Zingtree Tags: decision tree updates

Decision Tree Updates: June 2018

Over the last six weeks, we’ve been focusing resources on improving tasks that have been the topics of our most frequent conversations with customers. In general, here’s what we’ve improved:

Here are the details of everything that’s changed:

Visual Designer

For more details on what’s new in Designer, see this post.

  • Update: Question and Answer nodes are now just “Content” nodes.
  • Fix: Designer no longer shows things like ' in labels.
  • Fix: Designer no longer hangs with “contains” operation in logic nodes.
  • Update: Designer shows better symbols in logic branches
  • Update: Can now move logic node branches in Designer
  • Update: Designer has no more “save” button. Changes are saved automatically.
  • New: Pop-up editor can now be used to edit button links or logic nodes. Changes appear instantly in the Designer view.
  • Fix: Adding nodes now makes them appear in the proper display order when viewing the tree in Simple Overview.
  • Update: Designer pop-ups can now change the root node.
  • Update: Removed Undo/Redo buttons.
  • Fix: Designer PNG export crops unneeded whitespace from the image file.
  • Update: Designer loads 2x faster!
  • Update: Unlinked buttons appear as red arrows and buttons.
  • Update: “unlinked” node position can be moved and saved.
  • Update: New node icons. These also appear in hi-res for Retina displays.
  • Fix: Button labels no longer occasionally return after being turned off.

Email Nodes

  • New Email Node option to automatically send email, and then continue to another node.
  • Creating email templates is much easier – no longer need to upload HTML files, or use a special link node.
  • You can customize the “Send Message” button for email forms.
  • After sending email, the next step can go to a new node instead of requiring a URL.

Document Nodes

  • New: Document node now has a button option which can continue the session at another node.
  • Update: Document node content selector now shows just content nodes with no to/from links.

Zendesk Agent Scripting App (Version 12)

  • Fix: Now properly sets or unsets checkbox custom fields (Tim J.)
  • Fix: New tickets now works properly in all cases (Linus P.)
  • New: Zendesk App Theme.
  • Version 12 now in Zendesk App Marketplace.

Other Updates

  • Update: Question and Answer nodes are now just “Content” nodes.
  • Update: New icons for all node types.
  • Fix: Editing nodes where there are a lot of variables in content editor list now loads faster (Oliver).
  • Fix: “return to Tree” tree node no longer adds unwanted variables to the list of options in Logic Nodes.
  • Fix: Wizard now properly sets display order for node reordering.
  • Fix: Simple Overview no longer shows nodes used in document nodes in the incoming link count.
  • Fix: Setting scoring value to ‘=0’ now resets the value to zero (Jay H.)
  • Fix: Persistent button link nodes from within a subtree now work properly (Lasse)
  • Fix: When editing a node, “Assign button click variable” no longer sometimes ticked when no variable is present.
  • Update: Added search to Gallery.
  • Fix: treetaglist macro no longer shows duplicate live and dev versions of matching trees. DEV master shows dev versions only when duplicates are detected, LIVE master shows live versions when duplicates are detected (Lasse)
  • New: Added Bootstrap Table styles in content editor (hover, border, striped, condensed) (Kim M, Rachel V, Justin B)
  • Fix: Entering values for scoring uses running total without requiring ‘+’ in front of number, as per documentation (Lisa F., Chad Y.)
  • Fix: Prevents variable names from starting with a digit (Gabriele P.)
  • Fix: Fade transition no longer shows last node when “back” is selected (John H, John K.)
  • Fix: Fade Transitions work properly with logic nodes (Werner G.)
  • Fix: Fade transitions and breadcrumbs now work properly (Ben M.)
  • Fix: Persistent nodes clicked from a subtree now hide last node properly with transition/fade effect.
  • New: GDPR page at zingtree.com/gdpr
  • New: Can now drag and drop document files into the content editor to upload them to our servers (PDF/DOC, etc.) (Lucas K.)
  • Fix: Kustomer integration now adds tags properly when jumping to the root node of a tree via a tree node (Katie)
  • Update: Periods now allowed in tags (Amanda D.)
  • Fix: No longer sending “score=” in Webhook calls for an empty score (John H.)
  • Fix: Adding, editing or removing collaborators from DEV version sets proper access to Live version (Lasse)
  • Update: Date picker now has expanded year ranges (Ronnie L.)
  • New: Can add extra emails for billing notifications (Tom M.)
  • Fix: Button click values like ‘123ABC’ now store as strings, not ints (was saved as 123) (Mark C.)
  • Fix: Default Theme updated so link colors are set properly.
  • Fix: Logic nodes drop-down selections now work when related trees have no variables.
  • Update: Link control in editor and new link nodes now defaults to new tab (Jonathan B.)
  • Update: Content editor no longer shows link options for Google, Facebook
  • Update: Content editor link manager now has a tooltip option.

