Decision Trees for Medical Scheduling: Spokane ENT Case Study


Spokane ENT + Zingtree

Improving medical care through intelligent medical scheduling

 

Spokane ENT is a certified division of the Columbia Surgical Specialists based in Spokane, Washington. With over 20 years offering excellent professional ear, nose and throat care to local residents, the highly-specialized clinic works tirelessly to help patients of all types experience life to their absolute fullest.

Spokane ENT’s Challenge

As a large group practice with multiple locations and specialties, Spokane ENT needed to optimize its appointment scheduling process. With specific areas of diagnosis and treatment, the clinic realized that they required a better way to ensure patients were scheduled with the proper specialists.

Zingtree’s Solution

Implementing appointment scheduling decision trees for the clinic’s call center agents has allowed Spokane ENT to optimize its scheduling across locations. Agents navigate decision trees to pre-diagnose patients, which eliminates a lot of unnecessary doctor visits.

“Our scheduling agents are faced with the task of matching patients to one of 11 doctors, each with a specific area of practice and treatment,” says Dr. William Schmitt of Spokane ENT. “Decision trees have allowed us to collect patient symptoms and quickly schedule them with the correct physician and accompanying testing.”

Key Statistics: 

  • 18,000+ Calls: More than 18,000 patient calls assisted
  • 2,400 Days: Over 2,400 operator days and counting

About Zingtree

Zingtree is the most user-friendly platform for creating and implementing interactive decision trees that deliver answers faster. Quickly create a decision tree that your site visitors, leads, trainees and/or customers navigate by clicking buttons to answer questions, and receive detailed analytics on how trees are being used. Zingtree makes it easy to guide anyone through complicated processes – there’s no better way to help people get answers and solve problems.


Want to see more? Explore the Zingtree Gallery for examples of how our decision trees and interactive solutions provide value for businesses!

This article was originally published on March 23, 2017.

Zingtree Pricing: How Agent Credits and Session Credits Work

At Zingtree, not only do we make it easy to build powerful interactive troubleshooters, but we also make it affordable and scalable. Our credits-based pricing system has some tremendous benefits:

  • You only pay for what you use.
  • Scaling up and down requires no effort on your part.
  • You don’t need to provision for agents or end users. Your usage is calculated automatically.

Our pricing uses two types of credits: Agent Credits (for employees and internal use) and Session Credits (for customers and end-users). Let’s take a look at how these credits function.

How Do Agent Credits Work?

Agent Credits are charged when the employees inside your organization use your decision trees. This applies to call centers, live support teams, and internal-only troubleshooters and process guides.

One Agent Credit equals one person’s unlimited use of Zingtree for a 24 hour period.

Here’s an example scenario:

You’re a small business with 10 employees using your decision trees regularly throughout their work day. The employees are all full-time working about 22 days per month. You’d need 10 x 22 = 220 Agent Credits per month.

An Agent Credit is counted when a person uses a tree in your account within a 24-hour period, no matter how many times they may click. Your plan provides a specified number of Agent Credits each month. If you go over the allotment, you are charged for extra credits at month’s end, or you have the option to purchase pre-paid discount Agent Credits to supplement the amount of credits provisioned in your Plan.

How Do Session Credits Work?

Alternatively, Session Credits are used when people outside of your business (end-users) are using your decision trees; customers in search of support, troubleshooting, etc.

When an individual views your tree and clicks at least one button, a single session credit will be counted. Once a decision tree session begins, the end-user can click as many times as they please and it will still just cost one session credit. Your plan provides a specified number of Session Credits each month. If you go over the allotment, you are charged for extra credits at month’s end, or you have the option to purchase pre-paid discount Session Credits to supplement the amount of credits provisioned in your Plan.

The pre-paid discount credits have a 10-year expiration and work like a bank account. The credits provisioned in your Plan are counted first. Then the prepaid credits are counted after the Plan credits are used.

