Question 1

Can I collect the email address of a user when they leave feedback on an FAQ or Workflow?

Accepted Answer

It can be very useful to offer the ability for a user to leave their email when giving feedback on an FAQ or Workflows so you can follow up with them.

You can turn this feature on for FAQ's and/or Workflows via Settings --> FAQ --> General or Settings --> Workflow --> General respectively.

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/HwJyEPPI3q/resources/Z202OQgYA3/Screenshot%202021-03-11%20at%2008.25.02.png (Leave Feedback email address option in MyMalcolm)

You can enable it for all feedback or just for negative feedback. The default wording shown to the user is "If you'd like a follow up to this comment please leave your email address" but you can change this wording via the language file - see here for more details.

If the user has left an email address, there will be a "click to email" icon displayed next to the feedback in MyMalcolm.

If you'd prefer a user to complete a Workflow when they rate content see this FAQ.

Question 2

Can I link to a Workflow when a user rates content?

Accepted Answer

When a user rates your FAQ or Workflow you may wish to link to a Workflow from the rating area to collect more detailed, specific information. That Workflow could in turn pass data to your other systems (eg ticketing systems or CRM) via an Integration or Webhook.

This feature can be used in combination with, or as an alternative to, the feedback comments feature.

You can enable this functionality for FAQs and/or Workflows via Settings --> FAQ --> General or Settings --> Workflow --> General respectively.

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/HwJyEPPI3q/resources/VMGzMXACpu/Screenshot%202021-03-11%20at%2008.25.31.png (Post feedback Workflow configuration in MyMalcolm)

Here you can choose the Workflow linked to when the user gives feedback.

The default copy for the link text is "Submit additional feedback" but you can change that via the language file - details on how to do this here.

If you are going to enable this feature it may make sense to turn feedback comments off so all comments are captured in your Workflow. We also recommend you turn off the feedback on the individual Workflow you use for the post Workflow feedback (via the configure tag of the individual Workflow in question). This will avoid the user being asked for feedback on the feedback!

Question 3

How do I change the colour of my links?

Accepted Answer

You can change the colour of your links via your theme. Themes live in the Brand section of MyMalcolm.

In your main theme settings you'll see link colour options under Primary, Secondary, Tertiary and Body.

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/HwJyEPPI3q/resources/PapJB2lyc6/Screenshot%202021-02-23%20at%2011.22.50.png (Link colour management in Themes)

In embed themes, the link colour is managed from the other colours section.

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/HwJyEPPI3q/resources/Ox2zsXtjRW/Screenshot%202021-02-23%20at%2011.23.15.png (Link colour management in Embed Themes)

In Workflow themes, the link colour defaults to the colour selected in the main theme but can be overridden.

Question 4

How can I style my embeds?

Accepted Answer

You can now style your embeds via Embed Themes which are managed via the Brand section of MyMalcolm. Inside each Embed Theme you can customise elements like colours, icons and fonts.

Don't forget you also have further visual options on the "Style" tab of the individual embed in question.

Question 5

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

Accepted Answer

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

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

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

Question 6

How do I change my rating elements from percentages (%) to stars?

Accepted Answer

In addition to the default "Did this help you? Yes/No" percentages style of rating you can now alternatively switch to a star rating system where your users can rate content from 1 to 5 stars.

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/HwJyEPPI3q/resources/13xLIdBegJ/screenshot-homelender.malcolm.support-2021.01.15-16_19_22-2.png (Star ratings in Malcolm!)

The system used is set in the Settings section of MyMalcolm under FAQ or Workflows - look for the "Feedback ratings" area. You can switch between the two methods of rating whenever you wish and you can also use different rating systems for FAQs and Workflows.

Because rating content 1 to 5 stars is a bit more linear than a simple yes/no in response to "Did this help you?" we apply some logic behind the scenes when switching between rating styles. A "Did this help you? - No" is equivilent to 2 stars and a "Did this help you? - Yes" is equivilent to 5 stars, which slightly upweights positive feedback.

Don't forget you can change the colours of your rating elements too. See here for more details on how to do this.

Question 7

Can I change the fonts Malcolm! uses?

Accepted Answer

You can change the font that Malcolm! uses in your hosted hub and your embeds via theme management in the Brand section of MyMalcolm.

We support the following fonts:

Arial
Arimo
Helvetica
Helvetica Neue
Lato
Lora
Montserrat
Merriweather
Merriweather Sans
Muli
Noto Sans
Noto Serif
Nunito
Nunito Sans
Open Sans
Oswald
Playfair Display
Poppins
PT Sans
PT Serif
Raleway
Roboto
Roboto Mono
Roboto Slab
Source Sans Pro
Source Serif Pro
Tahoma
Ubuntu
Ubuntu Mono

Question 8

Can I change the colours used in my rating elements?

Accepted Answer

You can change the colours used for the positive, negative, neutral and unrated rating elements within your theme via the Brand section of MyMalcolm.

This dialogue will change the colours used on the web page (hosted hub) versions of Malcolm! content

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/HwJyEPPI3q/resources/SwJ99umvNp/screenshot-my.malcolm.app-2021.01.15-17_23_10-3.png (Rating elements in MyMalcolm)

You can change the colours of rating elements used within your embeds via embed theme management, also in the Brand section of MyMalcolm

Question 9

Can I have a different logo on FAQ / Workflow pages?

Accepted Answer

Sometimes you might want to use a different logo on your hosted hub homepage to the rest of your hosted hub. If you are using a header image on the hosted hub homepage for example you might want to use a reversed or alternate logo that works well on top of that image.

You can specify a secondary logo inside the header section of your theme.

Question 10

How do I delete data submitted to a Workflow?

Accepted Answer

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

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

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

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