Category Archives: Product Updates

Our Top Zingtree Updates to Start 2017

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In the last days of 2016 and the first few days of 2017, while eating and drinking like everyone else, we also spent some time making Zingtree just that much better. It’s good karma to start the new year well, right?

Here’s what’s new for 2017 (so far):

  • Update: Session List report now shows total time from first click, rather that tree launch. Also shows European time if in Europe, and removes unneeded columns (Ricardo L.).
  • Fix: Apostrophes in user names no longer cause tree preview to fail (Lauren D’A).
  • Fix: Tree names with quotes no longer break designer when being referred to in tree nodes.
  • Update: Session Details report now shows timezone of organization’s super user (Tobias H).
  • Update: Data Entry checkboxes now include option for scoring (Vanessa, David).
  • Fix: Display order in Simple Overview works properly even after “set start node” is changed in Edit Node.
  • Fix: All Agents report now includes just sessions with clicks, not ALL sessions.
  • Fix: Sessions paused and restarted now always have have proper state for restarting.
  • Fix: Fade transition effect for “all tree search” now works properly.
  • Update: Hosted tree search for “node content” now searches through page titles and questions, as well as content area.
  • Fix: Copy Node now clears clear tree cache (Arie S.).
  • Update: Now using Google CDN for more reliable loading of key included files.

Got a new year’s resolution we can help you achieve? Send us a note!

Zendesk Agent Scripting App – Version 9

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Our Contact Center customers using Zendesk are becoming more sophisticated, so we’re continuing to improve our Zendesk Agent Scripting app in response. This version 9 update automatically chooses scripts based upon one of the following:

  • The Zendesk brand field
  • Zendesk ticket tags
  • The value of a custom field

If you’re just using one script for everyone, this is supported as well.

Here’s how the app appears in the right hand sidebar in Zendesk:

Zingtree Setup

Script matching works by matching tree tags you set in Zingtree to values in the Brand, Tags, or a custom field in a Zendesk ticket. For example, if a tree is tagged with “astrology”, and the ticket tags include “astrology”, then that tree appears. If several trees match, then they will all appear.

First, add tags to a tree in Zingtree as follows:

  1. Select a tree from My Trees.
  2. Go to the Settings tool.
  3. Enter or select a tag from the tags field.

Zendesk Setup

You’ll need to download and configure the Zendesk Agent Scripting App version 9:

  1. Download the Agent Scripting app.
  2. In Zendesk, click the Admin icon and go to Apps > Manage.

  3. Click Upload Private App.

  4. The Upload App page appears.

  5. Enter “Zingtree Agent Scripting” for the App Name.
  6. For App File, locate the file zingtree-agent-scripting-v9.zip you downloaded in step 1.
  7. Click Upload, then confirm if necessary.

Configuring the App

Once you’ve uploaded the app, the configuration screen appears:

Here’s what each item does:

Title: A title for the app, as it displays in Zendesk.

Tree ID: If you’re installing just one script for everyone, enter the ID of your tree here.  If you will be offering multiple scripts to your agents, leave this blank.

Height (pixels): The height of the app as it appears in the Zendesk ticket sidebar.

Display in Panels Style: Tick this option to use the Panels style to display your scripts.  Untick to use Buttons style.

Open Script based upon Brand: If this option is checked, the subdomain of the selected brand will be matched to a tree tag.  Any matching tree or trees will appear.  For example, if the brand subdomain is xyz.zendesk.com, any trees tagged as xyz will appear. (Requires the Zingtree API key in this configuration.)

Open Script based upon Tags: If checked, the values in the Zendesk ticket tags will be matched with your tree tags to show one or more matching scripts. (Requires the Zingtree API key in this configuration.)

Open Script based upon Custom field: If you want to use a custom field value to show matching scripts, enter the field ID here. The Field ID can be found in Zendesk under Admin, Manage, Ticket Fields. Click Edit to see the field ID. (Requires the Zingtree API key in this configuration.)

Zingtree API key: Each organization in Zingtree has an API key, which is used to match scripts. If you’re using one of the tag matching options, this is required. Your API key can be found at zingtree.com under Help > API.

