Category Archives: Use Cases

How to Create a Survey with Decision Trees

By nature, decision trees are powerful tools to showcase each “decision” along with its potential outcome. While already a recognized and respected way to create interactive guides, how-tos, and troubleshooters, decision trees are also a skillful platform for building, publishing and collecting survey data from both customers and internal employees.

Why Use Decision Trees for Surveys?

The general goal of a survey is to classify a population (who you are surveying) into complete sets, depending on their recorded responses. In this light, you can both represent the survey as a descriptive or analytical tool using a decision tree platform — it’s all narrowed down to the framing of the language used and in-depth paths created.

Better than common or commercial survey platforms, decision trees are ideal for creating these complex paths in a simple-to-follow format, so you never get lost during the building process. Additionally, decision trees make it easy to:

1. Build and implement surveys for recurring needs. 

Collecting information early and often is key when it comes to improving a business or organization. Decision trees are perfect for recurring surveys:

  • HR and internal surveys
  • NPS and customer satisfaction surveys
  • Market research surveys
  • Customer feedback surveys

For example, we use decision tree surveys for gathering information in a technical support request, and for when customers request demos. A little bit of background information goes a long way.

2. Include key information and helpful media. 

Depending on the survey at hand, it can be useful to embed documentation and/or visual media to help convey information better. Using visuals like photos, graphics, and GIFs, and adding relevant videos to your survey questions is a great way to communicate clear instructions and background information within little space.

3. Use logic to jump around complex paths.

Decision trees were built to simplify complex situations, including the complicated logic jumps and survey paths that can arise when collecting information. Our multiple survey building tools (shown below) make it easy to create and visualize the survey paths, end-results, and any missed connections within the logic itself. Plus, you can start building in a spreadsheet if that’s easier to wrap your head around initially.

4. Perform A/B testing and optimize results. 

To get the most from your survey, you’ll need to perform A/B testing on areas such as how your survey questions are written, the medium from which the surveys are sent, and how many questions are included. Using Zingtree scoring nodes, you can easily A/B test surveys and determine which options are getting the most traction.

5. Customize with themes and branded CSS. 

Having a seamless look-and-feel with your own company or organization’s branding is important to how a survey is received by customers. Zingtree allows you to import your own custom CSS file to fit the design you want perfectly or choose from a selection of decision tree themes to mix and match color and style possibilities.

6. Embed surveys anywhere you need them.

Once you’ve created a survey using Zingtree, you can easily publish and distribute it through several ways. Have a web page or WordPress-hosted site you need a survey embedded on? You can do that. Need us to host a survey that you can quickly link your customers to? You can do that, too.

Getting Started: Building Your Survey

Creating a survey is easy with our toolkit, offering 3 easy-to-use options for creation.

The Wizard: The interface walks you through the decision tree building process while you provide the questions (and answers) that your end-users will see and navigate through.

The Designer: Draw out a decision tree on one screen, where you’ll be able to create the nodes and their connections to see exactly how the tree will flow.

Overview: A form-based option for creating one node at a time that consists of tools for refining your decision trees – perfect for content-heavy surveys.

Check out a real live decision tree example, showcasing a basic customer satisfaction survey template:


Zingtree makes it easy to build surveys, as well as question & answer style troubleshooters, scripts, sales filters and more to satisfy your customers, your agents and your business needs.

Contact us to learn more or get started today!

Zendesk Decision Tree Support App: Version 4

zendesk_zingtree-BLOG@2x

Travis A., who is implementing Zingtree for a video technology company, was keen on using Zingtree to try to reduce his team’s support ticket load. He also needed to import a synopsis of the Zingtree session data into his Zendesk tickets so his tech support people could get some time-saving background information.

Travis wanted to emphasize the condensed Q&A part of the session. Done!

Here’s the new look of the Zendesk Decision Tree Support app:

Here’s what’s new in the Zendesk Support App, version 4:

  • The Q&A view is now the default.
  • Any “back” or “restart” button clicks no longer show in Q&A view.
  • The answers clicked are highlighted, so it’s easy for a support person to see where the customer went at a glance.

