Zingtree Tags: session data

Updates: New Reports for Data Entry & Node Analysis

Updates2

This week’s updates are centered around helping our customers get more information from their Zingtree sessions.

In Usage Reports, you’ll find two new options: Session Matrix Report and Form Data ReportThere are too many people to thank for this suggestion, but specifically Nilou, Ben. C, Todd N. and a few others made these requests.

Session Matrix Report

For every session in a date range, this shows all the nodes and what buttons they last clicked upon. We eliminated Back and Reset button clicks to give you a true feel for what choices people are making on every node. This is also exportable as a tab-delimited CSV, so you can easily import this information into Excel or Google Sheets for further analysis.

Another option is to show the button score values instead of the button text. For some of you, this may prove more useful.

Here’s an example of the Session Matrix report from our Gallery.

Form Data Report

Want to see what people are entering into your Zingtree Data Entry fields? The Form Data report has the answer. Like the Session Matrix report, you can see what data people have entered for each session.  This is also exportable as a tab delimited CSV.

Here’s an example of the Form Data report from the Zingtree Gallery.

Also New This Week

  • A/B test option for scoring nodes (thanks Ben C.)
  • Shrink/expand headers option in Agent Portal (also thanks Ben. C)

We’re lucky to have such engaged, awesome customers. Do you have any feedback? Please reach out!

New! REST API for Decision Tree Sessions

NL-header-updates3

An important piece of any web application is to be able to connect to other systems. And, while we’ve had a basic API in place for a while, we’ve received requests to make it more standard. So, today we’re happy to announce the release of our REST API and PHP wrapper!

REST is a common standard for applications to exchange information. Ours works like all the other popular systems, and is easy to implement.

Using our API, you can retrieve:

  • Session data, and a full transcript of what occurred during the session.
  • Form field entries during a session.

Go here to see the Zingtree REST API reference, with examples.

And thanks to “Red Ben” for his helpful feedback during the process!

 

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