The Malcolm! widget is a great way to put your content in front of users. By using the widget you can float content over an existing website or application. Want to let your users find out answers to FAQs about a product or service you provide but don't want them to make them navigate from the screen they are on? The Malcolm! widget is what you need. Or perhaps you'd like to float a feedback or get in touch form over your website? Super easy to do with the Malcolm! widget. You can even make the content displayed contextual to the screen the widget is floating over. How cool is that? We recommend you place the Malcolm! widget embed code on every page of your website. You can then configure whether the widget displays or not (and what it displays) from within MyMalcolm! Here is how to start using the Malcolm! widget. **Step 1: Create an embed** Go the Share section of MyMalcolm and select the Embed tab and then Create an embed. Select Widget as the type of embed you want to create. Give your embed a name. **Step 2: Choose your content** From this area you can choose a single FAQ or Workflow to display in the widget, or you can choose collections of content. These collections can be a category, a tag or an author. You can also make a collection out of a search result including a search that is contextual to the meta content of the page that the widget is on - you can query content based on the page title, meta keywords, meta description or a meta search tag. Users can navigate content within the widget via clicking on items in the user interface eg categories, tags or authors. If you don't choose a specific FAQ, Workflow or collection of content the default content displayed will be the most popular content. **Step 3: Configure the visual style of your widget** You can configure various options about the visual appearance and behaviour of your widget. The options include what the widget looks like in it's pre-expand state (a button or a drawer), the text used on the pre-expand, the colours and logo plus the location of the widget on your screen. You can also configure whether you want the search and footer used on expanded widget and whether the transition from pre-expand to post-expand and vice versa are animated or not. **Step 4: Set up URL rules and visibility settings** We recommend you put the Malcolm! widget embed code on every page of your website. But you might not want the widget to appear on every page. Using URL rules you can mangage and easily change which pages the widget does appear on from within MyMalcolm! You may not want the widget to display on mobile browsers, or you may want the widget to only appear at certain times (for example when your office is closed) - you can configure these options in visibility settings. **Step 5: Publish and place code on site** Finally when you are happy publish your widget. Finally collect your code - you can cut and paste this or have it emailed to you (or the person who is responsible for implementation). If you use Google Tag Manager you can also deploy the embed code via this system. [See here for more details.](https://support.malcolm.support/faqs/can-i-put-malcolm-widget-code-into-another-site-via-google-tag-manager)

The Malcolm! widget is a great way to put your content in front of users. By using the widget you can float content over an existing website or application. Want to let your users find out answers to FAQs about a product or service you provide but don't want them to make them navigate from the screen they are on? The Malcolm! widget is what you need. Or perhaps you'd like to float a feedback or get in touch form over your website? Super easy to do with the Malcolm! widget. You can even make the content displayed contextual to the screen the widget is floating over. How cool is that? We recommend you place the Malcolm! widget embed code on every page of your website. You can then configure whether the widget displays or not (and what it displays) from within MyMalcolm! Here is how to start using the Malcolm! widget. **Step 1: Create an embed** Go the Share section of MyMalcolm and select the Embed tab and then Create an embed. Select Widget as the type of embed you want to create. Give your embed a name. **Step 2: Choose your content** From this area you can choose a single FAQ or Workflow to display in the widget, or you can choose collections of content. These collections can be a category, a tag or an author. You can also make a collection out of a search result including a search that is contextual to the meta content of the page that the widget is on - you can query content based on the page title, meta keywords, meta description or a meta search tag. Users can navigate content within the widget via clicking on items in the user interface eg categories, tags or authors. If you don't choose a specific FAQ, Workflow or collection of content the default content displayed will be the most popular content. **Step 3: Configure the visual style of your widget** You can configure various options about the visual appearance and behaviour of your widget. The options include what the widget looks like in it's pre-expand state (a button or a drawer), the text used on the pre-expand, the colours and logo plus the location of the widget on your screen. You can also configure whether you want the search and footer used on expanded widget and whether the transition from pre-expand to post-expand and vice versa are animated or not. **Step 4: Set up URL rules and visibility settings** We recommend you put the Malcolm! widget embed code on every page of your website. But you might not want the widget to appear on every page. Using URL rules you can mangage and easily change which pages the widget does appear on from within MyMalcolm! You may not want the widget to display on mobile browsers, or you may want the widget to only appear at certain times (for example when your office is closed) - you can configure these options in visibility settings. **Step 5: Publish and place code on site** Finally when you are happy publish your widget. Finally collect your code - you can cut and paste this or have it emailed to you (or the person who is responsible for implementation). If you use Google Tag Manager you can also deploy the embed code via this system. [See here for more details.](https://support.malcolm.support/faqs/can-i-put-malcolm-widget-code-into-another-site-via-google-tag-manager)

