An instance is a collection of related FAQ’s and/or Workflows that your users will see and interact with plus a set of management tools that you and other members of your staff or team will use. Each instance also includes an optional hosted hub that you can customise and brand. If you decide to use Malcolm! in two distinct areas of your business it can make sense to have two different instances. For example you could use one instance of Malcolm! to support customers of your product or service and another instance as an internal HR portal. [You can see some examples of how Malcolm! instances can be used here](https://malcolm.app/examples) **Instance Billing** Our billing is based around instances. You can start an instance any time and enjoy a 14 day trial. This can be great for trying ideas out. If you want to keep using the instance beyond 14 days you'll need to choose a plan and give us your card details, or agree an enterprise plan with us. **Instance Owners** Each instance will have an owner. This is the master user who is ultimately responsible for the instance. If you are on a Team or Enterprise plan you can invite other users to the instance too. If you need to transfer ownership of the instance to another user (for instance if you are leaving a company or organisation) you can do that as long as the proposed new owner agrees.

An instance is a collection of related FAQ’s and/or Workflows that your users will see and interact with plus a set of management tools that you and other members of your staff or team will use. Each instance also includes an optional hosted hub that you can customise and brand. If you decide to use Malcolm! in two distinct areas of your business it can make sense to have two different instances. For example you could use one instance of Malcolm! to support customers of your product or service and another instance as an internal HR portal. [You can see some examples of how Malcolm! instances can be used here](https://malcolm.app/examples) **Instance Billing** Our billing is based around instances. You can start an instance any time and enjoy a 14 day trial. This can be great for trying ideas out. If you want to keep using the instance beyond 14 days you'll need to choose a plan and give us your card details, or agree an enterprise plan with us. **Instance Owners** Each instance will have an owner. This is the master user who is ultimately responsible for the instance. If you are on a Team or Enterprise plan you can invite other users to the instance too. If you need to transfer ownership of the instance to another user (for instance if you are leaving a company or organisation) you can do that as long as the proposed new owner agrees.

