Tag Archives: zingtree

The Most Simple Ways to Build an Interactive Decision Tree

Zingtree’s decision tree platform makes it easy to offer your end-users an interactive way to find answers, optimize workflows, and a whole lot more. Below, we’ll walk you through how to make a basic decision tree using our most popular methods of creation in order to help you get a closer, step-by-step look at how it’s all done.

How to Use the Wizard

The Wizard is our most-used creation tool, offering simple prompts to build your tree, question by question (and answer by answer). It’s one of the easiest ways to work through an accurate flow for your customers or users.

1. Log in to your Zingtree account, go to My Trees and select Create New Tree. Choose the option to fill out forms with the Zingtree Wizard.

2. After naming your decision tree, choosing your ideal display style and providing a description, just click the Create Tree button to move on to the next step.

3. Once you start the Wizard, you’ll see an entry screen that will prompt your first question and answer options, along with some body content to give users context.

You’ll also be able to see a live preview of what the decision tree will look like, off to the right:

When you’re finished setting up your first question, click Save and Continue.

4. You’ll next be asked to fill out an unfinished part of your decision tree. Click to Offer a Solution, and fill out the form presented to you. Since this is a solution node, you won’t need to ask any other questions.

Click Save and Continue again when you’re finished.

5. Next, you’ll continue to fill out more questions and answers to reach the end paths of your decision tree. For greater selection, try providing more answer choices.

6, Next, you’ll see a page with an overview of the sequence you’re building. In this case, choose to Offer a Solution. This will be the end of one of the paths in your decision tree for your end-user.

7. Continue to complete the rest of the forms that the Wizard prompts. When you’re all done with the interactive building process, the Overview page will appear to show you every node and path in an easy-to-digest way.

Watch our tutorial video for more information about the Zingtree Wizard. 

How to Use the Designer

The Designer tool is another great way to create decision trees in a more visual way. Presented in a white board-style screen, you can easily build out every node, connection and pathway, while being able to see a high level overview the whole time.

1. Log in to your Zingtree account, go to My Trees and select Create New Tree. Choose the option to visually draw out your decision tree with the Zingtree Designer.

2. Once you start Designer, you’ll see the white board-style screen like the one shown below. Click on the green box for Node #1. This will be your starting node – the very first page your end-users will see.

2. Next, you’ll see an edit window appear on the right hand side. Change the Title, Question and Content areas to fit your tree needs.

Next, add another question by dragging a New Question node into the drawing area. Click the green box for the new question node, and edit it like the first time.

3. Drag a Final Answer node answer node into the drawing area, and edit it.

After adding your first questions and a Final Answer node, the Designer area will show everything like this:

You can drag as many question and Final Answer nodes into the Designer drawing area as it makes sense for your needs, and label them respectively.

5. After adding the question and answer nodes to your decision tree, it’s time to link them together. Hover over node #1 until you see a large dot appear, then drag it over to its connecting node.

After finishing linking all of your nodes correctly, it’ll look something like this:

6. The next step is to create the buttons your end-users will click, by editing the connecting arrows. Click the connector – in our example, titled “Check the Weather” – and an edit form will appear. Change it to look like the form below:

After you connect the rest of the choices in your tree, and relabel the connecting arrows, your decision tree will look something like this one:

Watch our tutorial video for more information about the Zingtree Designer. 

The Finished Decision Tree

No matter the route you take to get there, you’ll end up with the same stunning, super-powerful decision tree. Click through our demo tree below, and examine it within the Gallery to check out even more.

 


Have any questions about getting started with Zingtree decision trees? We’d love to speak with you anytime!

 

This article was originally published on September 14, 2016. 

Embeddable Decision Trees for WordPress

There’s no getting around it – we love WordPress! As a powerful piece of software that enables people around the world to spread and share ideas, build amazing websites and more, we understand the need to be as integrative with this ever-popular tool.

Zingtree’s robust toolkit allows WordPress users to directly embed interactive decision trees into any web page needed, making it easy for customers and end-users to navigate through any process on your site in a simple question-and-answer flow.

Many of our amazing customers are already taking advantage of this plugin, by hosting powerful, customized decision trees directly on their respective websites! See if you could survive in the wild with this interactive journey built by Live Out There, then check out a robust and helpful troubleshooter decision tree from Screen Time.

Here’s how to get started with your own WordPress-hosted decision tree:

1. Download the plugin and install it into WordPress.

2. Use your Zingtree decision tree’s specific short code (which will appear like this) in your post:

[ zingtree id=”851580502″ ]

Hint: To locate your short code, login to Zingtree and go to My Trees. The ID number to the left of the decision tree title is your code.

