Zingtree Tags: HTML

Adding Zingtree Session Data to Salesforce Forms

z-salesforce

As we are making Zingtree more connected to the rest of the world, our valued customers have been asking us how to import the results of a Zingtree session into Salesforce.

With just a little JavaScript magic, you can now add Zingtree data invisibly into your custom “Create Lead” forms.

Here’s what you’ll need to do:

  • Create a new custom field in Salesforce. It should be a “Text Area Long” – we like to call it “Zingtree Session Data,” but you can call it whatever you like.
  • In your “new case” form, make sure this field is a part of the data entered in the “new case” form.
  • Go to Setup, and search for “Web-to-case.” Generate the HTML, and note the id= value of the Zingtree Session Data field in the form.
  • At the bottom of the page that contains the form, just above the </body> tag, add this line of code, substituting the id of the form field which will receive the Zingtree data for “######” :

<script
id="zingtree_field_id"
value="######"
src="http://zingtree.com/api/add-session-data-to-form.js">
</script>

  • When loading this form from a Zingtree URL Link Node, make sure to add this code to the URL which opens the form:

?session_id=#session#

This setup will load the Zingtree session data into the field you designated for Zingtree data, and then hide the field so it’s not seen by your end-users.

You can see an example page that contains a crude Salesforce form here. When you view the source, you’ll see a text area field with id=”00N61000006Bdlq“, and this code at the bottom of the page:

<script
id="zingtree_field_id"
value="00N61000006Bdlq"
src="http://zingtree.com/api/add-session-data-to-form.js">
</script>

Any more questions? View more of our Zingtree How-To’s on the blog, or contact our support staff

Customizing Zingtree Decision Trees

customize-blog

We totally understand the need to expand the customizable features of Zingtree. The beauty in creating your own decision trees is the flexibility we allow to make it communicate, perform, and look the way you want it to! Since we’ve had requests for the ability to further customize the look and feel of deployed trees, we’ve added some basic yet powerful customization options to Zingtree to further improve them for your customers and for your company, organization, or project. Without further ado, you can (as of March 8th):

  • Use your own brand colors
  • Select fonts and styles
  • Add icons to your page titles and buttons
  • See your trees perfectly on tablet and mobile devices

To see an example of these new changes, we’ve altered our “What to Wear” demo with newly stylized red buttons and button icons. Take a look here.

More details below!

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