Zingtree Tags: updates

Updates: Reporting Enhancements, API Tweaks

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Being able to see how much time and money you are saving with Zingtree makes us all feel good and useful. So this past week we’ve been working with some of our customers to make reporting cleaner.

Here’s what’s new with reporting:

  • Fix: All Tree Stats, Clicks and Usage and Popular Nodes now using same measurement techniques for engagement (Olivier).
  • Fix: Session Detail report now shows duration from first click (Jane A.).
  • Update: Added Agent Details to All Agents report.

Our APIs and integrations also needed a few tweaks to help solve some business problems for our customers. Here’s what’s new on the API side:

  • Fix: Zendesk session ID stuffer leaves existing session IDs in place in case of error submitting ticket form (Iggy).
  • Fix: Back button keeps data entry field values. (Chrispy).
  • Update for Zendesk tag matching (Jorge).
  • Update: /api/tree-tag-search.php now takes a minimum number of tags to match (Jorge).
  • Update: Zendesk API now returns a blank instead of “false” if no session IDs present (Bryan M.).
  • Fix: API for tree tag matching strips trailing commas from search string.
  • Update: Tree tag matching now returns results in alphabetical order.

Got any great ideas? Chat us up!

Our Top Zingtree Updates to Start 2017

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In the last days of 2016 and the first few days of 2017, while eating and drinking like everyone else, we also spent some time making Zingtree just that much better. It’s good karma to start the new year well, right?

Here’s what’s new for 2017 (so far):

  • Update: Session List report now shows total time from first click, rather that tree launch. Also shows European time if in Europe, and removes unneeded columns (Ricardo L.).
  • Fix: Apostrophes in user names no longer cause tree preview to fail (Lauren D’A).
  • Fix: Tree names with quotes no longer break designer when being referred to in tree nodes.
  • Update: Session Details report now shows timezone of organization’s super user (Tobias H).
  • Update: Data Entry checkboxes now include option for scoring (Vanessa, David).
  • Fix: Display order in Simple Overview works properly even after “set start node” is changed in Edit Node.
  • Fix: All Agents report now includes just sessions with clicks, not ALL sessions.
  • Fix: Sessions paused and restarted now always have have proper state for restarting.
  • Fix: Fade transition effect for “all tree search” now works properly.
  • Update: Hosted tree search for “node content” now searches through page titles and questions, as well as content area.
  • Fix: Copy Node now clears clear tree cache (Arie S.).
  • Update: Now using Google CDN for more reliable loading of key included files.

Got a new year’s resolution we can help you achieve? Send us a note!

Update: Search ALL Your Trees from any Node

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If you have a lot of decision trees that you’ve been building for your organization, it can be handy to let employees or customers search through any and all of your trees to find answers. To do this, simply add a Tree Search Form to any node, which looks like this:

 

 

 

How to add basic tree search:

  1. Go to Overview, and edit the node you want to contain the form.
  2. Place the cursor at the place where you want the form inserted.
  3. Click the Templates button in the Content editor, and select Tree Search Form.

Search queries will match words in the tree titles, or tree tags.  You can set both in the Settings tool.


Full Tree Search:

If you want to search everything in all your trees: titles, tags and content, use the Tree Content Search Form option instead:


Notes:

  • You can hide trees from Tree Search. In Settings, select “Hide Trees from Agent Portal and Search All”.
  • Searches will examine ALL trees belonging to the same organization as the current tree.


What are you waiting for? Try it live!

Thanks to Elise and her team for suggesting this. Do you have any great ideas for Zingtree? Please share!

Save

New! REST API for Decision Tree Sessions

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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!

 

Friday Features: Zingtree Holiday Updates

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It’s really redundant to give ourselves a shout-out for giving new updates to our customers as a Holiday gift, since we do this throughout the year anyway. But every blog post needs a theme, so there you have it.

Here are the latest updates!

Some fixes for data entry forms:

  • Data entry fields now replace ALL occurrences of that variable in the tree, not just the first one. (h/t Christopher)
  • Passing data entry field variables to subtrees now works properly.
  • Identically named form fields in separate nodes caused data to be erased. We now only save data if it’s not blank.
  • Adds form data to email session transcripts (h/t Andrew).
  • Parent Actions can be used to pass Zingtree data to other systems.

And a smattering of other things:

  • Deleted trees no longer appear via publishing links (h/t Tess).
  • Bug fix: Tree with no nodes no longer crashes Designer (h/t Ben).
  • New Answers-only toggle for history display. Look for the [A] button at the top right of the History panel. (h/t William).

