For businesses in fields like eCommerce, technology, and insurance, building your own decision tree creator from scratch is costly and time-consuming. That’s why we created Zingtree, so non-technical people can build and maintain their own custom interactive decision trees to function as troubleshooters, call center scripts, product finders, interactive flowcharts, lead qualifiers, process flows, or other procedure-based knowledge. Managing this type of interactive content doesn’t require a developer or extensive technical know-how.
It’s helpful to understand what makes a well-designed decision tree. At Zingtree, we define a well-built decision tree as being:
Zingtree is the leading decision tree creator tool, making the process of building, customizing, and deploying guided decision trees super simple. That being said, there are some general rules and best practices to keep in mind when using our decision tree creator.
1. Have a purpose, and define it well.
Every great project begins with a solid goal, and your decision tree is no exception. Using a decision tree creator without realizing the purpose of putting one together is an aimless task that can leave you confused and your decision tree over-complicated; it’s very important to lay out WHY you are creating the tree in the first place.
Are you trying to simplify an internal business process to promote best practices?
Are you revamping your whole customer support knowledge base system?
Do you need a platform for gathering key customer or client feedback?
These are all credible use cases that can require different specifics to be added into your decision tree, so it’s always good to figure this out first. For instance, an organization that is setting up an interactive knowledge base would need to consider how to link different decision trees together (using master trees), while one that is focusing on troubleshooting complex products would need to think about where screenshots, videos or diagrams come into play.
2. Outline your questions and answers.
Once you have your purpose defined, having a basic idea of the structure of your questions and answers is a natural next step that allows you to finesse the main flow of your decision tree. Just as you would do for an upcoming press release, how-to article, or internal memo, jotting down what you need to cover first will ensure that you don’t miss any important information in the final version.
A good tip for outlining here is to not forget about visuals. Any helpful media (including video, GIFs, photos, and illustrations) can be inserted into the Zingtree decision tree creation tools in order to convey more information in less space, so keep them in mind as you write up the copy for your tree. With our decision tree creator, you can also conveniently use Excel or Google Sheets to draft up what your questions and answers will be, then import them directly into Zingtree to clean up and launch.
3. Consider color psychology.
The world doesn’t exist in black and white, and neither should your interactive decision trees. What colors you choose to use for your final decision tree really does matter to the end-user – certain shades and tones can convey certain feelings and emotions, and evoke different responses from people. For example, studies have shown that some people looking at the color red saw an increased heart rate, which leads to more adrenaline being pumped into the bloodstream. On the other hand, cooler colors like blue and purple have shown to bring on feelings of calmness.
While we hope that you’ve done some testing to figure out what your current audience thinks and feels about your own branding and color schemes already, it’s still important to mention the science behind it all. Our decision tree creator comes fully-loaded with configurable Themes, the ability to upload custom CSS, and other customizations so that you can integrate brand elements, as well as influence the thought patterns of some of your end-users using the power of color.
4. Try not to over-complicate.
The purpose of an interactive decision tree in many use cases is to make things concise, easy, and straightforward. As such, it’s important that when using a decision tree creator you do your best to keep things simple. Drafting up perfect questions and answers in your outline is a great start for this, as you can use the time to cut down on copy and simplify the text as much as possible, without losing meaning or context. The decision tree creator tool provides several foolproof ways to help out so that you don’t over-complicate things:
- If you have a lot of sub-processes, use a Master Tree to link to separate, discrete decision trees.
- Shorter question and answers are easier for end-users to navigate, and they also make your reports more manageable.
- Make use of the content area to explain things. This helps to make shorter questions and answers.
- Add in icons, images, and other types of media to help point end-users in the right direction with ease.
5. Revisit and improve over time.
One huge factor in what makes a decision tree go from “usable” to “amazingly helpful” is the use of data and feedback to go back and make it every better. Our decision tree creator makes it easy to optimize your guided experiences over time, so you continually get the most from the platform. For instance, using Logic Nodes you can quickly set up A/B tests for experimenting with different messages, flowchart structures, and other offers to see which performs the best, and then optimize accordingly. Additionally, you can get set up to receive direct feedback from end-users on how useful your decision tree is, as well as always keep track of the activity patterns of your decision trees with in-depth reports.
When you follow some of our tried-and-true rules for how to best use a decision tree creator tool, you’ll be able to produce some incredibly powerful interactive decision trees which will delight your end-users. You can always take a look at our industry pages for Retail, Insurance, Customer Support, and more to find out just exactly how the Zingtree decision tree creator will work for you, or take a look at some real-live decision trees in the decision tree example Gallery.
Any questions along the way? We’re always here to help you make the most out of Zingtree for any use case.