Question 1

How do I write a good Frequently Asked Question (FAQ)?

Accepted Answer

Some top tips for writing a good Frequently Asked Question (FAQ) include:

Think like your customers and try to phrase your title in a way a real customer would ask you a question
Use the brief summary area to provide the initial answer - this is what customers will see in search results and when browsing FAQs
For the full answer you can repeat the Brief Summary information but go into more detail
Try and be concise and punchy with your answer - it can be useful to break up the text with subheadings and bullet points
Don't repeat information if it's available elsewhere - better to link to that information! For example if you have an FAQ answering "What times are you open?" and your opening hours are on your main website your answer can simply be "Our opening hours can be seen on our website here" and you can add a link
If you have images or media (eg a YouTube video) that can help with an answer don't be afraid to include it in your answer - Malcolm! fully supports this and customers love it!
Remember to use tags and categories as that will help your customer find their way to the FAQ
Use the feedback option in Malcolm! as that will let customers tell you if the content is useful or not. Regularly review the feedback you get in MyMalcolm!

Question 2

Can I turn off feedback comments or enable for negative feedback only?

Accepted Answer

Sometimes you may wish to turn off the ability for users to leave feedback, or perhaps only offer the opportunity for feedback when the content has been rated negatively.

You can configure your preference via the Settings area of MyMalcolm. You can have different settings for FAQs and Workflows.

Look for the "Feedback comments" setting which appears under Settings --> FAQs and Settings --> Workflows

Question 3

Can I change the reply-to email address of an email answer alert to be the person who completed the Workflow?

Accepted Answer

Email answers are automated emails sent by Malcolm! when a customer completes a Workflow. You can send these emails to members of your team, your suppliers, the customer or anyone else you'd like.

Sometimes it can be useful to set a reply-to address for these emails. This can be a fixed value or a value supplied by a customer when completing a Workflow (eg their email address)

To use this feature, when creating your email answer, toggle the custom email setting

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/HwJyEPPI3q/resources/qR57A24eot/Enabling%20the%20option%20to%20customise%20the%20email%20theme%2C%20sender%20and%20content%20in%20MyMalcolm.png (Enabling the option to customise the email theme, sender and content in MyMalcolm)

Then you'll see an option to either type a reply-to address or assign a field from the Workflow for this value.

Question 4

How do I delete data submitted to a Workflow?

Accepted Answer

You can delete some or all of the submitted data (including uploaded files) associated with a Workflow by selecting "Delete Data" in the Analyse tab of the relevant Workflow.

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/tRaFrYJwoo/resources/lcSsh5w64C/Screenshot%202020-11-20%20at%2023.06.05.png (Delete Data dialogue in MyMalcolm)

You can choose to delete all data or selected data between two dates. Note that as well as removing data the delete process will also remove any exports you previously generated that contain the data plus any files uploaded via the Workflow and MyMalcolm activity logs. Please therefore export and download to your local system any data you wish to keep before starting the delete process in MyMalcolm.

Ratings, analytics and feedback associated with deleted Workflow completions will be kept and can still be reviewed via MyMalcolm post delete.

Question 5

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 6

How do I switch between Instances?

Accepted Answer

If you are a user on more than one instance you'll see a "My Instances" screen when you login to MyMalcolm.

Once you are in one instance you can also easily switch to another via the drop down that appears at the top of the MyMalcolm interface.

Question 7

What is my Hosted Hub?

Accepted Answer

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.

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/HwJyEPPI3q/resources/V93ed8Zu51/brand-facebook%402x.png (Hosted Hub on Malcolm!)

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 coming soon. Customers on our Enterprise plans can have full progamatic access to Malcolm! content and functionality via our comprehensive API.

Question 8

How do I cancel Malcolm?

Accepted Answer

You can delete your instance or change the plan it is on anytime via MyMalcolm.

To delete an instance visit the Settings section of MyMalcolm. You can also move between different types of plan in the Billing section of MyMalcolm. Remember that different plans have different quotas so you might need to reduce the number of FAQs you have (for example) if you are moving from a Team to a Micro plan.

You can cancel an Instance anytime although bear in mind that Micro and Team plans are billed monthly in advance and you won't get a refund for any unused portion of the month you have paid for when you cancel.

If you are on an Enterprise plan talk to your Account Manager for any changes or cancellation requests.

Question 9

How do I transfer ownership of an Instance?

Accepted Answer

Each instance has 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.

To do this go to the Settings Section of MyMalcolm, within the instance you wish to transfer ownership of. Navigate to Ownership.

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.

Question 10

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!