Zingtree Tags: decision tree examples

Top 7 Decision Tree Examples for Streamlining Your Business

Decision Tree Examples

Decision trees are incredibly versatile and powerful tools for call centers, support teams, eCommerce sites, and so much more. With a vast range of use cases and dynamic features, a well-built decision tree can streamline everyday processes, improve communications, and reduce support tickets, just to name a few!

Because these tools can be used in so many different ways, it can often be difficult to think of a specific use case that makes sense for your needs – that’s where our decision tree examples come into play. With a complete menu of decision trees that have been adapted, customized, and put to the test in real-world scenarios, it’s the best place to take a look at how they can function for any type of business.

Let’s take a look at just a few of our many decision tree examples that you can clone, adjust, and put live for yourself. Want to jump to our full gallery of decision tree examples for just about every industry? Head down to the bottom of this post…

1. How to help customers help themselves with interactive troubleshooters.

Decision Tree Examples

In this decision tree example, you will get the most basic sense of how a decision tree can be used to facilitate better customer support. With a guided format that breaks questions down into easy pieces, customers will be much more comfortable searching for answers.

 

2. How to integrate decision tree tech and data into your favorite CRM tool.

Decision Tree Examples

In this decision tree example, you’ll see how a decision tree can be set up to help showcase certain features or functionalities. With our functional Zendesk Chat demo, you can view exactly how the integration between decision trees and CRMs works.

 

3. How to gather all the right information with a guided customer conversation. 

Decision Tree Examples

In this decision tree example, you will be able to take a close look at how decision trees are used to build fully customized call scripts for sales, customer support, and a variety of other needs, in order to help improve the customer experience.

 

4. How to easily schedule appointments with all of the correct specifications.

Decision Tree Examples

In this decision tree example, you can view exactly how decision trees are used to help make the process of scheduling appointments less of a hassle. You’re able to gather important info and route that customer where they need to go, all through an interactive platform embedded right on your site.

 

5. How to collect and verify important, personal customer data during a call. 

Decision Tree Examples

In this decision tree example, you’ll see how a basic call script works within a guided decision tree format. With Zingtree, you can easily collect and verify customer data like phone number, email, and USPS address to cut down on resources.

 

6. How to generate a full PDF document and send it as an email in just a couple of clicks.

Decision Tree Examples

In this decision tree example, you can get a functional look at how decision tree technology allows you to generate a custom PDF document based on the information gathered, then sending it off via email in one fell swoop.

 

7. How to help your customers find the perfect pair of sunglasses (or any other product for sale).

Decision Tree Examples

In this decision tree example, you can see how a product finder decision tree enables online retail, eCommerce, and other businesses operating online to help customers find exactly what they need in an interactive environment.

 

Want more examples? 

See decision tree examples for customer support.

See decision tree examples for call centers.

See decision tree examples for business processes.

See decision tree examples for retail and eCommerce.

See decision tree examples for sales.

See decision tree examples for medical.

See decision tree examples for insurance.

See decision tree examples for training.

See decision tree examples with logic.

See decision tree examples for generating documents.

See decision tree examples for Zendesk.

See decision tree examples for live chat.

To see all of our decision tree examples in action, visit our complete gallery of trees right here.

Any questions? Please reach out!

7 Tips for an Effective, Interactive Knowledge Base

Interactive Knowledge Base

These days, there are quite a few solutions for improving customer service and support in completely digital ways. Customer-friendly knowledge bases are one tried-and-true way to present every bit of important information, tutorials, and how-to’s in a completely categorized display. Your typical, traditional website knowledge base can’t compare to the power and effectiveness of a fully interactive knowledge base, however.

Armed with guided instructions that are compacted into smaller, more digestible pieces, interactive knowledge bases allow customers to quickly troubleshoot, find answers, and solve complex issues, all without calling your business up on the phone. Zingtree enables organizations and businesses of all sizes to create and integrate a customized, easy-to-use, interactive knowledge base into their support system, so every customer gets the answers they need. In fact, we host our own Zingtree FAQ on the Zingtree platform itself!

