Tag Archives: decision tree maker

Decision Trees for Sales: 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 game, training, and award 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!

It’s Wedding Season: What Kind of Gift Should You Buy?

Wedding season isn’t madness for just the future forever-couple — the pressure of being prepared just to attend a wedding is enough to make anyone stress out. While we can’t help you pick out what outfit to wear, or help you decide if you should wear your hair up or down for the main event, we have taken the time to scour the Internet in search of the perfect gifts for any type of couple.

Whether you were lucky enough to be invited to an online registry or not, we’ve got all of the best gifts to fit your budget and the newlyweds’ new lifestyle. Click through our decision tree below to find the right one!

Automatically Including Location Data in your Decision Trees

Zingtree can tell a lot about your end-users just by gleaning information from their browser. For example, you can determine their preferred language, and where they are located.  Zingtree gives you an option to collect this information, and use it in your decision trees.

For example, you can pre-fill a Zip code field in a Data Entry field, or use Logic Nodes to branch to a node depending on the end user’s language or country.

Using the Collect Location Data option in the Settings tool, you can gain access to the following information:

  • Language
  • City
  • State/Region
  • Country
  • Zip or Postcode
  • ISP
  • Origin/domain of server
  • User’s IP address

Getting Set Up

Adding this data to your Zingtree session is easy. Here’s how to do it:

  1. Select your tree, and go to the Settings tool.
  2. Select Collect Location Data.


    If you want to do this for ALL your trees, also click on all my trees. (You can disable enhanced data collection on all your trees in the same way.)

  3. Click Update Settings.

From now on, any sessions with your tree will also include these variables:

  • zt_language (The 2 letter code of the user’s preferred language. “en” is English.)
  • zt_country
  • zt_regionName (this is a USA state)
  • zt_city
  • zt_zip (also Postal Code)
  • zt_isp (the user’s Internet Service provider)
  • zt_org (the origin domain of the user.)
  • zt_ip (the user’s IP address.)

When you examine a session (like from the Sessions List report), you’ll see these variables as a part of your session, like this:

Got any cool uses for this? Let us know!

New Data Entry Form Updates and More

Besides turning Scoring Nodes into more powerful Logic Nodes, we’ve done a lot of little improvements and fixes in the last 30 days.  In particular, we’ve had a few requests for enhancing Data Entry capabilities.

Here’s what’s new:

  • New: Logic nodes
  • API: delete_form_data returns better error message if deleting already deleted form data (Jay H.)
  • Fix: Link nodes now wait for session data to save before linking out. Makes API calls from linked node work 100% reliably.
  • Fix: SSO URLs are now REST compliant (no & or ? characters) (Priya)
  • New: Added browser_language built-in variable (Eric J.)
  • Update: Logic node editor can set root node.
  • Update: Tree nodes can be set as root node (Chris P.)
  • Update: Only allows letters, numbers and underscores in tags. (Morgan A.)
  • Update: Edit Content Node shows advanced options by default if tags or any other advanced option is set (Bill Z.)
  • Update: Simple Overview shows node tags on each line (if they exist). (Bill Z.)
  • Update: Link nodes now show a “please wait” message, in case new page is slow to open. Also improves email-session-info.php experience.
  • Fix: No longer able to inadvertently create node #0 from Document Node editor. (James W.)
  • Update: Tree search (and search in Zingtree FAQ) now shows node title and tag matches first. This gives more relevant results for tree searches.
  • Fix: host-trees integration URL with a space in the agent name source= parameter now gives correct results (Juan C.).
  • Update: Create Tree for Excel, Sheets options now includes direct links to Excel, Sheets example files.
  • Fix: Blank lines in bulk agent submit no longer show an errant error message. (Allen J.)
  • Fix: removed extra white space at the bottom of embedded trees (Josh S.). (Requires getting new embed code.)
  • Fix: Now saves form data when jumping to a new tree and not continuing past the first node (Diana T.).
  • Fix: Session List CSV export now uses local time.
  • New: Session List (All Trees) Report (for Koltyn)
  • Fix: Agent feedback button didn’t show or work properly in embedded trees (Morgan).
  • Update: Button labels can now be 255 characters.
  • Update: Increased database performance by moving to SSD storage.
  • Fix: Now allows tags to be entered without having to press ENTER.
  • Update: Default tag choices that appear in tag list drop down in Settings, My Agents are from all agents and trees, and only from current organization.
  • New: Email and password field types now included in Data Entry Forms (Imran, Maximiliano)
  • Update: Now supports “required” option for radio buttons in data entry forms (Imran, Diana T.)
  • Fix: Tooltips now always appear
  •  Fix: Preview for authors with apostrophes in their name now works properly (Joe O’)
  • Fix: Nopermalink now gets passed as a parameter for host-trees.php (Jenn V.)
  • Fix: Uses https:// for hosting when going from https://zingtree.com/host-trees.php (Jenn V.)
  • Update: SSO restriction is set by default for new trees if SSO is set up for organization (Jenn V.)
  • Update: Better CSS for panels style tree rendering.
  • Update: Spaces in search parameters sent to host-trees.php turn into underscores so tag matching can work properly (Jenn V.)
  • Fix: Clicks and Usage report wasn’t showing true engagement due to using last click time.
  • Fix: Empty scoring variables no longer cause JS errors when rendering trees (Bob H.)
  • Fix: Emailed session transcripts from multi-tree sessions now get the proper questions before the tree jump (Travis A.)
  • Fix: Webhooks with no returned data no longer make JS errors while rendering tree (Bob H.)
  • Fix: Editing data entry fields – can now properly set Required attribute for multiline text fields (Bob H.)
  • Fix: Launching trees from host-trees.php now properly passes along agent name (Juan C.)
  • New: /api/get-history-data.php for use with updated Zendesk Support app
  • Update: Agent feedback now includes link to session transcript (Katheryn P.)
  • Update: Added last_click_time fields to get_session_data API call (Ricardo)

Phew!

As always, let us know if you have any suggestions, comments, or brilliant ideas!

Announcing Decision Trees with Logic Nodes

In order to make decision trees that can help solve real world problems, sometimes you need the ability to do more than just choose a path based upon a finite set of choices. For these reasons, we’ve introduced Logic Nodes into Zingtree.

In addition, we’ve found that many of our customer’s integrations are passing data variables into Zingtree, and there are situations where they would like to act on the value of those variables. Logic Nodes make this easy.

If you’re an existing Zingtree author, Logic Nodes replace Scoring Nodes from previous versions. Any tree that is using Scoring Nodes is automatically migrated to this new system, without losing any functionality or you having to do any updating of your trees.

Here’s How Logic Nodes Work

When you edit or create a Logic Node, you’ll see something like this:

Logic Nodes test the value of your Zingtree variables with a series of rules and jump to a node when a condition is met. The rules are applied in order, so once a rule condition is met, the node assigned to the rule opens next. You can also assign a default node to jump to in case no rules apply.

In the example above, if the variable fruit equals banana, then Zingtree will open node #8, the “Banana” node. If fruit is watermelon, then the default “Something Else” node opens.

About Variables

Variables can be numeric or text, and the comparisons work for either data type. You can bring variables into your trees in several ways:

Note: Your choice of variables is shown in a drop-down list. If Zingtree hasn’t encountered a variable yet in one of the above scenarios, then it won’t appear as an option.

Editing Rules

When editing your Logic Nodes, you can edit your rules as follows:

  • Reorder rules by dragging them up and down with this tool: Reorder Logic test
  • Delete a rule by clicking on this: Delete logic test
  • Select any existing variable from the Variables drop-down.
  • Select an operator (=, ≠, <, >, ≤, ≥ ).
  • Enter a value to perform the test upon.