You can download the latest Zingtree Decision Tree Support app for Zendesk here.

Need help installing the app? Instructions are here.

Travis' photo
This is Travis.

Thank you, Travis, for the awesome suggestions!

Smart Decision Tree Powered Scheduling for Healthcare

Have you ever scheduled a medical visit with a clinic, only to find that the doctor you were paired with was the wrong specialist for your condition?

This was happening too often for the Spokane Ear Nose and Throat clinic, making patients unhappy, and wasting valuable doctor time. This happens all over the world in hospitals, clinics, and large medical practices. To solve this problem, Spokane ENT created a pre-diagnostic and appointment medical scheduling decision tree with Zingtree that their schedulers now use when a patient calls in to set up a visit; their medical office is now more productive and efficient than ever.

In order to deliver quality medical care, and keep patients and staff happy while maintaining profitability, it’s critical to develop a smart scheduling system. For this reason, introducing an updated process with Zingtree’s interactive decision trees is an intelligent, efficient way to get patients paired with the right doctor the first time.

Simplify Scheduling

Healthcare facilities have a need for a more optimized process of scheduling patient appointments. Clinics can provide an online scheduling tool allows patients to quickly and easily schedule appointments from their desktop or mobile device — anywhere and anytime — without the need to pick up the phone and connect to an operator.

On the operator and physician side, a lot of time is saved that would otherwise be spent taking calls and correctly routing a patient to the medical department they need. Using decision trees for scheduling appointments lets clinics automatically set patient visits depending on key criteria such as:

  • Level of urgency
  • Amount of complexity
  • Anticipated length of appointment
  • Required specialty

Pre-Diagnose Patients

Medical diagnosis is, in itself, a complex troubleshooting process that requires patients and physicians to work together. Interactive decision trees that act as diagnostic schedulers can also integrate critical medical triage questions; by asking a few pointed questions and follow-ups, a medical professional can more quickly narrow the possibilities of what’s affecting a patient and rule out any certain healthcare scenarios.

This symptom checker functionality within a scheduling script allows practices to simultaneously set up an appointment and intelligently pre-diagnose, so that medical professionals can gather information ahead of time and patients can more easily be scheduled with the right specialist – a huge time-saver for everyone involved.

Streamline Care

By saving time through a better, more streamlined medical scheduling and pre-diagnosis system, patients are automatically set up for receiving faster and more personalized healthcare. For clinics with multiple locations or larger hospital networks, this is even more beneficial; setting up every care center with the same system provides agents with a single, seamless scheduler tool.

Zingtree offers the kind of standardization and customization to help medical facilities in different geographic areas stay on track with one another, as well as provide a warm and professional environment for patients to get what they need as soon as possible. And as we all know, better and faster care leads to happier and healthier patients overall.


See the Zingtree Gallery for decision tree examples for all kinds of uses.

Ready to set up a Zingtree decision tree for your medical practice? Contact us with any questions, or get started today.

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!

Procurement Case Study: Philip Morris International

Philip Morris International + Zingtree

Streamlining complex operations processes in an interactive environment

Philip Morris International is the world’s leading global tobacco company, representing six of the world’s top international brands that span more than 180 markets. Largely focused on Research & Development, the company employs over 400 dedicated scientists, engineers, and technicians who work to develop less harmful alternatives to cigarettes.

P.M.I.’s Challenge

With the highly-regulated environment of R&D, strict guidelines for every process is necessary to mitigate risk and reduce error. PMI recognized a need to have clear, guided solution to ensure that every procurement was handled efficiently and accurately, without implementing a cumbersome system for employees to navigate.

Zingtree’s Solution

Interactive decision trees have allowed PMI to automate complicated procurement processes that follow stringent company regulations. By using standardized trees, the organization has minimized the risk of error while at the same time streamlining efficiency and reducing stress for their employees.

“Structured decision trees lead to increased efficiency, avoid constant repetition of efforts and also lead the users to increased autonomy and consciousness,” says Olivier Raffi, R&D Manager at Philip Morris International. “This type of automation allows free time and extended availability to deal with complex conditions with less time stressed support teams.”