Try It with Example Data

You can use trees from the Zingtree Gallery to see how the Agent Scripting app works.

For a single tree, enter ’14’ as the Tree ID. This will show an Astrology web site troubleshooter example.

For multiple trees, see how a tree can be selected by tag by doing the following:

  1. Enter 6a103737e44e4aa6e1e4b6b0bcb46f83 as the API key.
  2. Make sure Open Script based upon Tags is checked.
  3. Try entering one or more of these tags into a ticket: “zingtree”, “astrology”, “pet_rock”.

Any questions? We’re always here to help

Zapier Decision Tree Integrations with Zingtree

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Our Zapier app makes it easy to send data collected during each Zingtree session to more than 500+ applications supported by Zapier. In case you haven’t heard of it, Zapier is a tool that simplifies data exchange between various web applications. We’re big fans.

Here are some cool things you can do with Zingtree and Zapier:

  • Send data collected in a Zingtree session to Salesforce, Zoho, Highrise, or any other CRM.
  • Add an email address entered in a tree into Mailchimp.
  • Send  yourself an email or SMS message when a customer reaches a critical node in a tree.
  • Save new customer information in a Google Sheets row.
  • Create Trello cards from trees, and include customer notes and session data.
  • And tons more!

When using Zapier, you create “Zaps.” A Zap has a “trigger,” which is the source of the data, and an “action,” which is where the data gets sent. Most of our customers want to send data from Zingtree to another app, so we’ll demonstrate how this is done here.

Before starting, you may want to examine a demo tree from our Gallery that gathers data and sends it to Zapier, or copy it to your account.

How to Set up Zapier for Zingtree

The Zingtree Zapier app is currently invite-only. But if you’re reading this article, you’re invited!

  1. Create a free Zapier account at Zapier.com.
  2. Go here to accept an invitation to use the Zingtree app. The invitation appears:
    Accept the invite.
  3. You’ll be prompted to make a new Zap:
    Click Make a new Zap.
  4. You’ll be asked to choose a Trigger App, which is the source of the data exchange.
    Search for Zingtree, and select Zingtree (Beta).
  5. You’ll be asked to choose a single trigger.
    Click Save + Continue.
  6. Next, you’ll need to connect your Zingtree account, and a tree to Zapier.
    Click Connect a New Account.

     

  7. You’ll be asked for your Zingtree API Key, which you can find here at the bottom of this page. Also enter the Tree ID that will be sending data to Zapier.
    Click Continue when finished.
  8. Change the name of the account, then click Test.

    You should see “success.” Click Save + Continue.
  9. Next, Zapier will attempt to retrieve any variables or sample data from your tree. If this is a new tree, you may want to run through it once and gather some data.
    Click Fetch & Continue.
  10. You’ll see some of the stock data that Zingtree always provides, as well as any custom data for your tree. Again, if you don’t see all the data you expect, do a test run through your tree, and enter some data at least once. This will make the rest of the process easier.
    Click Continue.

Set up the Action App – Email Example

So now you’re done with the Zingtree part. Congratulations! Next, you need to set up an Action App, which will receive data from Zingtree. Let’s set up email delivery as an action, as follows:

  1. Search for email, and choose Email by Zapier as an action app.
    Select Email by Zapier.
  2. This app has just one action.
    Click Save + Continue.
  3. Fill in details for the outbound email. You can insert fields from Zingtree in the body of the email as well.Click Continue when the email is set up correctly.
  4. You’ll see  a preview of what to expect.
    Click Create & Continue to save the action and send a test email.
  5. You should see another “success” screen.
    Click Finish when the email appears as you like.
  6. Name your Zap Zingtree to Email, and turn it on!

Your Zapier Zap is all set.

Making Zingtree Send Data

The final step is to tell Zingtree when to send all the data collected in a session to Zapier. This can be triggered from one or more nodes, when they are seen by the end-user of your tree.