Here are just a few of our best tips for building the best interactive knowledge base you can.

1. Nail down your categories and main topics first.

Start with an outline of the topics you want to cover, as well as the categories of topics that they belong to. Having this thoroughly laid out before you set in will help you visualize your completed knowledge base, as well as make sure that you’re not missing any key topics, tutorials, or FAQs.

Here’s an example of how we have our own interactive knowledge base set up:

2. Always add a search bar.

The key to having a fully automated, interactive knowledge base is to make it as easy as possible for customers to direct themselves to the correct article or tutorial. Adding a search bar to the top of your knowledge base will prompt any unsure customers to see if they can quickly pull up the answers or information they need. It’s a simple tip, but one that your customers will absolutely appreciate!

3. Start with your favorite tool.

It’s important to work with the decision tree-building tool that works best for you, personally. We offer up a few different ways to get started:

  • Overview: Build your trees from scratch, piece by piece (or rather, node by node).
  • Visual Designer: Draw out every node, connection, and final result in one visual space.
  • Wizard: Quickly create by answering a series of questions and answers that ultimately build the final tree.
  • Spreadsheets: Start creating in Excel or Google Sheets and import for refinement.

4. Word everything carefully and concisely.

Beyond the general advice to keep wording (especially complex wording) to a minimum, it’s important to carefully craft each question, how-to, or other information to be perfectly clear, and never use phrasing that could steer customers down the wrong path. Keeping the decision tree questions and information presented in your interactive knowledge base as simple as possible and structuring them in an easy-to-absorb way is the best way to help customers get the help they need.

5. Use videos and animated GIFs strategically.

Visuals are proven to aid in information retention, plus they are fun to look at and are easy for customers to save to their respective desktops for future use! An interactive knowledge base built with decision trees allow for businesses to embed documentation and/or visual media to help convey information better. Using photos, graphics, and GIFs, and adding relevant videos to your questions is a hugely productive way to communicate instructions within limited space.

Here’s an example GIF that clearly shows how to connect nodes in our Visual Designer:

6. Link to more in-depth information where it’s needed.

There’s a lot to be said about going with a more streamlined, bite-sized approach to your support articles – something that our decision trees help a lot of businesses with. When in doubt, it’s always better to keep things short and to the point while linking out to further information or details when needed. Our decision trees allow you to use what we call “link nodes” to easily open up into a new window.

7. Integrate with CRM systems and other platforms.

One of our best tips for building a great interactive knowledge base is to make sure that it’s all linked up to CRM. Zingtree decision trees integrate directly with Freshdesk, Salesforce, Zendesk, and just about every other CRM out there to make the sharing of information fast and easy. With these integrations in place, support staff will have a much better look at where customers are getting held up, and can quickly send a full decision tree transcript over to their CRM for fast access.


Head over to the Zingtree FAQ to see how we set up our own interactive knowledge base with decision trees, or check out the Gallery to get inspiration for your trees!

Anything else? We’re always here to help you get started, offer advice, and answer any questions. 

Clever Ways to Make Customer Support Less Annoying

As business owners, brand managers, and people with an investment in the companies that we work for, it’s sometimes hard to think about our customer service as being ineffective or annoying to customers. It seems that long gone are the days of formality and robotic phone tree interactions – customers today have different expectations for what customer service should be that involve more personalization and better access.

If you’ve noticed that your customer support strategy is lacking or slowly falling behind expectations, you’re certainly not alone. In fact, one of the reasons we even started Zingtree was to find a solution to our customer service annoyances. As we navigate the changing environment of customer service, it’s important to address the most widely recognized sources of ineffective support, playing on the habits and preferences of the largest groups of customers today.

We’re taking a look at some of the most common problems that many businesses face when addressing customer service expectations, offering solutions that won’t put a big dent in your budget.

Problem: Customers hate talking on the phone.

Solution: Offer online support options that are actually helpful.

