Monthly Archives: November 2016

How to Improve Your Technical Writing with Interactive Decision Trees

Hey technical writers! If you’ve ever struggled to make a linear document from something more akin to a flowchart, perhaps you need to get familiar with creating interactive decision trees as an alternative.

With no programming needed, Zingtree allows you to build custom interactive decision tree troubleshooters, tutorials, guides and other technical processes. The end-result is simple enough for end-users, yet robust enough to handle any project requirements. Here are just a few of the ways that interactive decision trees benefit you and your audience.

1. Streamline Troubleshooting

Interactive decision trees are a friendly way to guide customers toward a solution by asking questions along the way – interview style. Once you figure out all the end-result pathways, a standardized and perfected troubleshooter allows all users moving forward to find answers quickly and painlessly.

The Designer Tool allows you to construct an interactive decision tree within a “white board” style display shown below. After creating and ensuring all question and answer nodes – and their connections – are complete, publishing the troubleshooter will display like the example in this link.

2. Simulate Scenarios for Better Training Materials

Scenario-based documentation is in high-demand for many companies and organizations looking to train new hires in a standard and efficient way. Zingtree is a prime resource for creating and implementing simulations for various scenarios that you may need to communicate in a technical writing assignment.

Providing these kinds of interactive simulation tools to emulate different types of situations or end-results can prove to be incredibly important when leading trainees through complex learning environments.

Click here for an interactive example of a training simulation to see how it’s done.

3. Build Interactive Tutorials

Give readers the power of customized, interactive tutorials to better understand deeply-technical processes. With the simple question-and-answer-style flow of a decision tree, finding solutions and examining complicated workflows becomes much more manageable and easy to digest. You can add customizations and helpful visuals like GIFs, videos and still images to help display step-by-step tutorial information and lead users to a path of understanding.


Want to build your own decision tree? Start with a free trial account today.

Have questions? Reach out to us at any time!

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.

How to Simplify Lead Scoring and Qualification

Working at a startup or with a tight-knit sales team? Many smaller sales and marketing departments don’t necessarily have access to the same advanced tools and platforms that help large scale businesses identify which leads are worth the effort. And, as we all know, a business really can’t grow at a steady rate without ongoing interest from qualified leads.

According to MarketingSherpa, 61% of B2B marketers send all leads directly to sales, while only about 27% of those leads will actually be qualified to contact. Essentially, while the effort is there in terms of generating leads, marketers who pass along potentials to their sales departments without taking the time to qualify those leads are wasting a lot of time.

So, how do you streamline this often clunky process of qualifying leads? Luckily for startups and small businesses, there are affordable ways to get the job done quickly, so you can better keep up with the competition.

Using Decision Trees for Lead Qualification

You wouldn’t cold call an intern when you’re targeting upper management… would you? After generating new leads, whether it be through direct referrals, marketing efforts or some other channel, it’s critical to carefully select the best, most qualified leads for your specific market or industry.

Instead of blindly qualifying leads that may not be the best use of company time, create a simple decision tree that houses the ideal characteristics of each lead that comes in. After having leads identified, sales reps and marketers can quickly run through the standardized tree of questions and answers to see how qualified a potential customer is. By using a decision tree flow, or multiple trees, that address sales distribution, promotions and marketing efforts, and more key criteria, your small business can quickly identify the best leads of the bunch.

Setting Up Lead Scoring

Our decision tree platform also allows you to effectively score new leads based on their quality as a customer. With the Zingtree scoring feature, sales and marketing teams can assign a score (numeric value) to each answer as they go through a set of questions about that lead. Once having gone through the decision tree to properly score each lead, sales can later act upon the total score and reach out to those leads accordingly.

Here’s how to get set up:

1. Go to Overview > Edit Node and then click Edit Buttons to open the button editor.

2. Select Use Scoring, and enter a Score Variable Name that will be used to tally scores and branch on later.

3. Add your desired score values to button clicks in your lead qualification decision tree.

4. Add a new Logic Node, using This Tree > Add Node. In the Logic Node, specify which node appears next, and which to branch to, according to rules you create.

4. Link the last button click of your lead qualifying decision tree to the new Logic Node.

Go here for a live example of scoring in the Zingtree Gallery.


Want to learn more abut lead qualification with decision trees? Reach out today!

Update: New Decision Tree Designer and Data Entry Fields Management

NL-header-updates3

This latest Zingtree update is more comprehensive than most, primarily because we took some time to focus on our core decision tree building features and make them even better. You’ll see big improvements in Visual Designer, as well as managing Data Entry fields and editing nodes.

Visual Designer

The big change is that we’ve moved to a more powerful pop-up editor within Designer, and eliminated editing from the right panel. You now have a larger drawing area, and can do almost all of your work directly in Designer without having to go to Overview.