As always, if you have any ideas to share with us on this or any other features, please let us know!

Decision Tree Improvements – January 2018 Updates

This past month’s updates include some new security and access restriction features, performance enhancements, interface improvements, and a variety of small bug fixes. Here are the details:

New Features

  • New Change Log report to show what authors have done. Also exportable to CSV.
  • New Hidden Field data entry type (for Ted B, Others)
  • New API calls for agent_add, agent_remove. (These are no-login agents.)
  • Google sign-in authentication for agents (for Benjamin)
  • Push Live tool
  • Server updates and extra capacity
  • Performance enhancements with smarter file caching. Added cache_tree URL parameter option.
  • Different Single Sign-on Identity Providers for authors and agents.
  • Internally logging security events (logins, failed logins, email sends, tree changes)
  • Single Sign-on logins for agent portal (Lynne H.)
  • ##include_url: ## template macro for loading data from 3rd party URLs
  • Agent Portal now has #agent_first_name# variable. (Craig S.)
  • Can now pass new merge variables into a pause-and-resume session (Geoff)

Updates

  • Updated Zendesk Agent Scripting App. New agent_tags variable included in URL, no more flashing when going between tickets.
  • Session summary from Zendesk app now shows which agent did which click (Sonny R.)
  • Add Agent can now use a no-login option.
  • Max video upload size is now 150 MB (from 50 Mb) (Darryl )
  • Session Info cookie is now protected by https.
  • Agent portal node search now includes node tags (Jonathan B)

Interface Enhancements

  • Reordered Add Node selections based upon popularity.
  • Reordered node icons in Designer by popularity.
  • New Tutorials and Videos.
  • Easier-to-use Edit Content Node. Now uses tabs to surface advanced options.
  • Pop-up editors in Designer now use more screen space.
  • Easier-to-navigate Settings tool uses tabs.
  • Tools pages and drop-down tools menu reorganized.
  • Consistent tree info display across tools.
  • Formatting of default hosted link on Publishing Tools page – removed extra spaces at front.
  • No more weird message when viewing gallery trees in Designer.
  • Node editor – Data entry fields no longer appear by default in question nodes.
  • Node editor – switching between question and answer types now keeps tabs straight.
  • Node editor – Dragging to reorder buttons or data entry fields now positions items properly in range of editor.
  • Reordering nodes in Simple Overview now shows node being moved in proper position.
  • Simple Overview no longer shows empty “Variables: “
  • Session Details no longer unnecessarily shows tree name from starting tree in each step.
  • Node editor no longer flashes a bunch of blank buttons when first loading.