About Zingtree

Zingtree is the most user-friendly, business-ready 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.

View the full Philip Morris International + Zingtree case study and download the PDF here


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

Must-Have Support Tools for a Successful Startup

support tools for startups

Often strapped for time and funding, small businesses and startups can be faced with a difficult decision — how do we spend our resources and manpower on our product, website, marketing, and customer relationships equally? Having a well-rounded customer support strategy isn’t always easy to keep up with. However, taking the time to make the right optimizations to your support system will help you retain customers, gather more helpful feedback for your growing company, and keep everyone happy.

Who says startups can’t offer an exceptional customer service experience? Here are our favorite customer support tools to help you make the most of your service.

Intercom

Having a live chat support functionality built into your website is an incredibly useful way to connect with customers who have any questions or issues to address. As a small business ourselves, we love using Intercom because it allows us to automatically track both chat and email interactions with each customer, as well as provide completely personalized one-on-one support.

The convenience factor can be huge in a customers’ decision to either get help or quit using your product/service. Intercom allows small businesses and startups of all sizes to engage with customers quickly and directly, without taking out a lot of time in the normal work day.

Bonus Tip: Link up Intercom with Zingtree to get background information from your customers before you start a live chat.

Zendesk

Everyone’s favorite support software earned the title for good reason. Zendesk provides a cloud-based customer service platform that’s been specifically designed to bring businesses and customers together, having all conversations and support requests centralized, searchable and totally organized.

There’s often not a lot of time in a day for startup workers to evaluate new software, but finding the right kind of CRM is important to scale. Developing a hyper-efficient CRM process can take a little time to prepare, but is guaranteed to help you build and maintain great relationships with people.

Bonus Tip: Integrate Zendesk with Zingtree to give customers a decision tree for self-solving, or allow them to submit a Zendesk ticket with their full tree history if they can’t find a solution.

Zingtree

Online knowledge bases and FAQs are a must-have for any startup or small business. But, customers searching for specific answers or step-by-step solutions to a technical issue, these knowledge bases of articles can be intimidating and frustrating. Zingtree allows you to create customized, interactive decision trees and troubleshooters to provide always-available, guided help to your customers.

Our platform lets you add visuals like GIFs and videos to provide more context, and has publishing tools to let you embed your trees into WordPress or any other website page for seamless integration with your existing online presence. Plus, you can gather feedback through comments to make optimizations even easier.

Bonus Tip: We integrate with a ton of other helpful tools and apps for startups and small businesses, so you can easily link up and share information between platforms.

Twitter

More than just a social media platform or means of distributing your business’ content, Twitter is an incredibly helpful medium for basic support communications. So many consumers are turning to the ease and accessibility of social media to share issues and ask questions, and startups can offer up ultra-fast, bite-sized responses to solve problems through replies and more lengthy direct messages.

Not just for the youngsters anymore, adults of many ages are now using Twitter to keep up with their interests, as well as brands they love. It’s free, fast, personalized enough to please consumers, and simple enough for even the smallest of startups to lend resources to.

Bonus Tip: We’re also on Twitter – follow us and ask us anything!

Grasshopper

Sometimes customers just want a direct line, straight to the source of the information. For startups working with the elderly, those with poorly-functioning Internet, or otherwise technically-challenged customers, having a phone can be a huge benefit. Grasshopper allows you to make a new business-only line from your own personal cell phone, so you can easily field questions anywhere, anytime.

Perfect for startups with remote (or distributed) teams like us, Grasshopper is a cool way to stay in contact with customers while keeping your existing number, and even allows you to send texts through your business number to work through things with clients and customers on-the-go.


Ready to help make your startup even more customer-friendly? Get a free Zingtree account today

The Ultimate Online Decision Tree Maker for Any Need

A decision tree maker is the best tool for simplifying complicated processes, including those frequently faced in customer support, technical troubleshooting, sales optimization, training, program enrollment, and communications, to name a few. Presented in a customized, standardized, and completely interactive environment, decision trees have the potential to make a huge impact on the efficiency and effectiveness of any business or organization.