Malcolm! is a super powerful and flexible web based product but it might seem a bit confusing at first. Here is a quick primer on some core Malcolm! concepts and features which we hope will help you understand the product and use it in the way that makes sense to you and your business. **Core Components of Malcolm!** Malcolm! has two core content components: ***Malcolm! FAQ*** and ***Malcolm! Workflow.*** Malcolm! FAQ is all about answering your user's questions and/or providing information (eg a how-to or a policy). Malcolm! Workflow is all about taking your users through tasks or procedures. Before we created Malcolm! we spent a lot of time building online systems that helped companies digitise what they do. We found that - in broad terms - this came down to designing and developing systems that: * answered questions and * took users through a process. **For example** Lets say you sell and service industrial heating systems. A potential customer might want to know if you service a particular type of boiler that they have in their office. You can let that potential customer find the answer to that question themselves via Malcolm!. You'd create a question along the lines of "Which types of boiler do you service?" and in your answer you'd include all the makes and models that you work with. Your potential customer would come to your website, and be able to find the answer themselves using Malcolm! Next, having learnt you do indeed service the boiler they have in their office they might want to book a service appointment. To do this you are likely to need to know a few details - for example their name, their company name, where their office is and perhaps a few other details like their phone number and email, when they are available for a service visit, any issues they are having with the boiler and when it was last serviced. You can create a form that asks all those questions in Malcolm! and add that form as a "Book a service" link onto your website. When a customer fills that form in Malcolm! can email you all the details. Malcolm! can also do lots of other clever things like pass that request into other systems that you might use. **Why would I want to do this?** * **Customers like it** - nowadays more and more people prefer to do things online * **You look professional and slick** - Malcolm! can integrate with your existing website and you can style all the screens to match your brand * **It's available 24/7/365** - customers can find what they need at a time that suits them * **Save time** - stop burning time answering the same questions or doing the same process again and again * **Consistency**- receive complete information from your customers in the format you need it * **Efficiency** - pass customer information collected via Malcolm! into your other systems automatically * **Get feedback** - Malcolm! let's your customers feedback to you whether the information they found was helpful or areas for improvement * **Analytics**- get statistics on what customers are searching for, what they are reading and the most popular times for certain types of requests * **Great management tools** - You and your internal team / staff can see everything at a glance via MyMalcolm - the comprehensive control panel area of Malcolm! [You can see some examples of possible uses of Malcolm! here](https://malcolm.app/examples) **Use Malcolm! FAQs and Workflows together or separately** One of the things to bear in mind is that you can use the FAQ and Workflows parts of Malcolm! together or individually. It may be that you want to build a customer knowledge base using Malcolm! FAQ but you have no need for Workflows at the moment. That is no problem! Similarly you might want to create a series of web forms for various user servicing tasks using Malcolm! Workflow but don't need to answer questions with FAQs. Again this is no issue. You simply use the parts of Malcolm! that make sense to you and your business. **How does Malcolm! work with my current website?** At the heart of Malcolm! is flexibility. We want to make it as easy as possible to work with our system. We also want to offer options for a wide user base - from a one man band with no or limited web development knowledge through to big companies who may have large in house technical teams. At one of the end of the scale is our Hosted Hub. Every instance of Malcolm! comes with a hosted Hub. This is a website that we host for you. You can customise it entirely to your requirements. You can change the branding, the colours, the fonts, the layout, the copy, the icons etc etc. You can even configure it to work on one of your own domains or sub domains. If you don't have a current website your Hosted Hub could be your main website. If you already have your main website at www.domain.com you could set up your fully branded Malcolm! Hosted Hub at a sub domain like support.domain.com or help.domain.com or customers.domain.com Some customers may not wish to do this and instead may wish to integrate Malcolm! into their current website. No problem! We have a whole section in the MyMalcolm Control Panel dedicated to this and there a variety of ways you can bring content and functionality from Malcolm! into your own website. We've also got a plugin for Wordpress and a variety of widgets and further integration options. Want a floating widget? No problem. Want a button which opens a modal/overlay? No problem. Customers on our Enterprise plans can have full programmatic access to Malcolm! content and functionality via our comprehensive API. **Don't forget your Internal Customers!** Remember that your business or organisation may have more than one type of "customer!". As well as using Malcolm! with members of the general public you can also use it internally to help a particular business function or department. For example: * In our example of being an industrial heating sales & service company above you could use an instance of Malcolm! for your service engineers. Various knowledge about things you service could be stored in Malcolm FAQ! and you could build digital versions of processes or business procedure in Malcolm! Workflow - for example job sheets or part order forms. * You could use Malcolm! as an online presence for your [Human Resources](https://malcolm.app/examples/human-resources) or [Finance department](https://malcolm.app/examples/finance) * You could use Malcolm! as a way of [communicating information about your premises or facilities](https://malcolm.app/examples/commercial) * You could use Malcolm! as a home for an [internal project or initiative](https://malcolm.app/examples/internal)