Installation Video

Some more examples: 

To customize with a persistent button that will immediately take the user to whichever node you’d like while displayed in “panels” style, enter a short code like this:

[ zingtree id=”148196706″ style=”panels” persist_names=”Restart|Submit Ticket” persist_node_ids=”1|5″ ]

To hide the name of the decision tree, as well as the “back” button, enter a short code like this:

[ zingtree id=”148196706″ hide_title=”yes” hide_back_button=”yes” ]

Get the WordPress Plugin!

Don’t want to embed into WordPress? Zingtree can host your decision trees for you! Learn more here or contact us today.

This article was originally published May 2015.

Why Millennials Want Independence in Customer Support

(Image via Gen HQ)

Customer service delivery preferences are rapidly changing. This is in part due to technological advances, but also the customers themselves —particularly millennial customers. This demographic cohort increasingly prefers to take CS employees out of the equation completely and simply do it themselves. Whether it’s purchasing groceries or other goods online, the millennial generation is antsy to self-serve.

As customer demands have evolved over the years, so too has self-service. Many businesses offer only limited self-service choices, which can quickly frustrate their millennial customer base. If your company’s self-serve options are restricted to general tasks, it’s time to explore how you can make this feature more comprehensive to meet the demands of millennials.

The Hard Facts of Millennial Customer Service

Numerous studies conducted by various firms have repeatedly shown that millennials prefer to self-serve and self-help rather than interact with a company representative, and the numbers really speak for themselves. In fact, in a comprehensive study, it was discovered that:

  • Nearly 70% of millennial females are comfortable resolving CS issues on their own, without having to interact with a company representative.
  • 64% of millennials prefer self-service, whereas only forty-seven percent of baby boomers do.
  • 56% of millennials moved their business elsewhere as a result of poor customer service.

One reason for the popularity of self-service in this demographic group is that they can remain in control of online purchasing and other habits. Millennials expect efficient, 24/7 access to any online support decision, whether it’s updating an account profile or making a purchase. Self-service in modern times is more than an FAQ; the future of customer service will be much more customizable, interactive, and will put the customer in the driver’s seat.

Contact Centers Still Matter

Providing more self-directed features doesn’t make a call center obsolete, but it does change its function. Contact centers will need to handle more sophisticated and technical inquiries and will have to hire, train and staff to address this need. If companies don’t adapt to meet current and future customer demands, they’ll likely frustrate customers and risk losing business.

Companies can no longer rest on the laurels of their brand, product or service; they must stay ahead of the curve and understand that how customers interact with them is often more important than the product itself. Self-service is looming large on the horizon of customer service delivery preferences – don’t fade into the sunset because you missed the boat on where the industry is headed! The future of customer service will be more self-controlled, but ready with agents to help guide customers to success.

This article was written by Tamara Irminger of MHI Global. Are you interested in submitting a guest blog post? Please contact us!

This article was originally posted on Jan 12, 2016.

Zapier Decision Tree Integrations with Zingtree

zingtree zapier integration

Our Zapier app makes it easy to send data collected during each Zingtree session to more than 500+ applications supported by Zapier. In case you haven’t heard of it, Zapier is a tool that simplifies data exchange between various web applications. We’re big fans.

Here are some cool things you can do with Zingtree and Zapier:

  • Send data collected in a Zingtree session to Salesforce, Zoho, Highrise, or any other CRM.
  • Add an email address entered in a tree into Mailchimp.
  • Send  yourself an email or SMS message when a customer reaches a critical node in a tree.
  • Save new customer information in a Google Sheets row.
  • Create Trello cards from trees, and include customer notes and session data.
  • And tons more!

When using Zapier, you create “Zaps.” A Zap has a “trigger,” which is the source of the data, and an “action,” which is where the data gets sent. Most of our customers want to send data from Zingtree to another app, so we’ll demonstrate how this is done here.

Before starting, you may want to examine a demo tree from our Gallery that gathers data and sends it to Zapier, or copy it to your account.

How to Set up Zapier for Zingtree

The Zingtree Zapier app is currently invite-only. But if you’re reading this article, you’re invited!

  1. Create a free Zapier account at Zapier.com.
  2. Go here to accept an invitation to use the Zingtree app. The invitation appears:

    Accept the invite.
  3. You’ll be prompted to make a new Zap:
    Click Make a new Zap.
  4. You’ll be asked to choose a Trigger App, which is the source of the data exchange.
    Search for Zingtree, and select Zingtree (Beta).
  5. You’ll be asked to choose a single trigger.
    Click Save + Continue.
  6. Next, you’ll need to connect your Zingtree account, and a tree to Zapier.
    Click Connect a New Account. 
  7. You’ll be asked for your Zingtree API Key, which you can find here at the bottom of this page. Also enter the Tree ID that will be sending data to Zapier.
    Click Continue when finished.
  8. Change the name of the account, then click Test.

