Category Archives: Sales & Marketing

Marketing Case Study: Global Players

Here’s an example of how Zingtree’s interactive decision trees are helping to improve online marketing efforts in a real education abroad organization.

Global Players helps to place student-athletes in their perfect study-abroad fit, promoting awareness and cultural education as well as athletic endeavors around the world. As an organization growing in popularity, Global Players was in search of finding a streamlined, self-service way to placing students in their ideal location abroad.

Since adopting Zingtree’s solution to integrate their “Program Match” decision tree, Global Players has been able to place over 1,000 students so far, increased the likelihood of a visitor to contact the organization by 5 times, and more!

You can view the case study below, and open a PDF version here.

casestudy-global_players copy

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

This case study was originally published January 19, 2016.

Decision Trees for Sales Retail: Phoenix Bats Case Study

Phoenix Bats + Zingtree

Helping customers find and choose the right products in an interactive way

The Phoenix Bat Company has been crafting high-end baseball bats for over 20 years. Using only premium grade woods with the most advanced bat-making machine in the world, they deliver the most consistent and high-quality bats to their customers, including pro baseball players. With painstaking attention to detail and custom manufacturing, Phoenix Bats produces some of the best bats in the country.

Phoenix Bat’s Challenge

With customers at all skill levels and various requirements, visitors to the Phoenix Bats website were confused by the difficulty of researching and selecting the right bat for their needs. In search of a better solution, Phoenix Bats wanted to find an easy way for potential customers to find and select a wooden bat tailored to both the customers’ game and hitting style.

Zingtree’s Solution

Building a decision tree bat selector tool has enabled Phoenix Bats to guide customers to the baseball bat perfectly suited to their needs. With this interactive platform in place, customers are now able to quickly find a bat, leading to an increased conversion rate and improved sales. Phoenix Bats is also enhancing the end-user experience by using the Zingtree API.

“Without Zingtree, [our customers] would have to read through a number of different bat descriptions in order to figure out which bat is the best fit,” says Seth Cramer, General Manager and Co-Owner of Phoenix Bats. “Now, they get the answer in seconds.”

Key Statistics: 

  • 13 Trees: 13 decision trees in use
  • Lots of Bats Sold: Over 10,000 customers helped

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!

How to Simplify Lead Scoring and Qualification

Working at a startup or with a tight-knit sales team? Many smaller sales and marketing departments don’t necessarily have access to the same advanced tools and platforms that help large scale businesses identify which leads are worth the effort. And, as we all know, a business really can’t grow at a steady rate without ongoing interest from qualified leads.

According to MarketingSherpa, 61% of B2B marketers send all leads directly to sales, while only about 27% of those leads will actually be qualified to contact. Essentially, while the effort is there in terms of generating leads, marketers who pass along potentials to their sales departments without taking the time to qualify those leads are wasting a lot of time.

So, how do you streamline this often clunky process of qualifying leads? Luckily for startups and small businesses, there are affordable ways to get the job done quickly, so you can better keep up with the competition.

Using Decision Trees for Lead Qualification

You wouldn’t cold call an intern when you’re targeting upper management… would you? After generating new leads, whether it be through direct referrals, marketing efforts or some other channel, it’s critical to carefully select the best, most qualified leads for your specific market or industry.

Instead of blindly qualifying leads that may not be the best use of company time, create a simple decision tree that houses the ideal characteristics of each lead that comes in. After having leads identified, sales reps and marketers can quickly run through the standardized tree of questions and answers to see how qualified a potential customer is. By using a decision tree flow, or multiple trees, that address sales distribution, promotions and marketing efforts, and more key criteria, your small business can quickly identify the best leads of the bunch.

Setting Up Lead Scoring

Our decision tree platform also allows you to effectively score new leads based on their quality as a customer. With the Zingtree scoring feature, sales and marketing teams can assign a score (numeric value) to each answer as they go through a set of questions about that lead. Once having gone through the decision tree to properly score each lead, sales can later act upon the total score and reach out to those leads accordingly.

