Zingtree Tags: customer support tools

How to Embed a Decision Tree on Your Website

Interactive decision trees are most helpful and easily available to those who need them when included directly in your website. We made it easy to complete that ideal flow of customer interaction and self-help with options to embed your Zingtree decision trees wherever you may need them.

1. Embed Zingtrees into any web page

– Log in to your Zingtree account and go to My Trees.

– Tap on the decision tree you want to be embedded, then Publish.

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– You’ll see a few options for publishing your tree, including an embed code that you can paste directly into any web page, like this one below.

– Go to Advanced Embed Options to see how your Zingtrees look with different options in real-time, such as buttons vs. panels.

2. Add a pop-up decision tree as a clickable button.

You can also include decision trees on your site with a button, called a pop-up overlay.” You can easily customize the button color, text, and look of the trees, and include multiple trees on one page. Here’s just a few examples:

    
 

3. Use the Zingtree plugin for WordPress

Simply download and install the plugin to your WordPress account to quickly add Zingtrees to your website anytime!

Examples:

To embed a Zingtree into your web page, enter a short code like this with the ID of your tree:

[ zingtree id=”148196706″ ]

To display in “panels” style and add persistent buttons to the bottom of each page:

[ zingtree id=”148196706″ style=”panels” persist_names=”Restart|Submit Ticket” persist_node_ids=”1|5″ ]

To hide the name of the tree, and the back button:

[ zingtree id=”148196706″ hide_title=”yes” hide_back_button=”yes” ]

You can visit our FAQ for more information on embedding and available short code parameters.

Need more help? Just ask our resident experts!

 
This article has been updated to include pop-up overlays.

How to Pick the Best Live Chat Solution

We’re huge fans of live chat – at Zingtree, it has been a terrific way for us to get to know our customers and their needs. Not only is live chat proven to be the most sought-after way to contact a company, it also is a sound way to respond to site visitors and potential customers in a quicker and more personalized way. With many viable solutions out on the market, it can be difficult to narrow down your options to find the best possible one for your use case. For Zingtree, Intercom chat has been a gamechanger (you can read all about how we use Intercom and what it’s best features are here).

To nudge companies in the right direction, Practical eCommerce came up with a list of live chat features that should always be at the top of the list. Here’s just a sampling of their article that we thoroughly enjoyed:

Phone, email, and web support still rank as important when it comes to instilling trust. But the presence of live chat exceeds them all — even if shoppers don’t use it. Compared to other methods of communication, 92 percent of consumers prefer communicating via live chat. Roughly 80 percent prefer communicating via social networks.

Via MarTech

Here’s why live chat appeals to shoppers.

  • Quicker than any other method.
  • Allows visitors to multitask.
  • Instills trust.
  • Helps reduce the language barrier.
  • Can be implemented proactively.

The list that Practical eCommerce included is a great checklist to keep in mind when shopping around for a live chat support tool. From the complete list, we hand-picked some of the top live chat features you need to look out for:

  1. Canned responses
  2. Knowledge base or frequently-ask-questions integration
  3. File upload support
  4. Support and agent ratings
  5. Visitor tracking
  6. Chat tags and keywords
  7. Analytics integration

Self-service support is hugely popular among the majority of consumers – the ability to integrate with knowledge base customer support tools, like interactive decision trees, tutorials, and FAQs, is the perfect way to streamline support efforts and link online support systems together better. We use it ourselves to make sure that our support presence is simple, straightforward, and always helpful. Whenever customer data is collected through a decision tree form, this information can be stored and sent directly to the live chat window in order to fill in information gaps, as well as give you a better understanding of who you are talking to and what issues they are dealing with.

Keep reading on the Practical eCommerce blog for the rest of their recommended live chat implementation features, and get in touch with us to talk about how to get the most from your live chat and knowledge base integration.