Fixes

  • Archiving Development version of a tree also archives the live version (Vlad).
  • No longer showing button class overrides (i.e. .btn-red) in front of History (Tal D.)
  • Designer no longer adds “score” variable to new nodes.
  • Zapier interface handles newlines in data entry variables properly (i.e. Session History variable) (Gabe L.)
  • Importing session_history variable into a pause and resume session no longer causes a JS error (John H.)
  • #agent# now gets used as a variable in Agent Portal (Ted B.)
  • Space character in agent login no longer makes agent portal tree viewing fail (Gordon S.)
  • Cleaned up tree search tool for Live vs. Development trees.
  • Nodes with tree search forms now locate live or development versions depending on live/dev status of the originating tree.
  • Tree search nodes no longer always return results where page title had “search” in it. Also didn’t properly look for page titles.
  • FAQ and end-user tree searches no longer return every node when searching keywords “title”, “span”, and other HTML elements.
  • Zapier authentication no longer ignores fields that were once empty (Josh D).
  • Zendesk Agent App: Newline in Zendesk custom field or merge variable value caused no session to be saved.
  • Session Matrix report uses faster queries, no longer displays button formatting overrides.
  • Responsive image selection now works properly for all image insert operations.
  • Compare Trees tool no longer shows “Return to previous tree” as an option.
  • Data Entry Fields: Required markers for placeholders now appear on the same line as input control for small display widths (Jay H.).
  • Data entry fields no longer have extra line space between them in small display widths (Jay H.).
  • Address auto-complete and validation no longer fails when a pre-existing address is in the form (Jay H.).
  • No longer tries to validate empty phone numbers (Jay H.).
  • “Add another” for repeating form entries is now working properly on all browsers.
  • Ill-formed include_url blocks no longer reload this tree, causing a propagation of buttons.
  • “Sorry, but you don’t belong to organization…” endless login loop message no longer when organization no longer accessible.
  • Clicking tree search results didn’t always change the page.
  • Clicking search results should now always change the page.
  • IPV6 addresses now work for getting location data (Raj).
  • Changing email address in login info now goes to proper logout page.
  • Copying or moving trees to new organizations also copies webhooks. (Raj)

Credits

Thanks to all of our customers who contacted us with great suggestions and astute observations.

If you have a suggestion for us or see something that you think could be done better – please let us know!

Fall/Winter 2017 Updates: New Improvements, Fixes, and More

Lots of small but helpful things have been added to Zingtree since our last updates post.

New Goodies

Everybody loves new features. Think of these items as an early holiday gift.

  • Option to enable Single Sign-on (SSO) for authors.
  • MailChimp App and integration.
  • Add, subtract, multiply and divide variables using a new Math webhook.
  • Added a Script Code option to Settings. Makes it easy to insert JavaScript code into your trees.
  • &keep_vars_on_back=1 parameter. (for Shawn, Raj)
  • New author timeout after inactivity option.
  • Admins can set strong password requirement for invitees.
  • Can upload and play videos via a private Zingtree server. (Customer requests for private videos.)
  • New setting for right-to-left languages for easier editing.
  • Logic/Document nodes now offer a “contains” string operation. (for Austin)
  • New Search and Replace tool. Makes it even easier to edit text in your trees.
  • &merge_vars_not_fixed parameter: Merge variables can now set data entry field defaults. (Pascal)
  • Settings / Themes picker now has an option to place question area on top or bottom.
  • Added Linked tree search to search through all trees and any linked trees via tree nodes. (Nick W.)
  • Added auth_token parameter for webhook authorization – returns X-Auth-Token in Header. (Vivek)
  • Temporary File Upload type – expires in 3 days. (Jim)

Updates to Existing Features

Some of our existing features we have made even more useful with some tweaks.

  • New Text editor. Big Improvement for editing content.
  • Single Sign-on now enabled for viewing session details.
  • Reconfigured Single Sign-on setup interface.
  • Now includes time zone UTC offset in location info variables as zt_tz and zt_tz_encoded. (Raj)
  • Duplicate (Copy) Webhook option (Raj)
  • App manager (Webhooks) now has more details, shows usage and which trees use each app.
  • Uploaded images can now be viewed in the tree. (Karen D.)
  • Added session info button to History in agent view, Zendesk Agent Scripting App. (Katie)
  • Webhooks now get a variable node_id sent by default. (Raj)
  • Added Tree Title: Show option to Publishing Links, Hosted, Advanced Options.
  • Added disable_scroll option to embedded Advanced Options in Publishing Links tool.
  • Create Tree now lets authors choose the tree’s language.
  • Zendesk Agent scripting app now passing zendesk_tags as a variable.
  • Session History stock webhook can now return plaintext data instead of HTML formatted data. (Gabe)
  • Button click variables can now be assigned text.