While customers in many generational groups still like to hop on the phone and give you a call to sort things out, the number of people who don’t want to talk on the phone with customer service is rapidly growing. Millennials dominate this group at the time, with a fairly resounding trait of hating to talk on the phone. Additionally, McKinsey reports that 86% of B2B executives prefer using self-service tools for reordering, over talking to a sales representative.

With the vast majority of customers today going online to find answers and more, it’s imperative that you have information ready to go at any notice. Decision trees are one such platform that makes it spectacularly simple to offer self-service support options online, including FAQs, interactive tutorials, and more.

Problem: Customers use their mobile devices more than computers.

Solution: Make sure your most important information is mobile-friendly.

It should be no surprise that customers in many demographic groups today expect a mobile experience to be available, anytime and anyplace. For B2B and B2C businesses operating online, a mobile-friendly website with full support is no longer a “nice-to-have.” Seamless customer service across all platforms with a mobile-responsive design is simply what customers expect!

According to WOW Local Marketing, 52% of customers are less likely to engage with the company because of a bad mobile experience. We’ve made it a special priority to build our decision tree tool to be entirely mobile-friendly, so every interactive troubleshooter, user guide, or FAQ is fun to use on any smartphone or tablet.

Problem: Customers expect experiences to be engaging and easy to access.

Solution: Implement a support strategy that operates interactively.

If your website and support pages are still displayed on a clunky design from the 2000s, you’re not doing enough for your customers. The moment that someone lands on your site to get some support and something about the platform, design, or process doesn’t appeal to them, they’re far more likely to just close the browser tab. In 2018 and beyond, customers have a clear expectation for online support experiences that are easy to find, navigate, and that ultimately answer their questions.

In fact, about 50% of customers think it’s important to solve product or service issues themselves and an enormous 70% expect a company’s website to include a self-service application – this is the new standard for support. At Zingtree, we aimed to create a support tool that’s as easy to access as it is engaging to use, with fully guided support experiences that help customers find the solutions they are looking for in an interactive format.

Problem: Customers have specific expectations for support agents.

Solution: Identify what those expectations are and optimize to meet them.

Have you ever been on a call with a support rep and felt unheard, annoyed, or like you didn’t quite get the answers you were looking for? Along with evolving needs and expectations for how to get support in more friendly and accessible ways, those customers who interact with customers support agents hold serious expectations for how they should be providing service. Among these expectations are that support agents should: already have the customer’s key information on-hand, have access to previous communications, and have some level of personalization.

Separate from customer-facing decision trees, Zingtree’s interactive and online platform is also perfectly suited for agents to use in their interactions with customers. With interactive call scripts that integrate directly with CRM tools, it’s easy to track performance, make adjustments to calls, and optimize along the way to build the most perfect experience possible.

With our powerful, flexible, and fully-interactive decision tree platform for customer support, your customers in every demographic will have their customer support expectations met – even exceeded! Below, take a look at a few of our decision tree examples for customer support that can help you get on your customers’ good side.

 

 

View more decision tree examples for customer support here

Ready to optimize your entire customer support strategy with decision trees? Sign up for a free trial today, or get in touch with our leadership team to talk shop. 

Push Live: A Simple Decision Tree Publishing and Approval Process

Some of our larger customers have asked for a simple process for managing changes to their decision trees. When there are multiple people involved in making edits, and the final versions need approval, the Zingtree Push Live tool makes this procedure a breeze.

Push Live lets you have two versions of a tree – a development version and a live version. Your team makes changes to the development version, and when these changes are ready to go live, an administrator approves these changes by invoking the Push Live tool to update the live version of the tree.

Using Push Live is optional, and can be implemented at any time.

Overview

Here’s how Push Live organizes the publishing process:

  1. An author or authors make changes to a tree.
  2. Once the new tree is approved for release, an adminmistrator invokes a Push Live so that the new tree is available to end-users and agents.
  3. All changes and push events are tracked through the Snapshots tool.

Setup

Here’s how to set up a tree for Push Live:

  1. Select your tree from My Trees.
  2. Go to the Settings tool, click the Push Live tab, and check Enable Push Live.

  3. Make sure to click Update All Settings next.

Managing Live and Development Versions

You can switch between the development and live version of your tree from the main Tree Tools screen. Go to My Trees, and select a tree, or use the All Tools option in the Tools drop-down on every page.

