Monthly Archives: July 2016

Best Tips for Building Helpful, Informative Troubleshooters

Decision trees are an amazing, interactive tool for guiding customers toward a likely solution to their problem, or answer to their question. Building troubleshooter-style trees for your visitors that are customized with your brand in mind is a great way to solve problems and make customers more satisfied.

We’ve helped a lot of small businesses, large companies and even solo entrepreneurs set up helpful decision trees that are efficient and effective. Take a look at some of our top tips for building the absolute best decision tree troubleshooter possible.

Write your questions like a person would read them.

Within a troubleshooting – or otherwise more technical – decision tree, it might seem like a good plan to lay things out as specifically as you possibly can. However, using a more natural style of language makes it much easier for the average person to understand the process at hand.

One helpful thing to do is to take a step back and think about how someone you know might read through your decision tree. Would your father, your neighbor or your aunt understand what you’re saying? This can often be a good benchmark for writing content within your tree.

Use visuals and videos when appropriate.

We’ve found that there is nothing more effective than adding a short and sweet how-to, tutorial or guide video to make your point with less text. Using visuals like photos, graphics and GIFs, and adding relevant videos to your decision tree nodes is a great way to communicate a lot within a little space.

Along with providing more clear instructions or information to your users, using visuals, videos and other customizations is a great way to extend your brand and make a good impression on customers.

Take advantage of existing tools to work out the complexities.

Some decision tree troubleshooters can be larger projects to assemble than others. If you have a complex tree to build, a good tip is to prepare more than one at the same time. By containing elements in different decision trees — called sub-trees — and then linking them up into one final decision tree later, you can concentrate on one piece at a time.

When you’re mapping out your decision tree troubleshooter, you’re bound to run into a hiccup or two. If you need to connect two nodes together and get stumped, you can create a plain, undefined placeholder node to help you continue through the process; you can always go back in later and fix it up!

Grab your data before moving forward. 

It’s a best practice in any industry to collect data, and analyze it, before making any next steps in a project. Without understanding the stats behind how your troubleshooter is used, you won’t be able to make it better.

With Scoring Nodes, you can A/B test different messages, structures and offers to see which performs the best, and then optimize accordingly. Additionally, you can receive direct feedback from end-users using comments, as well as always keep track of the activity and health of your decision trees with in-depth Analytics & Reporting features.


Zingtree makes it easy to build completely custom, data-gathering question & answer style troubleshooters to satisfy your customers (and your business). Contact us to learn more or get started today!

Updates: Manage Collaborators in Batches (and More)

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This week’s Zingtree update focuses on making it a little bit easier to manage the Collaborators on your trees. Rather than changing one tree at a time, you can now add and delete Collaborators on ALL decision trees for which you have Administrator rights, as well as change permissions for an Author.

To add a collaborator to all of your decision trees, select the “Add Collaborator to ALL My Trees” option:

To update your Collaborators, select the “Update ALL My Tree” option:

Thanks to Andrew and Elise for the suggestion!

Other updates this week include:

  • Fix: Theme URLs are now https and will show in any embed scenario. (h/t Tom K.)
  • Update: Added number of Authors to My Trees view.
  • Update: Now supports responsive video options, different sizes in Content editor and Tree output (h/t Trey).
  • Update: Improved FAQ with simplified layout.
  • Update: Only Administrators or editors can delete sessions. (h/t Dave T.)

Interested in becoming one of our favorite collaborators? Contact us here and suggest an improvement or feature you’d like to see in Zingtree!

Update: Search ALL Your Trees from any Node

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If you have a lot of decision trees that you’ve been building for your organization, it can be handy to let employees or customers search through any and all of your trees to find answers. To do this, simply add a Tree Search Form to any node, which looks like this:

 

 

 

How to add basic tree search:

  1. Go to Overview, and edit the node you want to contain the form.
  2. Place the cursor at the place where you want the form inserted.
  3. Click the Templates button in the Content editor, and select Tree Search Form.