You must also enter a default node to jump to if no conditions are met.

Conclusion

Zingtree Logic Nodes give your decision trees a bonus option for adding extra intelligence to your processes and troubleshooters. Do you have a cool application for Logic Nodes you’d like to share with us? Reach out and tell us your story!

Need a Creative Boost? Our Top Decision Tree Examples

Interactive decision trees can be incredibly powerful tools for technical support, troubleshooting, call centers, corporate procurement, purchasing and processing, scheduling, and so much more. The possibilities are endless for businesses, and even individuals, but it can often be a little difficult gathering the right inspiration to get started.

Our blog, gallery, website, and tutorials are full of decision tree examples to help you start off on the right path. In fact, we built our Gallery for exactly this purpose: To arm you with all of the tools and examples you might need. With the gallery, you can explore and examine decision trees to see how they are built for different functions, test out different themes and styles, and even duplicate existing decision trees so you don’t have to start from scratch.

We’ve hand-picked a few favorites to show just how dynamic these trees can be. Plus, we offer up some tips on customizing and personalizing decision trees to make them look and feel exactly how you want.

Great Decision Tree Examples

Basic Support Example

Click here to examine this decision tree example. 

Content Marketing Example

Click here to examine this decision tree example. 

HR Questionnaire Example

Click here to examine this decision tree example.

Personality Test Example

Click here to examine this decision tree example.

Appointment Scheduler Example

Click here to examine this decision tree example. 

Customizing Your Decision Trees

Personalizing and customizing decision trees is a fun way to inject a little character into your interactive experience. Once you’ve got those creative juices flowing, give some of these custom tweaks a try:

1. Use a Zingtree theme to mix and match different styles and colors.

2. Insert your own custom CSS to perfectly match your business or organization’s branding.

3. Add video, GIFs, and images to help support your questions, and add new visual elements to your decision trees.

4. Include icons (or even emojis) in your page titles and buttons.


Ready to get started? 

Check out the Zingtree Gallery for even more creative inspiration, and log in to work on your own. 

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 Logic 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 this 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!

Spring 2017 Decision Tree Updates

updates-blog2

In case you haven’t noticed, we’ve been busy improving Zingtree over the past six weeks. Aside from the new Single Sign-on and Dual use tree features, here are the other more subtle updates we’ve recently added into Zingtree:

  • Fix: No longer allows multiple feedback clicks on submit feedback button (Katheryn P.).
  • Update: AGENT_ and USER_ prefixes on buttons only show them in agent mode or end-user mode (Travis A.).
  • Update: Tag matching on trees (host-trees) now saves state for each tree clicked, shows marker if a session was started with that tree (for Jenn V.).
  • Update: Added nochrome=1 option to host-trees to show minimal tag matching results.
  • Fix: Using a tree node to launch a tree with a webhook in the starting node now runs webhook (Chrissie).
  • Update: Reports are now in author’s local time.
  • Update: Zendesk app version V9B now manages merge variables properly.
  • Update: Zendesk app gets ticket’s list box values instead of tags as merge variables to insert into agent scripts.
  • Fix: Form data report items now syncs with session list report (Diana T).
  • Fix: Session Matrix report now uses last click time for date ranges.
  • Fix: Scoring nodes no longer occasionally add a zero to scoring variables.
  • Fix: email-session-info script updated to handle some timing issues causing missing form data.
  • Update: Data Entry radio button fields now render using entire width of node, not half of width.
  • Fix: Date picker for subtrees works properly (Chrissie).
  • New: Sessions List has options to show first click/last click (Ricardo).
  • New: Sessions list report shows total time spent.
  • Update: Added Agent Portal Parameters option to pass custom URL values into agent portal trees (Chrissie).
  • Update: My Agents page now hides advanced options by default.
  • New: Server-side include example page.
  • Fix: Last click time in session data now always accurate (Ricardo).
  • Fix: Session form data reloads are now more reliable – fixes edge cases on timing errors (Ricardo).
  • Fix: New lines in Agent Feedback Comments now appear in emails, comment review pages (Katheryn P).
  • New: Tree Nodes and Link Nodes can now have tags (Morgan).
  • New: find_tree_sessions API (Chris P.).
  • Fix: Double quotes in session variables (via Zendesk) caused state not to get properly set (Ricardo).
  • New: API added find_agent_sessions as equivalent to original find_sessions. Makes better language since we added new find_tree_sessions API.
  • Update: get_session_data API call now includes “seq” in the path as click number (Chris P.).
  • Update: Form data, Session List reports now based off of “last click time” during a session, instead of start time (Ricardo).
  • Update: Session List report now shows an icon if the session includes form data.
  • Added demo for embedding with breadcrumbs in the container.
  • New: Import from Oracle Service Cloud XML in Create Tree.
  • Fix: FontAwesome icons updated to version 4.7 for Preview, Deploy.
  • Fix: FormData report and Session List report now use same time starting criterion.
  • Update: Added date_format option to hosting or embedded URLs to allow custom date formats in date picker (Chrissie, Jane).
  • Fix: Properly sends ampersands in subject line for email-session-info link node (Alok).
  • New: Can now see all feedback comments for a tree by clicking on comments bubble in My Trees (Guil).
  • Update: Date picker now uses user’s locale to format dates and show proper month names.
  • Fix: Emails with apostrophes now are able to be added to MailChimp lists.
  • Fix: Validates Tree IDs on spreadsheet import for tree nodes.
  • Fix: Now gets root node for tree imports as first node in list, even if not #1 (Katie).
  • Update: Zendesk agent scripting: tags prefixed with “perm_” are never removed from Zendesk once added (Jamel).

Thanks to all of our hard-core authors for suggesting most of these updates.

Got a suggestion or a great idea?  Let us know!

Avangate Startup Interview: Let’s Talk About Zingtree

Recently, our fearless leader, Bill Dettering, sat down with Avangate to talk about the ins and outs of what makes Zingtree such an effective SaaS tool. Check out some of the highlights from the interview below, and check out the entire thing on the Avangate blog!


Q1: Please tell us a bit about Zingtree. When and how did the company get started?

Zingtree was first sprouted in late 2013 by Tom Mayes and myself, the founders of Applian Technologies. We were seeing a lot of inefficiency in supporting Applian’s software products, and as such the first Zingtree-like troubleshooters were hard coded into the support path. After seeing a big reduction in support emails, we knew we had a winner, and so Zingtree was started.

Seven months later, the embedded troubleshooter concept was turned into a toolkit that anyone could use. With lots of testing and feedback, the Visual Designer and Content tools came to life, reporting was added, and Zingtree was ready to branch out to real customers. Since releasing, we’ve had a lot of interest from companies operating Call Centers, so we’ve gradually built more live support options into the product.

Q2: Meeting a real business need you’ve experienced firsthand gives you a major advantage. 

What does Zingtree do differently from alternatives in the market?

Incredibly, there are very few alternatives in our space, especially when the need for a product like Zingtree is so obvious. Technically, we offer unique features like “subtrees,” which allow decision tree publishers to easily reuse content across multiple knowledge areas. Our customization options are advanced as well.

Our experience in operating a B2C company for 20 years gives us an advantage in making Zingtree – a B2B company – incredibly accessible – our site has numerous example trees, and a prospective customer can try all of the tools and use the trees without even having to sign up for an account. It’s interesting when we demo for large companies, and they ask about “training.” We chuckle and tell them this has never been necessary since Zingtree is designed to be easy to use.

Our pricing model is also unique, in that it’s built around “pay for what you use.” Our confidence in Zingtree is really high, so we can offer this sort of value proposition to our customers and keep a profitable business model.

Keep reading the interview right here >>

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