Select Development or Live from the Version selector:


IMPORTANT: Use Live Publishing Links

The live version of a tree has different links than the development version. Make sure you are using the Publishing Links code for the live version of your tree by switching to the live version before using the Publishing Links tool.

The tree ID for the live version of a tree is the same as the development version, except that it adds 000 to the end of the ID. For example: If your tree ID is 123456789, the ID of the live version is 123456789000. So you’ll need to use different publishing links when making the live version of your tree available to others.

Pushing Changes Live

In order to update the live tree, you need to have Administrator rights on that tree.

Once you’re ready to “go live”, invoke the Push Live tool from the main Tools page, or the Tools drop-down. You’ll be asked for update notes on this version, which makes it easy to track what changed.

You can see the history of changes (with the update notes) for each update of the live version using the Snapshots tool (under More Tools).

Using Tree Nodes with Live Versions

If you have several trees under the Push Live process, and you are using tree nodes to link them together, Zingtree will ensure the proper development or live version is linked. When editing in the development version, use tree nodes that reference the development versions for your other trees. When you push live, those tree nodes will go the live versions of the other trees if they exist.

Here are the rules:

  • Tree nodes in the development version go to development versions of other trees.
  • When you push live, tree nodes in the live version go to live versions of those trees.
  • If a live version of a tree node doesn’t yet exist, the development version is used instead.

Give Us Feedback!

Is this Push Live feature useful to you? Do you have any suggestions to make this process work even better for you? Let us know!

 

This article was originally published on January 16, 2018.

4 Customizations to Make Self-Service Support More User-Friendly

When developing a customer-facing decision tree, an important piece is to add some personality, brand identity, and industry-relevant knowledge to allow end-users a more user-friendly customer support experience.

Implementing a personalized or branded color scheme, along with icons that relate to your company, will keep an easy-to-follow and digest structure throughout your support process. An interactive decision tree is the easiest way to help a user with visuals, where they can follow the trees effortlessly while being able to really learn from the guided instructions.

We’ve detailed each customizable element – and examples of how to use them correctly – to make your end-users even happier about their customer service experience!

1. CSS & Personal Style Customizations

Colors and icon choices communicate in subtle ways and can reinforce your brand and mission. Here are some ways to manage these:

Custom colors

We made it easier to adapt your decision tree to your personality or brand when customizing so your tree can fit your desired color, custom CSS files being the main one. Once you have created your ideal profile, you can simply add it to your decision tree product finder which will help reveal your true brand identity.

Animated themes

We had feedback from our users suggesting that it would be more user-friendly if we included a feature of animated themes, including colors but remaining easy-to-use. Our design team and engineers set out to create this recommendation with the main goal of making tree color customizations easy.

See the endless possibilities in this quick, fun video:

Color buttons and icons

Here’s the feature that will allow you to build your own personalized color buttons, icon imagery or even to include emojis within your page titles and buttons. To customize the style of your buttons, all you need to do is prefix the button text with special classes. For example, for your color buttons, choose:

  • .btn-blue
  • .btn-yellow
  • .btn-sky
  • .btn-purple
  • .btn-pink

To add an icon that helps guide your customer but also helps reveal your brand personality, add one or more of these classes:

  • .btn-yes
  • .btn-careful
  • .btn-arrow
  • .btn-thumbs-up
  • .btn-question

2. Visual Features for Creative Support

Video content is shaping user satisfaction across the internet. And with many uses and forms, this is something that more people are demanding, which is why video is the best way to improve your user experience. GIFs are also actively being incorporated into decision trees making the user experience more rewarding. A short clip of a difficult instruction, being repeated several times after 3 seconds or so makes the process of self-service a lot easier to follow.

When including still imagery, diagrams or other graphics into your customization, you are allowing the customer to be at the same pace when working towards a solution. Having reminders follow your tree also makes the service more user-friendly.

