Category Archives: Analytics & Reports

Decision Tree Analytics: About the Data Totals Report

Zingtree has powerful built-in analytics. In this series, we’re taking a closer look at some of these in-depth reports and how they help you learn even more about how customers use your trees. 

Data Totals Reports

The Data Totals Report allows you to access a complete summary of the data collected (by variables) for a given date range. With this functionality built into your Zingtree analytics, you can view the data gathered by Total, Monthly, Daily, and even Weekly, to get a broader, more consistent look into the end-user information being entered.

A Success Story

For our customer, Chris Boundy at 24 Legal in Southern Australia, this report has been especially handy. With the Data Totals report, his team is collecting key location and demographic information from their visitors to see a complete breakdown week-by-week, allowing them to better understand what kind of legal advice their visitors need, as well as where they live.

They ask for a postcode and then using a Zingtree webhook, map it to what kind of population center (large city, rural, etc.) the visitor lives in. A report that used to take them three days to compile is now available in minutes. Here’s a quote from Chris:

“We use Zingtree to help provide tailored legal information to South Australians 24/7. We specialise in identifying pathways to legal information and assistance – and Zingtree has helped us to achieve this service aim in a user-friendly format that works well for visitors to our website”

– Christopher Boundy, Manager Access Services, Legal Services Commission, South Australia

How to Access the Report

To view this report, go to Overview > Reports and select Data Totals from the drop-down menu. You can specify an exact date range to pull the stats from before clicking “Show Report.”

Select which data variable you’d like to generate the report for, then click “Create Report.”

Click which range the report should be in (Total, Monthly, Daily, or Weekly). You can even adjust how the report will appear, either showing dates in rows or columns according to your preference.

With the full report generated, you’ll get an at-a-glance look at all of the data entered within your given timeframe. You can repeat this process with any data variable you collect — from email addresses to gender and everywhere in between!

Learn more about our powerful reports and analytics:

Reach out to us anytime with questions!

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New Auto-Arrange Tool: Creating Nice Visual Layouts for Decision Trees

autoarrange-blog

When using the Zingtree Wizard, or the Excel or Google Sheets Import tools, one of the drawbacks is that when you view those trees in Designer, there is no initial data for the visual representation of your tree. We’ve been working on making sure the Traffic Map report and Designer views look good when you first open a tree not created with Designer, and now we finally have a solution: the Auto-Arrange Tool.

Auto-Arrange uses a combination of Artificial Intelligence and the laws of physics to come up with an optimal layout for your tree. It turns out that this is a difficult problem to solve, and while we feel it can be improved, this solution will save you a lot of time from manually rearranging the layout of your trees – especially really big ones.

One of the fun things about Auto-Arrange is that you can watch it working as it rearranges and repositions nodes in real-time.

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When you first open the Traffic Map report or Designer tool, you’ll be offered a chance to use Auto-Arrange. Next, Auto-Arrange will attempt to organize your decision tree in a tree-like fashion. If that doesn’t work, it will switch to a “network” view, which is less hierarchical. You can also switch views manually, and play with some of the parameters used to render the tree layout.

Here’s how our Pet Rock demo appears in Tree view (scaled down):

Here’s how the same tree looks in a Network display:

Once you are done playing with Auto-Arrange, you can proceed to Designer and your new layout will automatically become a part of the design.

Want to try it out? You can access Auto-Arrange from within Designer.

Is this new tool helpful? Fun? Let us know!

Updates: Reporting Enhancements, API Tweaks

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Being able to see how much time and money you are saving with Zingtree makes us all feel good and useful. So this past week we’ve been working with some of our customers to make reporting cleaner.

Here’s what’s new with reporting:

  • Fix: All Tree Stats, Clicks and Usage and Popular Nodes now using same measurement techniques for engagement (Olivier).
  • Fix: Session Detail report now shows duration from first click (Jane A.).
  • Update: Added Agent Details to All Agents report.

Our APIs and integrations also needed a few tweaks to help solve some business problems for our customers. Here’s what’s new on the API side:

  • Fix: Zendesk session ID stuffer leaves existing session IDs in place in case of error submitting ticket form (Iggy).
  • Fix: Back button keeps data entry field values. (Chrispy).
  • Update for Zendesk tag matching (Jorge).
  • Update: /api/tree-tag-search.php now takes a minimum number of tags to match (Jorge).
  • Update: Zendesk API now returns a blank instead of “false” if no session IDs present (Bryan M.).
  • Fix: API for tree tag matching strips trailing commas from search string.
  • Update: Tree tag matching now returns results in alphabetical order.

