Tag Archives: decision tree maker

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!

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

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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.

auto-arrange-1

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!

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!

Making Dynamic Data Collection Forms

YouAsked

One of our larger customers requested the ability to make a list box that can change depending upon a selection made previously while using a decision tree. If you are doing data collection, this can really simplify things for your end-users.

Demo

For a demo, we’ve built a tree that asks you to select a state in the USA, and from there shows a list of cities in that state.  You can try the demo here.

Setup Overview

This tree uses Zingtree Webhooks. Here’s how we built it:

  1. We created a PHP script for our state-to-city list box generator. This script receives a state code, and returns JSON with a variable called pick_a_city that contains an HTML list box to pick a city in that state. This will be the Webhook URL. It looks like this:
    https://zingtree.com/demo/get-cities-from-state.php?state=#state#

    Substitute #state# with the 2 letter abbreviation for your state to see the results, or just use this example for Alaska.

  2. We created a new Webhook called “City/State Lookup” (under Account > My Apps) with the URL in step 1.

  3. The first node contains a list box with all of the states. The selection is stored to a variable named state. The only button in this node goes to node #2. The end-user view for node #1 looks like this:

  4. Node #2 calls the Webhook we created with the state variable from node #1. The Webhook returns HTML for a list box that replaces a placeholder in node #2 called #pick_a_city#. Here’s the content area for node #2:

    Under Advanced Options, we tell node #2 to send a message to our City/State Lookup Webhook before it loads, like this:

Source Code

  • You can see the entire tree here.
  • The PHP source code for the Webhook URL script is here.
  • The URL for the Webhook is:
    https://zingtree.com/demo/get-cities-from-state.php?state=#state#

Need More Info?

Questions or suggestions? Just holler!

Our Top Zingtree Updates to Start 2017

Untitled design-7

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!

Live Chat Integration: Intercom and Zingtree

z-integrations-blog

Live chat is an incredibly useful way to connect to our customers, both for offering support and for getting insights into new product ideas we may never have thought of ourselves. We are happily using Intercom, which allows us to track chat and email conversations with each customer.

For technical inquiries, we use Zingtree Data Entry forms to get the tree ID, node and URL of any problem reports. To save our customers some typing, and make it faster for us to answer questions, we’ve built our own Contact page using Zingtree. For technical and sales inquiries, the decision tree leads to an end point that opens Intercom chat, with information about the problem already pre-populated.

Once you submit a technical question, here’s what appears in Intercom:

Intercom chat with Zingtree

Demos:

Requirements:

  • Your tree must be embedded on your site.
  • You need to have the Intercom chat client in place on the page that contains your tree.

How to open an Intercom chat session, and include the Zingtree transcript and data entry:

  1. Go to Overview.
  2. Edit the node you want to trigger the chat, and  set the Parent Action to Intercom: New: #session#.When a customer lands on this node, this Parent Action is triggered.
  3. On the hosting page, include this script before the </body> tag:
    <script src="//zingtree.com/api/chat/intercom.js"></script>

It’s that easy!

Source Code:

From the Zingtree Gallery, you can see two examples:

How To: Backup and Save Your Zingtrees

Building things take time, crafting them into exactly what you want isn’t always easy, and having a backup is mandatory in technology. We understand the necessity to have a certain level of control over the information within the decision trees you build.

If you’re ever worried about losing your place during creation, unsure about new edits, or uneasy about the state of the collected data in your Zingtree, we built the functionality to save a backup. For teams working through multiple decision tree variations for reference and cross-examination, backing up is a great way to save your work and collaborate on different versions.

Backing up your decision tree:

Having a backup (or multiple backups) of your decision trees is simple, because it’s already done for you! With the Snapshots tool, you can easily navigate to every past version of a Zingtree.

To access this capability, go to More Tools after selecting your tree, then Snapshots.

Exporting your decision tree:

1. Login to your account and go to My Trees.

2. Select the tree you want to export and save.

3. Click on the “More Tools” button, then Export to File.

4. Your decision tree will automatically be exported to your computer.


Need more help? Just ask our resident decision tree experts!

Terminology: Understanding Your Decision Trees Pt. 4

Understanding how our Zingtree interactive decision trees work on a fundamental level can help you generate more effective trees to fit your needs. If you’re new, or just curious, our glossary of basic terms and phrases will help you understand how Zingtree works.


A/B Testing

Split testing different messages, offers and more is critical to any online sales system (including contact centers), and can be incredibly helpful for other departments and teams (including marketing). We developed a way to use Scoring Nodes in Zingtree to perform powerful A/B testing that helps you optimize your trees continuously.

Agent Portal

The Zingtree Agent Portal is a one-stop location for your Contact Center agents to access all of the customized, interactive support scripts in your organization. From the Portal, support agents can also see script and communication histories, send direct feedback based on specific decision trees / nodes, and more.

Breadcrumbs

In the same family as our History feature, Breadcrumbs show the sequence of node titles that appeared throughout the entire exploration of the decision tree. With both options, you can simply click on a link and it will lead you back to any previous node.

Exporting

We understand that our users want complete control of the input and output of information in their decision trees. For this reason, we allowed easy exporting directly from your account so that you can save decision trees as an XML file on your computer. Just go to My Trees and select the tree, then More Tools, then Export to File.

History

The small, but mighty History feature allows you to see every single step you, or your end-user, took while navigating through your decision tree. This is incredibly helpful for any type of Zingtree user to see an overview of the journey itself. 

Integrations

We built Zingtree to play nicely with other useful tools to allow you to be as flexible as possible with your decision trees, as well as the information that is collected from them. You can check out all of our apps, plugins and integrations from the Zingtree Integrations page on our website, including: Slack, WordPress, Salesforce, Freshdesk, Zopim and more.

IP Filtering

Using CIDR notation, Zingtree allows you to add a series of IP addresses as restricted “white lists” for security purposes. This means that any request coming from outside the range you designate will be denied access to your decision tree. If you opt-out of restricting access, anyone can easily view your tree. 

Webhooks

Zingtree’s data exchange feature makes use of Webhooks with JSON formatted data to to send and receive certain data from your decision trees.

Once you add the webhook you want to your organization’s apps and include a call to the webhook in a node within your decision tree, the call is executed when that node is visited. Any JSON variables that are returned by the call automatically become Zingtree variables.


Stay tuned for Part 5 of our Terminology series and check out previous posts right here. If you have any questions, please contact the team!

Update: Multiple Scoring Variables, Speed Enhancements and More

YouAsked

This week’s update has actually taken a bit longer than a week to release, as we’ve done one major improvement, and a few smaller enhancements.

The big news is that you can now have Scoring Nodes use more than one variable. Look for a new Scoring Variable Name field when editing question or scoring nodes via Overview, Edit Node. An article on this new feature is coming tomorrow.

Other enhancements:

  • Update: Rendered trees are cached for speed improvement.
  • Update: My Trees shows tree tags in list.
  • Bug fix: Adding oneself as a collaborator now gives warning message and is disallowed.
  • Update: Entering a new variable with # characters using content editor now deletes the # characters.
  • New: Checkboxes and Radio Buttons can add to score.
  • Bug fix: Webhook app name now appears properly in Overview: Simple.
  • Bug fix: Deleting an App message via Edit Node now works properly.
  • Update: Enhanced session matrix report.
  • Bug Fix: Designer now properly saves A/B test state in Scoring Nodes

Several customers inspired us to do these updates. Let us know if you have an idea or suggestion to make Zingtree even better for you!