Zingtree Tags: customer information

Frictionless Data Collection: The Easiest Way to Get Customer Information Online

We really can’t emphasize enough how important customer data is — for any company in any industry. Gathering data from customers should be easy for them, and it should lead to accurate information for you. Without collecting key information, you can never truly understand your current and potential customers and their desires. How long do you think your company could survive without good data?

Frictionless Data Gathering

Interactive decision trees simplify the process of collecting information on any web page that customers land on first. Just by prompting customers to click a button in a decision tree, you’re collecting data!

Once you get customers engaged with a decision tree, they’ll be hooked. You can then ask for name and contact information using data entry fields. This data is easily sent to you via email, viewed with Zingtree’s reports, or exported into any database or CRM system. Zingtree can validate this data as well.

Case Study: Zingtree

We use this technique ourselves – the Zingtree “Request a Demo” button on our Contact Us page is an example that asks some questions, and then leads to this form:

Before our potential customers see this form, they have clicked some buttons to answer a few basic questions. And at the end of the process, we get an email with all of their information and can schedule a demo with the right expert. It’s an awesome source of leads for us.

The emails we receive at the end of the process look like this:

XYZ Corp requested a demo

Zingtree session data:

Q: I would like to:
A:  Request  a Demo
Q: Next:
A: Continue
Q: How will you be using the Zingtree decisions trees you build?
A: External Use
Q: Are you looking to integrate Zingtree with other applications?
A: Yes
Q: Next:
A: Continue
Q: Are you interested in self-hosting Zingtree?
A: No
Q: Next
A: Continue
Q: Finish:
A: Send Demo Request

score: 0 
zt_browser_language: en 
zt_browser: IE 
zt_country: United States 
zt_regionName: California 
zt_city: San Diego 
zt_zip: 92121 
zt_ip: 208.87.212.000 
zt_isp: Surfer
zt_org: surfer.com 
name: Jane  
company: Customer 
email: jane@xyzcorp.com 
contact_number: 8882121000 
integrations: Looking to retrieve all data points and button elections in a spreadsheet  
send_out: 1


Step 1: Build a Tree, and add a  Data Collection Form

Ready to put this technique to use?

First, engage your customers with some questions answered as button clicks in an interactive decision tree, and at the end of the process ask for more info via a form. It’s easy for customers, and they are providing you fantastically helpful data.

What needs are you filling? Depending on the goal, you’ll want to be collecting different customer information. You can even automatically gather customer location, language, region, browser and more.

Step 2: Refine and Distribute Data

Before you send or publish any decision trees with forms, be sure to check your writing. It’s an often overlooked aspect of surveys, questionnaires and other means of data collection, but contributes greatly to the value of the information gathered.

Step 3: Analyze and Verify Collected Information

If you’re collecting certain information such as a customer’s shipping address, email, or phone number, validating that information before putting it to use can save you a lot of time and money. Bad information wastes valuable resources! Our interactive decision trees allow you to validate information using built-in data cleansing.

When all is said and done, Zingtree’s analytics and reports or API will help you collect and analyse key data directly from your customers themselves.

 

Take a look at the Gallery for a more in-depth look at how data entry forms work in different scenarios. Any questions? Reach out to us anytime.

Validate Email and Phone Numbers in Decision Tree Data Entry

Besides address verification, Zingtree can also validate phone numbers and email addresses entered while collecting data in your decision trees. Since there’s nothing worse than missing an opportunity due to a typo, being able to ensure good clean data is now much easier.

Here’s a short animation that shows how it works:

Try it Yourself!

The Zingtree Gallery has demonstration trees for validation. Just enter a phone number or email, and move to the next field in the form. A validation status badge appears automatically.

Try the Email Validation Demo
Try the Phone Number Validation Demo

Both phone number validation and email validation work world-wide. If your are entering phone numbers for people outside of the USA, you’ll need to prefix them with a plus sign. USA numbers can be entered without a plus.

Setup

There are two steps to enabling validation:

  1. Using the Settings tool, configure your tree to validate phone numbers or email addresses.
  2. Use an email or phone field type in the data entry fields in your decision tree nodes.


How to set up your tree for Phone or Email validation:

  1. Go to My Trees, and select your tree.
  2. Click the Settings tool, and make sure Verify: Phone or Verify: Email is selected.

  3. Click Update Settings to save.
  4. Now, let’s add a phone or email data entry field to a node.
  5. From Overview, pick a question node to edit, and click the Edit Tool.
  6. Go to Data Entry Fields, and add an Email or Phone Number type field:

  7. Click Add Field, and then Save Changes to save your Node.

Please note: Using phone or email validation is an extra cost, usually $0.01 per lookup.

Tips and Tricks

  • When using validation, it’s best to make sure the phone or email field is the first field, or has at least one more field below it. The validation process doesn’t start until the cursor leaves the edit box, so if it’s the last field in the form the validation may never occur.
  • Once a field is validated, you can hover over the validation badge and get more information about the phone number or email address. Try it!

Summary

Now you have a great new tool to ensure you are getting good, clean data.

As always, if you like this feature, or have any comments or suggestions, please tell us!