See the volume discount levels below for each credit category:

Pre-Paid Session Pricing

100 to 999 sessions $0.10 per session
1000 to 2499 sessions $0.09 per session
2500 to 4999 sessions $0.08 per session
5000 to 9999 sessions $0.07 per session
10000 to 24999 sessions $0.06 per session
25000 to 100000 sessions $0.05 per session

Pre-Paid Agent Credit Pricing

100 to 999 credits $0.50 per agent per day
1000 to 2499 credits $0.45 per agent per day
2500 to 4999 credits $0.40 per agent per day
5000 to 9999 credits $0.35 per agent per day
10000 to 24999 credits $0.30 per agent per day
25000 to 100000 credits $0.25 per agent per day

Important Note: Our pricing plans include a fixed number of credits each month. If you go over your allotment, you are charged a per-credit rate, depending on your plan. You can also buy both agent and session credits in bulk by prepaying for blocks of credits. Either way, as long as you have a valid payment option in place, we will never shut you down if you go over your credit allotment.

We can also offer a fixed price custom plan if required, but most of our customers save money using the credits system. Our flexible pricing model means that you only pay for what you use.

Any questions on pricing? Feel free to contact us.

Yonyx Alternative – Better Guided Customer Interactions with Zingtree

We often get requests from companies that have deployed decision trees in the past with Yonyx and are looking to migrate to Zingtree. These occur for some of the following reasons:

  • Zingtree offers a better price with our pay-for-what-you-use model.
  • Zingtree tools are more modern, and easier to use.
  • Zingtrees present better. Customers have more options to create the look and feel they envision, choose custom colors and button styles, use effects and transitions, and better match their branding.
  • Customers like Zingtree’s integrations capabilities more – specifically the Webhook system and Zapier integration.
  • And more…

In response, we’ve created an import tool to make it easy to migrate your Yonyx trees to Zingtree. You can test out your Yonyx trees in Zingtree, tweak them, and see for yourself how they render and perform.

Here’s how to import Yonyx decision trees into the Zingtree alternative:

  1. Export your Yonyx tree into XML.
  2. In Zingtree go to My Trees, and click Import.
  3. Pick Import from Yonyx XML file.
  4. Select the Yonyx XML file to import. It will be uploaded and converted into a fully functional Zingtree decision tree.

Are you looking to move from Yonyx? Tell us your story!

7 Ways to Ensure You Get More Customer Feedback

Customer satisfaction is a little tough sometimes when you don’t know if you are making mistakes, and if you are, who’s telling you? Issues surrounding response rates are something that most people struggle to conquer to get to the best reputation. In fact, internal surveys will generally receive an average of 30-40% response rate, compared to a 10-15% response rate for external surveys.

You’re not receiving as many responses as you hope, but there are plenty of valuable reasons behind this. Dana Severson, a writer for Promoter.io, learned the hard way and has shared some secrets that make sure his experience will never happen again.

Check out one tip here, and find the other 6 on the Promoter.io site:

Once the survey was refined to my satisfaction, I quickly sent the email out and waited in anticipation … the truth is, most companies get this totally wrong, including even the most successful company in the world.

Send your survey from a human, not a department or company

This may seem obvious, but all too often, companies want responses to go to an email address that everyone on a team has access to.

What you need to know is that nobody wants to respond to a bot (i.e. support@company.com), they want to know that their voice is being heard by an actual person.

 

You can even create a fictitious email address or alias, so long as it looks like a human.

BONUS: If you want more honest answers, send the survey from someone that the customer doesn’t deal with on a regular basis.

 

Keep reading the article here.

Zingtree makes it easy to build surveys, questionnaires, and other interactive guided experiences that allow businesses to gather more feedback and grow more strategically. Sign up for a free trial to get started.

Using Product Finders to Improve eCommerce Conversions

For businesses with lots of product SKUs, helping customers find the right product is a sure-fire way of increasing sales and conversion rates; Zingtree is a perfect solution. Guided product selection is a new kind of strategy that allows customers to help themselves, self-solve, and locate exactly what they need as quickly as possible.

From picking out the perfect pair of sunglasses to the right kind of bike, to figuring out the ideal package of services, these “product finders” can help customers locate the right product in the easiest way possible.

The Facts: Customers Want Easy Access

Key metrics and figures in the eCommerce world only work to confirm what we know: simple, guided product finders are the wave of the future where customer journey and improving conversion rates are concerned. Let’s take a quick look.

Stat #1: On average, people spend about 51% of their time on their mobile phones.

