Tag Archives: decision tree software

The Most Simple Ways to Build an Interactive Decision Tree

Zingtree’s decision tree platform makes it easy to offer your end-users an interactive way to find answers, optimize workflows, and a whole lot more. Below, we’ll walk you through how to make a basic decision tree using our most popular methods of creation in order to help you get a closer, step-by-step look at how it’s all done.

How to Use the Wizard

The Wizard is our most-used creation tool, offering simple prompts to build your tree, question by question (and answer by answer). It’s one of the easiest ways to work through an accurate flow for your customers or users.

1. Log in to your Zingtree account, go to My Trees and select Create New Tree. Choose the option to fill out forms with the Zingtree Wizard.

2. After naming your decision tree, choosing your ideal display style and providing a description, just click the Create Tree button to move on to the next step.

3. Once you start the Wizard, you’ll see an entry screen that will prompt your first question and answer options, along with some body content to give users context.

You’ll also be able to see a live preview of what the decision tree will look like, off to the right:

When you’re finished setting up your first question, click Save and Continue.

4. You’ll next be asked to fill out an unfinished part of your decision tree. Click to Offer a Solution, and fill out the form presented to you. Since this is a solution node, you won’t need to ask any other questions.

Click Save and Continue again when you’re finished.

5. Next, you’ll continue to fill out more questions and answers to reach the end paths of your decision tree. For greater selection, try providing more answer choices.

6, Next, you’ll see a page with an overview of the sequence you’re building. In this case, choose to Offer a Solution. This will be the end of one of the paths in your decision tree for your end-user.

7. Continue to complete the rest of the forms that the Wizard prompts. When you’re all done with the interactive building process, the Overview page will appear to show you every node and path in an easy-to-digest way.

Watch our tutorial video for more information about the Zingtree Wizard. 

How to Use the Designer

The Designer tool is another great way to create decision trees in a more visual way. Presented in a white board-style screen, you can easily build out every node, connection and pathway, while being able to see a high level overview the whole time.

1. Log in to your Zingtree account, go to My Trees and select Create New Tree. Choose the option to visually draw out your decision tree with the Zingtree Designer.

2. Once you start Designer, you’ll see the white board-style screen like the one shown below. Click on the green box for Node #1. This will be your starting node – the very first page your end-users will see.

2. Next, you’ll see an edit window appear on the right hand side. Change the Title, Question and Content areas to fit your tree needs.

Next, add another question by dragging a New Question node into the drawing area. Click the green box for the new question node, and edit it like the first time.

3. Drag a Final Answer node answer node into the drawing area, and edit it.

After adding your first questions and a Final Answer node, the Designer area will show everything like this:

You can drag as many question and Final Answer nodes into the Designer drawing area as it makes sense for your needs, and label them respectively.

5. After adding the question and answer nodes to your decision tree, it’s time to link them together. Hover over node #1 until you see a large dot appear, then drag it over to its connecting node.

After finishing linking all of your nodes correctly, it’ll look something like this:

6. The next step is to create the buttons your end-users will click, by editing the connecting arrows. Click the connector – in our example, titled “Check the Weather” – and an edit form will appear. Change it to look like the form below:

After you connect the rest of the choices in your tree, and relabel the connecting arrows, your decision tree will look something like this one:

Watch our tutorial video for more information about the Zingtree Designer. 

The Finished Decision Tree

No matter the route you take to get there, you’ll end up with the same stunning, super-powerful decision tree. Click through our demo tree below, and examine it within the Gallery to check out even more.

 


Have any questions about getting started with Zingtree decision trees? We’d love to speak with you anytime!

 

This article was originally published on September 14, 2016. 

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!

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!

Online Marketplace Case Study: Turo + Zingtree

Turo + Zingtree

Interactive solutions to make peer-to-peer services even more people-friendly

Turo connects car renters with car owners, helping people find the perfect transportation for their next journey or to earn extra money by renting an existing vehicle. Operating in major cities from Los Angeles to Miami, it’s the easiest way to list and find cars for rental across the United States.

Turo’s Challenge

As a growing peer-to-peer business providing support to both car renters and owners around the country, Turo needed an efficient way for support agents to run through user/driver verification procedures in order to better enforce its community and marketplace safety rules.

Zingtree’s Solution

Zingtree’s interactive decision trees provided Turo with the perfect platform to guide agents through the correct verification process for any specific scenario or user. After implementing for internal use, agents also discovered the tree’s helpfulness with support and claims-related processes.

“The tree makes the final decision for the agent depending on the results of every check that is made. This has helped make the process more structured, and at the same time protects the agents,” says Emanuela Ferrari, Onboarding Manager at Turo. “Individual pieces of the process are guided, decreasing the risk of error.”

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 Turo + 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!

How to Improve Your Technical Writing with Interactive Decision Trees

Hey technical writers! If you’ve ever struggled to make a linear document from something more akin to a flowchart, perhaps you need to get familiar with creating interactive decision trees as an alternative.

With no programming needed, Zingtree allows you to build custom interactive decision tree troubleshooters, tutorials, guides and other technical processes. The end-result is simple enough for end-users, yet robust enough to handle any project requirements. Here are just a few of the ways that interactive decision trees benefit you and your audience.