Malcolm! is a super powerful and flexible web based product but it might seem a bit confusing at first. Here is a quick primer on some core Malcolm! concepts and features which we hope will help you understand the product and use it in the way that makes sense to you and your business. **Core Components of Malcolm!** Malcolm! has two core content components: ***Malcolm! FAQ*** and ***Malcolm! Workflow.*** Malcolm! FAQ is all about answering your user's questions and/or providing information (eg a how-to or a policy). Malcolm! Workflow is all about taking your users through tasks or procedures. Before we created Malcolm! we spent a lot of time building online systems that helped companies digitise what they do. We found that - in broad terms - this came down to designing and developing systems that: * answered questions and * took users through a process. **For example** Lets say you sell and service industrial heating systems. A potential customer might want to know if you service a particular type of boiler that they have in their office. You can let that potential customer find the answer to that question themselves via Malcolm!. You'd create a question along the lines of "Which types of boiler do you service?" and in your answer you'd include all the makes and models that you work with. Your potential customer would come to your website, and be able to find the answer themselves using Malcolm! Next, having learnt you do indeed service the boiler they have in their office they might want to book a service appointment. To do this you are likely to need to know a few details - for example their name, their company name, where their office is and perhaps a few other details like their phone number and email, when they are available for a service visit, any issues they are having with the boiler and when it was last serviced. You can create a form that asks all those questions in Malcolm! and add that form as a "Book a service" link onto your website. When a customer fills that form in Malcolm! can email you all the details. Malcolm! can also do lots of other clever things like pass that request into other systems that you might use. **Why would I want to do this?** * **Customers like it** - nowadays more and more people prefer to do things online * **You look professional and slick** - Malcolm! can integrate with your existing website and you can style all the screens to match your brand * **It's available 24/7/365** - customers can find what they need at a time that suits them * **Save time** - stop burning time answering the same questions or doing the same process again and again * **Consistency**- receive complete information from your customers in the format you need it * **Efficiency** - pass customer information collected via Malcolm! into your other systems automatically * **Get feedback** - Malcolm! let's your customers feedback to you whether the information they found was helpful or areas for improvement * **Analytics**- get statistics on what customers are searching for, what they are reading and the most popular times for certain types of requests * **Great management tools** - You and your internal team / staff can see everything at a glance via MyMalcolm - the comprehensive control panel area of Malcolm! [You can see some examples of possible uses of Malcolm! here](https://malcolm.app/examples) **Use Malcolm! FAQs and Workflows together or separately** One of the things to bear in mind is that you can use the FAQ and Workflows parts of Malcolm! together or individually. It may be that you want to build a customer knowledge base using Malcolm! FAQ but you have no need for Workflows at the moment. That is no problem! Similarly you might want to create a series of web forms for various user servicing tasks using Malcolm! Workflow but don't need to answer questions with FAQs. Again this is no issue. You simply use the parts of Malcolm! that make sense to you and your business. **How does Malcolm! work with my current website?** At the heart of Malcolm! is flexibility. We want to make it as easy as possible to work with our system. We also want to offer options for a wide user base - from a one man band with no or limited web development knowledge through to big companies who may have large in house technical teams. At one of the end of the scale is our Hosted Hub. Every instance of Malcolm! comes with a hosted Hub. This is a website that we host for you. You can customise it entirely to your requirements. You can change the branding, the colours, the fonts, the layout, the copy, the icons etc etc. You can even configure it to work on one of your own domains or sub domains. If you don't have a current website your Hosted Hub could be your main website. If you already have your main website at www.domain.com you could set up your fully branded Malcolm! Hosted Hub at a sub domain like support.domain.com or help.domain.com or customers.domain.com Some customers may not wish to do this and instead may wish to integrate Malcolm! into their current website. No problem! We have a whole section in the MyMalcolm Control Panel dedicated to this and there a variety of ways you can bring content and functionality from Malcolm! into your own website. We've also got a plugin for Wordpress and a variety of widgets and further integration options. Want a floating widget? No problem. Want a button which opens a modal/overlay? No problem. Customers on our Enterprise plans can have full programmatic access to Malcolm! content and functionality via our comprehensive API. **Don't forget your Internal Customers!** Remember that your business or organisation may have more than one type of "customer!". As well as using Malcolm! with members of the general public you can also use it internally to help a particular business function or department. For example: * In our example of being an industrial heating sales & service company above you could use an instance of Malcolm! for your service engineers. Various knowledge about things you service could be stored in Malcolm FAQ! and you could build digital versions of processes or business procedure in Malcolm! Workflow - for example job sheets or part order forms. * You could use Malcolm! as an online presence for your [Human Resources](https://malcolm.app/examples/human-resources) or [Finance department](https://malcolm.app/examples/finance) * You could use Malcolm! as a way of [communicating information about your premises or facilities](https://malcolm.app/examples/commercial) * You could use Malcolm! as a home for an [internal project or initiative](https://malcolm.app/examples/internal)