Here’s how to get set up:

1. Go to Overview > Edit Node and then click Edit Buttons to open the button editor.

2. Select Use Scoring, and enter a Score Variable Name that will be used to tally scores and branch on later.

3. Add your desired score values to button clicks in your lead qualification decision tree.

4. Add a new Logic Node, using This Tree > Add Node. In the Logic Node, specify which node appears next, and which to branch to, according to rules you create.

4. Link the last button click of your lead qualifying decision tree to the new Logic Node.

Go here for a live example of scoring in the Zingtree Gallery.

Want to learn more abut lead qualification with decision trees? Reach out today!

The Best Way to Evaluate Employee Performance

Productive and happy workers are at the center of every successful business. But, knowing how to properly and efficiently assess the performance of your employees can be a big task to handle.

> Does your employee understand the overarching goals of his or her role?

> Are they enjoying the work that they do, along with the environment?

> Is he or she meeting personal objectives and levels of development?

These kinds of questions are important to keep an eye on to ensure your company is on a consistently good track.

How to Easily Evaluate Employees

Zingtree allows you to create what we call ‘evaluations‘ that assign a score to each question answered within a tree, and later lets you act upon the total score. This powerful decision tree logic can be applied to tests, quizzes, training simulations, performance evaluations and more.

Integrating a relevant, easy to understand, employee-appropriate decision tree evaluation into your workplace is a great way to tap into your employees’ knowledge, progress and comfort levels.

Here’s how to build a tree with scoring:

1. Add a score value to each button click when designing your tree.

2. As the end-user goes through your tree, Zingtree keeps a running total of the score values of all buttons clicked.

3. When you’re ready to act upon the running total score, use a new “Score Branch Node”. From there, you can specify a range of score values which redirect to specific nodes.

Here’s a preview of what it looks like, but you can get a step-by-step right here:

Evaluating the performance of your employees is an ongoing task that should cover all areas of their work ethic, achievements, and other random areas depending on the role at hand.

By using Zingtree interactive decision trees customized to fit your organization’s employee evaluation needs, you’ll be well on your way to a standardized, efficient way to keep everyone on the right track and help identify internal issues.

See more examples of evaluations and more on the Zingtree Gallery.

3 Ways to Take Advantage of Decision Trees in Business

Decision trees for business can address a variety of problem-solving use cases. Since the beginning of Zingtree, we’ve helped 7,500+ organizations spanning geographic locations and industries to improve support and internal business processes, build powerful sales funnels and enhance productivity in a number of ways.

The intuitive question-and-answer style of a decision tree makes it simple for companies to improve efficiency, train new hires and evaluate staff, qualify the best leads, deliver amazing support experiences, and much more. Here are just some of the ways that taking advantage of intuitive decision trees can help businesses.

1. Lead Qualification

A business can’t grow, or succeed long-term, without continued interest from leads that are the most qualified for the market they serve; this is a well-known fact. After generating new leads for your business, it’s important to carefully select the cream of the crop, according to what your company is looking for in an ideal lead.

By putting these new leads into a decision tree based on the main characteristics of your ideal customer, any business can easily make sure that the most qualified leads are sent along to the right person. After all, the faster you can follow-up, the more potential for new business! For a decision tree to qualify leads, you should include a flow for proper sales distribution, content and promotions to best serve them, and more.

See an example in the Zingtree Gallery.

2. Training and Evaluation

Because Zingtree is such a powerful interactive tool, it is a prime resource for building and implementing training programs, simulations and evaluations. As with all training and evaluation programs, yours should be relevant to your company or the position, easily digestible, and appropriate to the employee involved – this is important if the training is to be integrated into workplace practices.

Once training is completed, it’s just as important to keep up with how they are doing, using evaluations to tap into their knowledge, progress and comfort levels. We’ve used Zingtree’s robust logic with a scoring system that can perform detailed evaluations, allowing you to add a value to each answer and later act upon the total weighted score. Explore our Gallery examples to preview existing decision trees for training and evaluations.

