Zingtree Tags: Gallery

Beginner’s Guide to Starting a Zingtree: 8 Hacks For Success

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Our interactive decision tree tool is a must-have for any business looking to skyrocket their customer service through self-help, organizations hoping to logically deliver answers, and even contact centers to guide their customer-facing agents through how-tos and support.

No matter what you use Zingtree for, getting your first tree deployed can be daunting for some. So have no fear, here are our top tips for breaking into the awesomely helpful world of Zingtrees:

1. Sketch out a Roadmap

Remember in school when you’d sit down, brainstorm a strategy, and whip out the perfect outline for getting started? It’s just like that! Whether it’s in list, mind map, or spreadsheet form, getting down the touchstones you need your tree to cover before you start building your tree is crucial and will make building your nodes and connecting them in a flow much easier. Compiling an outline is essential and will make the creation much more streamlined.

2. Go with What’s Already Been Built

We’re continuously updating the decision tree examples present in our Gallery. Here you’ll find a huge variety of pre-made decision trees for various use cases and industry-specific needs that you can edit, adjust, and customize to fit your needs. 

Simply click the “Examine button to take a closer look, and the “Copy” button within that to create a replicated version that you can adjust as needed.

3. Use the Right Building Tool

We all know that there are different styles of learning, creating, coding and strategizing — for this reason, we’ve equipped Zingtree with a robust set of tools fit for everyone.

Visual Designer allows for a “white board” to create nodes, connections, and truly see the decision tree as it’s being built. Some Zingtree builders only use this mode as a way of aesthetically assembling decision trees.

Importing from spreadsheets lets you start the process in Excel or Google Sheets and then upload it all into Zingtree. A perfect solution for spreadsheet lovers!

The Wizard tool is ideal for anyone who likes simple question-and-answer style forms and will get you up-and-running after collecting some key information.

Learn more about how to create a decision tree using our methods here.

4. Use Placeholders When Undecided

When you’re on a roll mapping out your decision tree you’re bound to run into a speed bump here or there, especially when dealing with conditional node flows. In practice, this means if you need two nodes connected you need to create both nodes before you create the connection between them.

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If you’re stumped on the additional nodes, we recommend that you create simple untitled/undefined nodes to help you continue through the process. You can always go back to that node and edit appropriately as needed.

5. Use Sub-Trees for More Complexities

If you know you’re going to have a large project ahead of you,  prepare more than one Zingtree to ease the pain in constructing one whole decision tree. In fact, when you’re in the planning stages, you will find these sub-trees occur naturally in complex decision trees. By containing themes and varying elements in different trees, and then later, linking them up into one final tree using Tree Links, you can concentrate on one element at a time!

 

6. Go Back With Snapshots

A very helpful feature we’ve built into Zingtree is Snapshots. Snapshots allow you to review edits and go back to previous versions of your tree – helpful when creating trees with multiple revisions. To find this tool, select More Tools > Snapshots. You can see any other team members’ work and revisions, not to mention, recover that past version.

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7. Try Logic Nodes for Test, Questionnaires & More

Moving from A-to-B as easily as possible is our most base-level goal. Going a bit deeper, however, many businesses, educators, and other types of users benefit from having logic steps involved to quickly jump end-users to where they need to be, collect values associated with each selection, and more.

Logic Nodes test the value of your Zingtree variables with a series of rules and jump to a node when a condition is met. The rules are applied in order, so once a rule condition is met, the node assigned to the rule opens next.

8. Customize and Personalize Away!

We’ve said it before and we’ll say it again — customization is key. That’s why we make it easy to add in color and style wherever it’s needed! Need a pop of branded personality or just want to showcase your information in a visually-stunning way? No problem. With options to insert custom CSS files, adjust the appearance of buttons, and add videos, GIFs and other types of media, you can get as customized as you want.


We’d love to hear your tricks and tips for starting a Zingtree. Feel free to share on our Facebook Page!

This article was originally published in 2015 and has been updated for relevancy. 

How to Use the Decision Tree Gallery

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Interactive Decision Trees can be utilized for all kinds of specific requirements, whether they concern customer support, business and marketing, training simulations, medical triage or any other use case. The difficult part isn’t figuring out what your end-goal or purpose is, it’s knowing how to get started and present information in the best way possible.

The Zingtree Gallery is our go-to resource for seeing how others build decision trees that may be similar to your application. You can copy these trees into your account to modify them, view them to see how an end-user would interact with them, and examine how they are built.  The Gallery is also a great way to explore Zingtree if you haven’t yet set up an account.

Deep Dive Into Decision Trees

The existing decision trees in the Gallery have all been created from scratch by Zingtree users. Anyone is free to examine any of these decision trees from every angle, so you can see exactly how it’s all done.

Click around to see how different types of trees look and feel, or you can use the top navigation to filter decision trees by your specific use case.

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Once you open the Zingtree Gallery, it’s easy to find the type of decision tree you’re looking for. Click the blue Play button to see the end-user experience. Or, click the orange Examine button in order to see how it’s built with the Designer or Wizard tools, check out the overview of nodes, and much more.

Copy & Customize for Any Need

While just diving in is a great way to get started, you’re also welcome to make an exact copy of any decision tree in the Gallery to modify to your liking. Once you have a free Zingtree account and are logged in, the brown Copy button adds a copy of the tree to your account.

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Submit Your Own

We made it simple to submit your favorite, most popular, or most interesting decision tree for all to see! To add your own Zingtree to the Gallery, select My Trees, navigate to the decision tree you want to submit, then select More Tools. Click to Submit to Gallery, read and accept the rules, and finally fill out the short application form to submit.


Check out the Zingtree Gallery here! Need more help or inspiration? Read out to our team today.

In 1492, Columbus Sailed the Ocean Blue…

Sometimes the best place to start is by example. We love creating and sharing Zingtree templates. If you haven’t visited the Gallery yet then make sure to make your way there now. We’ve culled some of our favorite Zingtrees for you to use as a template for an interactive decision tree of your own. And of course, we’re always welcome to see your creations and let you share them with other Zingtree users.

Recently, Zingtree user Peter, created this amazing interactive Choose-Your-Own-Adventure tree following the pathway of Christopher Columbus. It’s super fun and very informative. See how far you get to America, and feel free to make your own, simply “Copy” and customize for your own adventure Zingtree. Don’t forget to add yours to the Gallery!

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