Got any great ideas? Chat us up!

Decision Tree Analytics: All Tree Stats & All Agent Usage Reports

Zingtree has powerful built-in analytics. In this series, we’re taking a closer look at some of these in-depth reports and how they help you learn even more about how customers use your trees. 


All Tree Stats Reports

While simple in theory, the All Tree Stats Report is one of the most powerful summaries you can quickly access with Zingtree. With this analytics capability, you can see a usage overview for every decision tree in your organization all at once, including the number of Views, Total Time, number of Button Clicks, and more.

To view this report, go to Overview > Reports and select All Tree Stats from the drop-down menu. You can specify an exact date range to pull the stats from before clicking “Show Report.”

With your date range set, the All Tree Stats report shows you an at-a-glance perspective of how your decision trees are being used. Click through each decision tree name or ID to generate more report details and gain more insight.

All Agent Usage Reports

Hand-in-hand with the report above, the All Agent Usage Report is a great report to get a quick idea of how your agents are interacting with your trees. Geared for internal use and/or call center customers, you can easily see how many days and sessions each Agent has used for a given date range.

To view this report, go to Overview > Reports and select All Agent Usage from the drop-down menu. You can specify an exact date range to pull the stats from before clicking “Show Report.”

Click through an Agent’s name to generate an overview of all sessions for that particular agent, with detailed stats like number of successes, failures and inconclusive results, duration, and number of clicks.

And, click through each session number even further to get more in-depth details for that specific tree.


Learn more about our powerful reports and analytics:

Reach out to us any time with questions!

Decision Tree Analytics: About Node Popularity Reports

Zingtree has powerful built-in analytics. In this series, we’re taking a closer look at some of these in-depth reports and how they help you learn even more about how customers use your trees. 


Node Popularity Reports

Much like its name implies, the Node Popularity Report shows you the overall popularity of every one of the nodes in your decision tree, ultimately letting you see how often each one is visited. More than just seeing which nodes are getting the most love, this report also allows you to find out where users are getting stuck as well, as you can take note of trends in node drop-off.

To access this report, go to Overview > Reports and select Node Popularity Report from the drop-down menu. You can specify an exact date range to pull the stats from before clicking “Show Report.”

Once the report is built, you can quickly scroll through a break down of each decision tree node, the node’s name, and the number of visits to each one.

Keep your node View as Page Titles, or choose to show the questions and answers.

Plus, click into each node detail for additional information on the time a node was selected, duration of time spent on a node, and even the source.

See a live example of this report on the Zingtree Gallery.


Learn more about our powerful reports and analytics:

Reach out to us any time with questions!

Decision Tree Analytics: About Session Matrix Reports

Zingtree has powerful built-in analytics. In this series, we’re taking a closer look at some of these in-depth reports and how they help you learn even more about how customers use your trees. 


Session Matrix Reports

The Session Matrix Report lets you view each end-user session within a given date range, including buttons clicked, as well as scoring and data entered when available. Once generated, it’s simple to see an overview of all session data. You can also export this report to Excel, Google Sheets, or any other database via a CSV file for further analysis.

To access this report, go to Overview > Reports and select Session Matrix Report from the drop-down menu. You can specify an exact date range to pull the stats from before clicking “Show Report.”

The report is built instantly, showing a complete overview of every session. Scroll through each end-user’s selections to view every node and the content they house.

Click into each session to reveal its full Session Details, including Node Titles and Button Clicks, as well as stats on Time Spent and Click Score when applicable.

With display options to show only Subtree sessions, date, or agent/source, you can customize your report view to see only the data you need to access. You can even change your view to see button text vs. score values!

See a live example of this report on the Zingtree Gallery.


Learn more about our powerful reports and analytics:

Reach out to us any time with questions!

Decision Tree Analytics: About Results Reports

Zingtree has powerful built-in analytics. In this series, we’re taking a closer look at some of these in-depth reports and how they help you learn even more about how customers use your trees. 