Search queries will match words in the tree titles, or tree tags.  You can set both in the Settings tool.


Full Tree Search:

If you want to search everything in all your trees: titles, tags and content, use the Tree Content Search Form option instead:


Notes:

  • You can hide trees from Tree Search. In Settings, select “Hide Trees from Agent Portal and Search All”.
  • Searches will examine ALL trees belonging to the same organization as the current tree.


What are you waiting for? Try it live!

Thanks to Elise and her team for suggesting this. Do you have any great ideas for Zingtree? Please share!

Save

Advanced Decision Tree Tracking with Google Analytics

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Your Zingtree activity can now be tracked with Google Analytics (GA). If you use GA on your web site, the same features can now be used to track how people are using your trees.

All of your trees can be tracked in one fell swoop. Here’s how to set it up:

  1. Set up a new Google Analytics account, and write down the account number.
  2. In Zingtree, Go to Accounts, Organizations and Billing.
  3. Enter the account number into the Google Analytics area.

Each time a node is viewed, Google Analytics will track it.  Inside Google Analytics, instead of URLs, a “page view” appears with the tree ID and node number, like “123456789-1” for tree ID 123456789, node #1. Note that Google Analytics typically takes 24 hours to produce results.

You now have a powerful new tracking tool for Zingtree!

 

The Top Words You Should Avoid in Customer Service

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We have all been on the other end of a horrendous, perhaps even downright disastrous phone call or email with a customer service representative that is just plain untrained. We’re willing to bet that at least one of 8 words, or a derivative tone that one of those 8 words produces, were conveyed that left you with the feeling of being unheard.

It’s not uncommon, but it can (and should) be avoided — especially when its your own support staff committing the faux pas. Here’s our shortlist of words that are guilty of severe harm and worthy of making our blacklist of words and phrases to never use in your customer interactions.

1. “Can’t”

This one really needs no explanation, but nothing says “I’m unwilling to help you” better than this one.

2. “Rules,” “Protocol” or “Policy”

Any of these ridiculous words mean the same – “We have this wall in place so that I can’t or won’t help you.”

Sure there are certainly guidelines to follow, there are even situations that warrant hard and fast rules. Regardless, the customer does not need to feel that those rules were there to punish them personally!

3. “No”

We just abhor this word. Tell us “It’s a bit tough, but I can assure you that I will do my best to work with you.”

Anything but NO!

4. “Sir/Ma’am”

No other naming formality sends you to the bus of condescending “know-it-alls” than addressing someone this way. This is unfortunate because, personally, some of us like to address people this way as a form of respect. The problem is less about what is said and more about what is implied. There are too many grey areas and it would be best to avoid them if you are unsure.

5. “Wrong”

We have actually heard representatives say this one. “You are wrong.” Or, how about “You are wrong, Sir or Ma’am”… must we continue? Remember the mantra “the customer is always right?” It stands true.

6. “Job”

There’s very little worse than telling a customer what is and is not part of your job description. Don’t do it. We certainly know that it is not the job of the customer to know this. A simple, “I will work with so and so to get this matter handled” will suffice.

7. “Unreasonable”

It’s probably hard to imagine, but we have been on the receiving end of “that’s unreasonable.” Even if you sell ice cream and someone asks you to “throw in” sneakers… Ok, that’s probably unreasonable…BUT the point is that your tone can deliver a message of “work-with-it-ness”  in a way that your customers leads themselves to that realization or discovery without you even saying it at all!

8. “I’m losing ____ on this…”

Yes, this is not a word, but it deserves a spot on the list. No customer wants to hear a passive aggressive rant about how much your company is losing on the deal or I will make an exception to the rule, just for you.” Again, this one’s about tone and not so much about letting a customer know that something will be tough. See #s 2,3 and 7.


