Monthly Archives: January 2019

5 Ways to Get More Out of Zingtree in the New Year

A new year is always a new chance to look at things with fresh eyes and do things better. We’re uncovering some of the great ways to improve your experience with Zingtree decision trees, making the process of building decision trees easier, more dynamic, and more time-saving.

Here are 5 of the most unique and valuable ways to get more out of Zingtree this year…

1. Explore new methods of customizing.

We made it part of our mission to make creating decision trees fast, easy, and accessible; another big part of that is making them flexible enough to fit any business’ possible needs, branding, and more. How do we do it? Through our ever-growing roster of decision tree customizations. Along with the basic choices like selecting panels vs. buttons for users to click through, we’ve built out support for other custom adjustments like:

You can see other decision tree customizations right here.

2. Set your decision trees to support multiple languages.

How many of your current or potential customers can’t properly access your decision trees? It’s not just about being able to view and click through, it’s about being able to really understand what’s going on in their native language. When you set your decision trees to support multiple languages, you’re opening yourself up for better satisfaction, faster resolution, and increased customer loyalty for putting in the effort to really speak to them.

You can include a Google Translate option in your decision trees which allows them to automatically support foreign languages – just use &google_translate=* to support ALL language translations that Google offers! You can find the complete list of languages here, and take a look at another way to translate decision trees here.

3. Utilize Advanced Logic Nodes to automatically branch with more complex rules.

Logic rules and decision trees are a true match made in heaven. With all of the power of your decision trees already in place, you can use simple logic to automatically branch to a node in your tree based upon data entered or choices made earlier in the session..

With more advanced logic set up, you can create a set of more complex rules and operations to accomplish even more. For instance, by building expressions out as shown below, you can create a decision tree system that sends users to get specific advice based on their age and state.

4. Connect Zingtree with Zapier (and other amazing applications).

Decision trees are powerful on their own, but their value increases tenfold when you can share data with other applications. Using Zingtree with Zapier allows your business to send data collected during each decision tree session to over 1000+ applications currently supported by Zapier. This means more simple data exchange to do things like:

  • Save new customer information in a Google Sheets or Excel row for more streamlined tracking.
  • Send info collected in a tree session to Salesforce, Zoho, or any other CRM for faster customer management.
  • Add an email address entered into a tree into Mailchimp automatically for improved list growth.

There are so many possibilities depending on the tools you currently use. Get in touch with us to chat about how our integrations can make your life easier.

5. Look for areas of improvement.

With your decision trees already in circulation within your company or helping out your customers online, one of the biggest things you can do is check back in to see how they can be improved. Because our decision tree platform allows you to collect key information and data instantaneously, it’s easy to see where adjustments can be made for the better.

With Zingtree reports and analytics, you can see exactly how your trees are performing in a number of ways and use that information to make improvements to those decision trees that make them even better. With better trees come better results! A few areas of improvement to consider could be:

  • If users are leaving the tree too early, try condensing or reducing the overall number of nodes.
  • If you’re getting feedback that your decision tree messaging isn’t clear enough, try integrating more visuals and graphics.
  • If call center agents aren’t receiving the best ratings for their service, try adjusting the script until you see positive changes.

We’re always working on improving our decision tree platform and making it exactly what our customers want. Have an idea for a new feature or a suggestion for how we can do better? Get in touch with us.

7 Big Call Center Predictions for 2019

Image via Call Centre Helper

Call centers are constantly changing and adapting to fit the growing needs of customers, and – surprise – those changing demands and expectations are more dynamic than ever. When we’re looking at the overall landscape of call centers and support teams putting in the time with these customers, it’s always important to identify trends and patterns that help us shape our strategies.

Call Center Predictions from the Pros

In a recent Call Centre Helper article, their panel of experts has published their call center predictions for 2019, ultimately defining how they believe the industry will evolve this year. Among 23 fantastic pieces of insight for any size of call center or support team, we pulled out 7 of our favorites.