It’s incredibly convenient for buyers to browse your store on mobile in short, quick, sessions during the spare pockets of time they have throughout the day. Online stores should always be optimized for quick shopping experiences that help customers find what they need within the fastest possible route. If they can’t find what they need, they’ll move on.

Stat #2: 94% of companies see “higher engagement and conversion rates” as benefits of a commitment to customer experience.

Customer experience is all about personalization. When you take the time and effort to customize an experience to specific people, they are far more likely to enjoy it and walk away feeling positive. Without any personalization, consumers can quickly jump to the assumption that those products or brand are not for them.

Stat #3: 74% of online shoppers rate product selection as important during the online search process.

That’s right — about 3/4 of all online consumers consider product selection as one of the most important parts of the search and purchase process. When you think about it, it really makes sense; making it as simple as possible to locate the right product is critical to customer satisfaction and loyalty.

What Are Product Finders?

Product finder decision trees are the perfect way to set up customers for success in a personalized, self-solving, mobile-friendly environment. Instead of the traditional eCommerce site boasting pages and pages of products, product finders allow customers to take the lead using well-thought out, pre-programmed guidance.

Nationally-recognized baseball bat manufacturer, Phoenix Bats, is a perfect example of how product finders have a direct impact on happy customers and better conversion rates.

After building and implementing a custom decision tree bat selector tool on their website to guide customers to the perfect bat for them, Phoenix Bats saw vast improvements to overall sales and revenue. Read the full case study here.

Tips for eCommerce Product Finders

No one product finder should look or feel the same — each eCommerce business’ brand should always shine through. Here are our top 3 tips for creating interactive product locators that are as helpful as they are nice to look at:

1. Create pop-up trees.

Just a few short lines of code can allow you to publish and present decision tree product finders as fun pop-ups! Shown as a button as popping up in a clean overlay window, it’s one of our many publishing options to fit any eCommerce business needs.

2. Customizations are key.

We make it easy to inject some personality a few different ways, custom CSS files being the main one. After having a designer create the perfect file, just add to your decision tree product finder to ramp up the style — take a look at one of our customer’s awesome uses of this. You can also do things like build color buttons, add images and videos, and insert GIFs for something extra informative.

3. Use for support improvements.

Interactive decision trees aren’t just for helping guide customers to the right products, they are also used for helping guide customers to the right answers and solutions. Any FAQ item, tutorial, or troubleshooting article can easily be reformatted as a decision tree, allowing customers to more easily self-solve and stay happy.


You can check out our Gallery of examples for even more inspiration.

Have any questions or want help getting started? We’re always here for you.

Beginner’s Guide to Starting a Zingtree: 8 Hacks For Success

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Our interactive decision tree tool is a must-have for any business looking to skyrocket their customer service through self-help, organizations hoping to logically deliver answers, and even contact centers to guide their customer-facing agents through how-tos and support.

No matter what you use Zingtree for, getting your first tree deployed can be daunting for some. So have no fear, here are our top tips for breaking into the awesomely helpful world of Zingtrees:

1. Sketch out a Roadmap

Remember in school when you’d sit down, brainstorm a strategy, and whip out the perfect outline for getting started? It’s just like that! Whether it’s in list, mind map, or spreadsheet form, getting down the touchstones you need your tree to cover before you start building your tree is crucial and will make building your nodes and connecting them in a flow much easier. Compiling an outline is essential and will make the creation much more streamlined.

2. Go with What’s Already Been Built

We’re continuously updating the decision tree examples present in our Gallery. Here you’ll find a huge variety of pre-made decision trees for various use cases and industry-specific needs that you can edit, adjust, and customize to fit your needs. 

Simply click the “Examine button to take a closer look, and the “Copy” button within that to create a replicated version that you can adjust as needed.

3. Use the Right Building Tool

We all know that there are different styles of learning, creating, coding and strategizing — for this reason, we’ve equipped Zingtree with a robust set of tools fit for everyone.

Visual Designer allows for a “white board” to create nodes, connections, and truly see the decision tree as it’s being built. Some Zingtree builders only use this mode as a way of aesthetically assembling decision trees.

Importing from spreadsheets lets you start the process in Excel or Google Sheets and then upload it all into Zingtree. A perfect solution for spreadsheet lovers!

