We really can’t emphasize enough how important customer data is — for any company in any industry. Gathering data from customers should be easy for them, and it should lead to accurate information for you. Without collecting key information, you can never truly understand your current and potential customers and their desires. How long do you think your company could survive without good data?
Frictionless Data Gathering
Interactive decision trees simplify the process of collecting information on any web page that customers land on first. Just by prompting customers to click a button in a decision tree, you’re collecting data!
Once you get customers engaged with a decision tree, they’ll be hooked. You can then ask for name and contact information using data entry fields. This data is easily sent to you via email, viewed with Zingtree’s reports, or exported into any database or CRM system. Zingtree can validate this data as well.
Case Study: Zingtree
We use this technique ourselves – the Zingtree “Request a Demo” button on our Contact Us page is an example that asks some questions, and then leads to this form:
Before our potential customers see this form, they have clicked some buttons to answer a few basic questions. And at the end of the process, we get an email with all of their information and can schedule a demo with the right expert. It’s an awesome source of leads for us.
The emails we receive at the end of the process look like this:
XYZ Corp requested a demo Zingtree session data: Q: I would like to: A: Request a Demo Q: Next: A: Continue Q: How will you be using the Zingtree decisions trees you build? A: External Use Q: Are you looking to integrate Zingtree with other applications? A: Yes Q: Next: A: Continue Q: Are you interested in self-hosting Zingtree? A: No Q: Next A: Continue Q: Finish: A: Send Demo Request score: 0 zt_browser_language: en zt_browser: IE zt_country: United States zt_regionName: California zt_city: San Diego zt_zip: 92121 zt_ip: 208.87.212.000 zt_isp: Surfer zt_org: surfer.com name: Jane company: Customer email: email@example.com contact_number: 8882121000 integrations: Looking to retrieve all data points and button elections in a spreadsheet send_out: 1
Step 1: Build a Tree, and add a Data Collection Form
Ready to put this technique to use?
First, engage your customers with some questions answered as button clicks in an interactive decision tree, and at the end of the process ask for more info via a form. It’s easy for customers, and they are providing you fantastically helpful data.
What needs are you filling? Depending on the goal, you’ll want to be collecting different customer information. You can even automatically gather customer location, language, region, browser and more.
Step 2: Refine and Distribute Data
Before you send or publish any decision trees with forms, be sure to check your writing. It’s an often overlooked aspect of surveys, questionnaires and other means of data collection, but contributes greatly to the value of the information gathered.
Step 3: Analyze and Verify Collected Information
If you’re collecting certain information such as a customer’s shipping address, email, or phone number, validating that information before putting it to use can save you a lot of time and money. Bad information wastes valuable resources! Our interactive decision trees allow you to validate information using built-in data cleansing.
When all is said and done, Zingtree’s analytics and reports or API will help you collect and analyse key data directly from your customers themselves.