Zingtree Tags: zingtree updates

Summer 2017 – Decision Tree Updates

This summer has seen a lot of improvements to Zingtree – both new features and updates. As part of our commitment to transparency, here’s what’s been changed since our last updates post:

New Features

Updates and Bug Fixes:

  • Update: Simple Overview shows tree ID in tree nodes
  • Fix: Content Editor: Pasting images inside an ordered or unordered lists no longer creates a new list. (Mark W., Antonio J.)
  • Update: New Browser tab graphics.
  • Fix: Deleting nodes now properly deletes attached data entry fields, webhook calls. (Soren)
  • Fix: Reimporting trees over previous tree now removes data entry fields from previous version. (Soren)
  • Fix: Pressing ENTER in date form field (or other fields) no longer shows “no tree specified” error. (Jay H.)
  • Update: Clicks and Usage report now includes info buttons for “Sessions Started” and “Sessions Clicked”. Because people have asked about this.
  • Fix: Changing custom CSS theme no longer changes look of Overview Thumbnails buttons.
  • Update: Cleaned up Zendesk Support app renderings for Q&A, All Data.
  • Update: Search in a tree, then back, no longer fails in Zendesk Agent Scripting app.
  • Update: Does date validation for specific formats (mm/dd/yy and dd/mm/yy). (Jay H, David R.).
  • UI: Added Import button to My Trees, removed some import options from Create Tree.
  • UI: More Tools is now organized better.
  • Fix: Generating transaction receipt no longer fails if no time zone set.
  • Fix: Tabs in gathered data no longer mess up Form Data report CSV export. (Mesam)
  • Update: Added Copy Organization option. (Ted B.)
  • Fix: Session Detail edit links now go to proper subtrees. (Lynne H.)
  • Update: Cleaned up file upload UI in Edit Node.
  • Fix: deploy/session-detail.php now shows questions / titles properly. (Alok)
  • Fix: Add/ Edit/Delete Collaborators now only updates rights on trees in the current organization. (Ted B.)
  • Update: added Tree ID and Node # to bottom of Agent Portal. (Sasha D.)
  • Fix: Pasting images now locates images in clipboard. Works better with SnagIt.
  • Fix: Empty fields (from visited nodes) now show up in form data. (for Ted B.)
  • Fix: validating multiple emails or phone numbers in a single form now shows status just on proper entry. (Jay H.)
  • Fix: validation badges for email, phone in placeholder mode now align properly. (Jay H.)
  • Fix: Designer no longer shows new override classes in labels.
  • Fix: Designer no longer incorrectly changes labels incoming to logic nodes.
  • Fix: Send custom email stock webhook now sets the reply-to properly. (Ted B.)
  • Update: Send Custom Email webhook can now handle multiple emails in the “to” field. (Ted B.)
  • Fix: Phone (tel) and email field types now properly autoload values from merge variables. (Jay H.)
  • Fix: Required fields with placeholders now have red asterisk and data entry field on the same line. (Jay H.)
  • UI: Edit tree node hides start node, return node when tree selection is unspecified or “return to previous tree”.
  • Update: Tree Node editor can now select a node to return to from a list.
  • Update: WP plug-in version 4.0 now supports pop-up buttons, multiple embeds on a page, and fixes scrolling issues.
  • Update: Creating a new organization can now automatically tie billing to existing org owned by Billing Admin or Super User.
  • Update: Super User now can manage billing Admin tasks as well. (Marc)
  • Update: Customer’s credit usage report shows Lookup Credits used (if any used).
  • Fix: Address, city, state and zip field types now properly autoload values from merge variables. (Jay H.)
  • Fix: Popup Overlay options now works properly when button text includes an apostrophe. (Albert D.)
  • Fix: Send Custom Email technique now manages line breaks in multiline text forms properly. (Nicola)

Got any bugs or suggestions? Please let us know!