And Bug Fixes:

Yes, sometimes even we make mistakes or discover edge cases nobody ever thought of! We do our best to fix these as quickly as possible.

  • Ensures pop-ups always appear on top. (DT)
  • API calls with a large amount of data no longer give an error 500. (Jay)
  • Phone number validation now returns invalid if any characters or unusual punctuation is found in the number. (Jay)
  • First button with zero value no longer resets the running total score to zero. (Steve H.)
  • Now properly tracks form data from “back” buttons over logic nodes. (Mari)
  • Going “back” properly refreshes nodes that contain form data variables.
  • Email nodes now stay inside of containing iFrame after a message is sent. (Pinkesh)
  • Going back over logic nodes keeps previous scores intact.
  • Moved resources to new CDN due to them being blocked in China.
  • Tab characters in data entry fields should no longer break webhook or Zapier calls. (Alok)
  • Back button no longer removes form data items from the session. (Raj, others)
  • Doesn’t use Chinese as default language if non-Chinese is used.
  • Instant Preview in Edit Node now shows custom button styles properly.
  • Mobile pop-overs now work properly.
  • Allows special characters in merge variables. (Miguel)
  • Missing scrollbar in Agent portal for IE 11 now shows. (Mark D.)
  • Server auto-scaling tweaks to alleviate morning traffic spike congestion.
  • Transfers account status to new organizations linked to original. (Arnel)
  • Link colors in answer nodes using Default, Classic theme templates now show properly.

Thanks!

A majority of these enhancements were initiated from customer requests.

Got any suggestions for the rest of 2017, or to start 2018? Please share!

Summer Updates: Pop-Up Overlays, Predefined Webhooks and More

We’ve been busy this summer – so much so that we haven’t had a chance to share all the great updates we’ve done in the last couple of months! So here’s a list of all the latest improvements to Zingtree:

  • New: Popup overlay option
  • Fix: Webhooks now run when added to root node
  • New: Pre-defined webhooks (Session Summary, Timestamp, Send Custom Email)
  • Fix: Phone number field type can now be set as ‘required” (Boruch)
  • Fix: Preview now shows agent / end-user views properly (Boruch)
  • Update: Sessions List report now paginates at 500 per page (Roman)
  • New: Send secure session data link in email node also now includes a link to reopen the session (Boruch)
  • Fix: Zendesk app Q&A now shows all button clicks, even when going through subtrees (Phillip R.)
  • Fix: Session detail report now shows subtree jumps properly (Phillip R.)
  • Fix: PHP API call for tree_sessions now recognizes tree_sessions operation.
  • New: Repeating Forms
  • Fix: Designer now properly saves absolute button click values (i.e. =3)
  • Fix: Agent logins with trailing space characters now work in Agent Portal
  • Fix: Designer now always shows root node properly
  • New: Search Terms report
  • Update: Added Copy to Clipboard button for iFrame embed advanced options
  • New: Timestamp stock webhook (for Abe in Japan)
  • Update: Cleaned up API documentation so section titles and calls properly matched
  • Update: Layout of My Agents page improved
  • Fix: Phone number verification now treats numbers starting with 1 as International style. Allows for easy verification of USA numbers entered starting with 1.
  • Update: Made margins smaller for embeds in mobile device.
  • New: added email validation option, phone number validation (Tom K., Alok)
  • Fix: Verified badges for address lookups now align with input forms
  • Fix: Address verification now looks better on smaller screen displays
  • Fix: Copying trees now also properly copies checkbox score values in data entry forms (Ana)
  • New: Added CSV export to All Tree Stats report.
  • New: USA Address auto-complete and verification system in place
  • Update: Increased max form fields to 50 (Jonathan K)
  • Update: Scoring nodes can now call webhooks
  • Update: Webhooks and apps no longer run asynchronously, so webhook data is available immediately upon node launch
  • Fix: Recovering trees from snapshots no longer duplicates form fields
  • Fix: Copying a tree saves new copy as first entry in snapshots, labels the copy event properly
  • Update: All tree Stats report shows totals in the last row (Diana T.), lets you select an organization
  • Fix: Thin line at top of embedded trees no longer appears (Josh S)
  • Update: Agent portal “Done with Customer” button now logs that as a button click in session logs
  • Fix: Plus signs in email addresses now get transferred properly via email-session-info link nodes.
  • Fix: Embed options now always uses https by default.
  • Fix: Publishing links cleaned up for https always.
  • Update: Custom CSS URLs are now forced to be https in Settings tool.
  • New: Data Totals report
  • Fix: Saving layouts with unlinked nodes in Designer no longer gives weird error messages
  • Fix: “Default Browser” as browser type broke Zendesk agent scripting app for some people
  • Fix: Redirecting from http to https didn’t work for some really long URLs. Including Zendesk Agent Scripting app.
  • Fix: Webhooks now handle URLs with variables with spaces properly
  • Update: Now forces https for all URLs
  • New: Added zt_browser as an enhanced location variable
  • Fix: Pressing restart button reloads enhanced location variables, merge variables
  • Update: Question field length now 500 characters (Julie C.)
  • Fix: Updated location data for higher volume lookups
  • Fix: Resetting button click variables on the first click now works properly.
  • Update: Export to CSV buttons now at top of each report page (for Josh)
  • New: Option to switch between running total and fixed value for button click scoring

Whew! That’s a lot of updates over the last two months.

Whenever possible, we give credit to the customer who suggested an improvement. So if you have a brilliant idea, a suggestion, or a real need, let us know and we’ll do our best to make it part of the next update.

How to Display a Session Summary in your Trees

We get many requests to make it easy to show a session summary inside of a node. This can be helpful for an end-user to see how they reached a certain decision while traveling through the tree.

This is accomplished using the Zingtree Session Summary webhook. It loads the transcript of the session into a variable named session_history. You can also display any data entered or collected in the session using the variable data_entered.

Try this quick demo from the Zingtree Gallery to see how this works:

Configuring a Node to Show the Session Summary

This requires two pieces:

  • Sending a message to the Zingtree Session Summary webhook at the end of the session.
  • Inserting #session_history# into the node where you want to show the session history.

Optional: To show any data collected via Data Entry fields, you can include #data_entered# in the content area as well.

Step by step:

  1. Edit the node where you want to show the session summary.
  2. Click Show Advanced Options.
  3. Under Send Message to App, choose Webhook: Zingtree Session Summary.

  4. Insert the text #session_history# (or also #data_entered#) into the content area of the node.
  5. Click Save Changes when finished.

The Session Summary Demo gallery tree demonstrates this. Look at node #5 for specifics.

Advanced: Adding a “Copy to Clipboard” Button

To make it easy to copy data to the clipboard, do the following in HTML code view:

  1. Surround the area you want to copy with <div id=”zt-summary> and </div>.
  2. Add this code for the “Copy to Clipboard” button:
    <a class=”btn btn-orange” onclick=”copyToClipboard($(‘#zt-summary’)); return (false);”>Copy  to Clipboard</a>

Node #5 in the demo has this in place for you to examine.

Pro Tip: Returning a Plaintext Summary.