  1. From Overview, Edit Node, edit the node that you want to trigger sending data to Zapier.
  2. Go to Send Message to, and pick Zapier: Zingtree to Email. This is the new Zap you created.
  3. Click Save.
  4. Now try a test from Zingtree. Using Preview or the Publish tool, navigate your tree, and when you reach the node that triggers the send, you should see something in your inbox. IMPORTANT: Make sure to use https in your published Zingtree URL when using Zapier.

Once you get your first Zap done, it becomes easy and addictive to hook Zingtree to the other applications that your business depends upon. So keep going!

Have any questions? Contact us anytime!

Updates: Reorder Nodes, Efficient Forms, Tree Content Search and More

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The holiday spirit never quits here at Zingtree, as we’ve added some cool new features for some of our best customers.

Reordering Nodes in Overview

Tom K. (and a few other people) asked if we could reorder the nodes in the Simple Overview. And now you can! Just drag any node up or down, and it will stay in that position forever.

Some caveats:

  • The root node always appears at the top of the list. If you drag a node over the root, it will appear in position #2 the next time.
  • Some people asked about automatically re-numbering nodes.  For now, we’ve decided to keep the node numbers permanent, as there are cases where node numbers are used in links and URLs outside of Zingtree, and any renumbering would break these links.

Tree Content Node Search

Abner J. asked if we could extend our search forms to include ALL trees in the account, not just the current tree.  So we added a new form type you can insert from the content editor in Edit Node: a Tree Content Search Form:

If you have multiple trees, and you want your end-users to be able to search all nodes in those trees, this is what you can use.

Placeholders vs. Labels in Forms

Tom K. asked if we could make our form layouts more concise by offering an option to eliminate the labels in forms, and put “placeholders” in the fields instead. Done!

Here’s how a form with labels appears:

And here’s one with placeholders:

Sending Multiple Emails

For Alok: Email nodes, and the email-session-info link now can send multiple emails.  Just enter email addresses separated by commas.

Got something special on your wish list? Send it along, and our elves will start working on it!

Fresh Tree Updates: Document Nodes and More

This latest Zingtree update includes the new Document Node type, and a smattering of small improvements:

  • New: Edit Tree Node can now open selected tree in a new tab for editing (Paul G, Sebastian V.).
  • New: email-session-info.php has new parameters for subject, body, from, secure_data_link. You can also include multiple emails separated by commas.  Details here. (Alok)
  • New: Link nodes can now accept variables (both Data Entry Fields and Merge Variables).
  • Update: Added “Add Node” option to main tree tools page.
  • Fix: Duplicating Scoring nodes now also copies scoring branch rules.
  • Fix: Root node no longer ever appears as an Answer node, even if there are no choices yet.
  • Fix: Copy Node now works properly again from Overview (Chrissie, Admin).
  • Update: Edit Node can now set the Start node.
  • Fix: Multi-line text fields now input form data from previous form fills.
  • Fix: Edit Node preview now renders blank questions properly.
  • Fix: One across button layouts are now shorter, centered (Deb & Tif).
  • Fix: unchecking “Use Scoring” when editing buttons in Edit Node no longer keeps scoring variable.
  • Update: Now shows scoring variables for data entry fields in simple overview summary, Edit Node data entry fields summary.
  • Fix: Long feedback comments display better.
  • Update: Can now read and delete comments on Scoring nodes (Chrissie).
  • Fix: Instant preview in edit-node-content after deleting a data entry field no longer shows a blank for that field.
  • Fix: Simple overview buttons don’t wrap on smaller screen sizes.
  • Fix: Added extra capacity for servers, fixed server scaling issue.

We love feedback. Send us your ideas!

Generating Custom Documents Using Document Nodes

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We’ve had several requests to create a final, single page document based upon answers to decision tree questions. Zingtree’s Document Nodes makes this powerful document generation capability a reality.

With the help of Document Nodes, you can now complete tasks like:

  • Making custom sales brochures.
  • Building legal agreements.
  • Generating purchase orders.
  • Creating evaluations and assessments.

For a simple example, examine our What Computing Device Do I Need? decision tree from the Zingtree Gallery.

Document Nodes Overview

Document Nodes display the content from one or more answer nodes on a single page, based upon variables and values. Variables can be from one of these sources:

  • Data Entry field values.
  • Scoring variables from button clicks.
  • Scoring variables set from Data Entry field list boxes or radio buttons.

