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.

If you've set up an embed but can't see it check these things: * Have you implemented the tags correctly? Double check the tag install instructions * Is the embed published? If it’s not published it won’t show * If you are using them check your URL rules - the rule type could be too strict (e.g. URL is exactly xxx rather than URL starts with xxx) - if you are testing on a dev or test URL you can add this within the URL rule section * Check the scheduling - if there’s a schedule to only show the embed on certain days and/or between certain times that may be having an effect * If you are testing on mobile check you've not disallowed the emded showing on mobile If you are still having problems please [open a support ticket](https://support.malcolm.support/workflows/submit-support-ticket) and we'll help!

If you've set up an embed but can't see it check these things: * Have you implemented the tags correctly? Double check the tag install instructions * Is the embed published? If it’s not published it won’t show * If you are using them check your URL rules - the rule type could be too strict (e.g. URL is exactly xxx rather than URL starts with xxx) - if you are testing on a dev or test URL you can add this within the URL rule section * Check the scheduling - if there’s a schedule to only show the embed on certain days and/or between certain times that may be having an effect * If you are testing on mobile check you've not disallowed the emded showing on mobile If you are still having problems please [open a support ticket](https://support.malcolm.support/workflows/submit-support-ticket) and we'll help!

If you are using Google Tag Manager on a site or application it is very easy to deploy the Malcolm! widget into that property via GTM. Here is a step by step guide: 1. Set up your widget in the Share section of MyMalcolm ([there is a guide here](https://support.malcolm.support/faqs/what-is-the-malcolm-widget)) and copy the embed code to your clipboard 2. In GTM click "Add a new Tag" 3. In Tag Configuration select a "custom HTML" tag type 4. Paste in the embed code from your clipboard 5. You don't need to support document.write 6. For your trigger use page view on all pages (assuming you want the widget to appear on all pages)

If you are using Google Tag Manager on a site or application it is very easy to deploy the Malcolm! widget into that property via GTM. Here is a step by step guide: 1. Set up your widget in the Share section of MyMalcolm ([there is a guide here](https://support.malcolm.support/faqs/what-is-the-malcolm-widget)) and copy the embed code to your clipboard 2. In GTM click "Add a new Tag" 3. In Tag Configuration select a "custom HTML" tag type 4. Paste in the embed code from your clipboard 5. You don't need to support document.write 6. For your trigger use page view on all pages (assuming you want the widget to appear on all pages)

No - all plans include extensive branding options. We want to make it as easy as possible for you to integrate Malcolm! and reflect the existing look and feel of your business. Some of the branding options include: * Upload your logo * Change fonts * Change colours * Change favicon * Configure header and background images * Choose from a range of icons or upload your own * Show / hide / configure page elements * Configure excerpts * Configure suggested search * Change button labels * Configure number of search results returned per page * Configure filters * Featured Box and Promo management * Footer management * Configure 404 page * Choose different Workflow layouts * Configure SEO options * ....and lots more! If you need a hand creating logos, headers or other graphical assets we do offer a service that can help - [see here for more information. ](https://malcolm.support/services)

No - all plans include extensive branding options. We want to make it as easy as possible for you to integrate Malcolm! and reflect the existing look and feel of your business. Some of the branding options include: * Upload your logo * Change fonts * Change colours * Change favicon * Configure header and background images * Choose from a range of icons or upload your own * Show / hide / configure page elements * Configure excerpts * Configure suggested search * Change button labels * Configure number of search results returned per page * Configure filters * Featured Box and Promo management * Footer management * Configure 404 page * Choose different Workflow layouts * Configure SEO options * ....and lots more! If you need a hand creating logos, headers or other graphical assets we do offer a service that can help - [see here for more information. ](https://malcolm.support/services)

Related FAQs are auto-generated and be default are FAQs either in the same category or similarly tagged. We take the top 5 most popular from that list. You can choose to force the Related FAQs to use tags or just the category by updating the setting in MyMalcolm / Settings / FAQs:

Related FAQs are auto-generated and be default are FAQs either in the same category or similarly tagged. We take the top 5 most popular from that list. You can choose to force the Related FAQs to use tags or just the category by updating the setting in MyMalcolm / Settings / FAQs:

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.

At the moment (May 2020) the only external embeds that we allow inside Malcolm! FAQs or Workflows is YouTube or Vimeo embed codes (which in turn will pull YouTube or Vimeo videso into your FAQs or Workflows). We are planning to add support for a number of other "safe" embeds in June 2020. If you have a particular request please [contact us](https://support.malcolm.support/workflows/submit-support-ticket) and let us know!

At the moment (May 2020) the only external embeds that we allow inside Malcolm! FAQs or Workflows is YouTube or Vimeo embed codes (which in turn will pull YouTube or Vimeo videso into your FAQs or Workflows). We are planning to add support for a number of other "safe" embeds in June 2020. If you have a particular request please [contact us](https://support.malcolm.support/workflows/submit-support-ticket) and let us know!

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.

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.

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

What is a Workflow?

A Workflow is a web based form that your customers complete.

MyMalcolm overview

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Why is my embed not showing?

Check these things!

embed MyMalcolm

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Can I put Malcolm! Widget code into another site via Google Tag Manager?

Yes you can. Here is a step by step guide.

tags widget

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Do I have to pay extra to brand or customise the look and feel of Malcolm?

No - all plans include extensive branding options.

branding MyMalcolm

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How are Related FAQs determined and can I change this?

Related FAQs are auto-generated and by default are FAQs either in the same category or similarly tagged. We take the top 5 most popular from that list.

MyMalcolm tags

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How do I create routing via rules / logic flows in a Workflow?

You can create complex multi-step user journeys / forms easily via this feature.

logic overview routing

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Can I embed HTML or add iframes to Malcolm! content?

This is restricted - find our more here

embeds html

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How do I set up my Hosted Hub?

It's quick and easy to set up your Hosted Hub!

branding content MyMalcolm overview

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What is the Malcolm! widget and how do I implement it?

The Malcolm! widget is a great way to put your content in front of your users

content embed overview widget

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What is the Share section in MyMalcolm for / how does it work?

The Share section of MyMalcolm gives you tools to embed and share content from Malcolm! into your existing websites, applications and social spaces. If you don't have a website or you want to group all your Malcolm! content together you can use our Hosted Hub.

embed MyMalcolm overview

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How can we help?

Using Malcolm! and need help?

What do you think of Malcolm?

What is a Workflow?

Why is my embed not showing?

Can I put Malcolm! Widget code into another site via Google Tag Manager?

Do I have to pay extra to brand or customise the look and feel of Malcolm?

How are Related FAQs determined and can I change this?

How do I create routing via rules / logic flows in a Workflow?

Can I embed HTML or add iframes to Malcolm! content?

How do I set up my Hosted Hub?

What is the Malcolm! widget and how do I implement it?

What is the Share section in MyMalcolm for / how does it work?

Using Malcolm! and need help?

What do you think of Malcolm?

Upgrade your content

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