1. Streamline Troubleshooting

Interactive decision trees are a friendly way to guide customers toward a solution by asking questions along the way – interview style. Once you figure out all the end-result pathways, a standardized and perfected troubleshooter allows all users moving forward to find answers quickly and painlessly.

The Designer Tool allows you to construct an interactive decision tree within a “white board” style display shown below. After creating and ensuring all question and answer nodes – and their connections – are complete, publishing the troubleshooter will display like the example in this link.

2. Simulate Scenarios for Better Training Materials

Scenario-based documentation is in high-demand for many companies and organizations looking to train new hires in a standard and efficient way. Zingtree is a prime resource for creating and implementing simulations for various scenarios that you may need to communicate in a technical writing assignment.

Providing these kinds of interactive simulation tools to emulate different types of situations or end-results can prove to be incredibly important when leading trainees through complex learning environments.

Click here for an interactive example of a training simulation to see how it’s done.

3. Build Interactive Tutorials

Give readers the power of customized, interactive tutorials to better understand deeply-technical processes. With the simple question-and-answer-style flow of a decision tree, finding solutions and examining complicated workflows becomes much more manageable and easy to digest. You can add customizations and helpful visuals like GIFs, videos and still images to help display step-by-step tutorial information and lead users to a path of understanding.


Want to build your own decision tree? Start with a free trial account today.

Have questions? Reach out to us at any time!

Update: Improved My Trees Tool & Author Management

NL-header-updates3

This latest update to Zingtree makes it much easier to manage permissions and access to trees for multiple authors. This is especially helpful for our larger customers.

Here’s what’s new:

  • You can now view and add authors using Account > My Authors.  Once an author has been added, they can be picked as a collaborator. You can also see all the authors in your organization.My Authors
  • From My Authors, click on Details for each author, and see what trees they have access to, and what rights they have.
    Author Details
  • The My Trees tool is improved.  You can easily see all the trees you are working on, and what your rights are. Hover over the author count to see the names of the collaborators on that tree. Change the Author selector, and see the trees other people are working on, plus view your rights on those trees. Click on a Rights icon to gain or request access to that tree.The new My Trees tool.
  • Each organization now has one Super User.  This defaults to the Billing Administrator, or the person who first created the organization. The Super User can assign themselves Administrator rights to any tree, and delete authors.

You can see all the rules for how rights and permissions work here.

Many people asked for more control over the authoring process. Thanks to all of you for your input – we’re happy to make Zingtree even better for you!

Update: Securing Your Decision Trees Using IP Filtering

Untitled design-7

Some of our corporate customers have asked about ways to restrict access to their trees to a specific IP address or range.  This week’s update lets you do just that.

Using CIDR notation, you can add a series of IP addresses as white lists. Any request coming from outside the range you designate will be denied access. If you opt out of restricting access, the entire world will be able to view your tree. You can read more about CIDR here.

Here’s how to restrict access to your decision trees:

1. Go to the Settings tool for your tree.

2. Locate the IP Filtering entry field:

cidr

3. Enter the IP address ranges to allow, one per line.

4. Click Update Settings when done.

Thanks to Richard C. and Romualdo for the inspiration!

Have any more brilliant ideas like these to make Zingtree even better? Please reach out to us at any time

Employee Training Simulations using Decision Trees

Because Zingtree is such a powerful interactive tool, it is a prime resource for creating and implementing training programs, simulations, guides, evaluations and more. You can take advantage of the Zingtree platform to create a program based on an existing decision tree, design your own from scratch, or take the process step-by-step; the choice is yours!

Training Your Employees

As with all training programs, yours should be relevant to your company or the position, easily digestible, and appropriate to the person using the simulation. Providing these kinds of tools for different types of positions, situations and learners is important if what is being taught will be incorporated into common workplace practices.

How to copy a basic training program:

1. Sign in to your account and go to the Zingtree Gallery.

2. Go to Training and find the Training Simulation template, then click to Play the tree. From here, you’ll be able to Copy or Examine more closely.

Screen Shot 2015-11-17 at 12.14.33 PM

3. Rename your training program to fit your needs, add a description, and Copy when ready.

4. Modify the decision tree content to generate your own customized training simulation!

Using the Wizard

To create an advanced training program from scratch, try using the Zingtree Wizard tool. With the Wizard, you’ll be able to fill out simple forms to generate your customized decision tree as it guides you through the creation process. You provide the questions and answers that your employees will see in the program, and the Wizard goes through each scenario asking for more information.

Using the Designer

For those who enjoy getting down to a fine point with design, try drawing your training program visually with the Zingtree Designer. With the Designer, you can drag new nodes into the drawing area, and connect them with labeled arrows. Each nodes correspond to a page in your tree, and the arrows represent the button choices from each node.

 

 

 

Performing Employee Evaluations

 

Once training is completed and your employee has settled into his or her rhythm, it’s important to keep up with evaluations to test their knowledge and progress.

For decision trees created with employee evaluations in mind, we’ve coupled Zingtree’s robust logic with a scoring system that can allow you add a value to each answer, and later act upon the total weighted score. Explore our Evaluation examples to preview existing creations, and copy any of the projects to make into your own.

Hungry for more examples and inspiration? Head to the Zingtree Gallery for all the decision trees you can copy and use to fit your needs.