    You should see “success.” Click Save + Continue.
  9. Next, Zapier will attempt to retrieve any variables or sample data from your tree. If this is a new tree, you may want to run through it once and gather some data.
    Click Fetch & Continue.
  10. You’ll see some of the stock data that Zingtree always provides, as well as any custom data for your tree. Again, if you don’t see all the data you expect, do a test run through your tree, and enter some data at least once. This will make the rest of the process easier.
    Click Continue.

Set up the Action App – Email Example

So now you’re done with the Zingtree part. Congratulations! Next, you need to set up an Action App, which will receive data from Zingtree. Let’s set up email delivery as an action, as follows:

  1. Search for email, and choose Email by Zapier as an action app.
    Select Email by Zapier.
  2. This app has just one action.
    Click Save + Continue.
  3. Fill in details for the outbound email. You can insert fields from Zingtree in the body of the email as well.Click Continue when the email is set up correctly.
  4. You’ll see  a preview of what to expect.
    Click Create & Continue to save the action and send a test email.
  5. You should see another “success” screen.
    Click Finish when the email appears as you like.
  6. Name your Zap Zingtree to Email, and turn it on!

Your Zapier Zap is all set.

Making Zingtree Send Data

The final step is to tell Zingtree when to send all the data collected in a session to Zapier. This can be triggered from one or more nodes, when they are seen by the end-user of your tree.

  1. From Overview, Edit Node, edit the node that you want to trigger sending data to Zapier.
  2. Go to Send Message to, and pick Zapier: Zingtree to Email. This is the new Zap you created.
  3. Click Save.
  4. Now try a test from Zingtree. Using Preview or the Publish tool, navigate your tree, and when you reach the node that triggers the send, you should see something in your inbox. IMPORTANT: Make sure to use https in your published Zingtree URL when using Zapier.

Once you get your first Zap done, it becomes easy and addictive to hook Zingtree to the other applications that your business depends upon. So keep going!

Have any questions? Contact us anytime!

What Kind of Valentine’s Card Should I Give?

Get ready – Valentine’s Day is just a few days away!

Whether you’re searching for ideas for your significant other, mom and dad, or other VIP’s in your life, the Valentine’s card is a staple of the season and shouldn’t be forgotten. Rather than going to your neighborhood pharmacy and grabbing a generic option last-minute, our custom decision tree will help you find the perfect Valentine’s Day card.

Want to see more amazing user-generated decision trees? Check out the Zingtree Gallery!

The Visual Designer: Drawing Out Your Decision Tree

Everyone prefers their own way of creating, and it can come in many forms. To address this, we built Zingtree with a few different ways to design and construct an interactive decision tree.

For the more visual learner, the Zingtree Visual Designer allows you to draw out your decision tree. This “white board” style lets users to create nodes, along with their connections, and see the nitty gritty details of how the tree functions.

Here’s how to get started with the Visual Designer:

1. Once you log in to your Zingtree account and start Designer, you’ll see a screen that looks like the one shown below, with one node already in place as a green box. This is the very first node your users will see and interact with.

2. Click on Node #1, and you’ll see an edit window pop up on the right hand side. You can edit the Title, Question and main Content segments to your liking.

3. Drag new nodes into the design area – these correspond to the pages in your decision tree. Again, select the green box to edit each node’s Question, Content, etc.

4. When you’re ready, add a Final Answer Node and edit to fit your needs. These will appear in blue, to differentiate from your green Question Nodes.

5. Continue to create these Questions & Answer Nodes by dragging new nodes into the design area, and then connect them using labeled arrows. The connecting arrows represent the button selections from each node.

6. Finish linking all of your nodes using this method, and you’ll end up with a finished product that looks something like this image below. Often times, Zingtree users only use this mode as a way of assembling their decision trees. Please keep in mind that things can get confusing for more complex trees that require more nodes.

For a more in-depth tutorial, watch this video to see how to build the example tree above using Zingtree Designer:

 

 

To view more ways of building your decision trees, check out our Zingtree Design Tutorials.

Online Marketplace Case Study: Turo + Zingtree

Turo + Zingtree

Interactive solutions to make peer-to-peer services even more people-friendly

Turo connects car renters with car owners, helping people find the perfect transportation for their next journey or to earn extra money by renting an existing vehicle. Operating in major cities from Los Angeles to Miami, it’s the easiest way to list and find cars for rental across the United States.

