Zingtree Tags: designer tool

Update: New Decision Tree Designer and Data Entry Fields Management

NL-header-updates3

This latest Zingtree update is more comprehensive than most, primarily because we took some time to focus on our core decision tree building features and make them even better. You’ll see big improvements in Visual Designer, as well as managing Data Entry fields and editing nodes.

Visual Designer

The big change is that we’ve moved to a more powerful pop-up editor within Designer, and eliminated editing from the right panel. You now have a larger drawing area, and can do almost all of your work directly in Designer without having to go to Overview.

Designer also has “isolated” view – just click on a node, and you’ll see just the nodes and buttons connected to it. Additionally, you can print and export your tree drawings to PNG image files. And, Designer now loads 2x to 3x faster!

Important: To edit a node in Designer, you’ll need to double-click or right-click.

Here’s what some of the new changes look like:

Larger Drawing Area

larger drawing areaPop-Up Editor

Isolated View

Click on any node or button/arrow to highlight connections.

Other Designer updates:

  • Designer boxes resize to fit longer content when loading tree.
  • Designer with two buttons going to same place now has larger separation of arrow connectors.
  • Fix: Apostrophes in titles or questions now display properly.

Data Entry Fields

Also new is an improved way to manage data entry fields. Rather than inserting code into the content area, you can now manage data entry fields separately, which makes it easier for non-programmers to edit, add and change data fields.

Within the node editor (from Overview or Designer), you can add any number of data entry fields from a simple, easy-to-use form.

Complete instructions on how to use Data Entry Fields is in the Zingtree FAQ here.

Other Enhancements

Several other improvements and fixes are in this update, including:

  • Update: Tree node search now includes tags in search (h/t Trey H.)
  • Update: Simplified Edit Node.
  • Update: “Hide from Agent Portal” no longer defaulted when creating a new tree. Also gives hint to check this if no trees found in Agent portal.
  • Update: Copy Node on node editors, no more “Save and Create Duplicate”
  • New: Can now edit two trees at the same time through Designer, or keep two tabs open for different trees.
  • Fix: Edit Tree Node now shows links to all trees in your organization.
  • Fix: Traffic Map report now shows tree node links. (h/t Ben C.)
  • Fix: email-session-info.php will now substitute #source# or #agent# in the link (link node fix) (h/t Craig)
  • Update: Simple overview only shows scoring variable if scoring is being used.
  • Update: Preview now substitutes #agent_name# for author name. (h/t Marlin)
  • Update: Email nodes now insert body of message into “Notes” form field, which can be viewed and exported from the Form Data report (for Holly B.)
  • Fix: Search results linking to a tree node no longer fail (Chrissie)
  • New: Can delete multiple nodes easily from Simple Overview (for Ben C.)
  • Fix: Last Opened in My Trees page is adjusted for the user’s time zone (h/t Elijah H.)
  • New: Button Clicks report has a View All option to see all nodes on one page (h/t Mike H.)
  • Fix: apostrophe’s in page title no longer messes up #taglist# link tracking (Chrissie)

Thanks again to everyone who suggested updates! I’m sure we may have forgotten a few of you.

As always, if you have a suggestion to make Zingtree work better for you, please share.

Zingtree Terminology: Understanding Your Decision Trees Pt. 3

Understanding how our Zingtree interactive decision trees work on a fundamental level can help you generate more effective trees to fit your needs. If you’re new, or just curious, our glossary of basic terms and phrases will help you understand how Zingtree works.


Custom CSS

Customizing your decision trees as much as possible can unify the experience for your customers as an extension of your brand. For this reason, we made it easy to personalize the look and feel with custom CSS! You can upload a custom CSS file, or download our simple CSS file for Zingtree styling to modify to your liking, to customize colors, node styles, icons and more.

Data Entry Fields

Data entry fields allow you to collect information directly from your customers as they are going through your decision tree, in the form of text, list boxes, check boxes, or radio buttons. Then, it allows you to view this data or export it into any system you may need (such as CRMs). Form data can also be included dynamically, meaning that, for example, you could collect a user’s name in one node, and then have that name appear later in the decision tree.

Try the Form Fields and Data Entry Demo tree from the gallery to view a live example.

Designer Tool

We know it’s important to make the process of building your decision trees as simple as it is for your users to navigate through them. The Designer tool is just one of the ways we enable you to create – it allows you to draw out your decision tree in a totally visual way, so you can easily view each node along with their connections.

Persistent Buttons

As its name implies, a persistent button is one that remains constant. In the case of your Zingtrees, a persistent button stays at the bottom of the decision tree during the entire session, and allows your users to jump directly to specific nodes. For instance, these buttons could display options like “Start Over” or “Submit Ticket.”

Thumbnail Overview

To ensure that your decision trees are structured to your liking, we offer a few different ways to see a preview of your entire tree. Thumbnail Overview is an easy way to take a quick glance at all of your nodes, providing helpful thumbnail images of each node in its current state for reference as you made edits.

Wizard Tool

The Wizard tool is another way to build decision trees, this time in a step-by-step process. With the Wizard, you’ll fill out simple forms to generate your decision tree; you provide the questions and answers that your customers will see in the tree, and the system will prompt you to for more information as you continue along through each path.

 


Stay tuned for Part 4 of our Zingtree Terminology series coming soon, and check out previous posts right hereIf you have any questions in the meantime, please contact the team!