5 Essential Customer Support Tools That We Love

customer support tools

As a B2B company, we’re no strangers to providing service and finding customer support tools that can improve how we identify issues, stay in contact, and share important information with those who need it within the company. As it’s well known in any industry out there, poor customer service experiences really do stay with the customer, and they can essentially erase all of the hard work and effort it took to get them in the door in the first place.

A recent survey reports that customer service is the number one priority for small business owners, and we at Zingtree are no exception. We’ve experimented over the years with the best ways to help combat support issues that can lead to even more damaging, long-term problems and promote better understanding, access, and customer experience.

Below are 5 incredible customer support tools that every support team can easily master, leading to more efficiency, streamlined communication, and happier customers.

1. Intercom

Perfect for: being more available to your customers 

Intercom has a complete suite of messaging-first products that all modern internet businesses can use to accelerate growth across the customer lifecycle — covering acquisition, engagement, and support. In essence, Intercom offers an all-in-one communication platform for live chat, email support, targeted messages, and more. We use Intercom for all of these great uses, which helps us stay connected with our customers as they are on our website, and set up automated emails for specific segmented customers to deliver tailored content.

Some of Intercom’s best features include:

  • An operator bot that can send qualified responses to customers in live chat when you’re away.
  • A flexible API so you can customize with integrations, keep everything in sync, and aggregate data more easily.

Here’s more information on how Intercom and Zingtree work together for even more customer support power. 

2. Basecamp

Perfect for: organizing internal teams and projects

Basecamp is a real-time project management system and team communication platform rolled up into one nice package. Used primarily for resource planning and long-term scheduling, it has awesome features for teams to keep track of project priorities. Whenever we get a new feature request, we log this straight into Basecamp, along with the contact info of the customer; and, as we do updates, we also use the platform to notify every customer who requested the feature. Not only does this process breed loyalty, but Basecamp makes it easy for us to log and organize all of our feature requests. We keep a continually evolving roadmap of what to do next, and it’s 99% customer driven.

Some of Basecamp’s best features include:

  • A full schedule display to see every to-do, timeline, and deadline in a calendar format.
  • The ability to forward important emails from your inbox straight to your account, where it can be discussed and specifications can be laid out.

3. Reply (by Buffer)

Perfect for: social media listening and support

Reply by Buffer is a fabulous tool that displays your tweets in what they refer to as “a real-time tweet inbox” that lets you streamline social media conversations in one centralized location, and then assign tasks and respond. While they boast the ability to connect social messages from Facebook and Instagram as well, we’ve primarily used it to keep things moving on our Twitter account – a real lifesaver when you’re working with someone on an issue or question.

Some of Reply’s best features include:

  • Automatically identifies any past conversations you’ve had with a user, so you never forget a detail.
  • GIF, image, and emoji support to keep things light and provide more context when needed.

4. Zingtree

Perfect for: building out the ideal knowledge base

Our very own Zingtree toolkit is also a powerful customer support tool to add to the list. Providing a fully-interactive environment for guiding customers through troubleshooters, FAQs, product support, process guides, and more in a simplified way, it’s perfect for support teams in companies of all sizes. There’s no technical know-how or coding required to get set up with using decision trees for support, and can be embedded directly into any website using just a small piece of HTML – even in emails! We use Zingtree internally to manage our knowledge base of information, as well as set up demo requests, and even provide end-to-end technical support.

Some of Zingtree’s best features include:

  • Robust integrations with email, live chat, CRM, and Helpdesk systems like Zendesk, Salesforce, and others.
  • Collecting data, feedback, and other key information from customers to streamline the support process.
  • Analytics and reports that can help track the performance of a decision tree, examine traffic patterns, point out demographic data, and more.

Here’s more information on how Zingtree integrates with other customer support tools like Zendesk, Salesforce, and more. 

5. Calendly

Perfect for: simple and straightforward scheduling 

Calendly is your source for ending the dreaded email tag loop, allowing you to share availability for meetings or appointments of any kind just with a quick link. Our business revolves around building relationships; we want to make sure each potential user knows how to extract the most out of Zingtree, and to get their implementation questions answered before they really start building decision trees. By automating the scheduling of meetings and demos, we save a lot of time in back-and-forth, get to know customers well, gather up great ideas by talking to people, as well as receive fewer support requests in the long run.

