WZcsX7PoBM/screenshot-zapier.com-2021.02.08-12_32_31.png (Malcolm! on Zapier)

Your trigger app should be Malcolm! and you want it to trigger on a new Workflow completion so hit "Save + Continue" once you have selected this option.
You now need to connect your Malcolm! instance to your Zapier account - click "Connect an Account" and follow the instructions. Once connected click "Save and Continue".
Choose a workflow then "Continue".
Wait for a sample to load and then click "Continue".
Choose an action App of your choice and configure as required - the exact process will vary from action App to action App but you are likely to need to agree some permissions and choose some options. Once done click "Save + Continue" or "Finish".
You will then be able to name your Zap and choose whether it is on or not.
Back in MyMalcolm, if you find the Workflow you used in your Zap in the Library, select it, then go to Configure then Integrations you should be able to see Zapier has 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).

Remember that Malcolm! always stores your data (which you can download anytime) - so if Zapier 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 Zapier - 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 5

Can I change meta information and optimise Malcolm! for SEO?

Accepted Answer

Malcolm! offers lots of options to configure your hosted hub for SEO purposes. Below is an overview.

Hosted Hub Homepage

You can set the page title, meta description and keywords for your hosted hub homepage via Settings --> Instance --> Meta Content.

Hosted Hub homepage meta options in MyMalcolm

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/HwJyEPPI3q/resources/1YN7mN8DHC/screenshot-my.malcolm.app-2022.08.09-13_02_55.png (Hosted Hub homepage meta options in MyMalcolm)

Hosted Hub homepage meta options in MyMalcolm

You can configure whether you want search engines to see this page via the visibility tab.

FAQs and Workflows only homepage

If you use the FAQs only and Workflows only homepages, you can set the page title, meta description and keywords for them via Settings --> FAQs --> Meta Content and Settings --> Workflows --> Meta Content respectively.

You can configure whether you want search engines to see these pages via the visibility tab.

Visibility settings in MyMalcolm

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/HwJyEPPI3q/resources/SYnelFDeLl/screenshot-my.malcolm.app-2022.08.09-13_08_05.png (Visibility settings in MyMalcolm)

Visibility settings in MyMalcolm

Authors, Categories & Tags

By default the results pages for Authors, Categories & Tags are not shown to search engines, but you can change this and configure the meta information via the respective Author, Category and Tag in the FAQ section.

Tag configuration in MyMalcolm

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/HwJyEPPI3q/resources/9qAnoZ47Lg/screenshot-my.malcolm.app-2022.08.09-13_04_47.png (Tag configuration in MyMalcolm)

Tag configuration in MyMalcolm

Advanced Settings

You can set much of the above, and some additional title and meta info via the language file which can be found at Settings --> Instance --> Advanced. Click "Show dictionary" to see what can be edited.

Advanced SEO options in MyMalcolm

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/HwJyEPPI3q/resources/SmUzmyq955/screenshot-my.malcolm.app-2022.08.09-13_03_41.png (Advanced SEO options in MyMalcolm)

Advanced SEO options in MyMalcolm

Individual Content

You can edit the meta content and visibility (ie whether a search engine can see it) of an individual FAQ or Workflow via the configure tab of the FAQ or Workflow in question.

Social Images

A social image is the image that will be used when you link to content via services like Twitter, Facebook, LinkedIn etc.

A default social image is defined in your theme (Brand --> Theme --> edit icon on theme --> General)
That can be overriden by defining a social image in Settings --> Instance --> Meta
For your hosted hub home, the FAQs and Workflows only homepages and the Authors, Categories & Tags results pages the above can be overriden via the respective setting screens mentioned above.
An individual piece of content (ie an FAQ or Workflow) can set their own social image and override the above via the configure tab of the content in question.

Site Map

All published and "visible" pages/content will appear in the sitemap.xml file which can be found at yourhostedhub.com/sitemap.xml where yourhostedhub.com is your actual Malcolm! hosted hub URL.

Schema

We mark up content created in the FAQs section using Schema. This means your content may appear in Google as Rich Results. You can choose between marking content up as FAQPage (perfect for questions and answers) or as a WebPage. See here for more info. In addition if you insert a How-to / Step by Step into your content this is also marked up using Schema. See here for more info.

Question 6

Can I send the person who completes a Workflow an email?

Accepted Answer

If you want to send the user who completes a Workflow an email you can do this by creating an email answer rule and specifying the "to" email address as the email address supplied in the Workflow.

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/HwJyEPPI3q/resources/iqjmD58nO8/screenshot-my.malcolm.app-2022.04.20-13_07_20.png (Configuring email answer in MyMalcolm)

Note that you can edit the sender name, subject line and email contents in this same create email answer dialogue.

To edit the sending email address see this FAQ and to change the branding/design of the email that is sent see this FAQ.

Question 7

Can I change the path or base URL of my hosted hub pages?

Accepted Answer

As you are probably aware you can configure the Malcolm! hosted hub to use your own custom domain - see here for further details - but sometimes you may wish to change the part of the URL that comes after your domain.

By default your FAQs live at /faqs and your Workflows at /workflows

You can now choose from some alternative "base URLs" in the Settings area of MyMalcolm. Visit the FAQs or Workflows sub section respectively to choose an alternate URL for each content type. This feature may be particularly useful if you are using Malcolm! for more general content (eg how to's) rather than questions & answers.

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/HwJyEPPI3q/resources/2HZEwPaFKU/screenshot-my.malcolm.app-2022.02.14-09_32_41.png (Changing base URL in MyMalcolm)

By default we mark up your FAQ hosted hub content using the FAQPage schema. This is useful for search engine results. If your content is more general in nature you may prefer to change the schema used to WebPage. You can also do this from Settings --> FAQs.