The Wizard tool is ideal for anyone who likes simple question-and-answer style forms and will get you up-and-running after collecting some key information.

Learn more about how to create a decision tree using our methods here.

4. Use Placeholders When Undecided

When you’re on a roll mapping out your decision tree you’re bound to run into a speed bump here or there, especially when dealing with conditional node flows. In practice, this means if you need two nodes connected you need to create both nodes before you create the connection between them.

Screen Shot 2015-05-08 at 10.17.09 AM

If you’re stumped on the additional nodes, we recommend that you create simple untitled/undefined nodes to help you continue through the process. You can always go back to that node and edit appropriately as needed.

5. Use Sub-Trees for More Complexities

If you know you’re going to have a large project ahead of you,  prepare more than one Zingtree to ease the pain in constructing one whole decision tree. In fact, when you’re in the planning stages, you will find these sub-trees occur naturally in complex decision trees. By containing themes and varying elements in different trees, and then later, linking them up into one final tree using Tree Links, you can concentrate on one element at a time!

 

6. Go Back With Snapshots

A very helpful feature we’ve built into Zingtree is Snapshots. Snapshots allow you to review edits and go back to previous versions of your tree – helpful when creating trees with multiple revisions. To find this tool, select More Tools > Snapshots. You can see any other team members’ work and revisions, not to mention, recover that past version.

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7. Try Logic Nodes for Test, Questionnaires & More

Moving from A-to-B as easily as possible is our most base-level goal. Going a bit deeper, however, many businesses, educators, and other types of users benefit from having logic steps involved to quickly jump end-users to where they need to be, collect values associated with each selection, and more.

Logic Nodes test the value of your Zingtree variables with a series of rules and jump to a node when a condition is met. The rules are applied in order, so once a rule condition is met, the node assigned to the rule opens next.

8. Customize and Personalize Away!

We’ve said it before and we’ll say it again — customization is key. That’s why we make it easy to add in color and style wherever it’s needed! Need a pop of branded personality or just want to showcase your information in a visually-stunning way? No problem. With options to insert custom CSS files, adjust the appearance of buttons, and add videos, GIFs and other types of media, you can get as customized as you want.


We’d love to hear your tricks and tips for starting a Zingtree. Feel free to share on our Facebook Page!

This article was originally published in 2015 and has been updated for relevancy. 

Upload File Attachments into Decision Tree Sessions

Many customers have asked for a way to include file uploads as a part of a Zingtree decision tree session. Some use cases include:

  • Attaching a screenshot.
  • Including a photo.
  • Uploading a document.

Overview

Using Data Entry Fields, you can pick the File Upload field type. This allows you to include one or more files in the session data gathered by Zingtree. When the end-user uploads a file, here’s what happens:

  1. The file is copied from the end-user’s computer to a Zingtree file storage server.
  2. Zingtree assigns a variable to the URL where the new file resides.

Security note: Each file uploaded has a random 7 digit prefix or session ID attached to it, so that files with the same name aren’t overwritten, and the file names cannot easily be discovered by hackers.

How It Works

When the end-user reaches a node with a file upload, they will see something like this:

Clicking Upload Document File allows them to choose a file on their computer. Once a file is chosen, the button changes:

How to Set up File Uploads

When editing a node, do the following:

  1. Go to Data Entry Fields, and select Add:

  2. Choose File Upload as the field type, and enter a variable name and label for the upload button:

  3. Click Add Field.
  4. Now click Save Changes to save changes in the node you were editing.

It’s that simple! This gallery example shows how a simple file upload tree is built.

If this is useful for you, let us know. We love customer stories!

How to Customize Your Decision Trees with Color Buttons

Customization is one aspect of decision tree creation that we’re really big on — Zingtree’s new Custom Buttons are the latest extension of that practice. With this tool, you can create buttons that look a little something like this:

Overview: All About Custom Buttons

With the new Custom Buttons, you can make a range of adjustments to the style of your decision tree buttons, including:

  • Setting a button color
  • Adding an icon to a button
  • Combining colors and icons
  • Creating your own custom buttons (CSS)

Customizing the style of a button is done by prefixing the button text with special classes. To choose a color, use a prefix like:

  • .btn-orange
  • .btn-red
  • .btn-green
  • .btn-blue
  • .btn-yellow
  • .btn-sky
  • .btn-purple
  • .btn-pink

To add an icon that helps to show a little more context, add a prefix like:

  • .btn-yes
  • .btn-no
  • .btn-careful
  • .btn-caret
  • .btn-arrow
  • .btn-thumbs-up
  • .btn-thumbs-down
  • .btn-information
  • .btn-question

You can even make a special combo, mixing colors and icons together. For example, .btn-yes.btn-green will appear as:

 

Check out our Button Customization decision tree in the Zingtree Gallery to see more of the styling options in action. 