Calendly is integrated into our “Request a Demo” decision tree, which gathers information from our clients. In our calendar, we get a nice summary from the Zingtree session of what each prospective customer is looking for, which helps us set up the most relevant demo beforehand.

Some of Calendly’s best features include:

  • Integrates with most major calendar services, like Google Outlook, Office 365, and iCloud.
  • Detects which time zone a user/invitee is in and presents them with the correct one.

Here’s more information on how Calendly and Zingtree work together to create a more seamless user experience. 

 

Check out some of our other great posts around improving customer support:

 

Any questions on getting started with Zingtree customer support tools for your business? Get in touch with us!

Making Your Knowledge Base Interactive with Decision Trees

A knowledge base of articles and resources is often at the very heart of a customer support strategy. An effective knowledge base will house materials that can help customers self-solve, troubleshoot issues, and better understand the details about products/services without the hassle of calling up your company on the phone or waiting for someone to get back to you via email.

Your typical customer support knowledge base includes categories of articles, tutorials, guides, how-tos and other helpful materials that can help to break down your products and services, and other important processes. Presenting this kind of information as readily available, bite-sized pieces, consumers are better able to help themselves; and, in turn, become more loyal to your company. In fact, stud­ies show that self-service support is considered a good, useful idea to 75% of con­sumers – 91% of those said that they would use an online knowl­edge base if it were easy to find, con­ve­nient to use, and (most importantly) applic­a­ble to their needs.

Why Interactive is Better

Decision trees are the ultimate tool for creating interactive knowledge bases that can serve internal or external purposes. Set in an interactive environment that can be embedded into any website or page, decision trees are an ideal way to help customers without the need for live agents or long support articles. Interactive knowledge bases allow you to:

  • Make content more engaging and easy to absorb
  • Support frictionless data collection
  • Automate support efforts to save time and money

For companies who have deployed Zingtree, like Applian Technologies, an interactive knowledge base is saving an incredible amount of time and money on support efforts – in their case, implementing a decision tree-based knowledge base saves over 15 hours every week on support communications and $30,000 of valuable human resources.

Our own Zingtree knowledge base is fully-interactive and built within our decision tree platform. Take a look at it here, or a quick peek below:

Our Best Tips for Building a Knowlege Base

Getting up-and-running with an interactive knowledge base shouldn’t be a huge project if you already have basic support articles written out already. There are a few key tips we like to share with support teams to get them started with an effective, highly-optimized knowledge base.

  1. Take what’s already out there and make it even better. We built a complete Gallery of decision tree examples, including many FAQ and troubleshooters, to help businesses adapt and create the best trees they can. You can also take a look at our own interactive knowledge base for some helpful notes, and those of our successful customers.
  2. Keep things as simple as possible, and provide concise questions and short answers. The short-and-sweet approach is largely appreciated by customers of all types, so it’s important to keep their time in mind when you craft up the copy for every support piece.
    Here’s an example of how not to write something:
    Q: Would you like to receive help on registration or product support?
    A1: I need help with Registration
    A2: I need help in Support.Here’s an example of how to clean it up for simplicity:
    Q: How can I help?
    A1: Registration
    A2: Support
  3. Use visuals, videos, diagrams, GIFs, and other types of media where it would be helpful for customers. Using photo-based media and adding relevant videos to your questions is a great system for communicating more with limited space.
  4. Collect customer data and feedback where it makes sense. With our decision tree platform, you can easily analyze where your customers are navigating to most on your knowledge base, where they are getting stuck, and even collect feedback on specific trees to make them better over time.

 

Want to see some first-hand, real-world examples of interactive knowledge bases (and other types of decision trees) on the Zingtree Gallery

5 Outdated Customer Support Tools You Need to Ditch

Customer service agents have always been at the heart of what makes companies, and their customer communications, so incredibly important to business success. However, certain resources aren’t always up to the job. Armed with only outdated customer support tools, it’s difficult for an agent or customer service representative to perform their tasks, and help people, to the best of their ability.