There are two main features when using visual aids with a decision tree, one is the effectiveness and the second is interactiveness. It’s so easily done, you can add it to any node you want.

3. Easy Data Collection and Presentation

The use of document nodes can be used for specific types of customized documentation that prove highly beneficial to the self-service aspect of support. Documentation can include building legal agreements, generating purchase orders or even a lead to a returns label that the user has personally generated. 

4. Messaging & Translations for Understanding

When publishing across multiple languages, creating a decision tree that works interactively for these can become complicated. With the translation customization, you can reach a larger user base who need the language localized. With localization management software, along with other custom support features, your users will find your platform much easier to follow. You can follow our instructions here on how to translate your decision trees.

It all starts with a good base of messaging, however. When communicating throughout your decision tree, you should write well and use industry language that is helpful and informative. For nodes with poorly descriptive language, it creates confusion and incomplete results. Here are some of the basics of writing effective nodes that will help you write informative questions that lead to a better, more personal experience. 

Make questions concise by focusing on one subject at a time and structuring to an easily absorbed manner.

What not to do:

If our system of tutorials and articles hasn’t been helpful, do you think you would consider switching service providers?

What to do:

Would you consider another provider if you were not able to self-solve using our knowledge base?

Use the right language so that every user can navigate through your tree knowing the subject and words being used. 

What not to do:

What kind of issue or problem is happening with your account? 

What to do:

How can we help? Please select a category.

Focus on an active voice so you can communicate areas appropriately that identify awareness of the issue within that action. 

What not to do:

Our recommended guidelines and instructions for solving your issue should be followed as written below.

What to do:

Follow our recommended guidelines below to solve your issue!

When navigating through the creation of your decision tree, have the customer at the forefront of your mind, and keep questioning the end user experience. If you need any other assistance, reach out to us so we can assist you with the best self-service solutions.

 

This article was originally published on November 14, 2017, and has been updated for accuracy. 

Health Insurance Decision Trees: How Blue Shield of California Uses Zingtree


Operating within a large call center for healthcare insurance is a complex process. Healthcare specialties aside, any type of insurance is complicated both in discussion and when put into practice – agents working in insurance call centers need to be well-trained for every conversation. For Blue Shield of California, these difficult healthcare insurance processes are a constant occurrence.

“We are a call center in the health insurance field that takes member and provider calls in regards to eligibility, benefits, and claims processing. We have so many written documents to guide our representatives through processes which can be quite long when written out in a step action method.”

Improving Call Center Processes with Interactive Decision Trees

For insurance call centers, documentation and standardization of processes can be a source of stress for employees. However, with the right techniques and tools in place, keeping up with written materials and standardizing support workflows and call scripts can lead to a profound improvement in customer experience, support, and overall productivity.

Agent scripts and decision trees for insurance are one solution that has simplified and streamlined the types of insurance processes that Blue Shield of CA (and many other healthcare and insurance organizations) handle every day. Traditional call scripts and knowledge bases of information are quickly being upgraded to interactive decision trees that are far more effective, easy to build, and simple to navigate.

Interactive decision trees and agent scripts for insurance make it easy to follow processes, select products or other options, and collect critical customer data. In Blue Shield’s case, they have “begun implementing Zingtree to bring the written process to a more interactive state” in order to truly optimize and improve the process of customers receiving the answers they need.

“Zingtree has allowed us to make these step action tables more interactive and simplifying the process. A representative now, because of Zingtree, can get to their answer in 3 steps instead of 10 steps because we are able to frame the questions to get to the exact situation first.”

Cutting back on the time spent during each interaction leaves customers more satisfied, provides them with answers more quickly, and ultimately saves organizations valuable time and money on communications. Leading businesses and call centers worldwide use interactive decision trees to streamline and simplify every detail – meaning more people helped, more money saved, and more consistently-positive experiences.

Want to learn more about interactive decision trees and agent scripts for insurance? Discover our in-depth catalog of blogs and articles, or contact our demo team to see how decision trees can help.