And finally, our Feedback page is making use of Zingtree’s recent Intercom chat integration, so if you have a suggestion, go over and tell us!

Updates: Tree Search, Node Printing, and Better Internationalization

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This Thanksgiving Week’s updates cover a variety of things, all inspired by people like you.

Here’s what’s new:

  • Email nodes now display in French, Dutch and Spanish, depending upon the preferred browser language setting (h/t Théophile).
  • Published trees: Back button just shows an arrow for non-English users.
  • Agent portal: Added search box to locate trees matching title or tags (h/t Tom S. and others).
  • New Tree Search API
  • Now properly saves non-English characters in Edit Node (h/t Ksenia)
  • New: Print node option in Overview.

Also, Ben C. helped us find and fix a rare error in recovering snapshots.

We’re thankful for our great customers who continue to help us make Zingtree better and better. Thanks guys!

Overview Thumbnails and Other Updates

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New this week: A slew of small enhancements, and one biggie.

One feature everyone has been asking about is a better way to preview your entire tree. So our engineering team went deep into the lab, and created a new Thumbnails Overview.  This layout allows you see every node in your entire tree, display them at various sizes, and edit. It’s a really handy way to proof your work. And it’s fun to play with too.

You can get to the new Overview Thumbnails from the Overview page, or just go here.

Here’s a snippet of how Thumbnails appears:

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In addition to Thumbnails, we’ve done a few smaller enhancements, including:

  • Updated Compare Trees tool.
  • Email Nodes offer secure delivery of session data (HIPAA Compliance).
  • Scoring Nodes now appear as a node type in Designer.
  • Updated and better organized FAQ.
  • Snapshots now properly save scoring data.
  • Copy Tree now copies everything, including scoring and other data.
  • Import and Export use improved JSON format.
  • Permalink option for linking directly to any node in a tree. (Great for SEO, or sending customers directly to a node.)
  • Popular Nodes report sorts by popularity.

We rely on you – our customers – to help make Zingtree better and better. So keep sending us your feedback!

New This Week: Tagging Nodes and Trees

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As our customers are getting deeper and deeper into building Zingtrees, it’s become clear that we needed to include a way to help organize nodes in large trees, as well as organize large libraries of  trees. So we’ve introduced a new feature called “tagging“, which in essence lets you add a list of category tags to both nodes and trees.

At the node level, you can add one or more tags to each node, and then use the Overview tool to show only those nodes that include a certain tag.  This makes it easy to find specific types of nodes.

At the tree level, in Settings, you can add one or more tags to each tree. The My Trees page lets you filter your list of trees based upon those tags. If you’re a call center, agents can also use the tag filter to locate specific trees in the Zingtree Agent Portal.

Are you using tags in a novel way? Let us know via our Feedback form!

Update: Improved Usability on Embedded Trees

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This week’s update was inspired by Ted R., who observed that trees with some long content nodes and some short content nodes didn’t reposition the correctly on the page when a button was clicked. This occurred in the iFrame and WordPress embed methods.

Now, each button click repositions the page to the top of the node content. We think your visitors will like it better this way!

Have a suggestion or a bug report? Let us know!

Updates: Compare Trees, Save & Duplicate, Sticky Title Views and More

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This past week has been busy, with a lot of little enhancements, and some cool new tools to make your decision tree building even better.  Here’s what’s new for you:

  • Edit Node: New Save and Duplicate button makes it easy to copy the current node.
  • Overview: New “sticky views” lets you maintain a questions or titles view until you change it.
  • New Tree Compare tool: Want to see the differences between two trees? Go to More Tools, and try the new Tree Compare.
  • Start Node in URL: You can now start your tree running from any node, not just the root node. More in the FAQ. (h/t Sue T.)

Also, we fixed a few tertiary bugs, and made your Zingtree experience much more stream-lined:

  • Collaboration Invite: no longer sends signup email if collaborator is already signed up.
  • Log Out moved to Accounts tab. (Makes more sense there, right?)
  • Preview no longer fails if out of session credits.
  • The emails we send you look better.
  • Bug fix: Wizard – Use Existing Node failed to let list of nodes appear (h/t Steve W.).
  • Bug fix: Designer – multiple nodes pointing to the same place caused missing or reordered buttons. (h/t Tom).
  • Bug fix: Copy tree no longer changes node titles with ampersands in them.

Have a suggestion or a bug report? Let us know!