A very powerful feature of Malcolm! is the ability to populate one or more values within a Workflow via the URL to the Workflow itself. Malcolm! also offers associated options around whether a user completing a Workflow can see or edit that value. This is extremely powerful if - for example - you want to pass into a Workflow information that lets you identify who has completed it - such as a customer ID or perhaps some other form of unique reference that lets you know what the information relates to (eg an order or transaction id) For example, let's say a customer has created an order with order ID 12345 and you need some further information to fulfil the order. Rather than send them a Workflow which asks them for their order ID as one of the questions (or relies on you manually linking the submitted Workflow with a completed order your side) you could send them a link in the format https://url.com/workflows/order-info-needed?orderid=12345 You can put values for multiple fields in the URL too eg https://url.com/workflows/order-info-needed?orderid=12345&anotherfield=abcde You can choose whether the user filling in the Workflow will see the Order ID repeated on their Workflow or not. If they can see it you can choose whether they can edit it or not. You can also choose what the descriptors in the URL (in the example above the "orderid" part) actually are. All these configurations are made by clicking on the individual element in the Workflow builder in MyMalcolm and scrolling to the "Settings" area. When the Workflow is submitted you will receive the Order ID (and any other fields you have completed via the URL) as part of the submitted information. When you combine the ability to populate fields by variables in the URL with the integration functionality of Malcolm! it becomes even more powerful as you could programmatically send out Workflows for completion (with some identifying information inserted via an auto generated URL) and then combine them with your other systems on submission via an integration or a webhook using the identifying information to link things together. This becomes a great way to send out surveys, create follow ups to marketing campaigns, extend the functionality you offer to "logged in" users etc etc - the possibilities are endless!

A very powerful feature of Malcolm! is the ability to populate one or more values within a Workflow via the URL to the Workflow itself. Malcolm! also offers associated options around whether a user completing a Workflow can see or edit that value. This is extremely powerful if - for example - you want to pass into a Workflow information that lets you identify who has completed it - such as a customer ID or perhaps some other form of unique reference that lets you know what the information relates to (eg an order or transaction id) For example, let's say a customer has created an order with order ID 12345 and you need some further information to fulfil the order. Rather than send them a Workflow which asks them for their order ID as one of the questions (or relies on you manually linking the submitted Workflow with a completed order your side) you could send them a link in the format https://url.com/workflows/order-info-needed?orderid=12345 You can put values for multiple fields in the URL too eg https://url.com/workflows/order-info-needed?orderid=12345&anotherfield=abcde You can choose whether the user filling in the Workflow will see the Order ID repeated on their Workflow or not. If they can see it you can choose whether they can edit it or not. You can also choose what the descriptors in the URL (in the example above the "orderid" part) actually are. All these configurations are made by clicking on the individual element in the Workflow builder in MyMalcolm and scrolling to the "Settings" area. When the Workflow is submitted you will receive the Order ID (and any other fields you have completed via the URL) as part of the submitted information. When you combine the ability to populate fields by variables in the URL with the integration functionality of Malcolm! it becomes even more powerful as you could programmatically send out Workflows for completion (with some identifying information inserted via an auto generated URL) and then combine them with your other systems on submission via an integration or a webhook using the identifying information to link things together. This becomes a great way to send out surveys, create follow ups to marketing campaigns, extend the functionality you offer to "logged in" users etc etc - the possibilities are endless!

You can easily embed YouTube or Vimeo videos into your FAQs. To do this use the embed code provided by each of the platforms. ![Screenshot 2018-11-08 20.01.41.png](https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/HwJyEPPI3q/resources/m6StT5M3j9/Screenshot%202018-11-08%2020.01.41.png) Within the FAQ compose interface press the video icon. This will bring up an area where you can insert this code. ![Screenshot 2018-11-08 19.59.19.png](https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/HwJyEPPI3q/resources/QUvah1y7Eh/Screenshot%202018-11-08%2019.59.19.png)

You can easily embed YouTube or Vimeo videos into your FAQs. To do this use the embed code provided by each of the platforms. ![Screenshot 2018-11-08 20.01.41.png](https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/HwJyEPPI3q/resources/m6StT5M3j9/Screenshot%202018-11-08%2020.01.41.png) Within the FAQ compose interface press the video icon. This will bring up an area where you can insert this code. ![Screenshot 2018-11-08 19.59.19.png](https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/HwJyEPPI3q/resources/QUvah1y7Eh/Screenshot%202018-11-08%2019.59.19.png)