It’s not always easy identifying how words or tone may sometimes pull from the same box of taboo while dealing with your customers. And at the end of the day, implementing standardized Agent Scripts is an ideal way to avoid this in the long-term. We hope this list has given you or your team some things to keep in mind during key communications!

Ready to streamline your customer service efforts? Get started. 

New! Customize Your Decision Tree with Zingtree Themes

We’ve always believed in custom decision trees. It’s important to build question-and-answer style troubleshooters and FAQs as seamless extensions of your brand to not only solve customer problems, but also to make people feel more happy with your company’s identity.

While we’ve always offered ways to add your own custom CSS for personalization, we’re excited to launch a new feature that helps guide you through with a live preview. With our new Zingtree Themes, you can mix and match colors and navigation styles to create your perfect decision tree.

Here’s how to get started: 

1. Login to your Zingtree account, select the decision tree you wish to customize and then go to its Settings page.

2. Locate the Theme / CSS Customization section at the right of the page and select to Pick a Theme.

3. You’ll be presented with a live preview of your style choices within a decision tree. At the top of the window, you’ll see options for Theme (colors) and Style to try out.

4. For now, you can select a range of classic colors and pair it with your ideal navigation style – buttons or panels. For this example, we’ve chosen “Moonlight” grey with the Panels style.

5. Upon selecting either option, you’ll automatically be able to see a live preview of your customizations in the display window. Once you’ve found the perfect match, just click Save!

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6. Once Saved, your selected theme will appear in the CSS file window of your Settings page.

For those who prefer an alternate way, you can still upload a custom CSS file or download our simple CSS file to modify in order to customize the colors, node styles, icons and more that appear.

Ready to get started? Log in or sign up for a Zingtree account today!

Why Your Support Representatives Need Interactive Scripts

Customer service is more than just answering questions and escalating serious issues; it’s a long-term, relationship-building process that requires excellent care and consideration to thrive.

Your agents and representatives are the face (or rather, voice) of your company. By providing them with the right tools to help guide customer conversations, you’ll be able to make sure that every interaction has a productive and positive outcome – Agent Scripts are used to help with exactly this.

Written in the company’s tone of voice and adhering to its own best practices, Agent Scripts make it much easier for support representatives to express information correctly and assist customers in any way. Among other benefits, these scripts allow agents to:

1. Standardize to promote best practices

There’s no need to reinvent the wheel and run the risk of failure in each customer interaction. Once you find your magic formula, stick to it and you’ll find that your support agents are much more effective at delivering consistently great experiences (your customers will take notice, too).

With standardized scripts to guide your team through the interaction, it’s easy to ensure that every support agent will know precisely what to say and when to say it. A natural flow to a conversation is often the best way to make sure a customer is feeling heard and helped!

2. Analyze effectiveness and performance

After implementing a solid, standardized script (or scripts) for use in your business, it’s important to keep up with how well they are doing so you can continue to make the process even better.

With our Agent Scripting tool, you can easily track each agent interaction and each customers’ reason for needing support, as well as access awesome analytics and reports on how your decision tree is being used, in aggregate or by individual agents.

You can also go straight to the source and gather comments from your support agents themselves – this way, the original Author receives actionable feedback that makes it easy to continue to improve upon.

3. Integrate with existing resources

Zingtree integrates directly with many of the popular, useful services that are used by support teams today, including Slack, WordPress, Salesforce, Freshdesk, Zopim, Intercom and more. By linking up your agent scripts to your CRM platform or tool of choice, support representatives can do a whole lot more with the information they’re given.

For CRM integrations, when a customer uses your decision tree and submits a support ticket, your agents will see helpful information in the ticket sidebar. Additionally, the most recent node and buttons clicked during the tree session are always saved with the ticket, so if another agent takes over, previous steps taken are clearly visible.

Curious to see how it all works? Check out this short video:


Ready to improve your customer support efforts? Get started with Zingtree Agent Scripting solutions today!