Within MyMalcolm go the FAQ Section and click "Create a FAQ" towards to the top right of the screen. This will bring up the "compose your question and answer" dialogue. Here you can input the question, an optional brief summary answer (used in search and browse results) and your full answer. [For tips on how to write a good FAQ click here!](https://support.malcolm.support/faqs/how-do-i-write-a-good-frequently-asked-question-faq) When composing your FAQ you can use the formating controls in the "full answer" box or directly enter Markdown. Markdown is a great way of quickly adding formatting to textual content. If you've not used it before it can take a minute or two to get used to it but it's very fast to work with once you have got the hang of it. You can click the "Need help with Markdown?" button bottom left anytime for a quick reference Markdown guide. You can see what your FAQ will look like to your users by pressing the "Preview" button top right. When you have written your content press "Next: Configure" to move onto the configuration options for your FAQ. In this area you can control various things about your FAQ such as whether an author is shown, what the URL is, your choice of tags, whether the feedback form is enabled and the category or categories the FAQ lives in. You also have various options around whether the FAQ can be seen by search engines, is password protected or not and can be found or not via the Malcolm! search/browse capability. You can even set the FAQ (or versions of it) to publish and un-publish automatically at certain dates and time in the future. Watch a video guide to creating an FAQ below.

Within MyMalcolm go the FAQ Section and click "Create a FAQ" towards to the top right of the screen. This will bring up the "compose your question and answer" dialogue. Here you can input the question, an optional brief summary answer (used in search and browse results) and your full answer. [For tips on how to write a good FAQ click here!](https://support.malcolm.support/faqs/how-do-i-write-a-good-frequently-asked-question-faq) When composing your FAQ you can use the formating controls in the "full answer" box or directly enter Markdown. Markdown is a great way of quickly adding formatting to textual content. If you've not used it before it can take a minute or two to get used to it but it's very fast to work with once you have got the hang of it. You can click the "Need help with Markdown?" button bottom left anytime for a quick reference Markdown guide. You can see what your FAQ will look like to your users by pressing the "Preview" button top right. When you have written your content press "Next: Configure" to move onto the configuration options for your FAQ. In this area you can control various things about your FAQ such as whether an author is shown, what the URL is, your choice of tags, whether the feedback form is enabled and the category or categories the FAQ lives in. You also have various options around whether the FAQ can be seen by search engines, is password protected or not and can be found or not via the Malcolm! search/browse capability. You can even set the FAQ (or versions of it) to publish and un-publish automatically at certain dates and time in the future. Watch a video guide to creating an FAQ below.

First download the Malcolm! Wordpress Plugin [here](https://github.com/acknet/malcolm-wp-plugin/archive/master.zip). In MyMalcolm! create your embeds as normal - [instructions here.](https://support.malcolm.support/faqs/how-do-i-embed-content-from-malcolm-into-my-own-website-or-app) At the end of the Embed creation process when your embed code is generated there is some text which says "Embedding in a Wordpress site?" - if you click that text you will be shown your instance ID and for some embed types you will be shown a shortcode. There is also an option to have this information emailed to you. In Wordpress, install the Malcolm! plugin then goto Settings --> Malcolm! and add your instance ID. Currently on some versions of Wordpress when you add the instance ID and press Save there is no acknowledgement of this but you can verify the instance ID has indeed been saved by navigating away and then back to Settings --> Malcolm! For Widget and Full page embeds this is all you have to do - you can then configure on which pages your embeds appear via MyMalcolm (via the URL rules section of the respective embed). For inline embeds and overlays you need to position where you would like the embed or the overlay launcher in your content. You do this using the Shortcode. Go to the page or post in Wordpress, make sure you are in code editor (not visual editor) and put the Shortcode where you wish the embed to appear / or the overlay be launched from. If you have any issues with you embeds not appearing [first check these things.](https://support.malcolm.support/faqs/why-is-my-embed-not-showing)

First download the Malcolm! Wordpress Plugin [here](https://github.com/acknet/malcolm-wp-plugin/archive/master.zip). In MyMalcolm! create your embeds as normal - [instructions here.](https://support.malcolm.support/faqs/how-do-i-embed-content-from-malcolm-into-my-own-website-or-app) At the end of the Embed creation process when your embed code is generated there is some text which says "Embedding in a Wordpress site?" - if you click that text you will be shown your instance ID and for some embed types you will be shown a shortcode. There is also an option to have this information emailed to you. In Wordpress, install the Malcolm! plugin then goto Settings --> Malcolm! and add your instance ID. Currently on some versions of Wordpress when you add the instance ID and press Save there is no acknowledgement of this but you can verify the instance ID has indeed been saved by navigating away and then back to Settings --> Malcolm! For Widget and Full page embeds this is all you have to do - you can then configure on which pages your embeds appear via MyMalcolm (via the URL rules section of the respective embed). For inline embeds and overlays you need to position where you would like the embed or the overlay launcher in your content. You do this using the Shortcode. Go to the page or post in Wordpress, make sure you are in code editor (not visual editor) and put the Shortcode where you wish the embed to appear / or the overlay be launched from. If you have any issues with you embeds not appearing [first check these things.](https://support.malcolm.support/faqs/why-is-my-embed-not-showing)