Malcolm! now plugs into [Zapier](https://zapier.com). Zapier is an integration platform - [it connects thousands of apps to other apps.](https://zapier.com/apps) 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: 1. Firstly set up and publish a workflow in Malcolm! that collects the data you wish to move into other applications 2. In MyMalcolm go to the Settings Section, then Workflows, then Integrations, then click on Zapier 3. Sign up for an account at [Zapier](https://zapier.com) if you don't already have one - it is free - or login if you do have an account. 4. Accept the invite to Malcolm! 5. Still in Zapier, click "Make a Zap" 6. 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 7. 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" 8. Choose a workflow then "Continue" 9. Wait for a sample to load and then click "Continue" 10. 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" 11. You will then be able to name your Zap and choose whether it is on or not 12. 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](https://support.malcolm.support/workflows/submit-support-ticket) and we'll be happy to help.

Malcolm! now plugs into [Zapier](https://zapier.com). Zapier is an integration platform - [it connects thousands of apps to other apps.](https://zapier.com/apps) 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: 1. Firstly set up and publish a workflow in Malcolm! that collects the data you wish to move into other applications 2. In MyMalcolm go to the Settings Section, then Workflows, then Integrations, then click on Zapier 3. Sign up for an account at [Zapier](https://zapier.com) if you don't already have one - it is free - or login if you do have an account. 4. Accept the invite to Malcolm! 5. Still in Zapier, click "Make a Zap" 6. 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 7. 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" 8. Choose a workflow then "Continue" 9. Wait for a sample to load and then click "Continue" 10. 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" 11. You will then be able to name your Zap and choose whether it is on or not 12. 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](https://support.malcolm.support/workflows/submit-support-ticket) and we'll be happy to help.

You can easily embed content from Malcolm! into your existing website, app, product or online service with just a few lines of code. Begin by going to the Share section of MyMalcolm and then select Embed. We offer the following type of embeds: * **Floating Widget** (with button and draw options) - this option floats a button or drawer “pre-expand” over your site, application, product or service - when clicked a content panel opens up * **Overlay / Pop Up** - this opens an overlay / popup over whatever the user is currently seeing - it’s triggered by a link you can place wherever you want in your site, application, product or service * **Inline** - pull content directly into the same pages/screens your users are seeing with this option - use blend mode for a truly seamless experience! * **Full Page** - finally this option replaces your entire page content with Malcolm! content - this can be useful in certain scenarios, for example if you are using a CMS and want to totally replace the content with Malcolm! content on a container page you create. In terms of the type of content you can embed options include: * **Hosted Hub results** - paginated results showing the default filtered FAQs and Workflows as seen on your Hosted Hub homepage * **A single FAQ** - your choice of FAQ * **A single Workflow** - your choice of Workflow * **Author listing** - paginated results showing FAQs from a particular author * **Category listing** paginated results showing FAQs within a partiuclar category * **Filtered results** paginated results showing FAQs and Workflows filtered by your choice of filter (eg most popular, most recent, most helpful etc) * **Search results (contextual)** - paginated results showing FAQs and Workflows according to a search query provided via a meta tag on your page * **Search results (specified search query)** - paginated results showing FAQs and Workflows according to a given search query * **Tag listing** - paginated results showing FAQs referenced by particular tag Note that if you just want to embed a single FAQ or Workflow you can also access a quick embed interface via the Library in both the FAQ and Workflow sections of MyMalcolm. Simply select "Embed" from the menu accessible on the right hand side of the respective published FAQ or Workflow. You can configure various options around the visual stlye of your embed. The exact options available depend on the type of embed you have chosen. When you have finished configuring the content and visual appearence of your embed, Malcolm! will give you the code that can be used to pull your content into your website, app, product or online service. Watch a video guide to embeding Malcolm! content into your website below.