Using Decision Tree Call Center Scripts to Make a Better BPO

call center scripts

Call centers are the epicenter of many customer service interactions, and many have hundreds of representatives who take customer calls and solve problems in real-time. However, not every company has the bandwidth, resources or infrastructure to run their own call center — that’s where BPO (Business Process Outsourcing) call center scripts become important.

BPOs perform all call center-related activities for another organization. For a BPO call center to be effective, it needs to onboard new agents quickly, and ensure that every agent is following the proper processes and procedures of the sourcing company. There’s an inherent disconnect when internal processes are outsourced, and that’s where Zingtree interactive call center scripts can prove invaluable.

1. Standardizing for Best Practices

Written in the company’s voice and adhering to its own processes, agent scripts make it easier for support reps to solve customer problems as effectively as possible. With standardized interactive decision tree scripts to guide a BPO call center agent through each conversation, every agent will know precisely what to say (and when to say it).

2. CRM & Help Desk Integration

Zingtree decision tree scripts are easily integrated with any CRM tool used by call center agents, including Salesforce, Desk.com, Zendesk, and others. By connecting agent scripts to a CRM platform and passing data using Merge Variables, BPO call center representatives can see customer information inside the script, and logic decisions can also be made depending upon data imported from the CRM. With Zingtree’s pause-and-resume feature, the most recent node and session history are saved with the ticket. This is handy if another agent takes over a ticket, or to see what happened during each call. All steps taken are clearly visible.

3. Rapid Training & On-Boarding

Getting agents up and running quickly, armed with the necessary knowledge, is an absolute requirement when outsourcing. Some BPOs use interactive scripts as a training aid, and others as a template to follow during each conversation. No matter how they are used, interactive scripts are an essential part of getting new agents online and scaling quickly.

4. Analyzing, Optimizing & Doing Even Better

After deploying a standardized agent script, reports and analytics can show how scripts are performing, and identify any areas of improvement. Interactive agent scripts allow you to automatically track each and every call center agent interaction and each customer’s reason for requiring support, as well as see how your script is being used (in aggregate or by individual agents). With these reports, the sourcing company and the BPO call center can easily locate pain points, check on agent performance, and even keep track of progress with call center KPIs.


Getting Started with Zingtree Call Center Agent Scripts

Follow our in-depth instructions for building your interactive agent script. Once your script is ready, you can:

  • Host on any web page or browser for easy access.
  • Integrate with Help Desk and CRM systems.
  • Get complete analytics and reports for optimization.
  • See full Q&A transcripts of every call for better understanding.
  • Keep track of agent performance.

Check out this short video to learn more about how Zingtree Agent Scripting can improve your call center BPO:


Ready to get more from your call center BPO? Sign up or log in and build your first interactive call center agent script!

This article was originally published on March 21, 2017.

Need a Creative Boost? Our Top Decision Tree Examples

Interactive decision trees can be incredibly powerful tools for technical support, troubleshooting, call centers, corporate procurement, purchasing and processing, scheduling, and so much more. The possibilities are endless for businesses, and even individuals, but it can often be a little difficult gathering the right inspiration to get started.

Our blog, gallery, website, and tutorials are full of decision tree examples to help you start off on the right path. In fact, we built our Gallery for exactly this purpose: To arm you with all of the tools and examples you might need. With the gallery, you can explore and examine decision trees to see how they are built for different functions, test out different themes and styles, and even duplicate existing decision trees so you don’t have to start from scratch.

We’ve hand-picked a few favorites to show just how dynamic these trees can be. Plus, we offer up some tips on customizing and personalizing decision trees to make them look and feel exactly how you want.

Great Decision Tree Examples

Basic Support Example

Click here to examine this decision tree example. 

Content Marketing Example

Click here to examine this decision tree example. 

HR Questionnaire Example

Click here to examine this decision tree example.

Personality Test Example

Click here to examine this decision tree example.

Appointment Scheduler Example

Click here to examine this decision tree example. 