Here’s how it looks in the Document Node editor:

Note that scoring variables are a running total.  So if you set variable v to 1 in one place, and to 2 in another, the value of v will be 1+2 = 3.

Building a Tree to Generate a Document

To build a decision tree that generates a document based on answers selected, we recommend these steps:

  1. Create your question nodes, and assign variables to your responses.
  2. Create answer nodes for all of the possible snippets of content you’ll want to show in the final document.
  3. Create a document node.

Set Up: How to Create a Document Node

Here’s how to create a fully-functional Document Node, step-by-step:

  1. From Overview, click Add Node.
  2. Select New Document Node.
  3. Add the pieces of content you want to serve to your end-users.

Each piece of content is set up like the image shown below. In this example, if the variable phone_calls equals “Yes”, we add the contents of node #6 to the final document.

Using the Document Node Editor

Drag this to reorder the content:

Click this to delete the content from the document node:

Pick a variable to test:

Pick an operation:

Pick a value to test against:

Edit the contents of the included node:

Show the contents of the included node:

Try the Document Node editor with a demo page here.

Hint: Once the content from an answer node is inserted, it won’t be inserted again.

Debugging Tip

Use a node that shows your variables while you are testing. The What Computing Devices do I Need example tree uses Node #10 as an ending piece in the Document Node so you can see the value of all of your variables.

Live Example

The What Computing Devices do I Need tree demonstrates a simple tree with a Document Node at the end.  This tree helps an end-user decide whether they needs a phone, tablet or desktop PC, based upon the answers to some questions.

Have any questions, comments, or suggestions on this feature? Talk to us on live chat or by email!

Update: New Decision Tree Designer and Data Entry Fields Management

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This latest Zingtree update is more comprehensive than most, primarily because we took some time to focus on our core decision tree building features and make them even better. You’ll see big improvements in Visual Designer, as well as managing Data Entry fields and editing nodes.

Visual Designer

The big change is that we’ve moved to a more powerful pop-up editor within Designer, and eliminated editing from the right panel. You now have a larger drawing area, and can do almost all of your work directly in Designer without having to go to Overview.

Designer also has “isolated” view – just click on a node, and you’ll see just the nodes and buttons connected to it. Additionally, you can print and export your tree drawings to PNG image files. And, Designer now loads 2x to 3x faster!

Important: To edit a node in Designer, you’ll need to double-click or right-click.

Here’s what some of the new changes look like:

Larger Drawing Area

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Isolated View

Click on any node or button/arrow to highlight connections.

Other Designer updates:

  • Designer boxes resize to fit longer content when loading tree.
  • Designer with two buttons going to same place now has larger separation of arrow connectors.
  • Fix: Apostrophes in titles or questions now display properly.

Data Entry Fields

Also new is an improved way to manage data entry fields. Rather than inserting code into the content area, you can now manage data entry fields separately, which makes it easier for non-programmers to edit, add and change data fields.

Within the node editor (from Overview or Designer), you can add any number of data entry fields from a simple, easy-to-use form.

Complete instructions on how to use Data Entry Fields is in the Zingtree FAQ here.

Other Enhancements

Several other improvements and fixes are in this update, including:

  • Update: Tree node search now includes tags in search (h/t Trey H.)
  • Update: Simplified Edit Node.
  • Update: “Hide from Agent Portal” no longer defaulted when creating a new tree. Also gives hint to check this if no trees found in Agent portal.
  • Update: Copy Node on node editors, no more “Save and Create Duplicate”
  • New: Can now edit two trees at the same time through Designer, or keep two tabs open for different trees.
  • Fix: Edit Tree Node now shows links to all trees in your organization.
  • Fix: Traffic Map report now shows tree node links. (h/t Ben C.)
  • Fix: email-session-info.php will now substitute #source# or #agent# in the link (link node fix) (h/t Craig)
  • Update: Simple overview only shows scoring variable if scoring is being used.
  • Update: Preview now substitutes #agent_name# for author name. (h/t Marlin)
  • Update: Email nodes now insert body of message into “Notes” form field, which can be viewed and exported from the Form Data report (for Holly B.)
  • Fix: Search results linking to a tree node no longer fail (Chrissie)
  • New: Can delete multiple nodes easily from Simple Overview (for Ben C.)
  • Fix: Last Opened in My Trees page is adjusted for the user’s time zone (h/t Elijah H.)
  • New: Button Clicks report has a View All option to see all nodes on one page (h/t Mike H.)
  • Fix: apostrophe’s in page title no longer messes up #taglist# link tracking (Chrissie)