Updates: Location Data and More

These past two weeks have been spent making Zingtree location aware, along with a few other things…

Here’s the latest:

  • New: Collect Location Data option (geo / language).
  • New: User signups set default timezone automatically from IP data.
  • Update: Single Sign-on Service provider Entity ID now requires a URL. One less thing to go wrong.
  • Update: Hides title and/or content area in panels mode if blank (for Josh).
  • Update: Form data report field names are now output in sorted order. (for Sherry S.)
  • Update: Compare trees tool has improved layout, can now toggle showing designer layout data.
  • Update: CSV import and CSV export can now handle scoring variables and scored button clicks (for Katie P.).
  • Update: Add Collaborator process has one less screen, more consistent with other processes.
  • New: In the Zendesk Agent Scripting app, adding ::tag to the end of button text will trigger Zendesk tags to be sent when button clicked. (for Katie P.)
  • Update: New spreadsheet import examples to showcase new features, including Logic Node import, scoring and more.
  • Fix: Proper discount rate shows when ordering a new plan, buying bulk credits.
  • Fix: Link Nodes opening in new tab restore last viewed node, remove the “please wait” thing (for Logan).
  • Fix: Apostrophes in merge variable values are now handled correctly (Chris P.)

Got a suggestion for an update? Give us a shout!

New Data Entry Form Updates and More

Besides turning Scoring Nodes into more powerful Logic Nodes, we’ve done a lot of little improvements and fixes in the last 30 days.  In particular, we’ve had a few requests for enhancing Data Entry capabilities.

Here’s what’s new:

  • New: Logic nodes
  • API: delete_form_data returns better error message if deleting already deleted form data (Jay H.)
  • Fix: Link nodes now wait for session data to save before linking out. Makes API calls from linked node work 100% reliably.
  • Fix: SSO URLs are now REST compliant (no & or ? characters) (Priya)
  • New: Added browser_language built-in variable (Eric J.)
  • Update: Logic node editor can set root node.
  • Update: Tree nodes can be set as root node (Chris P.)
  • Update: Only allows letters, numbers and underscores in tags. (Morgan A.)
  • Update: Edit Content Node shows advanced options by default if tags or any other advanced option is set (Bill Z.)
  • Update: Simple Overview shows node tags on each line (if they exist). (Bill Z.)
  • Update: Link nodes now show a “please wait” message, in case new page is slow to open. Also improves email-session-info.php experience.
  • Fix: No longer able to inadvertently create node #0 from Document Node editor. (James W.)
  • Update: Tree search (and search in Zingtree FAQ) now shows node title and tag matches first. This gives more relevant results for tree searches.
  • Fix: host-trees integration URL with a space in the agent name source= parameter now gives correct results (Juan C.).
  • Update: Create Tree for Excel, Sheets options now includes direct links to Excel, Sheets example files.
  • Fix: Blank lines in bulk agent submit no longer show an errant error message. (Allen J.)
  • Fix: removed extra white space at the bottom of embedded trees (Josh S.). (Requires getting new embed code.)
  • Fix: Now saves form data when jumping to a new tree and not continuing past the first node (Diana T.).
  • Fix: Session List CSV export now uses local time.
  • New: Session List (All Trees) Report (for Koltyn)
  • Fix: Agent feedback button didn’t show or work properly in embedded trees (Morgan).
  • Update: Button labels can now be 255 characters.
  • Update: Increased database performance by moving to SSD storage.
  • Fix: Now allows tags to be entered without having to press ENTER.
  • Update: Default tag choices that appear in tag list drop down in Settings, My Agents are from all agents and trees, and only from current organization.
  • New: Email and password field types now included in Data Entry Forms (Imran, Maximiliano)
  • Update: Now supports “required” option for radio buttons in data entry forms (Imran, Diana T.)
  • Fix: Tooltips now always appear
  •  Fix: Preview for authors with apostrophes in their name now works properly (Joe O’)
  • Fix: Nopermalink now gets passed as a parameter for host-trees.php (Jenn V.)
  • Fix: Uses https:// for hosting when going from https://zingtree.com/host-trees.php (Jenn V.)
  • Update: SSO restriction is set by default for new trees if SSO is set up for organization (Jenn V.)
  • Update: Better CSS for panels style tree rendering.
  • Update: Spaces in search parameters sent to host-trees.php turn into underscores so tag matching can work properly (Jenn V.)
  • Fix: Clicks and Usage report wasn’t showing true engagement due to using last click time.
  • Fix: Empty scoring variables no longer cause JS errors when rendering trees (Bob H.)
  • Fix: Emailed session transcripts from multi-tree sessions now get the proper questions before the tree jump (Travis A.)
  • Fix: Webhooks with no returned data no longer make JS errors while rendering tree (Bob H.)
  • Fix: Editing data entry fields – can now properly set Required attribute for multiline text fields (Bob H.)
  • Fix: Launching trees from host-trees.php now properly passes along agent name (Juan C.)
  • New: /api/get-history-data.php for use with updated Zendesk Support app
  • Update: Agent feedback now includes link to session transcript (Katheryn P.)
  • Update: Added last_click_time fields to get_session_data API call (Ricardo)

Phew!