Designer also has “isolated” view – just click on a node, and you’ll see just the nodes and buttons connected to it. Additionally, you can print and export your tree drawings to PNG image files. And, Designer now loads 2x to 3x faster!

Important: To edit a node in Designer, you’ll need to double-click or right-click.

Here’s what some of the new changes look like:

Larger Drawing Area

larger drawing areaPop-Up Editor

Isolated View

Click on any node or button/arrow to highlight connections.

Other Designer updates:

  • Designer boxes resize to fit longer content when loading tree.
  • Designer with two buttons going to same place now has larger separation of arrow connectors.
  • Fix: Apostrophes in titles or questions now display properly.

Data Entry Fields

Also new is an improved way to manage data entry fields. Rather than inserting code into the content area, you can now manage data entry fields separately, which makes it easier for non-programmers to edit, add and change data fields.

Within the node editor (from Overview or Designer), you can add any number of data entry fields from a simple, easy-to-use form.

Complete instructions on how to use Data Entry Fields is in the Zingtree FAQ here.

Other Enhancements

Several other improvements and fixes are in this update, including:

  • Update: Tree node search now includes tags in search (h/t Trey H.)
  • Update: Simplified Edit Node.
  • Update: “Hide from Agent Portal” no longer defaulted when creating a new tree. Also gives hint to check this if no trees found in Agent portal.
  • Update: Copy Node on node editors, no more “Save and Create Duplicate”
  • New: Can now edit two trees at the same time through Designer, or keep two tabs open for different trees.
  • Fix: Edit Tree Node now shows links to all trees in your organization.
  • Fix: Traffic Map report now shows tree node links. (h/t Ben C.)
  • Fix: email-session-info.php will now substitute #source# or #agent# in the link (link node fix) (h/t Craig)
  • Update: Simple overview only shows scoring variable if scoring is being used.
  • Update: Preview now substitutes #agent_name# for author name. (h/t Marlin)
  • Update: Email nodes now insert body of message into “Notes” form field, which can be viewed and exported from the Form Data report (for Holly B.)
  • Fix: Search results linking to a tree node no longer fail (Chrissie)
  • New: Can delete multiple nodes easily from Simple Overview (for Ben C.)
  • Fix: Last Opened in My Trees page is adjusted for the user’s time zone (h/t Elijah H.)
  • New: Button Clicks report has a View All option to see all nodes on one page (h/t Mike H.)
  • Fix: apostrophe’s in page title no longer messes up #taglist# link tracking (Chrissie)

Thanks again to everyone who suggested updates! I’m sure we may have forgotten a few of you.

As always, if you have a suggestion to make Zingtree work better for you, please share.

Google Analytics for Zingtree: How to Set Up Demographic & Interest Reporting

Google Analytics is an industry-leading web analytics tool that gives you greater insight as to how users are interacting with just about any online or mobile property. Zingtree can use Google Analytics to allow you to get even more robust and powerful tracking data.

As part of this series, we will guide you through some of the Google Analytics basics, as well as information about how you can integrate Zingtree into your reporting process in a strategic way.


About Demographic & Interest Reports

Understanding your audience composition in terms of gender, age, and interests lets you also understand the kinds of content that you need to develop, as well as the language and tone. This information is also increasingly helpful from a support perspective — if, for example, we know that the target demographic for Acme Co. products is male and between 20 and 50, but we find that the majority of users interacting with Zingtrees are 40+, this may be indicative that the current product design and marketing isn’t working well for the older audience.

Enabling Demographic & Interest Reporting in Google Analytics

  1. Sign in to your Analytics account.
  2. Select the Admin tab.
  3. Navigate to the account and property where you want to use Demographic and Interests data.
  4. In the PROPERTY column, click Property Settings.
  5. Under Advertising Features, set Enable Demographics and Interests Reports to ON.
  6. Click Save.

Viewing Demographic & Interest Reports in Google Analytics

  1. Sign in to your Analytics account.
  2. Navigate to the account, property, and view where you want to use Demographic and Interests data.
  3. Click the Reporting tab.
  4. Open the Audience > Demographics > Overview report.
  5. Click Enable (above the introductory text).

Want to learn more about using Google Analytics and Zingtree? Check out our complete series:

http://blog.zingtree.com/category/google-analytics/

Have any questions? Please reach out to us at any time.

Decision Tree Analytics: About Results Reports

Zingtree has powerful built-in analytics. In this series, we’re taking a closer look at some of these in-depth reports and how they help you learn even more about how customers use your trees. 


Results Reports

The Results Report allows you to quickly and easily measure the overall performance of your decision trees, based on the last node visited during a session. With a powerful labelling system, you can tag your nodes as a “success,” “failure,” or an “unknown result” to generate the report.