The Share section of MyMalcolm gives you tools to embed and share content from Malcolm! into your existing websites, applications and social spaces. You can bring content from Malcolm! directly into your current website via embeds. Choose the content you want to embed and how you want it displayed and we'll give you some code. Inserting that code into your current website will load in your content from Malcolm! You can embed individual FAQs or Workflows, create custom widgets that can pull in things like search results, category listings, all content by a particular author, recent content, tagged content, most popular content and much more. If you don't have a website or you want to group all your Malcolm! content together you can use our Hosted Hub. We also have a plugin for Wordpress. In addition to the above customers on our Enterprise plans have full access to our API which means they can pull from and push content to Malcolm! in a variety of ways - please speak to your account manager for more details.

The Share section of MyMalcolm gives you tools to embed and share content from Malcolm! into your existing websites, applications and social spaces. You can bring content from Malcolm! directly into your current website via embeds. Choose the content you want to embed and how you want it displayed and we'll give you some code. Inserting that code into your current website will load in your content from Malcolm! You can embed individual FAQs or Workflows, create custom widgets that can pull in things like search results, category listings, all content by a particular author, recent content, tagged content, most popular content and much more. If you don't have a website or you want to group all your Malcolm! content together you can use our Hosted Hub. We also have a plugin for Wordpress. In addition to the above customers on our Enterprise plans have full access to our API which means they can pull from and push content to Malcolm! in a variety of ways - please speak to your account manager for more details.

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.

It can be very useful to give your users the option to save progress on a Workflow and come back to complete the rest later. It's especially helpful if a you have built a long multi-stage Workflow like an application form. You turn this feature on in MyMalcolm - go to the Configure screen of each individual Workflow. When turned on users will see an option to "Finish Later" at the bottom of each Workflow screen. When clicked this will bring up an overlay asking them to enter their email address. A unique link will then be emailed that when clicked will take the user back to the same stage of the Workflow they were previously at. If you need to retrieve these links (for example someone completing the form didn't receive or has lost the email with the resume link in) you can also get to the link via the Completions area of the Workflow section of MyMalcolm - click the link under "Resume link" to copy the URL your clipboard.

It can be very useful to give your users the option to save progress on a Workflow and come back to complete the rest later. It's especially helpful if a you have built a long multi-stage Workflow like an application form. You turn this feature on in MyMalcolm - go to the Configure screen of each individual Workflow. When turned on users will see an option to "Finish Later" at the bottom of each Workflow screen. When clicked this will bring up an overlay asking them to enter their email address. A unique link will then be emailed that when clicked will take the user back to the same stage of the Workflow they were previously at. If you need to retrieve these links (for example someone completing the form didn't receive or has lost the email with the resume link in) you can also get to the link via the Completions area of the Workflow section of MyMalcolm - click the link under "Resume link" to copy the URL your clipboard.

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!