Zingtree is an online decision tree maker that allows you to quickly build, customize and publish interactive decision trees online, and comes fully-loaded with real-time analytics and reports.

How to Use Zingtree’s Decision Tree Maker

Our powerful decision tree maker toolkit allows you to create trees in a few unique ways:

1. Start from Spreadsheets

Easily draft and import any Google Sheets or Excel document into Zingtree and turn it into a decision tree. Once imported, you can enhance using powerful editing tools that offer more decision tree-related functionality than spreadsheets alone.

2. Draw It out With Designer

Designer lets you easily “draw” a decision tree. On a single display, you’ll be able to view and create the nodes and pathways for your decision tree and see exactly how it’ll flow.

Watch the Designer tutorial video here.

3. Quickly Create Using Wizard

Wizard builds a tree through prompts, using a form-based approach. The tool walks you through how to make a decision tree, while you input the questions and answers.

Watch the Wizard tutorial video here.

4. Build From Scratch With Overview

Overview is a form-based option for creating trees node-by-node. The editor has tools for refining to perfection and is ideal for content-rich decision trees.

Watch the Overview tutorial video here.

No matter the method, here’s an example of how your decision tree will look:

Tips for Great Decision Trees

Basic decision trees can always get the job done, but with a little bit of added effort, you can gather amazing data, as well as really blend into your company brand or personality.

Need more help getting started? Have a question? Want more tips? We’re always here for you

Educational Decision Tree Case Study: Lego League + Zingtree

FIRST LEGO League Team “Loading…” + Zingtree

Grade school students use decision trees to bring science to life with LEGO

Each year, FIRST LEGO League releases a challenge based on a real-world scientific topic. Teams of up to ten children, with at least one adult coach, participate by programming an autonomous robot to score points on a themed playing field, developing a solution to a problem they have identified all guided by the FIRST LEGO League Core Values.

Teams may then attend an official tournament to compete on a regional level – it’s one of the most creative and tech-friendly events that exists for kids today.

The Challenge

This year’s theme was “Animal Allies,” wherein the students sought to find a way to help animals and humans live better together. The innovative Loading… FLL Team from Minneapolis, comprised of six amazing child-engineers and two helpful adults, tackled the problem of owners not being able to care for their pet before they commit to the well-being of adopting an animal.

Zingtree’s Solution

Creating an interactive decision tree provided Loading… with the perfect platform to guide potential pet owners through the process of adopting an animal, and what pet would be the right fit.

“Zingtree had setup tutorials as well, which made making a pet decision tree all the much easier. We found that it was an easy to use, easy to edit decision maker that allowed many options. Overall, Zingtree was a great tool that made our app making successful and fast.”  

The Loading… team took their hands-on science efforts to tournament this year, thanks to their very own FIRST LEGO League decision tree.


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.

View the full Lego League + Zingtree case study and download the PDF here


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

Decision Trees for Business: How to Streamline Procurement

Having a well-defined, charted procurement process is vital for company operations in any industry to run smoothly. The proper purchasing of necessary materials can often mean the difference between a successful company and one that ultimately falls due to unsustainable costs or purchasing delays.

For Zingtree customer Phillip Morris International (PMI), standardizing procurement with decision trees has helped keep costs in line and the process consistent for many disparate departments. Anyone buying anything at PMI can now adhere to the company-approved process. This results in employees getting the tools they need faster and more efficiently.

Optimizing the Procurement Process

Is procurement working effectively to support your company’s over-arching strategy?

Without the proper processes set in motion, your organization may be losing out on a lot of revenue and opportunity for growth. And, while the entire process of making an inefficient procurement system better may be complicated, and ultimately take time for decision-makers to come around to, there are platforms to help simplify and understand. After revisiting current processes and looping in the necessary departments, selecting the right kind of technology is key in the optimization process.

Without a mature, strategic procurement function to influence, control and report on organizational spending, it is impossible for a business to fully leverage its total purchasing power and create the value and service levels required from third party suppliers.” – PwC

Structure, sequence and regular analysis are crucial for an effective procurement process. For PMI, using Zingtree decision trees to guide the procurement process has proven to be an enormous help, allowing buyers to follow complicated processes in a lean, interactive environment that greatly reduces the risk of human error.

