Tag Archives: decision trees online

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

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.

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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!

Adding Authors and Granting Permissions for Your Decision Trees

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In this quick article, we explain how Zingtree handles administrative rights and access rules for organizations that have many decision tree authors.

Let’s break things down…

The Three Types of Authors

In Zingtree, anyone who can create and manage trees or invite others to join is an Author. An author can be one of the following:

  • Billing Administrator: This one individual can make purchases, change plans, and see credit usage and view previous transactions. They can also transfer this role to another person.
  • Super User: This one person can do everything an Author can do, and can also delete Authors, or make themselves an administrator on any tree. The Super User can transfer this role to another person.
  • Author: Any organization can have multiple Authors. They can create and edit trees, and invite other Authors to the organization.

Collaborator Roles

An Author who is helping to build a tree is a Collaborator on that tree. Collaborators can have one of these permissions on any given tree:

  • Administrator: Can invite others, edit the tree, and change the permissions of any other Author on a tree.
  • Editor: Can edit the tree, but cannot delete it or change the permissions of any Author.
  • View-only: Can view and examine the tree, but cannot edit it or manage Collaborators.

In order to be a Collaborator, you must first be added as an Author.

Adding Authors

Anyone who is an author can add another author. Here’s how:

  1. Go to Account > My Authors.
  2. Click Add an Author.
  3. Enter the email address for the author.

The new author receives an invitation via email to sign up for Zingtree. If the author already has a Zingtree account, they are automatically added to the organization.

You can see all the Authors for your organization under Account > My Authors.

My Authors view

Deleting Authors

Only the Super User for your organization can delete an Author.  You cannot delete a Super User or a Billing Administrator.

To delete an Author:

  1. Go to Account > My Authors.
  2. Click the Details button next to the Author. The Author Details view appears.
  3. Click the Remove button for the Author.  If there is no Remove button, then the author cannot be deleted by you.

Assigning a Collaborator to a Tree

If you are an administrator of a tree, you can give other collaborators rights to administrate, edit or view the tree. Here’s how:

  1. Go to My Trees, and select a tree.
  2. Click Add/Manage Collaborators.
  3. Click Add Collaborator.
  4. Pick an Author from the list.
  5. Select the rights to assign (Administrator, Editor or View-only.)
  6. Click Add Collaborator.

See What Others are Working on

When you go to the My Trees tool, you’ll see an option to select an author. This shows you all of the decision trees this person is collaborating on. You can also choose “(all trees)” from the Author selector, which will show you every tree in your organization, including what rights YOU have.

My Trees view

If you’d like access to a tree, click on the Rights icon next to that tree. If you are the Super User, you’ll get immediate Administrator rights on that tree — otherwise, a request will be emailed to the administrators of that tree that you’d like access. You can also include a custom message when requesting access.


Any questions? Please feel free to reach out to us at any time!

Update: Improved My Trees Tool & Author Management

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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!

Updates: HTTPS Security, Email Attachments and Better Forms

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Usually we have a common theme around our weekly updates, but this week it’s a smattering of great suggestions from our customers.

Enhanced HTTPS Security

Dave T. pointed out that his company restricts any information being sent insecurely, especially the content of their decision trees. To address this, we ensured that every page on zingtree.com is redirected to https protocol; now all of your information is encrypted end-to-end from your browser to our servers.

Email Nodes with Attachments

Eve B. is building an application whereby their field reps use Zingtree decision trees to go through a returns process. At the end of the process, they wanted to generate an email with a photograph of the damaged item. With the new Attachments capability, any email node can include a file delivered with the email, including documents, images, or anything else.

Better Forms

Tom K. made a suggestion to simplify how the Zingtree content editor creates radio button and list box forms.  Now, there’s rarely a need to modify the underlying HTML when creating these form fields – we ask for the result values up-front, and the form is generated right away. Thanks Tom!


Want to experience the thrill of being a product designer without having to program anything? Send us an idea or a suggestion to make Zingtree even better!