When creating a Workflow (you might prefer to call it a form or a user journey) you may want to vary what is presented to the user based on their earlier inputs. For example if you sell different types of product and want to build a returns form the information you ask for might vary from product to product. So you'd ideally ask the user to choose the type of product they want to return, then show them further relevant questions that related to that type of product only. Rules and routing in Malcolm! Workflows let you do just this - you can create complex and adaptive multi-step user journeys / forms easily via this feature. Below is a simple example of how rules and routing work. In this example we create a simple form that asks a user for some basic details (their name, email address and "further details"). If they select "yes" to the question "Do you have documents or files to upload?" we'll include a screen for them to upload those files before they complete the form. If the user selects "no" we won't show them this screen and they will go direct to the Thank You screen. Here is the setup in the Workflow builder in MyMalcolm: Conceptually it is important to understand that rules and routing works at a page level (not at a question level). So where you have questions that will only be shown to the user in certain scenarios you should put those questions on their own page. You then use rules to show or hide those pages. In our example we have set the "Include page by default" setting on page 2 to be off. By doing this page 2 is "hidden" and can only be seen by routing to it via a rule. You configure rules at a question/element level. So in our example we now need to set up a rule on the "Do you have files or documents to upload?" question/element. To do this click on that question/element. In the overlay that appears select "rules". Then add the rule that if the value is equal to yes to include page 2. The available options in values will vary according to the type of question/element you are editing. In "Then...." you have the option of including a page, hiding a page or moving to it. If you move to a page the Workflow will then continue from that page and jump over any pages before. You can see the full range of options for this element type below.

When creating a Workflow (you might prefer to call it a form or a user journey) you may want to vary what is presented to the user based on their earlier inputs. For example if you sell different types of product and want to build a returns form the information you ask for might vary from product to product. So you'd ideally ask the user to choose the type of product they want to return, then show them further relevant questions that related to that type of product only. Rules and routing in Malcolm! Workflows let you do just this - you can create complex and adaptive multi-step user journeys / forms easily via this feature. Below is a simple example of how rules and routing work. In this example we create a simple form that asks a user for some basic details (their name, email address and "further details"). If they select "yes" to the question "Do you have documents or files to upload?" we'll include a screen for them to upload those files before they complete the form. If the user selects "no" we won't show them this screen and they will go direct to the Thank You screen. Here is the setup in the Workflow builder in MyMalcolm: Conceptually it is important to understand that rules and routing works at a page level (not at a question level). So where you have questions that will only be shown to the user in certain scenarios you should put those questions on their own page. You then use rules to show or hide those pages. In our example we have set the "Include page by default" setting on page 2 to be off. By doing this page 2 is "hidden" and can only be seen by routing to it via a rule. You configure rules at a question/element level. So in our example we now need to set up a rule on the "Do you have files or documents to upload?" question/element. To do this click on that question/element. In the overlay that appears select "rules". Then add the rule that if the value is equal to yes to include page 2. The available options in values will vary according to the type of question/element you are editing. In "Then...." you have the option of including a page, hiding a page or moving to it. If you move to a page the Workflow will then continue from that page and jump over any pages before. You can see the full range of options for this element type below.

Every instance of Malcolm! comes complete with a Hosted Hub that you can configure and customise. [You can find out more about the Hosted Hub here](https://support.malcolm.support/faqs/what-is-my-support-hub) and if you want to turn if off you can [find out how to do that here. ](https://support.malcolm.support/faqs/how-do-i-turn-off-my-hosted-hub) In MyMalcolm if you click "View Live" towards the top the screen you'll see what your Hosted Hub currently looks like. The two things you are probably most likely to want to change are the URL the Hub is on and the Hub's look, feel and content. Here is how to configure each of those areas. **1. Configure the URL** In MyMalcolm, go to the Settings section, then select "Custom Domains" from the vertical left hand menu. In this area you can change the URL your Hosted Hub will use. It's possible (and no extra charge) to use your own external domain or sub-domain. **2. Change your Hub's look, feel and content** You can extensively customise your Hosted Hub to suit your own requirements. To do this, go to the Brand section of MyMalcolm, clone an existing theme, then choose the edit icon on your cloned theme. In the edit theme area use the left hand vertical navigation to see all the custom options you have.

