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How to Make a Decision Tree


A decision tree is the ultimate tool for streamlining internal processes, customer communications, and various problem-solving or support methods. When presented in a custom, interactive environment, the potential for decision trees to really make an impact becomes much greater.

Strategy Matters

What is the purpose of your decision tree? You can utilize them for a variety of functions, including:

Once you identify your goal, it’s important to put together an in-depth outline to make building and connecting your decision tree nodes much easier.

How to Make a Decision Tree

Creating a decision tree is a snap with the right tools. Zingtree’s toolkit makes building decision trees accessible to anyone, offering 3 unique and easy-to-use options for creation.

The Wizard

With the Wizard, you’ll be prompted with a simple form-based approach to generate your tree. The interface walks you through the decision tree building process while you provide the questions (and answers) that your end-users will see and navigate through.

The Designer

Another option is to use the Designer tool to draw out a decision tree in an easy-to-digest, “white board” style. On just one screen, you’ll be able to create the nodes for your decision tree, along with all of their connections, to see exactly how the tree will flow and function.

Overview

Overview is a “built from scratch” form-based option for creating decision trees one node at a time. The editor consists of amazing tools for refining your decision trees – perfect for content-heavy decision trees and those who really know what they’re doing.

More Helpful Tips

  1. Use the Zingtree Gallery to tap into a wide range of existing decision trees and agent scripts. All of these live examples can be previewed and examined closely to see how they were built, as well as duplicated completely for a simple way to get started or gather inspiration
  2. Keep your writing style and language in mind when making a decision tree, and adapt your strategy based on what kind of information is being gathered or presented. For instance, getting good data is dependent on decision tree questions that take a quantitative approach.
  3. It’s important to always keep track of the health of your decision trees with Analytics & Reporting features. Additionally, you can receive direct feedback from end-users; these tools together make it easy to continually optimize for best performance.
  4. When in doubt, A/B testing using Logic Nodes in Zingtree is incredibly helpful for trying out different messages or offers, to see which performs the best.

Zingtree makes it easy to build question & answer style troubleshooters, scripts, sales filters and more to satisfy your customers, your agents and your business needs. Contact us to learn more or get started today!

Zingtree Terminology: Understanding Your Decision Trees Pt. 3

Understanding how our Zingtree interactive decision trees work on a fundamental level can help you generate more effective trees to fit your needs. If you’re new, or just curious, our glossary of basic terms and phrases will help you understand how Zingtree works.


Custom CSS

Customizing your decision trees as much as possible can unify the experience for your customers as an extension of your brand. For this reason, we made it easy to personalize the look and feel with custom CSS! You can upload a custom CSS file, or download our simple CSS file for Zingtree styling to modify to your liking, to customize colors, node styles, icons and more.

Data Entry Fields

Data entry fields allow you to collect information directly from your customers as they are going through your decision tree, in the form of text, list boxes, check boxes, or radio buttons. Then, it allows you to view this data or export it into any system you may need (such as CRMs). Form data can also be included dynamically, meaning that, for example, you could collect a user’s name in one node, and then have that name appear later in the decision tree.

Try the Form Fields and Data Entry Demo tree from the gallery to view a live example.

Designer Tool

We know it’s important to make the process of building your decision trees as simple as it is for your users to navigate through them. The Designer tool is just one of the ways we enable you to create – it allows you to draw out your decision tree in a totally visual way, so you can easily view each node along with their connections.

Persistent Buttons

As its name implies, a persistent button is one that remains constant. In the case of your Zingtrees, a persistent button stays at the bottom of the decision tree during the entire session, and allows your users to jump directly to specific nodes. For instance, these buttons could display options like “Start Over” or “Submit Ticket.”

Thumbnail Overview

To ensure that your decision trees are structured to your liking, we offer a few different ways to see a preview of your entire tree. Thumbnail Overview is an easy way to take a quick glance at all of your nodes, providing helpful thumbnail images of each node in its current state for reference as you made edits.

Wizard Tool

The Wizard tool is another way to build decision trees, this time in a step-by-step process. With the Wizard, you’ll fill out simple forms to generate your decision tree; you provide the questions and answers that your customers will see in the tree, and the system will prompt you to for more information as you continue along through each path.

 


Stay tuned for Part 4 of our Zingtree Terminology series coming soon, and check out previous posts right hereIf you have any questions in the meantime, please contact the team!

Employee Training Simulations using Decision Trees

Because Zingtree is such a powerful interactive tool, it is a prime resource for creating and implementing training programs, simulations, guides, evaluations and more. You can take advantage of the Zingtree platform to create a program based on an existing decision tree, design your own from scratch, or take the process step-by-step; the choice is yours!

Training Your Employees

As with all training programs, yours should be relevant to your company or the position, easily digestible, and appropriate to the person using the simulation. Providing these kinds of tools for different types of positions, situations and learners is important if what is being taught will be incorporated into common workplace practices.

How to copy a basic training program:

1. Sign in to your account and go to the Zingtree Gallery.

2. Go to Training and find the Training Simulation template, then click to Play the tree. From here, you’ll be able to Copy or Examine more closely.

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3. Rename your training program to fit your needs, add a description, and Copy when ready.

4. Modify the decision tree content to generate your own customized training simulation!

Using the Wizard

To create an advanced training program from scratch, try using the Zingtree Wizard tool. With the Wizard, you’ll be able to fill out simple forms to generate your customized decision tree as it guides you through the creation process. You provide the questions and answers that your employees will see in the program, and the Wizard goes through each scenario asking for more information.

Using the Designer

For those who enjoy getting down to a fine point with design, try drawing your training program visually with the Zingtree Designer. With the Designer, you can drag new nodes into the drawing area, and connect them with labeled arrows. Each nodes correspond to a page in your tree, and the arrows represent the button choices from each node.

 

 

 

Performing Employee Evaluations

 

Once training is completed and your employee has settled into his or her rhythm, it’s important to keep up with evaluations to test their knowledge and progress.

For decision trees created with employee evaluations in mind, we’ve coupled Zingtree’s robust logic with a scoring system that can allow you add a value to each answer, and later act upon the total weighted score. Explore our Evaluation examples to preview existing creations, and copy any of the projects to make into your own.

Hungry for more examples and inspiration? Head to the Zingtree Gallery for all the decision trees you can copy and use to fit your needs.