How to Make a Decision Tree


A decision tree is the ultimate tool for streamlining internal processes, customer communications, and various problem-solving or support methods. When presented in a custom, interactive environment, the potential for decision trees to really make an impact becomes much greater.

Strategy Matters

What is the purpose of your decision tree? You can utilize them for a variety of functions, including:

Once you identify your goal, it’s important to put together an in-depth outline to make building and connecting your decision tree nodes much easier.

How to Make a Decision Tree

Creating a decision tree is a snap with the right tools. Zingtree’s toolkit makes building decision trees accessible to anyone, offering 3 unique and easy-to-use options for creation.

The Wizard

With the Wizard, you’ll be prompted with a simple form-based approach to generate your tree. 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

Another option is to use the Designer tool to draw out a decision tree in an easy-to-digest, “white board” style. On just one screen, you’ll be able to create the nodes for your decision tree, along with all of their connections, to see exactly how the tree will flow and function.

Overview

Overview is a “built from scratch” form-based option for creating decision trees one node at a time. The editor consists of amazing tools for refining your decision trees – perfect for content-heavy decision trees and those who really know what they’re doing.

More Helpful Tips

  1. Use the Zingtree Gallery to tap into a wide range of existing decision trees and agent scripts. All of these live examples can be previewed and examined closely to see how they were built, as well as duplicated completely for a simple way to get started or gather inspiration
  2. Keep your writing style and language in mind when making a decision tree, and adapt your strategy based on what kind of information is being gathered or presented. For instance, getting good data is dependent on decision tree questions that take a quantitative approach.
  3. It’s important to always keep track of the health of your decision trees with Analytics & Reporting features. Additionally, you can receive direct feedback from end-users; these tools together make it easy to continually optimize for best performance.
  4. When in doubt, A/B testing using Scoring Nodes in Zingtree is incredibly helpful for trying out different messages, and offers, to see which performs the best.

Zingtree makes it easy to build 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!

Embedding Zingtree Decision Trees in Salesforce

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If you run a Call Center or do live support, and you use Salesforce, being able to link a Zingtree script or troubleshooter to each case is really handy. Not only does this give agents a guide to follow when helping customers, but if a case is transferred or reopened, the last viewed node in the Zingtree reappears, and the entire history of the session is available as well.

Inside of Salesforce, we’ll create an Agent Script button, accessible from each case. Clicking this button will open an Agent Script, built with Zingtree:

Here’s how to set up Salesforce with an embedded Zingtree:

  1. Go to Salesforce.com, and log in to your account.
  2. Click Setup on the top right of the screen.
  3. Select Build > Customize > Cases > Buttons, Links and Actions in the left panel.
  4. Click New Button or Link.
  5. We’ll modify the New Button form to look like this:
  6. Make the Label “Agent Script”.
  7. Make the Name “Agent_Script”. (The name cannot have space characters, so we use an underscore here.)
  8. Select Detail Page Button.
  9. The Behavior is Display in New Window.
  10. The Content Source is URL.
  11. For the URL, make it look like this (substituting the tree ID of your script for #########):
    https://zingtree.com/host.php?tree_id=#########&style=panels&show_history=1&persist_names=Restart&persist_node_ids=1&agent_mode=1&nopermalink=1&source={!Case.OwnerEmail}&session_id=#########-{!Case.CaseNumber}
  12. Click Save.
  13. Next, we have to add the custom button to the Case page layout. Within Setup, go to Build, Customize, Cases, Page Layout.
  14. Click Buttons.
  15. Drag the Agent Script button into the custom buttons area, like this:
  16. Click Save.

Now, when your agents are in a case, they can click the Agent Script button, and walk through your Zingtree troubleshooter with the customer. Awesome!


Customization Notes: You can use the Zingtree Advanced Hosting Options to customize the display of your tree within Salesforce by modifying the URL. Once you’re done, take the hosting URL, and add the following to it (substituting your tree ID for #########):

&source={!Case.OwnerEmail}&agent_mode=1&session_id=#########-{!Case.CaseNumber}