Before getting started, go here to learn how to label your nodes:

http://blog.zingtree.com/how-to-measure-results-of-your-decision-trees/

To access this report, go to Overview > Reports and select Results from the dropdown menu. You can specify an exact date range to pull the stats from before clicking “Show Report.”

The report will generate immediately, showing you a complete overview of your results in a pie chart. Hover over each section to see the statistics for each success, failure, and incomplete or unknown result.

You’ll also find a breakdown of the engagements, sessions started, and sessions with button clicks within that given date range. Please note that changing the category of any node — for example, from “success” to “failure” — will automatically update the report.


Learn more about our powerful reports and analytics:

Reach out to us any time with questions!

Google Analytics for Zingtree: How to Set Up Goal Tracking for Tree Resolution

Google Analytics is an industry-leading web analytics tool that gives you greater insight as to how users are interacting with just about any online or mobile property. Zingtree can use Google Analytics to allow you to get even more robust and powerful tracking data.

As part of this series, we will guide you through some of the Google Analytics basics, as well as information about how you can integrate Zingtree into your reporting process in a strategic way.


For those of you already familiar with Google Analytics, here’s a great tip that will allow you to assign tree resolutions as Goals. Setting up goal tracking for your trees will give you deeper insight about how different classes of users are interacting with your trees.

What is Goal Tracking?

Within the Google Analytics framework, here are goals explained:

Goals measure how well your site or app fulfills your target objectives. A goal represents a completed activity, called a conversion, that contributes to the success of your business. For more information, go here:

https://support.google.com/analytics/answer/1012040?hl=en

Setting Up Goal Tracking

1. Before you get started, make sure that you’ve updated the end nodes of your trees to determine “success” or “failure.” More details about how to do this can be found here:

http://blog.zingtree.com/how-to-measure-results-of-your-decision-trees/

2. In your Google Analytics account, head over to Admin in the top navigation, then Goals under the View options

3. From there, select +New Goal and then Custom from the Goal options.

4. In the Goal Description field, give your Goal a logical name and the select Event:

5. Populate the Event Category and Event Action, as specified below (for resolved trees).

6. Use the Verify feature to make sure that you have everything set up properly.

7. Click Save.

8. Create a new Goal for failed sessions by repeating the steps above. When you reach step 5, replace “success” with “failure”

A Few Notes About Google Analytics & Goals

  • Goal tracking will only apply to data that comes into Google Analytics AFTER the goal tracking is set up. It will not retroactively apply to old data.
  • When goal tracking is set up, you can begin segmenting your data by Goal Completion by selecting the “Goal Set x” option above the chart in most of your reports.

  • Quick disclaimer about interpreting your data: Due to the limitations of Google Analytics’ Event Tracking functionality, a “success” and “failure” event can be associated to the same session. Because events are fired based on when a page is viewed, if a user views a “success” and “failure” node in the same session, both events will appear in Google Analytics. In our experience, these instances are generally isolated, but feel free to also consult Zingtree’s internal reporting for more data about tree resolution.

Want to learn more about using Google Analytics and Zingtree? Check out our complete series:

http://blog.zingtree.com/category/google-analytics/

Have any questions? Please reach out to us at any time.

Google Analytics for Zingtree: Tree Resolution & Tracking

Google Analytics is an industry-leading web analytics tool that gives you greater insight as to how users are interacting with just about any online or mobile property. Zingtree can use Google Analytics to allow you to get even more robust and powerful tracking data.

As part of this series, we will guide you through some of the Google Analytics basics, as well as information about how you can integrate Zingtree into your reporting process in a strategic way.


About Tree Resolution

Zingtree empowers organizations to allow their users self-solve using dynamic, interactive decision trees. Allowing users to self-service their support needs not only cuts down on human resources, but has also been proven to lead to more satisfied customers.

To better understand how efficient your Zingtrees are at helping your customers get answers faster, it’s important to measure the results of your decision trees. You can do this labelling each node in your tree as a “success,” “failure,” or an “unknown result.”

For more information on how to track these results, please see: 

http://blog.zingtree.com/how-to-measure-results-of-your-decision-trees/

Viewing Tree Resolution Data in Google Analytics

After you’ve configured your resolution nodes, Zingtree will automatically begin sending this information into Google Analytics in the Events interface:

Referencing the example below, we know that 95% of users that make it to the end of our decision trees are able to self-solve, which the remaining 5% require more assistance.

Disclaimer: Due to the limitations of Google Analytics’ Event Tracking functionality, a “success” and “failure” event can be associated to the same session. Because events are fired based on when a page is viewed, if a user views a “success” and “failure” node in the same session, both events will appear in Google Analytics. In our experience, these instances are generally isolated, but feel free to also consult Zingtree’s internal reporting for more data about tree resolution.


Want to learn more about using Google Analytics and Zingtree? Check out our complete series:

http://blog.zingtree.com/category/google-analytics/

Have any questions? Please reach out to us at any time.