See an example in the Zingtree Gallery.

3. Customer Support

Interactive decision tree troubleshooters customized to fit your business needs are one of the most important extensions of your brand that can be implemented. Troubleshooter decision trees allow customers to follow a path of questions and answers that lead them to the most-likely solution, and are even more helpful for technical issues.

Companies that build interactive troubleshooters and FAQs into their customer service processes have seen an average of a 20% overall reduction in support costs!

See an example in the Zingtree Gallery.

Ready to improve your key business processes?

Get started with Zingtree!

4 Reasons Why Marketing & Sales Need to Adopt Decision Trees

You’ll often hear us talk about how decision trees can save contact centers and support managers valuable time and expended energy, but did you know that this interactive toolkit can also benefit those in the marketing and sales world?

With a simple question-and-answer flow, it becomes much easier for marketers and sales staff to boost their own productivity and efficiency, collect business-driving information and much more. Here are just a few of the ways that building decision trees can boost your game.

1. Streamline Lead Qualification

Every B2B marketer and sales staff is well-versed in the importance of lead generation and qualification for the continued health of a business – without new interest being cultivated, a company simply cannot grow.

Placing these leads into a robust decision tree based on key classifiers for your ideal customer ensures that the most qualified leads are quickly delivered to the right person, for faster and more accurate follow-up. Including the types of content, communications and promotions to best serve to these potential new consumers, along with the correct flow of distribution for proper sales resources, is a great way to enhance the lead qualification process overall.

2. Build & Optimize Sales Funnels

It’s incredibly important, in any business or industry vertical, to focus on the customer’s complete path to purchase; the sales funnel is, in essence, a decision tree looked at in a slightly altered way.

By designing your initial sales funnel (or any other process) in Zingtree prior to consumer use, you’ll quickly be able to spot and measure any inconsistencies or trouble areas through simple user testing. If your business or organization is struggling with their current sales funnel flow, creating and testing decision trees can vastly excel the improvement process.

3. Improve Procedural Standards

Following and improving corporate procedures, including procurement processes (acquiring or purchasing products/services from an external source), are another factor that should not be overlooked.

By using decision trees to build internal codifying systems, getting employees to follow corporate procedures, and continually optimizing these processes, any company can effectively boost these procedural standards.

4. Narrow Down Designs

Marketers are always serious when design is involved; after all, how something looks is directly related to how a consumer perceives a product or service offering!

Companies that use decision trees as part of a decision-making process can easily generate a Zingtree based on potential design (or copy) options to gather direct feedback on team preferences. Rather than communicating in longer form, a decision tree is ideal for collecting quantitative data to drive faster decisions.


Ready to get started? Sign up for a free trial or contact us to see how Zingtree can help improve your sales and marketing efforts.

Infographic: How People Use Zingtree Decision Trees

Below is a brand new infographic we created for our customers. We wanted to share how others are using Zingtree decision trees. If you’ve spent any time with Zingtree you’ll find it interesting.

Since sprouting in late 2013, we’ve helped over 7,500 organizations everywhere engage with customers, streamline support and business processes, build powerful sales funnels and more.

There’s a virtual forest of Zingtrees out there, and it’s growing every day. Have you planted your tree yet?

How to Get Great Data: Framing Quantitative Questions

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Services like Zingtree offer powerful, interactive tools for gathering data, but the programming behind the system you build with those tools is only half of what you need.

It takes an extremely well-thought-out and well-written flow of questions in order to gather great data correctly. How you write the questions presented in your decision tree or survey directly affects the data you receive, including its accurateness and effectiveness.

About Quantitative Questions

Decision tree questions that take a quantitative approach are;

  • Completely closed-ended
  • Generally very simple to select an answer for
  • Ideal if you are looking to collect hard stats or data in numbers

Do your customers think the product/service you offer is amazing, or just alright? Would they like it more if you charged less, or offered something additional? Quantitative questions will garner answers that provide you with objective data to make your business even better.

