Zingtree Tags: zingtree gallery

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.

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.

Get Featured: Submit Your Decision Tree to the Gallery!

We are always impressed by the creativity, effort and sheer amount of thought put into the decision trees that our customers create and use every day. Because so much hard work is put into the flow, connections and customizations within a decision tree, we made it easy to show it all off!

The Zingtree Gallery is our main hub for decision trees spanning all kinds of needs and use-cases. From medical triage to customer support troubleshooters, training simulations to product demonstrations, and just about everywhere in between, the Gallery is set up for you to view, export, or embed Zingtrees into your own website, view live usage stats and more.

Submit Your Own Decision Tree

Get ready for your spotlight! We made it simple to submit your favorite, most popular, or most interesting decision tree for all to see.

Others will be able to include your tree in their own site, your name and a link to your web site will appear with the embedded tree, and you’ll likely gather some admirers along the way. Additionally, all featured decision trees are hosted completely free!

To get your decision tree in the Zingtree Gallery:

1. Log in to your account and select My Trees.

2. Tap on the decision tree you want to submit, then More Tools.

3. Click to Submit to Gallery, then read and accept the rules.

4. Fill out the application form, along with any comments, and submit!

Please keep in mind: once a tree is accepted, you will no longer be able to edit it – be sure to make a copy of your tree before submitting!

Head here to submit your decision tree to the Zingtree Gallery! 

 

New Decision Tree Features: History and Breadcrumbs

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When using a Zingtree, have you ever thought how nice it would be to see some more context of where you are in the tree? Or the steps it took to get to where you are? With our latest update, you can do both! Come discover Zingtree’s two new tree publishing options: History and Breadcrumbs.

History allows you to see every step you took while using the tree:

Breadcrumbs shows the sequence of node titles that appeared throughout your journey through the tree:

With both options, you can click on a link and travel back to any previous node in your journey. Visit the Zingtree Gallery and see for yourself what your end-users will experience.


Publishing enhancements:
To make these features easier to use, we’ve simplified our Publish page so that a single click takes you to an Advanced Hosting Options playground. Here, you can experiment with different settings to see how your tree will look and behave. When it’s just right, your hosting URL will be displayed for a simple copy and paste.

Enjoy your new history and breadcrumbs, and let us know what you think!

Please note: For now, History is available only for Zingtree-hosted trees and the Agent Portal.  Breadcrumbs are for Zingtree-hosted trees only.

Customer Support Case Study: YouMail

Here’s an example of how Zingtree’s intelligent, interactive decision trees are helping to advance customer service flows and resolutions in an innovative tech company.

YouMail, the leading provider of visual voicemail, realized that they were in need of a smart automated troubleshooter to resolve support inquiries quickly, with the same speed and power that their own service provides.

By using a combination of Zingtree’s customer support decision trees based on YouMail’s knowledge base data and their own support agents, YouMail was able to provide even faster assistance to their customers across a wide range of questions, become more efficient in providing answers, and save money.

You can see the case study below, and view a PDF version here.

casestudy-youmailWant to see more? Explore the Zingtree Gallery for examples of how our decision trees and interactive solutions provide value for businesses!