Malcolm! will automatically send you email alerts when certain activity happens on your instance, such as a user leaving feedback or a Workflow being completed. Wherever possible we aggregate these alerts so you receive fewer emails but if you'd rather not receive them you can easily turn them off. To do this, from the MyMalcolm control panel area, click your name at the top of the screen where it says "Logged in as" You'll then be taken to your personal preferences. If you select the "Notifications" tab on the left you'll be able to edit the notifications you receive. Remember to hit "Save" once you are done! Note that your notificatons are based on an instance. If you are a user on more than one instance you should first switch to the instance you wish to adjust notifications for. You can do this using the drop down selector at the top right of the screen. You can therefore have different notification preferences for different instances. The notificiation preferences you choose are personal to you and will not affect the notifications of other team members on an instance.

Malcolm! will automatically send you email alerts when certain activity happens on your instance, such as a user leaving feedback or a Workflow being completed. Wherever possible we aggregate these alerts so you receive fewer emails but if you'd rather not receive them you can easily turn them off. To do this, from the MyMalcolm control panel area, click your name at the top of the screen where it says "Logged in as" You'll then be taken to your personal preferences. If you select the "Notifications" tab on the left you'll be able to edit the notifications you receive. Remember to hit "Save" once you are done! Note that your notificatons are based on an instance. If you are a user on more than one instance you should first switch to the instance you wish to adjust notifications for. You can do this using the drop down selector at the top right of the screen. You can therefore have different notification preferences for different instances. The notificiation preferences you choose are personal to you and will not affect the notifications of other team members on an instance.

Yes you can use animated GIFs in Malcolm! placing them in your FAQs or in Workflows (via the Content element). You can upload the animated GIF into the media section of MyMalcolm or you can pull in externally hosted GIFs. This cat has been uploaded to MyMalcolm: To pull in external GIFs use the following Markdown syntax: `![Image Description](https://media.giphy.com/media/QpWDP1YMziaQw/source.gif)` The above Markdown results in this: ![Image Description](https://media.giphy.com/media/QpWDP1YMziaQw/source.gif) Have fun!

Yes you can use animated GIFs in Malcolm! placing them in your FAQs or in Workflows (via the Content element). You can upload the animated GIF into the media section of MyMalcolm or you can pull in externally hosted GIFs. This cat has been uploaded to MyMalcolm: To pull in external GIFs use the following Markdown syntax: `![Image Description](https://media.giphy.com/media/QpWDP1YMziaQw/source.gif)` The above Markdown results in this: ![Image Description](https://media.giphy.com/media/QpWDP1YMziaQw/source.gif) Have fun!

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.

Each instance of Malcolm! initially comes with a 0.5GB allocation of file storage space. Because a web bowser will download all content on a page it's good practice (for page loading speed and also SEO purposes) to try and keep each image on your page under 2MB and not include too many images on any one page. [Squarespace have a good general guide here.](https://support.squarespace.com/hc/en-us/articles/206542517-Formatting-your-images-for-display-on-the-web) Video files should not be uploaded to Malcolm! - instead use YouTube or Vimeo and embed your content - [see here for more info.](https://support.malcolm.support/faqs/can-i-embed-youtube-or-vimeo-videos-in-my-faqs). This offers a much better experience for your users (they get a device/speed appropriate stream) and your page download speed will not be compromised. If you wish to make large documents available for download consider using a dedicated file hosting service (eg Dropbox, Google Drive, WeTransfer etc) and linking to that from your FAQs. This is better user experience because your user will be made aware of the file size before starting the download. Remember in particular your mobile users who may be viewing your content via significantly slower connections! If you do find yourself nearing the limit of your initial allocation [contact us](https://support.malcolm.support/workflows/submit-support-ticket) to request a higher allocation and we can provision this for you - there is no extra charge for this.