Every instance of Malcolm! comes complete with a Hosted Hub that you can configure and customise. [You can find out more about the Hosted Hub here](https://support.malcolm.support/faqs/what-is-my-support-hub) and if you want to turn if off you can [find out how to do that here. ](https://support.malcolm.support/faqs/how-do-i-turn-off-my-hosted-hub) In MyMalcolm if you click "View Live" towards the top the screen you'll see what your Hosted Hub currently looks like. The two things you are probably most likely to want to change are the URL the Hub is on and the Hub's look, feel and content. Here is how to configure each of those areas. **1. Configure the URL** In MyMalcolm, go to the Settings section, then select "Custom Domains" from the vertical left hand menu. In this area you can change the URL your Hosted Hub will use. It's possible (and no extra charge) to use your own external domain or sub-domain. **2. Change your Hub's look, feel and content** You can extensively customise your Hosted Hub to suit your own requirements. To do this, go to the Brand section of MyMalcolm, clone an existing theme, then choose the edit icon on your cloned theme. In the edit theme area use the left hand vertical navigation to see all the custom options you have.

Yes, you can password protect your Hosted Hub. You can also password protect individual FAQ's or Workflows. [Read more about password protection of content on Malcolm! here.](https://support.malcolm.support/faqs/how-does-password-protection-of-content-faqs-or-workflows-work)

Yes, you can password protect your Hosted Hub. You can also password protect individual FAQ's or Workflows. [Read more about password protection of content on Malcolm! here.](https://support.malcolm.support/faqs/how-does-password-protection-of-content-faqs-or-workflows-work)

Malcolm! is a super flexible set of tools that quickly helps you with your user interactions. **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. **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? **Find out more** Explore this [Support Section](https://support.malcolm.support) 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](https://malcolm.app) for an overview of all the features and pricing. [Sign up for your free trial here.](https://malcolm.app/register) And if you’ve any questions which aren’t answered in our Support section [reach out to us anytime](https://malcolm.app/contact) and we will be glad to help!

Malcolm! is a super flexible set of tools that quickly helps you with your user interactions. **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. **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? **Find out more** Explore this [Support Section](https://support.malcolm.support) 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](https://malcolm.app) for an overview of all the features and pricing. [Sign up for your free trial here.](https://malcolm.app/register) And if you’ve any questions which aren’t answered in our Support section [reach out to us anytime](https://malcolm.app/contact) and we will be glad to help!

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.

A Workflow is a web based form that your customers complete. You can build these forms quickly in MyMalcolm and use them to create a digital version of a business process. **For example** * A contact form * A survey * A customer enquiry * A new customer details form You can build everything from simple single screen journeys through to more complex multi-step journeys with conditional routing (ie offering certain choices based on previous answers). Malcolm! automatically stores all data - including abandoned forms. You can export this data at any time. You can also pass that collected data through to other systems via Integrations or Webhooks.

A Workflow is a web based form that your customers complete. You can build these forms quickly in MyMalcolm and use them to create a digital version of a business process. **For example** * A contact form * A survey * A customer enquiry * A new customer details form You can build everything from simple single screen journeys through to more complex multi-step journeys with conditional routing (ie offering certain choices based on previous answers). Malcolm! automatically stores all data - including abandoned forms. You can export this data at any time. You can also pass that collected data through to other systems via Integrations or Webhooks.