1. Organisations Will Realise That Mobile Is the Channel of Choice

The lowest hanging fruit for self-service for 2019 planning is to make sure that you’ve optimised your mobile app, and mobile-friendly website, for quick responses to common customer questions and issues. – Chris Bauserman at NICE inContact

Related: Clever Ways to Make Customer Service Less Annoying

2. Customer Feedback Will Be Used More to Improve Experiences

By capturing what customers want to achieve, smart VoC initiatives can inform customer experience re-engineering to address 100% of customer needs, whether they’re engaging digitally or through the contact centre.

Related: 7 Ways to Ensure You Get More Customer Feedback

3. A Greater Effort Will Be Put Into Training Advisors

Next year, contact centres should focus on training advisors and providing them with great tools so they can, in return, look after customers. – Stephanie Liais at RingCentral

Related: Simple Software: How to Start a Training Program with Decision Trees

4. Technology Choices Will Be Made in Light of the Overall Experience

Customers will become increasingly frustrated with the lack of human interaction and a fractured customer journey as businesses struggle to tie channels together. Customers expect to seamlessly switch from self-service options on web and mobile to chat, email or phone. – Kris McKenzie at Calabrio

Related: Balancing the Digital & Human Experience in Customer Support

5. Channels Will Increasingly Be Joined Together

In 2019 contact centres will be offering more to meet consumer expectations by joining up multiple channels – from voice to website to messaging app. We’ll be joining up systems and working smarter to provide faster, user-friendly services that engage with customers better. – Ken Reid at Rostrvm Solutions

Related: Create More Powerful Decision Trees with Integrations

6. Contact Centres Will Extend Digital Transformations to the Back Office

There will be a new focus on constructing an organisational core where automation, reporting, analytics, workflow, real-time analysis and integration with other systems will change the way work gets completed. – Nick Emblem at Business Systems

Related: Decision Trees for Business Processes – The Zingtree Task Manager Tool

7. Identifying and Retaining Unhappy Customers Will Become a Priority

Of course, there will be cases when an unhappy customer becomes frustrated that an organisation has been unable to resolve their issue. But through predictive behavioural routing, unhappy customers can be routed to the employee or channel best equipped to handle their personality style, resulting in more productive and positive outcomes. – Ed Creasey at NICE

Related: How Call Center Scripting Software is Giving New Life to Old Customer Service

Read the rest of the article to see all 23 of their expert call center predictions! 

How to Set up Your Call Center or Support Team for Success

This year, it’s more important than ever to stay on top of what customers expect from their customer service interactions and support engagements. For the vast majority of consumers, how these interactions are handled can improve or diminish how your customer service efforts are perceived.

Zingtree decision trees are one such tool that was specifically designed to improve the customer experience, reduce support tickets, and enhance agent-to-customer communications. It’s a fully interactive, completely customized, mobile-friendly decision trees to guide customers through a setup process, troubleshooting, returns, and more. Zingtree helps bridge the gap between what customers want from a personalized support experience and what businesses can easily provide with limited resources. In short: decision trees help build better call centers and support efforts!

Want to see more about how Zingtree helps call centers and support teams around the world to keep up with (and stay ahead of) trends in customer service? Contact us to learn more or get started today!

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 main 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 a 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 whiteboard-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. 

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 trees within the Gallery to check out even more.

How to Import from Spreadsheets

You can also use Google Sheets or Excel to begin building your decision tree in a spreadsheet format, then importing it into your Zingtree account to customize, clean up, and publish. You’ll need to first learn more about the specific rules in place for starting the formation of your decision tree in a spreadsheet. 

Here’s how our example tree used in the tutorials appears in Google Sheets:

Here’s how our example tree used in the tutorials appears in Excel:

Once your decision tree content is looking and feeling well fleshed-out, you can easily import the file from Google Sheets or Excel into Zingtree to refine further before making it live. Here’s how it’s done:

  1. In your spreadsheet, select the entire range of cells for your tree, and copy to the clipboard (Ctrl+C or Cmd+C).
  2. In Zingtree, go to the Import via Copy and Paste tool

  3. Choose Microsoft Excel or Google Sheets as the source, depending on what you used to set up.
  4. Enter a name for your decision tree.
  5. Paste the data copied from step 1 into the data area. (Use Ctrl+V or Cmd+V).
  6. Click Import and Create Tree.

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, and has been updated to include new creation methods.