You can easily embed content from Malcolm! into your existing website, app, product or online service with just a few lines of code. Begin by going to the Share section of MyMalcolm and then select Embed. We offer the following type of embeds: * **Floating Widget** (with button and draw options) - this option floats a button or drawer “pre-expand” over your site, application, product or service - when clicked a content panel opens up * **Overlay / Pop Up** - this opens an overlay / popup over whatever the user is currently seeing - it’s triggered by a link you can place wherever you want in your site, application, product or service * **Inline** - pull content directly into the same pages/screens your users are seeing with this option - use blend mode for a truly seamless experience! * **Full Page** - finally this option replaces your entire page content with Malcolm! content - this can be useful in certain scenarios, for example if you are using a CMS and want to totally replace the content with Malcolm! content on a container page you create. In terms of the type of content you can embed options include: * **Hosted Hub results** - paginated results showing the default filtered FAQs and Workflows as seen on your Hosted Hub homepage * **A single FAQ** - your choice of FAQ * **A single Workflow** - your choice of Workflow * **Author listing** - paginated results showing FAQs from a particular author * **Category listing** paginated results showing FAQs within a partiuclar category * **Filtered results** paginated results showing FAQs and Workflows filtered by your choice of filter (eg most popular, most recent, most helpful etc) * **Search results (contextual)** - paginated results showing FAQs and Workflows according to a search query provided via a meta tag on your page * **Search results (specified search query)** - paginated results showing FAQs and Workflows according to a given search query * **Tag listing** - paginated results showing FAQs referenced by particular tag Note that if you just want to embed a single FAQ or Workflow you can also access a quick embed interface via the Library in both the FAQ and Workflow sections of MyMalcolm. Simply select "Embed" from the menu accessible on the right hand side of the respective published FAQ or Workflow. You can configure various options around the visual stlye of your embed. The exact options available depend on the type of embed you have chosen. When you have finished configuring the content and visual appearence of your embed, Malcolm! will give you the code that can be used to pull your content into your website, app, product or online service. Watch a video guide to embeding Malcolm! content into your website below.

You can build a Workflow quickly via the Workflow Builder in MyMalcolm. To get started, first go to the Workflow section of MyMalcolm and then click "Create a Workflow" towards the top right of the screen. You can then choose whether to build a Workflow from scratch, start with one of our templates or - if you have already created some Workflows previously - clone one of those previously created Workflows. You can then use our drag and drop builder to create your Workflow. Our Workflow builder enables you to: * Drag and drop question elements onto your form * Customise those question elements * Configure Filters, Validators and Rules * Split forms over multiple pages * Customise page titles and progress bars * Customise thank you page Once you have created the content of your form, you can to the Configure tab and configure various options including setting up email notifications or Integrations. By default your Workflow is created as a web form that you access via a URL. But you can also surface that Workflow in a variety of other ways (including float it over page in a widget, via a modal/overlay launched by a button you place on a site, or via embeds or plugins) - take a look at the Share section of MyMalcolm to do this. Watch a video guide to building a Workflow below.

You can build a Workflow quickly via the Workflow Builder in MyMalcolm. To get started, first go to the Workflow section of MyMalcolm and then click "Create a Workflow" towards the top right of the screen. You can then choose whether to build a Workflow from scratch, start with one of our templates or - if you have already created some Workflows previously - clone one of those previously created Workflows. You can then use our drag and drop builder to create your Workflow. Our Workflow builder enables you to: * Drag and drop question elements onto your form * Customise those question elements * Configure Filters, Validators and Rules * Split forms over multiple pages * Customise page titles and progress bars * Customise thank you page Once you have created the content of your form, you can to the Configure tab and configure various options including setting up email notifications or Integrations. By default your Workflow is created as a web form that you access via a URL. But you can also surface that Workflow in a variety of other ways (including float it over page in a widget, via a modal/overlay launched by a button you place on a site, or via embeds or plugins) - take a look at the Share section of MyMalcolm to do this. Watch a video guide to building a Workflow below.