Thankfully, technology has done a great job of keeping up; there are dozens of amazing tools to help businesses small and large improve how they handle support and troubleshooting, customer interactions, and other key communications. If you’re still using an outdated tool or method like the ones mentioned here, now’s the time to make a change for the better.

Setting Up Spreadsheets to Track Issues

We’ll always love spreadsheets (heck, Zingtrees even connect with them for quick creation!), but using them as a means of manually tracking the details of tickets and inquiries is a definite resource-waster. The details of every customer call are important, so adopting a more automated way to enter key information during a call or via an online support ticket is vital to improving customer service goals. Don’t tackle it cell-by-cell. You waste precious time and this method is prone to errors.

Using Standard Email for Tickets

Using Outlook for support? Gmail? Yahoo? We certainly hope not, but if you are, there’s still time to make things right and upgrade to a real support system. A solid CRM tool like Zendesk or  Freshdesk isn’t as daunting or expensive as you might think, and can easily track and organize every incoming ticket. After getting started and connecting all of your communication channels, you can even integrate with decision trees for a completely holistic setup.

Sending Customers Through a Phone Tree

The most impersonal of all contact channels, a phone tree is as hard to set up as it is for customers to wait through. While still critical for some industries to offer in order to contact a live agent, others benefit from building a better system online and on mobile. Roughly 72% of people think self-service support is a preferred way to handle customer support, so using decision trees can help customers navigate for themselves, find answers, and contact the right department for more information.

Printing Out Call Scripts on Paper

Not only is printing bad for the environment, it’s cumbersome and unnecessary. While customer support and call center agents should be prepared with a script on hand, there’s always a technical way to make things more efficient. Taking the digital plunge and creating an online call center script for agent use will improve support KPIs, make it simple to streamline communication, and leave customers happier with every standardized, personalized interaction.


Any questions? We’re always here to help!

This article was originally published on April 13, 2017.

Beginner’s Guide to Starting a Zingtree: 8 Hacks For Success

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Our interactive decision tree tool is a must-have for any business looking to skyrocket their customer service through self-help, organizations hoping to logically deliver answers, and even contact centers to guide their customer-facing agents through how-tos and support.

No matter what you use Zingtree for, getting your first tree deployed can be daunting for some. So have no fear, here are our top tips for breaking into the awesomely helpful world of Zingtrees:

1. Sketch out a Roadmap

Remember in school when you’d sit down, brainstorm a strategy, and whip out the perfect outline for getting started? It’s just like that! Whether it’s in list, mind map, or spreadsheet form, getting down the touchstones you need your tree to cover before you start building your tree is crucial and will make building your nodes and connecting them in a flow much easier. Compiling an outline is essential and will make the creation much more streamlined.

2. Go with What’s Already Been Built

We’re continuously updating the decision tree examples present in our Gallery. Here you’ll find a huge variety of pre-made decision trees for various use cases and industry-specific needs that you can edit, adjust, and customize to fit your needs. 

Simply click the “Examine button to take a closer look, and the “Copy” button within that to create a replicated version that you can adjust as needed.

3. Use the Right Building Tool

We all know that there are different styles of learning, creating, coding and strategizing — for this reason, we’ve equipped Zingtree with a robust set of tools fit for everyone.

Visual Designer allows for a “white board” to create nodes, connections, and truly see the decision tree as it’s being built. Some Zingtree builders only use this mode as a way of aesthetically assembling decision trees.

Importing from spreadsheets lets you start the process in Excel or Google Sheets and then upload it all into Zingtree. A perfect solution for spreadsheet lovers!

The Wizard tool is ideal for anyone who likes simple question-and-answer style forms and will get you up-and-running after collecting some key information.

Learn more about how to create a decision tree using our methods here.