If you want your variables to be formatted as text (instead of HTML), add &formatted=2 to the Message field – like so:


Any questions? We’re here for you

Updates: Location Data and More

These past two weeks have been spent making Zingtree location aware, along with a few other things…

Here’s the latest:

  • New: Collect Location Data option (geo / language).
  • New: User signups set default timezone automatically from IP data.
  • Update: Single Sign-on Service provider Entity ID now requires a URL. One less thing to go wrong.
  • Update: Hides title and/or content area in panels mode if blank (for Josh).
  • Update: Form data report field names are now output in sorted order. (for Sherry S.)
  • Update: Compare trees tool has improved layout, can now toggle showing designer layout data.
  • Update: CSV import and CSV export can now handle scoring variables and scored button clicks (for Katie P.).
  • Update: Add Collaborator process has one less screen, more consistent with other processes.
  • New: In the Zendesk Agent Scripting app, adding ::tag to the end of button text will trigger Zendesk tags to be sent when button clicked. (for Katie P.)
  • Update: New spreadsheet import examples to showcase new features, including Logic Node import, scoring and more.
  • Fix: Proper discount rate shows when ordering a new plan, buying bulk credits.
  • Fix: Link Nodes opening in new tab restore last viewed node, remove the “please wait” thing (for Logan).
  • Fix: Apostrophes in merge variable values are now handled correctly (Chris P.)

Got a suggestion for an update? Give us a shout!

Spring 2017 Decision Tree Updates

updates-blog2

In case you haven’t noticed, we’ve been busy improving Zingtree over the past six weeks. Aside from the new Single Sign-on and Dual use tree features, here are the other more subtle updates we’ve recently added into Zingtree:

  • Fix: No longer allows multiple feedback clicks on submit feedback button (Katheryn P.).
  • Update: AGENT_ and USER_ prefixes on buttons only show them in agent mode or end-user mode (Travis A.).
  • Update: Tag matching on trees (host-trees) now saves state for each tree clicked, shows marker if a session was started with that tree (for Jenn V.).
  • Update: Added nochrome=1 option to host-trees to show minimal tag matching results.
  • Fix: Using a tree node to launch a tree with a webhook in the starting node now runs webhook (Chrissie).
  • Update: Reports are now in author’s local time.
  • Update: Zendesk app version V9B now manages merge variables properly.
  • Update: Zendesk app gets ticket’s list box values instead of tags as merge variables to insert into agent scripts.
  • Fix: Form data report items now syncs with session list report (Diana T).
  • Fix: Session Matrix report now uses last click time for date ranges.
  • Fix: Scoring nodes no longer occasionally add a zero to scoring variables.
  • Fix: email-session-info script updated to handle some timing issues causing missing form data.
  • Update: Data Entry radio button fields now render using entire width of node, not half of width.
  • Fix: Date picker for subtrees works properly (Chrissie).
  • New: Sessions List has options to show first click/last click (Ricardo).
  • New: Sessions list report shows total time spent.
  • Update: Added Agent Portal Parameters option to pass custom URL values into agent portal trees (Chrissie).
  • Update: My Agents page now hides advanced options by default.
  • New: Server-side include example page.
  • Fix: Last click time in session data now always accurate (Ricardo).
  • Fix: Session form data reloads are now more reliable – fixes edge cases on timing errors (Ricardo).
  • Fix: New lines in Agent Feedback Comments now appear in emails, comment review pages (Katheryn P).
  • New: Tree Nodes and Link Nodes can now have tags (Morgan).
  • New: find_tree_sessions API (Chris P.).
  • Fix: Double quotes in session variables (via Zendesk) caused state not to get properly set (Ricardo).
  • New: API added find_agent_sessions as equivalent to original find_sessions. Makes better language since we added new find_tree_sessions API.
  • Update: get_session_data API call now includes “seq” in the path as click number (Chris P.).
  • Update: Form data, Session List reports now based off of “last click time” during a session, instead of start time (Ricardo).
  • Update: Session List report now shows an icon if the session includes form data.
  • Added demo for embedding with breadcrumbs in the container.
  • New: Import from Oracle Service Cloud XML in Create Tree.
  • Fix: FontAwesome icons updated to version 4.7 for Preview, Deploy.
  • Fix: FormData report and Session List report now use same time starting criterion.
  • Update: Added date_format option to hosting or embedded URLs to allow custom date formats in date picker (Chrissie, Jane).
  • Fix: Properly sends ampersands in subject line for email-session-info link node (Alok).
  • New: Can now see all feedback comments for a tree by clicking on comments bubble in My Trees (Guil).
  • Update: Date picker now uses user’s locale to format dates and show proper month names.
  • Fix: Emails with apostrophes now are able to be added to MailChimp lists.
  • Fix: Validates Tree IDs on spreadsheet import for tree nodes.
  • Fix: Now gets root node for tree imports as first node in list, even if not #1 (Katie).
  • Update: Zendesk agent scripting: tags prefixed with “perm_” are never removed from Zendesk once added (Jamel).