Setting Up Custom Buttons

  1. Go to Overview, and edit the node to customize.
  2. Click Edit Buttons.
  3. Edit the button text, and prefix it with one of the color or icon options. For example, to make a red Stop button, enter:
  4. Click Save Changes when you’re done.

Other Decision Tree Customizations

The ability to customize decision trees is something that we offer to all plan types and free trial users. Some of the styling options provided include:

  • Adding videos, GIFs, and image-based media.
  • Inserting custom CSS files to adjust the overall look and feel
  • Publishing and presenting as a fun pop-up overlay.
  • Applying a pre-made color theme to spice things up.

Love this new customization feature? Have any ideas for other awesome ways to make your decision trees look and feel even better?

Send us feedback!

Zingtree Enterprise: Self-Hosted Decision Trees

enterprise-BLOG

While we are highly focused on our own security and data integrity, we recognize that using a SaaS (Software as a Service) site like Zingtree may require approval from various departments. For many, the hosting of company data offsite immediately triggers a cautionary reaction.

To address these concerns, we have a completely self-hosted Zingtree version. It utilizes the same awesome tools found in Zingtree but packaged in a way that can be installed on any server with industry standard PHP and MySQL. A full source code license is included, as well as regular updates.

This self-hosted option has a lot of benefits:

  • Customer data remains on-site.
  • Data is not intermixed with other company’s data (in case of legal subpoena issues).
  • Full source code allows security specialists to inspect the code for any possible hacking loopholes.
  • The design and engineering teams can modify the code or design of Zingtree to their liking.
  • You can guarantee your own uptime.
  • Plus, we provide consulting, support and maintenance as requested.

Want to learn more about the self-hosted Zingtree Enterprise solution?

Please contact us with licensing questions, or to get started with your self-hosted Zingtree Enterprise solution.

This article was originally published on September 28, 2015, but the information is still just as relevant! 

The Best Tools for Call Center Data Collection

All customers calling into your contact center have one thing in common: they care enough to want to get directly in touch with your company. Whether in regards to a critical issue that needs to be resolved, a quick question regarding accounts, or a request for more information on your products and services, these customers are reaching out for one-on-one care.

Not only can Zingtree interactive decision trees guide your agents through the call, but you can also collect and verify data about the customer, including name, address, email, phone number, and anything else you like.

Customer Calls = Data Goldmines

With the right interactive scripts in place, your call center can automate the process of collecting important customer data. You can:

Fill out information about a customer’s specific problem, question or request:

Use entry fields like list boxes, check boxes, dates, text, and numbers – shown here on the backend:

And shown here how they would appear for end-users:

You can even include the collected information in other parts of the script later on!

Here’s how to set up a call center script to collect data.

Verifying Key Customer Data

Beyond data collection, Zingtree interactive agent scripts for call centers also allow your organization to verify customer emails and phone numbers, and even any USPS address, to completely avoid any costly errors or mistakes that can happen during the purchase or shipping process.

As you begin to enter a shipping address you’ll see every possible match appear – these options will show less and less as you type in more of the address being verified.

Once you select an address from the choices presented, the city, state, and zip code will be filled in, and the address will be checked and verified.

For the verification of customer phone numbers and emails, the process is just a little bit different to make sure that your collected data is nice and clean. In the email validation test, for example, you’ll just need to enter in the customer email address and the Zingtree will verify if that email is “High Quality” or “Unverified.”

Both phone number and email validation work worldwide. Please note: If you are entering phone numbers for people outside of the USA, you’ll need to prefix them with a +.

For more details:

With your data cleaned and verified, you can rest assured that your collected customer information is accurate and reliable.

Like these features? Have any questions, comments, or suggestions? Please let us know!