Integrations are a way of passing data you collect in a Malcolm! Workflow into other third party software or systems. We currently offer integrations with: * [Dropbox](http://www.dropbox.com) * [Mailchimp](http://www.mailchimp.com) * [Mandrill](http://www.mandrill.com) * [Twilio](http://www.twilio.com) * [Zendesk](http://www.zendesk.com) * and over 1,500 over apps via Zapier.com ([more info here](https://support.malcolm.support/faqs/how-do-i-use-zapier-to-connect-malcolm-to-other-applications-or-services-i-use)) **Configuring Integrations** Once you have created your Workflow, go to the Configure section and select Integrations. There you can link your third party accounts at our integration partners to your Malcolm! Instance by providing your credentials. Once your accounts are linked you can configure integrations with that partner and choose the data from your Workflow that is passed across. You can configure whether data is passed on every Workflow completion or only when certain conditions are met. It is possible to have multiple integrations so, for example, you could create a form which collected details from a new customer including a copy of their ID. You could then subscribe that new customer to a Mailchimp mailing list and store their uploaded ID documents in your Dropbox account by creating two integrations. **Customer Consent** A reminder that it is good practice - and in certain territories a legal requirement - to ensure that your customers actively consent to their data being passed to third party companies who, like Malcolm!, act as data processors on your behalf. You act as the data controller. Most companies handle this consent via provisions in their Privacy Policy which their customers agree to. It is good practice therefore to include a check box in your Workflows that reminds customers of your Privacy Policy and their continuing agreement of it. **Integration Failures** Sometimes integrations may fail. This could be for a variety of reasons, for example the integration partner's API's may be down and/or there may be a problem with your account at the third party provider (for example your Dropbox account may be over quota). Firstly don't worry re losing customer data - Malcolm! will always store any user submitted data so if there is a problem with an integration you won't lose any data. When a problem occurs we'll create a notification to let you know and periodically retry the integration. You can review the Integration logs and retry a failed integration event manually via MyMalcolm (navigate to the Workflow via Library then select Integration logs) **More Integrations coming soon!** We will be adding more and more integrations to Malcolm! in the coming months. If there is a particular integration you'd like us to add [please let us know! ](https://support.malcolm.support/workflows/feedback)

Integrations are a way of passing data you collect in a Malcolm! Workflow into other third party software or systems. We currently offer integrations with: * [Dropbox](http://www.dropbox.com) * [Mailchimp](http://www.mailchimp.com) * [Mandrill](http://www.mandrill.com) * [Twilio](http://www.twilio.com) * [Zendesk](http://www.zendesk.com) * and over 1,500 over apps via Zapier.com ([more info here](https://support.malcolm.support/faqs/how-do-i-use-zapier-to-connect-malcolm-to-other-applications-or-services-i-use)) **Configuring Integrations** Once you have created your Workflow, go to the Configure section and select Integrations. There you can link your third party accounts at our integration partners to your Malcolm! Instance by providing your credentials. Once your accounts are linked you can configure integrations with that partner and choose the data from your Workflow that is passed across. You can configure whether data is passed on every Workflow completion or only when certain conditions are met. It is possible to have multiple integrations so, for example, you could create a form which collected details from a new customer including a copy of their ID. You could then subscribe that new customer to a Mailchimp mailing list and store their uploaded ID documents in your Dropbox account by creating two integrations. **Customer Consent** A reminder that it is good practice - and in certain territories a legal requirement - to ensure that your customers actively consent to their data being passed to third party companies who, like Malcolm!, act as data processors on your behalf. You act as the data controller. Most companies handle this consent via provisions in their Privacy Policy which their customers agree to. It is good practice therefore to include a check box in your Workflows that reminds customers of your Privacy Policy and their continuing agreement of it. **Integration Failures** Sometimes integrations may fail. This could be for a variety of reasons, for example the integration partner's API's may be down and/or there may be a problem with your account at the third party provider (for example your Dropbox account may be over quota). Firstly don't worry re losing customer data - Malcolm! will always store any user submitted data so if there is a problem with an integration you won't lose any data. When a problem occurs we'll create a notification to let you know and periodically retry the integration. You can review the Integration logs and retry a failed integration event manually via MyMalcolm (navigate to the Workflow via Library then select Integration logs) **More Integrations coming soon!** We will be adding more and more integrations to Malcolm! in the coming months. If there is a particular integration you'd like us to add [please let us know! ](https://support.malcolm.support/workflows/feedback)

The Brand section of MyMalcolm has many powerful options to help you change the look and feel, layout and content of your Malcolm! Hosted Hub in order to reflect your own brand. Get started by going to the Brand section in MyMalcolm, copying your current theme, then editing things on the copied version.

