Tag Archives: make decision trees online

The Most Simple Ways to Build an Interactive Decision Tree

Zingtree’s decision tree platform makes it easy to offer your end-users an interactive way to find answers, optimize workflows, and a whole lot more. Below, we’ll walk you through how to make a basic decision tree using our most popular methods of creation in order to help you get a closer, step-by-step look at how it’s all done.

How to Use the Wizard

The Wizard is our most-used creation tool, offering simple prompts to build your tree, question by question (and answer by answer). It’s one of the easiest ways to work through an accurate flow for your customers or users.

1. Log in to your Zingtree account, go to My Trees and select Create New Tree. Choose the option to fill out forms with the Zingtree Wizard.

2. After naming your decision tree, choosing your ideal display style and providing a description, just click the Create Tree button to move on to the next step.

3. Once you start the Wizard, you’ll see an entry screen that will prompt your first question and answer options, along with some body content to give users context.

You’ll also be able to see a live preview of what the decision tree will look like, off to the right:

When you’re finished setting up your first question, click Save and Continue.

4. You’ll next be asked to fill out an unfinished part of your decision tree. Click to Offer a Solution, and fill out the form presented to you. Since this is a solution node, you won’t need to ask any other questions.

Click Save and Continue again when you’re finished.

5. Next, you’ll continue to fill out more questions and answers to reach the end paths of your decision tree. For greater selection, try providing more answer choices.

6, Next, you’ll see a page with an overview of the sequence you’re building. In this case, choose to Offer a Solution. This will be the end of one of the paths in your decision tree for your end-user.

7. Continue to complete the rest of the forms that the Wizard prompts. When you’re all done with the interactive building process, the Overview page will appear to show you every node and path in an easy-to-digest way.

Watch our tutorial video for more information about the Zingtree Wizard. 

How to Use the Designer

The Designer tool is another great way to create decision trees in a more visual way. Presented in a white board-style screen, you can easily build out every node, connection and pathway, while being able to see a high level overview the whole time.

1. Log in to your Zingtree account, go to My Trees and select Create New Tree. Choose the option to visually draw out your decision tree with the Zingtree Designer.

2. Once you start Designer, you’ll see the white board-style screen like the one shown below. Click on the green box for Node #1. This will be your starting node – the very first page your end-users will see.

2. Next, you’ll see an edit window appear on the right hand side. Change the Title, Question and Content areas to fit your tree needs.

Next, add another question by dragging a New Question node into the drawing area. Click the green box for the new question node, and edit it like the first time.

3. Drag a Final Answer node answer node into the drawing area, and edit it.

After adding your first questions and a Final Answer node, the Designer area will show everything like this:

You can drag as many question and Final Answer nodes into the Designer drawing area as it makes sense for your needs, and label them respectively.

5. After adding the question and answer nodes to your decision tree, it’s time to link them together. Hover over node #1 until you see a large dot appear, then drag it over to its connecting node.

After finishing linking all of your nodes correctly, it’ll look something like this:

6. The next step is to create the buttons your end-users will click, by editing the connecting arrows. Click the connector – in our example, titled “Check the Weather” – and an edit form will appear. Change it to look like the form below:

After you connect the rest of the choices in your tree, and relabel the connecting arrows, your decision tree will look something like this one:

Watch our tutorial video for more information about the Zingtree Designer. 

The Finished Decision Tree

No matter the route you take to get there, you’ll end up with the same stunning, super-powerful decision tree. Click through our demo tree below, and examine it within the Gallery to check out even more.

 


Have any questions about getting started with Zingtree decision trees? We’d love to speak with you anytime!

 

This article was originally published on September 14, 2016. 

Live Chat Integration: Intercom and Zingtree

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Live chat is an incredibly useful way to connect to our customers, both for offering support and for getting insights into new product ideas we may never have thought of ourselves. We are happily using Intercom, which allows us to track chat and email conversations with each customer.

For technical inquiries, we use Zingtree Data Entry forms to get the tree ID, node and URL of any problem reports. To save our customers some typing, and make it faster for us to answer questions, we’ve built our own Contact page using Zingtree. For technical and sales inquiries, the decision tree leads to an end point that opens Intercom chat, with information about the problem already pre-populated.

Once you submit a technical question, here’s what appears in Intercom:

Intercom chat with Zingtree

Demos:

Requirements:

  • Your tree must be embedded on your site.
  • You need to have the Intercom chat client in place on the page that contains your tree.

How to open an Intercom chat session, and include the Zingtree transcript and data entry:

  1. Go to Overview.
  2. Edit the node you want to trigger the chat, and  set the Parent Action to Intercom: New: #session#.When a customer lands on this node, this Parent Action is triggered.
  3. On the hosting page, include this script before the </body> tag:
    <script src="//zingtree.com/api/chat/intercom.js"></script>

It’s that easy!

Source Code:

From the Zingtree Gallery, you can see two examples:

It’s All About Context: Seeing More with History & Breadcrumbs

Making sure you are seeing the full context is best for complete understanding. Our interactive decision trees come with advanced hosting/publishing capabilities that allow your customers and end-users to easily see, and then understand, where they are in the process.

History: See Every Step

Our History feature allows your customers to view every step taken while using your decision tree. With this publishing option, users can easily click on a link and go back to any previous node visited.

When implemented, it will display the path history information like this:

history

Breadcrumbs: Your Tree’s Flow

Our Breadcrumbs feature shows the exact progression of nodes that appeared during your customer’s journey through your tree. With this publishing option, users can also click on any link and automatically jump back to another point in their decision tree journey.

When implemented, it will display the sequence information like this:

breadcrumbs

Setting Up History & Breadcrumbs

1. Login to your Zingtree account, go to My Trees and head to the decision tree you want to publish with history and/or breadcrumbs shown.

2. Click to open Publish.

3. Select the tabbed “Have Zingtree host your Tree” option, then click on the Advanced Hosting Options button shown below.

4. Select Show History and/or Show Breadcrumbs, depending on the information you’d like to display.

That’s it! Your customers and end-users will now see their decision tree history and breadcrumbs, and be able to easily identify where they are (and where they’ve been) in your tree.


Any questions? Please reach out anytime!

Please Note: History is available only for Zingtree-hosted trees and the Agent Portal. Breadcrumbs are for Zingtree-hosted trees only.

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.