Thanks again to everyone who suggested updates! I’m sure we may have forgotten a few of you.

As always, if you have a suggestion to make Zingtree work better for you, please share.

Form Fields: Decision Trees with Data Entry

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One of the most requested features for Zingtree interactive decision trees is to have the ability to collect key customer information from users while they are navigating your tree. So, we made it happen!

With Zingtree’s data entry feature, you can do things like…

  • Add form fields to your trees (text, list boxes, check boxes, radio buttons, dates and numbers).
  • Include form data dynamically in other parts of the tree (i.e. you can ask for a name in the first node, and have that name appear in other parts of the tree).
  • Export form data into any other system, including Help Desk or CRM applications.

For example, your decision trees can gather data like this:

Example Tree

Try the Form Fields and Data Entry Demo tree from the gallery. This will ask you for some information, echo it in other parts of the tree, and finally inject it into a standard HTML form.

How to Include Data Entry Fields in your Tree

Here’s how to add a Data Entry field to a node:
  1. Edit a question node from Overview or Designer.
  2. Click Add next to Data Entry Fields.

  3. A new Data Entry field dialog appears.  Select the type of data you want to collect, and enter a variable name and a label which the end-user will see.

  4. Select Required to make this field require an entry before proceeding.
  5. For radio buttons and list boxes, you can enter the option choices as well. If you are using scoring nodes, you can enter a score variable, and a score to assign to each choice.

  6. Click Add Field when finished.

 

Inserting Form Field Data into Other Parts of the Tree

Once the end-user adds data to a form field and then clicks a button, this data can appear anywhere in the tree’s content, question or title areas. The trick is to use the variable name, surrounded by # characters. For example, after adding a text input field named name,  insert text like this into a node to show the value of name:

Hello #name#! Welcome back.

The #name# part will be replaced with whatever was entered previously into the name field.

Injecting Zingtree Form Data into Other Systems

Once your form fields are set up and your tree is running, the entered data can be injected into any other form.  Here’s how to do it:

  1. Make sure the variable names in your Zingtree form match the variable names on the form you want to inject data into.
  2. When opening the URL for the destination form, make sure to include &session_id=#session# in the link URL.
  3. In the destination form, include this piece of code:
    <script id="zingtree_field_id" value="session_data" src="//zingtree.com/api/zingtree.js">
    </script>

When the destination form is opened, it will include the data from the Zingtree session in the fields that match.

The Form Fields and Data Entry gallery tree shows a full example. Click all the way through, and you’ll see an HTML page with Zingtree forms data present.

Misc Notes

  • The form fields button in the editor is not available in Designer. You’ll need to use Overview, Edit Node to access it.
  • Tech note: If you’re hand-coding the HTML for your forms, each form element must have a class of zt-data to be recognized and saved.

Any questions? Reach out to us at any time.

New Transition Effects: Fade and Slide

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Our customer Mike P.  is a graphic designer, and he suggested we add some special effects to our trees.  We thought this would be cool, and with a little research and a few days of coding, we’re happy to announce two new transition effects: Fade and Slide. You can also set a speed for each effect.

Here’s what the Fade effect looks like:

And here’s the Slide effect:

Here’s how to add these effects to your trees:

  1. Go to the Publish tool, and choose Advanced Options for either Zingtree Hosted or Embedded.
  2. Choose an effect and a speed from the menu:
  3. Try it!

Got any other ideas for special effects? Let us know!

P.S. Thanks Mike!