As always, let us know if you have any suggestions, comments, or brilliant ideas!

Updates: Spreadsheet Import Enhancements and More

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When we launched our new feature that allows you to create decision trees from Excel and Google Sheets, we had no idea this feature would be as popular as it has become. Some of our bigger clients, in particular, have really run with this and suggested a lot of great improvements.

Here’s what’s new with spreadsheet decision tree imports:

  • Fix: Validates Tree IDs on spreadsheet import for tree nodes.
  • Fix: Importing and replacing a tree keeps the tree’s settings intact (Elliott).
  • Update: Spreadsheet import allows columns in any order (Elliott).
  • Update: Spreadsheet import allows for a Tags column (Jamel).
  • Fix: Errors in spreadsheet import won’t delete a previous tree if we’re replacing a tree.
  • Fix: Importing Excel with line breaks in cells now works properly, retains line breaks (Charlie).
  • Fix: Importing pasted spreadsheet data now saves the first iteration in Snapshots tool.
  • Update: Spreadsheet import can now include TREE and LINK nodes (Elliott).
  • Update: Exporting CSV tree from Overview/Simple now adds TREE and LINK node types into CSV data.
  • Fix: Importing trees with button links to non-existent nodes now sets the link to “unlinked” (Elliott).

We’ve also done some other tweaks outside of spreadsheet imports:

  • Update: Use “send_zendesk_button” as a node tag to send the button text to Zendesk as a tag instead. (Elliott)
  • Fix: Agent Portal now shows merge variables for agent_name (Craig).
  • Update: Added Agent List export to the My Agents page (Gene).
  • Update: Added more error checks to Add Multiple Agents input tool.
  • Update: Made show/hide tree name option more visible in iFrame Advanced Options.
  • Fix: Copying a Gallery tree into a new account works properly.
  • Update: Max attachment size in email nodes increased to 25 Mb (Dan B.).
  • Update: Merge variables now has an option to retain plus characters (Chris).
  • New: API call to delete session data from our servers for a particular session ID (Jay).
  • Fix: email-session-info occasionally failed when data was entered right before sending (Alok, Craig).

Phew!

Got a suggestion to make Zingtree better? Give us a holler.

Update: Import from Excel, Google Sheets

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In spite of the fact that Zingtree has some really great ways to build interactive decision trees, we still get a lot of requests for making the process of creating trees even easier.  Many people are particularly comfortable working inside their favorite spreadsheet program, so we’ve created an easy way to use Microsoft Excel or Google Sheets to create new decision trees.

Once imported, the Zingtree editing and management tools can be used to refine and enhance your trees.

Here’s how our tutorial example appears in Google Sheets:

Details on this new feature:

Note that the same process for importing from Excel or Sheets can be used to import any tab delimited CSV file from any other program.

Other Updates

  • Update: Added ##ALL DATA## as a template for showing a summary of all data entry fields collected (h/t Sebastian, Logan). Details here.
  • Update: Added custom date range shortcut option to All Agents report. (h/t Allen J.).
  • Fix: Changing organization in All Agents report works properly now.
  • Fix: Restart function in older Zendesk Agent Scripting app installations now works properly again (Jamel).
  • Fix: Editing nodes from subtrees while using Preview now works properly (Jamel).
  • Update: Preview no longer automatically scrolls to the top of content.
  • Fix: Scoring uses numeric value of variables, not string value (Matt B.).
  • Update: All Agent report link added to My Agents page(Allen J.).
  • Update: Agent report now has quick date links.

Can we make your tree creating experience even easier? Just let us know!

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!

Making Dynamic Data Collection Forms

YouAsked

One of our larger customers requested the ability to make a list box that can change depending upon a selection made previously while using a decision tree. If you are doing data collection, this can really simplify things for your end-users.

Demo

For a demo, we’ve built a tree that asks you to select a state in the USA, and from there shows a list of cities in that state.  You can try the demo here.