Zingtree also includes a distinctive scoring functionality, so you can build a sophisticated system that assigns numeric values to corresponding answer selections that you’ve predetermined — this allows for quick measurement and objective comparison.

Structuring Quantitative Questions

Quantitative questions follow a fairly standard format, typically starting with a “how” or “what” in order to gather information. Some very common ways to begin structuring your questions include:

  • What is/are…?
  • How many/much…?
  • What percentage…?
  • How often…?
  • To what extent…?

Because Zingtree allows users to select only ONE answer to move forward in a decision tree, you’ll need to be aware of every potential answer to include and gather the most accurate data.

When in doubt, take advantage of comments to gather feedback from your customers on which answers they would have selected, if given the option — this will allow you to continually optimize your decision trees to gather the best data possible.


Strategically constructing your decision trees and writing out your questions, answers and final solution paths according to standard quantitative framing will make things easier for you and your end-users. Customers will be able to understand and navigate more clearly to provide better answers, and you’ll gather amazing data from your key users!

Ready to change your business? Get started on your first decision tree.

A/B Testing with Zingtree Decision Trees


One of the most important capabilities of any online sales system is the ability to A/B test different offers and messages.

This can be extremely useful for sales oriented Contact Centers, as agents can be presented with different offers to try, and managers can see which offers are gaining the most traction. Zingtree offers an easy way to do this sort of testing with your decision tree-based scripts.

The key is to use Logic Nodes, and the A/B Test option, like so:

The A/B Test Demo in the Zingtree Gallery shows a simple example tree.

Step by step:

  1. Create a new Logic Node.
  2. Select the A/B test option.
  3. In the Logic Node, add the nodes that you want randomly selected.
  4. Click Save when finished.
  5. Link a button from any other node to this new A/B test node to start your test.

Thanks to Ben C. for the idea!

Using Decision Trees for Marketing


While a lot of our discussion here on the blog is focused on Zingtree as a tool for customer support, call centers, and self-help FAQ-style solutions — there’s an unlimited amount of uses for Zingtrees. Today, we’ll talk about using trees as marketing vehicles to better explain your product and engage potential customers.


Clicky Quizzes

If you’ve learned anything from the blatant excessiveness of online click-bait of quizzes, then you’re aware that they are a harmless and popular way to get people’s attention. Try creating a quiz-type formula to attract customers. For example, if you sell a range of products, simply get people to walk through “What ____ Fits You Best”. Using repeating nodes and multiple end-points to your products, you can entice a customer to go from general curiosity to purchasing in a snap!

Service / Product Tutorials

In the same way that you would use Zingtree to guide customers through support issues, you can lead new visitors through your services. By asking potential customers what they might find and experience with your product or service, you are assisting them to make an educated decision about how to spend their money or time… with you!

Feedback For Improvement

Sometimes your current customers are the best way to find out what is and isn’t working with your marketing efforts. By simply creating a multi-choice Zingtree, you can figure out how they heard about you, why they purchased, and general feedback on their experience. We always recommend looking into your Net Promoter Score for a good question template. As a marketing tool, finding your “promoter” strengths allows you to use the positive qualities in future advertising.

Testing Campaigns

Running a full marketing and advertising campaign can be risky when you’re first starting out. Making a tree to find out who responds to what creative and copy is a fantastic litmus test for launching that hilarious banner ad versus the serious commercial spot. Creating a tree to explore your options before you set that million dollar marketing budget shows where customers are likely to get the most out of your efforts.

Fun Overall!

Taking even the silliest subjects and themes to make them interesting and funny in a Zingtree is a great way to engage customers in a different way. It shows off your sense of humor and keeps them clicking through for more. Thanks to the added visual element, incorporating images are an especially helpful way to have fun. For a perfect example, see our Pet Rock Zingtree.

Let us know how you like to use Zingtree by reaching out to us. Or you can write to us through Facebook, or find us on Twitter.