Customizing Your Decision Trees

Personalizing and customizing decision trees is a fun way to inject a little character into your interactive experience. Once you’ve got those creative juices flowing, give some of these custom tweaks a try:

1. Use a Zingtree theme to mix and match different styles and colors.

2. Insert your own custom CSS to perfectly match your business or organization’s branding.

3. Add video, GIFs, and images to help support your questions, and add new visual elements to your decision trees.

4. Include icons (or even emojis) in your page titles and buttons.


Ready to get started? 

Check out the Zingtree Gallery for even more creative inspiration, and log in to work on your own. 

How to Use Existing Login Credentials to Restrict Access to Decision Trees

security-blog

Some of our customers have asked for an extra level of security for their trees, such that only people authenticated via a corporate intranet can access it. This article shows how it’s done, for ANY login system on ANY intranet.

Universally restricting access is accomplished by having an internal server access the tree via a server-side include, rather than via a user’s browser via embedded code in the page. This means that all accesses of the tree come from a single corporate IP address or range. Zingtree has an IP filtering option for any tree, so it’s easy to restrict access and use whatever authentication processes are already in place on the corporate intranet.

The method described here can work with organizations using SSO (Single Sign On), or any other login system.

Here are the basics:

  1. Restrict access to your tree to just the IP address of your server(s). This is done via Zingtree’s Settings tool.
  2. Create a web page for the tree to display on your internal server. This page will include the necessary JS and CSS files to show the tree. Load your tree using a server-side call, instead of embedding it into an iFrame or linking to a URL hosted at Zingtree.com.

Examples

Here’s PHP source code for a simple server-side include.

See how this page appears.

Technical Details

The example above is written using PHP, but any server-side scripting language can be used.  Our demo is a template around which a URL for a tree can be loaded. This template contains all the CSS and JS files needed to display a functioning Zingtree decision tree.

Zingtree is built on top of Bootstrap 3, so the basic Bootstrap files are loaded.  There are a few custom controls as well included in the template.

You can swap out the PHP with Python, Ruby, Perl, or any other scripting language you choose.
Have any questions or comments about making your trees more secure? Talk to us!

How To Use One Tree for End-Users and Employees/Agents

updates-blog

We’ve had requests to make it easy to use one tree for both end-user support and internal agent usage. Rather than maintaining two separate trees, being able to have one source of content and show (or hide) parts between agents and end-users can be extremely helpful. So, we’ve introduced two new template tags that allow this to happen.

Demo

The Dual Use Agent and End-User Example Tree from the Zingtree Gallery shows how this type of tree is built and operated. You can switch between End-User and Agent views by opening the Show More Display Options link.

Creating Agent-Only or End-User Only Buttons

The first node in the demo has a button labelled “Other Options for Agents only”.  This button only appears when agents are viewing the tree, but not for end-users.  Here’s how this magic is done:

  • If you prefix the button label with AGENT_ , only agents will see that button.
  • Prefix a button with USER_ to show it to just end-users.

Creating Nodes with Dual Content

In the content area for any node, you can insert special tags that make the text visible to just agents, or just end-users.

To show content for agents only:

Surround the content with [[AGENT-ONLY]] and [[/AGENT-ONLY]].

To show content for end-users only:

Surround the content with [[USER-ONLY]] and [[/USER-ONLY]].

You can access these template tags from the content editor in any node:


Example

If your node content area looks like this…

This is the content for a node.

[[AGENT-ONLY]]Agent stuff shows here[[/AGENT-ONLY]]

[[USER-ONLY]]User content shows here[[/USER-ONLY]]

An end user will see this…

This is the content for a node.

User content shows here

And your agents will see this…

This is the content for a node.

Agent stuff shows here

How to Preview

The updated Preview tool lets you see content views for agents or end-users:

Implementation

Your agent-only content will appear in trees accessed via the Zingtree Agent Portal. You can also make this content appear by adding the following parameters to the URL for Zingtree hosted or embedded trees:

&agent_mode=1&apikey=YOUR_API_KEY

Substitute your API key for YOUR_API_KEY in the URL. You can find the API Key from the API page, or if you have multiple organizations at the bottom of the Organizations and Billing page.


Do you like this new feature? Or have any other comments? Please share with us!