Setup Overview

This tree uses Zingtree Webhooks. Here’s how we built it:

  1. We created a PHP script for our state-to-city list box generator. This script receives a state code, and returns JSON with a variable called pick_a_city that contains an HTML list box to pick a city in that state. This will be the Webhook URL. It looks like this:
    https://zingtree.com/demo/get-cities-from-state.php?state=#state#

    Substitute #state# with the 2 letter abbreviation for your state to see the results, or just use this example for Alaska.

  2. We created a new Webhook called “City/State Lookup” (under Account > My Apps) with the URL in step 1.

  3. The first node contains a list box with all of the states. The selection is stored to a variable named state. The only button in this node goes to node #2. The end-user view for node #1 looks like this:

  4. Node #2 calls the Webhook we created with the state variable from node #1. The Webhook returns HTML for a list box that replaces a placeholder in node #2 called #pick_a_city#. Here’s the content area for node #2:

    Under Advanced Options, we tell node #2 to send a message to our City/State Lookup Webhook before it loads, like this:

Source Code

  • You can see the entire tree here.
  • The PHP source code for the Webhook URL script is here.
  • The URL for the Webhook is:
    https://zingtree.com/demo/get-cities-from-state.php?state=#state#

Need More Info?

Questions or suggestions? Just holler!

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!

Updates: Reorder Nodes, Efficient Forms, Tree Content Search and More

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The holiday spirit never quits here at Zingtree, as we’ve added some cool new features for some of our best customers.

Reordering Nodes in Overview

Tom K. (and a few other people) asked if we could reorder the nodes in the Simple Overview. And now you can! Just drag any node up or down, and it will stay in that position forever.

Some caveats:

  • The root node always appears at the top of the list. If you drag a node over the root, it will appear in position #2 the next time.
  • Some people asked about automatically re-numbering nodes.  For now, we’ve decided to keep the node numbers permanent, as there are cases where node numbers are used in links and URLs outside of Zingtree, and any renumbering would break these links.

Tree Content Node Search

Abner J. asked if we could extend our search forms to include ALL trees in the account, not just the current tree.  So we added a new form type you can insert from the content editor in Edit Node: a Tree Content Search Form:

If you have multiple trees, and you want your end-users to be able to search all nodes in those trees, this is what you can use.

Placeholders vs. Labels in Forms

Tom K. asked if we could make our form layouts more concise by offering an option to eliminate the labels in forms, and put “placeholders” in the fields instead. Done!

Here’s how a form with labels appears:

And here’s one with placeholders:

Sending Multiple Emails

For Alok: Email nodes, and the email-session-info link now can send multiple emails.  Just enter email addresses separated by commas.

Got something special on your wish list? Send it along, and our elves will start working on it!

Fresh Tree Updates: Document Nodes and More

This latest Zingtree update includes the new Document Node type, and a smattering of small improvements:

  • New: Edit Tree Node can now open selected tree in a new tab for editing (Paul G, Sebastian V.).
  • New: email-session-info.php has new parameters for subject, body, from, secure_data_link. You can also include multiple emails separated by commas.  Details here. (Alok)
  • New: Link nodes can now accept variables (both Data Entry Fields and Merge Variables).
  • Update: Added “Add Node” option to main tree tools page.
  • Fix: Duplicating Scoring nodes now also copies scoring branch rules.
  • Fix: Root node no longer ever appears as an Answer node, even if there are no choices yet.
  • Fix: Copy Node now works properly again from Overview (Chrissie, Admin).
  • Update: Edit Node can now set the Start node.
  • Fix: Multi-line text fields now input form data from previous form fills.
  • Fix: Edit Node preview now renders blank questions properly.
  • Fix: One across button layouts are now shorter, centered (Deb & Tif).
  • Fix: unchecking “Use Scoring” when editing buttons in Edit Node no longer keeps scoring variable.
  • Update: Now shows scoring variables for data entry fields in simple overview summary, Edit Node data entry fields summary.
  • Fix: Long feedback comments display better.
  • Update: Can now read and delete comments on Scoring nodes (Chrissie).
  • Fix: Instant preview in edit-node-content after deleting a data entry field no longer shows a blank for that field.
  • Fix: Simple overview buttons don’t wrap on smaller screen sizes.
  • Fix: Added extra capacity for servers, fixed server scaling issue.

We love feedback. Send us your ideas!