Results Reports

The Results Report allows you to quickly and easily measure the overall performance of your decision trees, based on the last node visited during a session. With a powerful labelling system, you can tag your nodes as a “success,” “failure,” or an “unknown result” to generate the report.

Before getting started, go here to learn how to label your nodes:

http://blog.zingtree.com/how-to-measure-results-of-your-decision-trees/

To access this report, go to Overview > Reports and select Results from the dropdown menu. You can specify an exact date range to pull the stats from before clicking “Show Report.”

The report will generate immediately, showing you a complete overview of your results in a pie chart. Hover over each section to see the statistics for each success, failure, and incomplete or unknown result.

You’ll also find a breakdown of the engagements, sessions started, and sessions with button clicks within that given date range. Please note that changing the category of any node — for example, from “success” to “failure” — will automatically update the report.


Learn more about our powerful reports and analytics:

Reach out to us any time with questions!

Decision Tree Analytics: About Traffic Map Reports

adding-search-to-decision-trees-6

Zingtree has powerful built-in analytics. In this series, we’re taking a closer look at some of these in-depth reports and how they help you learn even more about how customers use your trees. 


Traffic Map Reports

The Traffic Map report shows a visual overview of the amount of traffic to each node in your particular decision tree. Set in the Zingtree Designer view, you can quickly access a complete view of the content in your decision tree nodes, as well as a breakdown of the traffic to each, shown in both number of clicks and percentage of total traffic.

To access the this report, go to Overview > Reports and select Traffic Map from the dropdown menu. You can specify an exact date range to pull the results from before clicking “Show Report.”

Because your report generates automatically in the Zingtree Designer, you can easily see how much traffic your tree nodes received at-a-glance — the thicker, heavier lines indicate more traffic, while the thinner lines show the least visited nodes.

Select “Buttons” to show or hide button labels from your view, depending on your preference.

If you’re looking at a more complex tree, get a closer or further view with the Zoom In / Zoom Out buttons.

And use the scroll bar to pan up / down or left / right as needed, which is also particularly helpful for larger decision trees.


Learn more about our powerful reports and analytics:

Reach out to us any time with questions!

Decision Tree Analytics: About the Session List Report

Zingtree has powerful built-in analytics capabilities. In this series, we’re taking a closer look at some of these in-depth reports and how they help you learn even more about how customers are using your trees. 


Session List Reports

This Zingtree report allows you to quickly and easily see every session for any given decision tree in your organization. Broken down in an easy-to-absorb list, you can navigate to each specific end-user session to learn more about how people use your tree, as well as get an overview of the amount of time users spent.

To access the Session List report, go to Overview > Reports and select Session List from the dropdown menu. You can specify an exact date range to pull the results from before clicking “Show Report.”

Once the report has generated, you can filter by Source/Agent to be shown sessions specific to an agent or other source. The Session List will give you a complete overview of every session within your filtered view, showing duration, clicks, results, and score when applicable.

The icons in your Results column will show you the exact end-result of each session: Customer was given a solution, Inconclusive, or Customer was unable to solve the problem.

Clicking on a specific Session # in the far left column will allow you to see complete click-by-click details for every node visited, as well as all data collected from that session.


Learn more about our powerful reports and analytics:

Reach out to us any time with questions!

How To Measure Results of Your Decision Trees

Our customers often ask us how to go about measuring the performance of a Zingtree decision tree. This is an important part of your relationship with Zingtree, since everybody wants to see how effective trees are at saving time and money.

Here’s how measuring results works:

  • Each node in the tree can be categorized with success, failure, or an unknown result.
  • The result for the entire session uses the category for the last node visited.

For example, if the last node visited is an “I need help” node, categorized as “failure”, then the overall session result is failure. If the last node visited proposed a solution to a problem, and was categorized as “success”, then the session is a success.

How to categorize nodes to track results:

1. Go to the decision tree you wish to analyze, and open the Overview or Designer.

2. Make sure that each node in your tree is categorized properly. Use Edit Node to categorize your success and failure nodes,, using the “Categorize this node’s result”.  Here are your menu options:

3. When you want to see how well your trees are performing, go to Usage Reports.

4. Select the Results report, enter the desired date range, and you can see how your tree performed:

results-report

Cool feature alert: Results reporting updates in real time when you change the category of any node.

That’s it! Any more questions? Feel free to contact us at any time.