The FAQ section is of MyMalcolm is where you create and manage your FAQ content. Within the FAQ section there are several different areas: * **Overview:** here you can see statistics on the number of views, searches and feedbacks on your collection of FAQs. You can also see your highest rated FAQs and the top searches. You can vary the time period these statistics refer to by adjusting the drop down towards the top left of the graphs. * **Library:** this is where you can access and manage all the individual FAQ's that you have created or are in the process of creating. There are a variety of display, search, sort and filter options on this screen. You can also mark FAQs as favourites, apply labels and select multiple FAQs to do bulk editing. * **Feedback:** on this screen you can sell all the feedback that has been submitted by your customers on your FAQs * **Activity:** here you can see an audit trail of all FAQ activity by you and other members of your Team * **Authors:** create and manage the public authors of your FAQs here - these are shown as part of the FAQ details (or "meta") that your customers can see. * **Categories:** Create and manage categories here. Your FAQ's can live in one or more Category. Categories enable you to organise your FAQs into logical groups around topics that make sense to your business, for example you could group FAQs around products or services or locations. Customers can browse FAQ's by category. * **Labels:** Labels are free form text descriptions that you can attach to particular FAQs in your Library. They can help you organise your FAQs. Labels are seen by you and your instance team members only - they aren't seen by your customers. * **Tags:** Tags are a way of describing your content and allow an alternate way for your customers to browse FAQ's aside from search and categories.

The FAQ section is of MyMalcolm is where you create and manage your FAQ content. Within the FAQ section there are several different areas: * **Overview:** here you can see statistics on the number of views, searches and feedbacks on your collection of FAQs. You can also see your highest rated FAQs and the top searches. You can vary the time period these statistics refer to by adjusting the drop down towards the top left of the graphs. * **Library:** this is where you can access and manage all the individual FAQ's that you have created or are in the process of creating. There are a variety of display, search, sort and filter options on this screen. You can also mark FAQs as favourites, apply labels and select multiple FAQs to do bulk editing. * **Feedback:** on this screen you can sell all the feedback that has been submitted by your customers on your FAQs * **Activity:** here you can see an audit trail of all FAQ activity by you and other members of your Team * **Authors:** create and manage the public authors of your FAQs here - these are shown as part of the FAQ details (or "meta") that your customers can see. * **Categories:** Create and manage categories here. Your FAQ's can live in one or more Category. Categories enable you to organise your FAQs into logical groups around topics that make sense to your business, for example you could group FAQs around products or services or locations. Customers can browse FAQ's by category. * **Labels:** Labels are free form text descriptions that you can attach to particular FAQs in your Library. They can help you organise your FAQs. Labels are seen by you and your instance team members only - they aren't seen by your customers. * **Tags:** Tags are a way of describing your content and allow an alternate way for your customers to browse FAQ's aside from search and categories.

You can use your own domain or sub-domain with Malcolm! There is no extra cost for doing this. To set this up go to the Settings Section in MyMalcolm then Custom Domains. Enter your custom domain and you will be given instructions on how to verify domain control/ownership and set up your DNS. We can host on SSL too and we'll automatically generate a secure certifcate for you. Once again, there is no extra cost for doing this! Once you have set up your custom domain or sub-domain both that and your malcolm.support / malcolm.app URL will work and serve content. If you don't want the .malcolm domains to work just select the redirect option and any traffic will be redirected. Watch a video guide to setting uo your own domain below.

You can use your own domain or sub-domain with Malcolm! There is no extra cost for doing this. To set this up go to the Settings Section in MyMalcolm then Custom Domains. Enter your custom domain and you will be given instructions on how to verify domain control/ownership and set up your DNS. We can host on SSL too and we'll automatically generate a secure certifcate for you. Once again, there is no extra cost for doing this! Once you have set up your custom domain or sub-domain both that and your malcolm.support / malcolm.app URL will work and serve content. If you don't want the .malcolm domains to work just select the redirect option and any traffic will be redirected. Watch a video guide to setting uo your own domain below.

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. **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. **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.

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. **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. **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.

Malcolm! Help & Support - browse our Frequently Asked Questions and support articles

What is an Instance?

An instance is a collection of related FAQ’s and/or Workflows that your users will see and interact with and a set of management tools that you and other members of your staff or team will use.

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