Each instance of Malcolm! initially comes with a 0.5GB allocation of file storage space. Because a web bowser will download all content on a page it's good practice (for page loading speed and also SEO purposes) to try and keep each image on your page under 2MB and not include too many images on any one page. [Squarespace have a good general guide here.](https://support.squarespace.com/hc/en-us/articles/206542517-Formatting-your-images-for-display-on-the-web) Video files should not be uploaded to Malcolm! - instead use YouTube or Vimeo and embed your content - [see here for more info.](https://support.malcolm.support/faqs/can-i-embed-youtube-or-vimeo-videos-in-my-faqs). This offers a much better experience for your users (they get a device/speed appropriate stream) and your page download speed will not be compromised. If you wish to make large documents available for download consider using a dedicated file hosting service (eg Dropbox, Google Drive, WeTransfer etc) and linking to that from your FAQs. This is better user experience because your user will be made aware of the file size before starting the download. Remember in particular your mobile users who may be viewing your content via significantly slower connections! If you do find yourself nearing the limit of your initial allocation [contact us](https://support.malcolm.support/workflows/submit-support-ticket) to request a higher allocation and we can provision this for you - there is no extra charge for this.

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.

Sometimes you may wish to use Workflows but restrict other Team members on your instance from having access to the data that is submitted by your end users. **Here is how to do this:** * Access is managed via the "Team" section of MyMalcolm. * In that section if you click on a Team Member then select "privileges" you can configure whether a user can see and/or export submitted Workflow data. You can even remove all their access to the Workflow section. * Depending on their settings the Instance Owner and some Team Members may also receive submitted data via email alerts. [See more about managing email alerts here.](https://support.malcolm.support/faqs/can-i-turn-off-automatic-email-alerts) * Regardless of their own preferences Team Members won't receive email alerts relating to Workflow completion if they don't have access to Workflow submitted values and exports. **Some related things to be aware of:** * Remember that on a Workflow level further email recipients can be added in the "email answers" part of the configure section of the individual Workflow - it may make sense to review this recipient list at the same time you review who on your team has access to end user submitted data. * Be aware that if you are pushing some or all of the submitted data to third party systems via Integrations or Web Hooks then submitted data will potentially be viewable by users in those systems. [We recommend that you review this article to read about GDPR and how it applies to Malcolm! and your users.](https://support.malcolm.support/faqs/is-malcolm-gdpr-compliant)

Sometimes you may wish to use Workflows but restrict other Team members on your instance from having access to the data that is submitted by your end users. **Here is how to do this:** * Access is managed via the "Team" section of MyMalcolm. * In that section if you click on a Team Member then select "privileges" you can configure whether a user can see and/or export submitted Workflow data. You can even remove all their access to the Workflow section. * Depending on their settings the Instance Owner and some Team Members may also receive submitted data via email alerts. [See more about managing email alerts here.](https://support.malcolm.support/faqs/can-i-turn-off-automatic-email-alerts) * Regardless of their own preferences Team Members won't receive email alerts relating to Workflow completion if they don't have access to Workflow submitted values and exports. **Some related things to be aware of:** * Remember that on a Workflow level further email recipients can be added in the "email answers" part of the configure section of the individual Workflow - it may make sense to review this recipient list at the same time you review who on your team has access to end user submitted data. * Be aware that if you are pushing some or all of the submitted data to third party systems via Integrations or Web Hooks then submitted data will potentially be viewable by users in those systems. [We recommend that you review this article to read about GDPR and how it applies to Malcolm! and your users.](https://support.malcolm.support/faqs/is-malcolm-gdpr-compliant)

If you want to send an end user who completes a Workflow an email you can do this via an integration. We currently offer a direct Mandrill integration and there are lots of options [via Zapier](https://zapier.com/apps/categories/transactional-email). The reason for this approach is that you are likely to want to send a branded email to your Workflow form filler and you are likely to want to send it from your own email address. Because of this it's better to pass the data through from Malcolm! to an account you have with a transactional email service where you have set up SPF and DKIM etc to ensure deliverability. They also offer a whole load of functionality it doesn't make sense for us to replicate our side.

If you want to send an end user who completes a Workflow an email you can do this via an integration. We currently offer a direct Mandrill integration and there are lots of options [via Zapier](https://zapier.com/apps/categories/transactional-email). The reason for this approach is that you are likely to want to send a branded email to your Workflow form filler and you are likely to want to send it from your own email address. Because of this it's better to pass the data through from Malcolm! to an account you have with a transactional email service where you have set up SPF and DKIM etc to ensure deliverability. They also offer a whole load of functionality it doesn't make sense for us to replicate our side.

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. Watch a video guide to customising your look and feel below.

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. Watch a video guide to customising your look and feel below.