Turo’s Challenge

As a growing peer-to-peer business providing support to both car renters and owners around the country, Turo needed an efficient way for support agents to run through user/driver verification procedures in order to better enforce its community and marketplace safety rules.

Zingtree’s Solution

Zingtree’s interactive decision trees provided Turo with the perfect platform to guide agents through the correct verification process for any specific scenario or user. After implementing for internal use, agents also discovered the tree’s helpfulness with support and claims-related processes.

“The tree makes the final decision for the agent depending on the results of every check that is made. This has helped make the process more structured, and at the same time protects the agents,” says Emanuela Ferrari, Onboarding Manager at Turo. “Individual pieces of the process are guided, decreasing the risk of error.”

About Zingtree

Zingtree is the most user-friendly, business-ready platform for creating and implementing interactive decision trees that deliver answers faster. Quickly create a decision tree that your site visitors, leads, trainees and/or customers navigate by clicking buttons to answer questions, and receive detailed analytics on how trees are being used. Zingtree makes it easy to guide anyone through complicated processes – there’s no better way to help people get answers and solve problems.

View the full Turo + Zingtree case study and download the PDF here


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

Integrating Zingtree with Freshdesk

feshdesk_zingtree

Freshdesk is one of our most popular integrations, so we’ve made sure it’s easy to import Zingtree session transcripts into a Freshdesk ticket. With the integration in place, support staff can see all of the steps a customer went through in a decision tree before needing to ask for help – it’s a huge time-saver for agents!

When the integration is set up, agents will see a Zingtree transcript with each ticket, like this:

Requirements:

You will need the Estate or Forest plan from Freshdesk to accomplish this integration.

Overview:

You’ll first need Freshdesk Admin privileges to complete the process. This method will create a new field called Zingtree Session Datait gets hidden from the customer, but it appears for the agent answering the ticket. It includes the entire Q&A transcript of the user’s Zingtree session prior to opening a new ticket in Freshdesk.

Here’s how to set up the Freshdesk side:

  1. In Freshdesk, go to your Admin panel, and select Ticket Fields.
  2. Create a new “Multi Line Text”  ticket field named Zingtree Session Data. (This field must be set up as “display to customer” and “customer can edit”, but will be hidden from the end-user once you implement step #7 below. Trust us!) The properties will look like this:
  3. Click Done.
  4. Click Save to add the field.
  5. Next go to Admin, Portals, and click  Customize Portal next to the portal that will receive Zingtree data.
  6. Go to Layout and Pages, Portal Pages.
  7. Click New Ticket, then add this code to the new ticket edit area:
    <script src="//zingtree.com/api/freshdesk-new-ticket.js"></script>

    This is what it looks like (new code outlined in red):

  8. Click Save and Publish.

On the Zingtree side:

You see to make Link Nodes that go to your Freshdesk New Ticket form, and add ?session_id=#session# to the end of the URL. Example:

If this is the link to your ticket form:
http://support.mycompany.com/support/tickets/new

Use this URL within a Zingtree Link Node to go to the ticket form, and have the Zingtree session transcript transferred:

http://support.mycompany.com/support/tickets/new?session_id=#session#

We’ve set up a sample Gallery tree (“Freshdesk Integration example”) for you to examine here. You can copy this tree, and then change the URL link to point to your own Freshdesk domain.

Follow these steps and in 15 minutes or less you’ll have a powerful integration between Freshdesk and your Zingtrees.

Any questions? Reach out to us anytime.

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!

How To: Creating Decision Trees With the Wizard

Interactive decision trees can be an extremely simple, fun way to navigate through your information, find answers to questions and more. The Zingtree Wizard tool is one such way to build out decision trees in a clean, step-by-step process.

With the Wizard, you’ll be prompted to fill out easy forms in order to generate your tree, providing the questions and answers your end-users will see. It’s one of the most straight-forward ways to generate a Zingtree!

Here’s how to use Zingtree Wizard:

1. Sign in and click My Trees > Create New Tree.

2. Select the option to fill out simple forms, and then give your tree a name and description.

3. Once in the Wizard, fill out some body text to get started with your tree.

4. Write out your first question, then fill the Answer Options section with every answer you’d like provided. You can see a live preview appear to the right of the screen as you move forward.

5. Continue to write out the appropriate questions, answers and final path solutions until every connection in your decision tree is made.

6. When you’re finished making the nodes and connections between them, you can take a full look at your finished decision tree in Overview.

Voila! Your masterpiece is complete, interactive and highly-intelligent. You can also watch this video for a guided tutorial on how to use the Wizard tool:

To view more ways of building your decision trees, check out our Zingtree Design Tutorials.