Balancing complexity and control with ease, PMI’s decision trees have automated processes with a clearly-defined and company-compliant approach. Plus, management now has real-time usage data to assist in further optimization. By utilizing a guided process of procurement internally, any business can standardize best practices to ensure that every purchase process is handled exactly the way it needs to be.

Ready to start streamlining your procurement, or other business processes? Please get in touch with us!

The Best Ways to Make Customer Support Profitable

To the untrained eye, customer support is merely a means of communication and troubleshooting. Experts and strategic decision-makers, however, have seen the incredible impact that customer service can have in all areas of business — including improving revenue.

Your success as an organization relies on providing an exceptional experience throughout the entire purchase and post-purchase process; it’s so much more than just offering a support system. At Zingtree, having great support has been key to our success. In spite of the fact we have lots of information in the form of decision trees, articles, and our FAQ, over 90% of our new customers have interacted with us via email, chat or voice.

What it takes to actually deliver excellent customer service is simple: put your customers at the center of your business initiatives and take them into consideration before any decision is made. Once you figure out how to implement this magic formula into your day-to-day processes, you’ll be well on your way to making customer support a major profit-generator.

The Real Value of Customer Support

Heard any customer support horror stories recently? Poor interactions with customers happen more often than you’d think, and they have a direct negative effect on your annual revenue. According to a Gartner study, as much as 86% of consumers quit doing business with a company completely because of a single bad customer experience, and 51% said they would only try to reach support once before giving up on a purchase. These statistics in mind, your margin of error is incredibly small.

On the positive side of things, however, great customer support leads to a direct increase in annual revenue. So, if you can focus on how to make customer service better (for both your customers and representatives), you’ll be opening your doors to even more potential sales. Research from the Harvard Business Review has shown that “not only it is possible to quantify the impact of customer experience — but the effects are huge.”

After looking at two separate companies with different revenue models, and comparing customer feedback with data on future spending by customers, HBR found that “after controlling for other factors that drive repeat purchases in the transaction-based business (for example, how often the customer needs the type of goods and services that the company sells), customers who had the best past experiences spend 140% more compared to those who had the poorest past experience.”

In our own experience working with industry-spanning organizations large and small, we’ve also seen the effect that amazing customer support can have in all other areas of business; in fact, it’s a big reason why we started Zingtree to streamline the support process. So now that you understand the possibilities, what are some simple ways to improve support and make customer service more profitable?

Show Empathy & Understanding

At the end of the day, your customers are humans. Showing compassion for their problems, and taking the time to really understand the areas of disconnect, can go miles for brand loyalty. Put the customer first always, and bend the rules when and if you can — your customer will give your company extra kudos for being flexible, and will more than likely come back again and again.

Display Multi-Channel Support

What kind of documentation do customers expect? Knowledge base articles, tutorial and demo videos, blog posts, and live agent chats are just a select few different channels of support that many people search for. Offering multiple channels of support is the only way to discover the channels you truly need, versus the ones that may be more of a “nice-to-have.” With this information under your belt, it’s easy to remain in contact with your customers, as well as to weed out and remove the unnecessary support channels to save time and money.

Have a Fast Response Time

If you have a complex product or service or don’t have all of the available knowledge base material available online, chances are that customers will want to get in touch. Self-service support can only go so far with certain issues, so it’s incredibly important to offer other ways to talk to a representative; be it through live chat, a phone call or simple back-and-forth email communication.

Hire the Best People (And Train Them Well)

It may seem obvious, but it’s worth repeating: amazing customer service agents with exceptional training is absolutely necessary for a successful customer support strategy. And, the better your representatives are at helping customers, the more likely those customers are to make additional purchases! By taking the time to hire great people, and training them with the proper technical and soft skills, you’ll set up your support department to bring in more revenue than you thought possible.


Ready to get more from your customer support? Sign up or log in and start your first interactive decision tree!