Zingtree Tags: decision tree sessions

Upload File Attachments into Decision Tree Sessions

Many customers have asked for a way to include file uploads as a part of a Zingtree decision tree session. Some use cases include:

  • Attaching a screenshot.
  • Including a photo.
  • Uploading a document.

Overview

Using Data Entry Fields, you can pick the File Upload field type. This allows you to include one or more files in the session data gathered by Zingtree. When the end-user uploads a file, here’s what happens:

  1. The file is copied from the end-user’s computer to a Zingtree file storage server.
  2. Zingtree assigns a variable to the URL where the new file resides.

Security note: Each file uploaded has a random 7 digit prefix or session ID attached to it, so that files with the same name aren’t overwritten, and the file names cannot easily be discovered by hackers.

How It Works

When the end-user reaches a node with a file upload, they will see something like this:

Clicking Upload Document File allows them to choose a file on their computer. Once a file is chosen, the button changes:

How to Set up File Uploads

When editing a node, do the following:

  1. Go to Data Entry Fields, and select Add:

  2. Choose File Upload as the field type, and enter a variable name and label for the upload button:

  3. Click Add Field.
  4. Now click Save Changes to save changes in the node you were editing.

It’s that simple! This gallery example shows how a simple file upload tree is built.

If this is useful for you, let us know. We love customer stories!

Decision Tree Analytics: About Session Matrix Reports

Zingtree has powerful built-in analytics. In this series, we’re taking a closer look at some of these in-depth reports and how they help you learn even more about how customers use your trees. 


Session Matrix Reports

The Session Matrix Report lets you view each end-user session within a given date range, including buttons clicked, as well as scoring and data entered when available. Once generated, it’s simple to see an overview of all session data. You can also export this report to Excel, Google Sheets, or any other database via a CSV file for further analysis.

To access this report, go to Overview > Reports and select Session Matrix Report from the drop-down menu. You can specify an exact date range to pull the stats from before clicking “Show Report.”

The report is built instantly, showing a complete overview of every session. Scroll through each end-user’s selections to view every node and the content they house.

Click into each session to reveal its full Session Details, including Node Titles and Button Clicks, as well as stats on Time Spent and Click Score when applicable.

With display options to show only Subtree sessions, date, or agent/source, you can customize your report view to see only the data you need to access. You can even change your view to see button text vs. score values!

See a live example of this report on the Zingtree Gallery.


Learn more about our powerful reports and analytics:

Reach out to us any time with questions!