Zingtree Tags: link nodes

Integrating a Decision Tree Transcript into CRM (and Other Apps)

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Beyond troubleshooting and support, Zingtree makes a handy interactive front-end for getting people to the right page on your website. We consistently see our customers building trees for sales prospecting, medical appointments, loan qualification, hiring and other environments where a little bit of automated filtering goes a long way. Plus, Zingtrees are a great means for information gathering, too!

We also get requests for integrating Zingtree within various back-end platforms – most notably, CRM. Often, when a customer’s data gets imported into another system, you’ll want the Q&A transcript of their Zingtree session attached.

We’ve created a Simple Sales Funnel demo tree and a basic back-end script in the Zingtree Gallery so you can see a working example.

Here’s how to pass a Zingtree Q&A transcript along to ANY system:

1. From your tree, create a link node to your contact form (i.e. contact_form.php), with a URL like this:

contact_form.php?session_id=#session#

2. In contact_form.php, add this JavaScript right above the ending </body> tag:

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

3. In the form itself, add a hidden field with an id of “session_data”. The name can be whatever you like. Example:

<input id="session_data" name="zingtree_stuff" type="hidden" value="" />

That’s it!

Under the hood: When the form is loaded, the add-session-data-to-form.js script reads the session_id parameter, then loads the session transcript into the hidden field with the id=”session_data”.


BONUS:

Rather than having a field that must have an id of “session_data”, you can also specify the ID of the field that you want to insert Zingtree data into. This is especially helpful for Salesforce or other CRM apps that generate forms for you.

For example, if you added a multi-line text field to your CRM system form with an ID of “my_data_field”, you could use this piece of code instead:

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

 

This article was originally published October 5, 2016.

Divide & Conquer!

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Use Sub-trees For Tackling The Trickiest Trees

Have you had trouble developing intricate, multi-step trees? Is maintaining an easy flow for your users throughout a complex decision process a challenge? Are you having issues scaling your trees up to accommodate more users and use cases?

If you know you’re going to have a large project ahead of you, planning is crucial. You’ll want to break up your larger tree into individual threads and themes. Once they’re broken up, you can refine the smaller pieces until they’re perfected, and then create discrete, small to medium sized trees. Finally, once your sub-trees are ready and working properly by themselves, you can use Tree Nodes to connect them into your finished, mega-Zingtree.

While in the planning stages of complex decision trees, many users find these sub-trees occur naturally. So pause your active tree development (just for a minute) in Wizard or Designer, make an outline of your tree and its constituent sub-trees.

Try using sub-trees for your most intricate trees today.

How To Write Effective Nodes

 

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So, you’ve spent some time building the basic elements to your tree? Now you find yourself in a bit of a pickle –

  • What do I say in the Question or Answer Node?
  • Should I use the Link Node or should I just provide all of the information without linking?
  • How do I even begin tying Nodes together so that their function is truly realized?

Writing Nodes can be a bit challenging. This is because oftentimes writing nodes requires you to teardown your product or service in ways that you may not have EVER done before or maybe it has been a very long while since you have. Either way, there are four key tools to help you accomplish this! In this session, we will couple these tools along with fresh look inside the support that you dream of providing to your users.

 Learn about our methods to write the best nodes! (more…)