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/HwJyEPPI3q/resources/oBmGTh9Taw/screenshot-my.malcolm.app-2022.02.14-09_33_40.png (Changing Schema type in MyMalcolm)

See below for a video walkthrough of changing your base URL:

Question 8

How do I embed a Workflow into my website?

Accepted Answer

It's quick and easy to embed a Workflow into your website or app. In the Library screen of the Workflow section of MyMalcolm click the three dots on the right hand side of the screen and select "Embed"

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/HwJyEPPI3q/resources/bk1dEegpoU/screenshot-my.malcolm.app-2019.08.18-17_01_27.png (Quick link to Embed from the Workflow Library in MyMalcolm)

This will take you into the Share section of MyMalcolm! Here you can choose the type of embed you want to create.

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/HwJyEPPI3q/resources/N17DhjfW2Z/Screenshot%202021-12-30%20at%2013.57.57.png (Create your embed in MyMalcolm)

If you want to float your Workflow over your webpage in a widget launched from a button or drawer that hugs the side or top/bottom of the screen select Widget.
If you want to launch an overlay that contains your Workflow from your webpage choose the Overlay option.
If you want your Workflow to appear within a part of an existing webpage select the inline option.
Finally if you the page to redirect to the Malcolm! web hosted version of your Workflow when the embed tag is fired select Redirect. You may wish to use URL rules with this option otherwise the redirect will fire on all pages the Malcolm! master tag is present on.

Follow the create embed process through - the Workflow you came from will be preselected as the content you want to embed. You will be offered various styling and display options based on the type of embed you choose.

At the end of the process you will be supplied with the embed code that you can add to he site or app where you want the Workflow to appear.

Question 9

How can I password-protect my hub with Auth0?

Accepted Answer

Malcolm supports using Auth0 to password-protect your content.

This guide will help you set up Auth0.

First go to MyMalcolm > Settings > Instance > Visibility and enable 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/ea8meZWJKM/Screenshot%202021-11-25%20at%2016.37.03.png (Screenshot 2021-11-25 at 16.37.03.png)

Next, inside your Auth0 tennant, create a new Auth0 Application. Give it a name and choose Regular Web Applications from the four options.

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/HwJyEPPI3q/resources/VDfX0QpiZh/Screenshot%202021-11-25%20at%2016.31.49.png (Screenshot 2021-11-25 at 16.31.49.png)

Click on the Settings tab and scroll down to the Basic Information section.

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/HwJyEPPI3q/resources/JReEIPSyji/Screenshot%202021-11-25%20at%2016.46.53.png (Screenshot 2021-11-25 at 16.46.53.png)

In MyMalcolm click through to Manage password protection and toward the bottom enable Auth0 for password protection. Copy/paste the Domain, Client ID and Client Secret from Auth0 into MyMalcolm.

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/HwJyEPPI3q/resources/mwX1ffzhIZ/Screenshot%202021-11-25%20at%2016.40.03.png (Screenshot 2021-11-25 at 16.40.03.png)

Next copy/paste the Application Login URI, Allowed Callback URL and Allowed Logout URL from Malcolm! into your Auth0 Application URIs settings.

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/HwJyEPPI3q/resources/ST4LVVMZ3x/Screenshot%202021-11-25%20at%2016.45.36.png (Screenshot 2021-11-25 at 16.45.36.png)

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/HwJyEPPI3q/resources/kpvEhZpVtp/Screenshot%202021-11-25%20at%2016.40.39.png (Screenshot 2021-11-25 at 16.40.39.png)

Save the settings on both sides and you should see your Auth0 login page in your Hub.

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/HwJyEPPI3q/resources/oijJOqmb9t/Screenshot%202021-11-25%20at%2016.42.11.png (Screenshot 2021-11-25 at 16.42.11.png)

But that's not all!

Attributes from your Auth0 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 four attribute names email, name, nickname or picture to pre-populate those values directly into your Workflow.

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/HwJyEPPI3q/resources/5zfBKHJgrE/Screenshot%202021-11-25%20at%2017.23.01.png (Screenshot 2021-11-25 at 17.23.01.png)

You can read more about passing values in the URL query here.

Question 10

Can I organise or filter my Workflow completions?

Accepted Answer

You can filter your Workflow completions, assign a status and also add notes.

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/HwJyEPPI3q/resources/jPMzrSqIJg/screenshot-my.malcolm.app-2021.08.27-17_20_31%20b.png (Browse Workflow completions in MyMalcolm)

This can be really useful if you want to use the Completion screens like a mini CRM - you can categorise or mark your completions to organise them in a certain way. For example you may want to apply the status "Done" or "Processed" to certain Workflows and "Follow Up" to others.

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/HwJyEPPI3q/resources/9ZHHjnH6sB/screenshot-my.malcolm.app-2021.08.27-17_21_37.png (Set a status for Workflows in MyMalcolm)

You can also add notes to a Workflow completion that your Team can see. A handy notes icon will appear in the Completions list to show notes exist.

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/HwJyEPPI3q/resources/f1zeN8GXfK/screenshot-my.malcolm.app-2021.08.27-17_21_03.png (Add notes to Workflow completions in MyMalcolm)

You can have filter controls at the top right of the completions screen.

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/HwJyEPPI3q/resources/CXIgS6IXpJ/screenshot-my.malcolm.app-2021.08.27-17_22_03.png (Filter completions controls in MyMalcolm)

See a video walkthrough of these features below