4. Use Placeholders When Undecided

When you’re on a roll mapping out your decision tree you’re bound to run into a speed bump here or there, especially when dealing with conditional node flows. In practice, this means if you need two nodes connected you need to create both nodes before you create the connection between them.

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If you’re stumped on the additional nodes, we recommend that you create simple untitled/undefined nodes to help you continue through the process. You can always go back to that node and edit appropriately as needed.

5. Use Sub-Trees for More Complexities

If you know you’re going to have a large project ahead of you,  prepare more than one Zingtree to ease the pain in constructing one whole decision tree. In fact, when you’re in the planning stages, you will find these sub-trees occur naturally in complex decision trees. By containing themes and varying elements in different trees, and then later, linking them up into one final tree using Tree Links, you can concentrate on one element at a time!

 

6. Go Back With Snapshots

A very helpful feature we’ve built into Zingtree is Snapshots. Snapshots allow you to review edits and go back to previous versions of your tree – helpful when creating trees with multiple revisions. To find this tool, select More Tools > Snapshots. You can see any other team members’ work and revisions, not to mention, recover that past version.

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7. Try Logic Nodes for Test, Questionnaires & More

Moving from A-to-B as easily as possible is our most base-level goal. Going a bit deeper, however, many businesses, educators, and other types of users benefit from having logic steps involved to quickly jump end-users to where they need to be, collect values associated with each selection, and more.

Logic Nodes test the value of your Zingtree variables with a series of rules and jump to a node when a condition is met. The rules are applied in order, so once a rule condition is met, the node assigned to the rule opens next.

8. Customize and Personalize Away!

We’ve said it before and we’ll say it again — customization is key. That’s why we make it easy to add in color and style wherever it’s needed! Need a pop of branded personality or just want to showcase your information in a visually-stunning way? No problem. With options to insert custom CSS files, adjust the appearance of buttons, and add videos, GIFs and other types of media, you can get as customized as you want.


We’d love to hear your tricks and tips for starting a Zingtree. Feel free to share on our Facebook Page!

This article was originally published in 2015 and has been updated for relevancy. 

Infographic Update: How People Are Using Decision Trees

Last year, we introduced an interesting infographic to show just exactly how our customers are using their Zingtree decision trees. And, because new and updated information will always give a more accurate picture, we took the liberty of freshening it up a bit.

Since we initially “sprouted up” in late 2013, we’ve helped over 15,800 organizations everywhere to streamline support and business processes, build powerful sales funnels, help engage with customers, and a whole lot more. To put it in perspective, that’s more than double the number of organizations we had helped (to date) just last year.

Have you planted your tree yet?

Zendesk Decision Tree Support App: Version 4

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Travis A., who is implementing Zingtree for a video technology company, was keen on using Zingtree to try to reduce his team’s support ticket load. He also needed to import a synopsis of the Zingtree session data into his Zendesk tickets so his tech support people could get some time-saving background information.

Travis wanted to emphasize the condensed Q&A part of the session. Done!

Here’s the new look of the Zendesk Decision Tree Support app:

Here’s what’s new in the Zendesk Support App, version 4:

  • The Q&A view is now the default.
  • Any “back” or “restart” button clicks no longer show in Q&A view.
  • The answers clicked are highlighted, so it’s easy for a support person to see where the customer went at a glance.

You can download the latest Zingtree Decision Tree Support app for Zendesk here.

Need help installing the app? Instructions are here.

Travis' photo
This is Travis.

Thank you, Travis, for the awesome suggestions!

Must-Have Support Tools for a Successful Startup

support tools for startups

Often strapped for time and funding, small businesses and startups can be faced with a difficult decision — how do we spend our resources and manpower on our product, website, marketing, and customer relationships equally? Having a well-rounded customer support strategy isn’t always easy to keep up with. However, taking the time to make the right optimizations to your support system will help you retain customers, gather more helpful feedback for your growing company, and keep everyone happy.

Who says startups can’t offer an exceptional customer service experience? Here are our favorite customer support tools to help you make the most of your service.