Managing a “Forest” of Decision Trees Using Tagging

As Zingtree is getting more and more larger companies as clients, we’ve received a lot of requests for being able to better manage a large library of trees. Some customers are planning on creating hundreds or even thousands of trees.  Our latest update makes it even easier to locate and organize large decision tree “forests.”

First Step: Tag Your Trees!

If you haven’t done so already, you should tag your trees. A tag is like a category – any tree can have multiple tags. This is the first step to being better organized.

To tag a tree:

  1. Start at My Trees, and select a tree.
  2. Go to the Settings tool.
  3. Enter a tag, or pick from a list of existing tags:
  4. Click Update Settings to save.

Locating Trees by Tag

Once you’ve tagged your trees, Zingtree has a few different ways to make it easy to stay organized:

  • For Authors: Filter your list of trees by tag in the My Trees tool.
  • For Authors: Use Tree Search to enter a list of tags to find trees that have any or all of the desired tags.
  • For Agents or End-Users: Authors can use new Macros to present a list of trees to an end-user that contain any or all tags in a list.

Authors: Filter by Tag in the My Trees Tool

When you use the My Trees tool, you’ll see an option at the top right for Has Tag. This contains a list of all the decision tree tags in use for your organization:

Select a tag, and you’ll see all the trees that have that tag.

Authors: Use Tree Search

For more powerful searching using tags, use the Search button in My TreesYou have four different search options. These two apply to tag matching:

  • Match Tree Tags (any): Enter a comma separated list of tags. The results return a list of trees that include any of the tags in the list.
  • Match Tree Tags (all):  Enter a comma separated list of tags. The results return a list of trees that include all of the tags in the list.

Using Macros to Present Lists of Trees by Tag

Inside the content area of any tree, you can insert a special macro to show all the trees in your organization that match any or all tags in a list. You can examine the Tree Tag Demo in the Zingtree Gallery to see how this is done.

The two macros you can insert into the content area are:

  • ##treetaglist-any: tags##
  • ##treetaglist-all: tags##

In the examples above, replace tags with a comma separated list of tags. treetaglist-any will return a list of trees that match any of the tags in the list.  treetaglist-all returns only those trees that contain all the tags in the list.

Examples:

#treetaglist-any: demo,gallery## – matches trees that are tagged with either demo or gallery.

#treetaglist-all: demo,gallery## – matches trees that are tagged with both demo and gallery.

Shortcut: When editing a node, you can insert these macros from the Templates editing tool in the Content editor:

Bonus: Dynamic Lists

When publishing a tree, if you add a tags= parameter to the tree URL, you can dynamically import the list of tags used by the tree macros.  Be sure to separate the tags with | characters. Example:

http://zingtree.com/host.php?style=panels&tree_id=287688184&tags=demo|gallery

Inside the tree, this macro will list trees that have tags that match ALL the tags in the passed-in tags= parameter:

##treetaglist-all:##

This macro will list  trees that have tags that match ANY tags in the passed-in tags= parameter:

##treetaglist-any:##

Node #6 from the Tree Tag Demo in the Zingtree Gallery shows how this is done. Try it!

Integrations: Dynamic Tree Lists by Passing Tags

Our customers Corey and John asked for a way to send a list of tags from their Help Desk system, and open a specific tree or show a list of matching trees. Here’s how to do it.

  1. Go to My Trees, and click Search.
  2. Use one of the tree tag searches.
  3. In the search results, click the Integration Link Template button at the bottom of the page.  This will show you a URL to use as the basis for linking from your Help Desk/CRM system to the Zingtree search.  You can add style parameters to this link from the Advanced Hosting Options page as well to ensure your trees appear with the desired look and feel.

Example:

This link is derived from a search in the Zingtree Gallery. The search, style and transition parameters are changed from the template example to customize the result.

http://zingtree.com/host-trees.php?jump=1&key=6a103737e44e4aa6e1e4b6b0bcb46f83&type=treetag-all&search=demo,gallery&style=panels&transition=fade

Credits

Thanks to Corey, John, Elise, Trey and a few others for sharing their tree management needs.  If you have a suggestion, comment, or question, please reach out and talk to us!