The Brand section of MyMalcolm has many powerful options to help you change the look and feel, layout and content of your Malcolm! Hosted Hub in order to reflect your own brand. Get started by going to the Brand section in MyMalcolm, copying your current theme, then editing things on the copied version.

When a user completes a Workflow, by default all the Team members of the instance (who are added and manged via the Team section of MyMalcolm) will receive an email. You can also configure other people to receive an email on a Workflow by Workflow basis. To do this: * In MyMalcolm go to the Workflow section * Click Library and then click on the Workflow you wish to configure email alerts for * Then click "Configure" on the black horizontal navigation then "Email Alerts" on the left hand vertical navigation * Click "add a new email address" to add a new recipient. * Note that you can also make a recipient conditional - this is very useful if you only want an email to be sent to a particular address when certain criteria on a Workflow are met.

When a user completes a Workflow, by default all the Team members of the instance (who are added and manged via the Team section of MyMalcolm) will receive an email. You can also configure other people to receive an email on a Workflow by Workflow basis. To do this: * In MyMalcolm go to the Workflow section * Click Library and then click on the Workflow you wish to configure email alerts for * Then click "Configure" on the black horizontal navigation then "Email Alerts" on the left hand vertical navigation * Click "add a new email address" to add a new recipient. * Note that you can also make a recipient conditional - this is very useful if you only want an email to be sent to a particular address when certain criteria on a Workflow are met.

It is quick and easy to remove the Malcolm! branding and - if you want - replace it with your own. Here is how: **Hosted Hub** By default your Hosted Hub is Malcolm! branded. To change that: * In MyMalcolm go to the Brand section * Click "Themes" on the black sub navigation * The default Malcolm! theme will be selected. Click the "duplicate" icon (two squares overlapping). This will create a copy of the default theme called "Default copy" * Select the Default copy theme by clicking on it. Then click the "edit" icon (a pencil). * This brings up the edit theme interface. There are a huge amount of things you can change here. Use the left hand vertical navigation to browse all the possibilities. **Footer** Be default a "powered by Malcolm!" badge appears at the bottom of content. You can turn this off (and also add other footer content such as copyright notices etc) in the "Footer" section of the edit theme interface referenced above. **Domain** Finally don't forget you can easily configure Malcolm! to use your own domain or sub-domain. [For further details see this article.](https://support.malcolm.support/faqs/how-do-i-use-my-own-domain-or-sub-domain)

It is quick and easy to remove the Malcolm! branding and - if you want - replace it with your own. Here is how: **Hosted Hub** By default your Hosted Hub is Malcolm! branded. To change that: * In MyMalcolm go to the Brand section * Click "Themes" on the black sub navigation * The default Malcolm! theme will be selected. Click the "duplicate" icon (two squares overlapping). This will create a copy of the default theme called "Default copy" * Select the Default copy theme by clicking on it. Then click the "edit" icon (a pencil). * This brings up the edit theme interface. There are a huge amount of things you can change here. Use the left hand vertical navigation to browse all the possibilities. **Footer** Be default a "powered by Malcolm!" badge appears at the bottom of content. You can turn this off (and also add other footer content such as copyright notices etc) in the "Footer" section of the edit theme interface referenced above. **Domain** Finally don't forget you can easily configure Malcolm! to use your own domain or sub-domain. [For further details see this article.](https://support.malcolm.support/faqs/how-do-i-use-my-own-domain-or-sub-domain)

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