Intercom

Having a live chat support functionality built into your website is an incredibly useful way to connect with customers who have any questions or issues to address. As a small business ourselves, we love using Intercom because it allows us to automatically track both chat and email interactions with each customer, as well as provide completely personalized one-on-one support.

The convenience factor can be huge in a customers’ decision to either get help or quit using your product/service. Intercom allows small businesses and startups of all sizes to engage with customers quickly and directly, without taking out a lot of time in the normal work day.

Bonus Tip: Link up Intercom with Zingtree to get background information from your customers before you start a live chat.

Zendesk

Everyone’s favorite support software earned the title for good reason. Zendesk provides a cloud-based customer service platform that’s been specifically designed to bring businesses and customers together, having all conversations and support requests centralized, searchable and totally organized.

There’s often not a lot of time in a day for startup workers to evaluate new software, but finding the right kind of CRM is important to scale. Developing a hyper-efficient CRM process can take a little time to prepare, but is guaranteed to help you build and maintain great relationships with people.

Bonus Tip: Integrate Zendesk with Zingtree to give customers a decision tree for self-solving, or allow them to submit a Zendesk ticket with their full tree history if they can’t find a solution.

Zingtree

Online knowledge bases and FAQs are a must-have for any startup or small business. But, customers searching for specific answers or step-by-step solutions to a technical issue, these knowledge bases of articles can be intimidating and frustrating. Zingtree allows you to create customized, interactive decision trees and troubleshooters to provide always-available, guided help to your customers.

Our platform lets you add visuals like GIFs and videos to provide more context, and has publishing tools to let you embed your trees into WordPress or any other website page for seamless integration with your existing online presence. Plus, you can gather feedback through comments to make optimizations even easier.

Bonus Tip: We integrate with a ton of other helpful tools and apps for startups and small businesses, so you can easily link up and share information between platforms.

Twitter

More than just a social media platform or means of distributing your business’ content, Twitter is an incredibly helpful medium for basic support communications. So many consumers are turning to the ease and accessibility of social media to share issues and ask questions, and startups can offer up ultra-fast, bite-sized responses to solve problems through replies and more lengthy direct messages.

Not just for the youngsters anymore, adults of many ages are now using Twitter to keep up with their interests, as well as brands they love. It’s free, fast, personalized enough to please consumers, and simple enough for even the smallest of startups to lend resources to.

Bonus Tip: We’re also on Twitter – follow us and ask us anything!

Grasshopper

Sometimes customers just want a direct line, straight to the source of the information. For startups working with the elderly, those with poorly-functioning Internet, or otherwise technically-challenged customers, having a phone can be a huge benefit. Grasshopper allows you to make a new business-only line from your own personal cell phone, so you can easily field questions anywhere, anytime.

Perfect for startups with remote (or distributed) teams like us, Grasshopper is a cool way to stay in contact with customers while keeping your existing number, and even allows you to send texts through your business number to work through things with clients and customers on-the-go.


Ready to help make your startup even more customer-friendly? Get a free Zingtree account today

8 Call Center Technologies to Improve Your First Call Resolution

Is your call center using the most up-to-date software and tools to improve KPI’s? Zingtree was recently featured in TechSee‘s list of the best technologies to improve first call resolution, among other important customer service stats.

Here’s an excerpt from the article:

“First call or first contact resolution (FCR) is the golden lariat of the customer service sphere. Handling your customers’ problems the first time they call in, and making sure they remain satisfied, loyal customers has to be the defacto aim for customer support and retention teams. 

There are many significant metrics which contact centers need to monitor: Average Handling Time, Abandon Rate, Customer Satisfaction and other operational performance metrics need to be factored in when measuring your customer service performance. 

But, FCR is the most important and only KPI that addresses both ends of your contact center functionality in a single measure. First Call Resolution measures both productivity (getting the problem solved) and customer experience (solving it in the most efficient way for the customer). It’s this KPI that connects the dots in your organization.”

Read the full article on TechSee.me >>