Zingtree Classic
This documentation is for Zingtree Classic. Click the tab above if you are using the New Experience (Beta).
Making sure you are seeing the full context is best for complete understanding. Our interactive decision trees come with advanced hosting/publishing capabilities that allow your customers and end-users to easily see, and then understand, where they are in the process.
History: See Every Step
Our History feature allows your customers to view every step taken while using your decision tree. With this publishing option, users can easily click on a link and go back to any previous node visited.
When implemented, it will display the path history information like this:
Breadcrumbs: Your Tree’s Flow
Our Breadcrumbs feature shows the exact progression of nodes that appeared during your customer’s journey through your tree. With this publishing option, users can also click on any link and automatically jump back to another point in their decision tree journey.
When implemented, it will display the sequence information like this:
Setting Up History & Breadcrumbs
1. Login to your Zingtree account, go to My Trees and head to the decision tree you want to publish with history and/or breadcrumbs shown.
2. Click to open Publish.
3. Select the tabbed “Have Zingtree host your Tree” option, then click on the Advanced Hosting Options button shown below.
4. Select Show History and/or Show Breadcrumbs, depending on the information you’d like to display.
That’s it! Your customers and end-users will now see their decision tree history and breadcrumbs, and be able to easily identify where they are (and where they’ve been) in your tree.
Any questions? Please reach out anytime!
Please Note: History is available only for Zingtree-hosted trees and the Agent Portal. Breadcrumbs are for Zingtree-hosted trees only.
New Experience (Coming Soon)
Making sure you are seeing the full context is best for complete understanding. Our interactive decision trees come with advanced hosting/publishing capabilities that allow your customers and end-users to easily see, and then understand, where they are in the process.
History: See Every Step
Our History feature allows your customers to view every step taken while using your decision tree. With this publishing option, users can easily click on a link and go back to any previous node visited.
When implemented, it will display the path history information like this:
Breadcrumbs: Your Tree’s Flow
Our Breadcrumbs feature shows the exact progression of nodes that appeared during your customer’s journey through your tree. With this publishing option, users can also click on any link and automatically jump back to another point in their decision tree journey.
When implemented, it will display the sequence information like this:
Setting Up History & Breadcrumbs
1. Login to your Zingtree account, go to My Trees and head to the decision tree you want to publish with history and/or breadcrumbs shown.
2. Click to open Publish.
3. Select the tabbed “Have Zingtree host your Tree” option, then click on the Advanced Hosting Options button shown below.
4. Select Show History and/or Show Breadcrumbs, depending on the information you’d like to display.
That’s it! Your customers and end-users will now see their decision tree history and breadcrumbs, and be able to easily identify where they are (and where they’ve been) in your tree.
Any questions? Please reach out anytime!
Please Note: History is available only for Zingtree-hosted trees and the Agent Portal. Breadcrumbs are for Zingtree-hosted trees only.
