Zingtree Tags: decision tree tools

Updates: Hosting, Managing Collaborators and More

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While many people are taking August vacation, we’ve taken advantage of the slower schedule to do a lot of miscellaneous updates, mostly from customer requests, and some “just because.”

Since our Zapier Integration announcement, we’ve made Zingtree better in the following ways:

  • Update: Can now pick from a list of existing authors when adding collaborators.
  • Update: New Zendesk Agent Scripting app version 8 shows data entered in History panel (h/t Michael R.)
  • Fix: Radio button scoring on uninitialized variables now works properly (h/t Chrissie G.)
  • Update: Hosted trees now scroll to top of page on each click (h/t Holly B.)
  • Fix: Vimeo video insert tool now works with Responsive settings (h/t Mike W.)
  • Update: Tree node search in Agent Portal now includes node titles in search scope. (h/t Jason B.)
  • Update: Agent Portal tree listing is more concise and useful. (Just because.)
  • Fix: Calling API with no session ID now shows proper error. (h/t Tom C.)
  • Update: Can now import and replace a tree (in More Tools). (h/t Nico L.)
  • Fix: Single quotes in node titles no longer break Wizard’s use existing node function.

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How to Include a Search Form in Your Trees

Your troubleshooters and FAQ-style decision trees are chock-full of answers, insight and other information just waiting to be discovered. In addition to guiding people to find answers step-by-step, you can also insert a Search Form into your decision tree.

With the functionality of a Search Form, your customers can quickly and easily search for text in the current tree, and then jump directly to that section.

Why Use a Search Form?

Our clients pointed out that, while decision trees are built for customers to navigate through, it’s often much faster to directly locate a specific piece of content. Search Form queries match text within your decision tree nodes or titles, making it easy to search for specific information in a tree.

Note: This is different from Tree Search Forms, which lets you search through all the trees in your organization. 

How to Insert Search Forms

Placing this type of form is as easy as clicking a button while creating your decision tree…

Open your decision tree of choice and navigate to Overview. Next, open “Edit” for the node you want to place it in, then select Templates in the Content Editor to insert your Search Form.

There you have it! Now your customers, employees or anyone else using your decision tree will quickly and easily be able to search for the solution they are looking for.

Ready to get started? Log in or sign up to launch your own decision trees with search capabilities today.