Thanks to all of our hard-core authors for suggesting most of these updates.

Got a suggestion or a great idea?  Let us know!

Updates: Reorder Nodes, Efficient Forms, Tree Content Search and More

NL-header-updates3

The holiday spirit never quits here at Zingtree, as we’ve added some cool new features for some of our best customers.

Reordering Nodes in Overview

Tom K. (and a few other people) asked if we could reorder the nodes in the Simple Overview. And now you can! Just drag any node up or down, and it will stay in that position forever.

Some caveats:

  • The root node always appears at the top of the list. If you drag a node over the root, it will appear in position #2 the next time.
  • Some people asked about automatically re-numbering nodes.  For now, we’ve decided to keep the node numbers permanent, as there are cases where node numbers are used in links and URLs outside of Zingtree, and any renumbering would break these links.

Tree Content Node Search

Abner J. asked if we could extend our search forms to include ALL trees in the account, not just the current tree.  So we added a new form type you can insert from the content editor in Edit Node: a Tree Content Search Form:

If you have multiple trees, and you want your end-users to be able to search all nodes in those trees, this is what you can use.

Placeholders vs. Labels in Forms

Tom K. asked if we could make our form layouts more concise by offering an option to eliminate the labels in forms, and put “placeholders” in the fields instead. Done!

Here’s how a form with labels appears:

And here’s one with placeholders:

Sending Multiple Emails

For Alok: Email nodes, and the email-session-info link now can send multiple emails.  Just enter email addresses separated by commas.

Got something special on your wish list? Send it along, and our elves will start working on it!

Update: New Decision Tree Designer and Data Entry Fields Management

NL-header-updates3

This latest Zingtree update is more comprehensive than most, primarily because we took some time to focus on our core decision tree building features and make them even better. You’ll see big improvements in Visual Designer, as well as managing Data Entry fields and editing nodes.

Visual Designer

The big change is that we’ve moved to a more powerful pop-up editor within Designer, and eliminated editing from the right panel. You now have a larger drawing area, and can do almost all of your work directly in Designer without having to go to Overview.

Designer also has “isolated” view – just click on a node, and you’ll see just the nodes and buttons connected to it. Additionally, you can print and export your tree drawings to PNG image files. And, Designer now loads 2x to 3x faster!

Important: To edit a node in Designer, you’ll need to double-click or right-click.

Here’s what some of the new changes look like:

Larger Drawing Area

larger drawing areaPop-Up Editor

Isolated View

Click on any node or button/arrow to highlight connections.

Other Designer updates:

  • Designer boxes resize to fit longer content when loading tree.
  • Designer with two buttons going to same place now has larger separation of arrow connectors.
  • Fix: Apostrophes in titles or questions now display properly.

Data Entry Fields

Also new is an improved way to manage data entry fields. Rather than inserting code into the content area, you can now manage data entry fields separately, which makes it easier for non-programmers to edit, add and change data fields.

Within the node editor (from Overview or Designer), you can add any number of data entry fields from a simple, easy-to-use form.

Complete instructions on how to use Data Entry Fields is in the Zingtree FAQ here.

Other Enhancements

Several other improvements and fixes are in this update, including:

  • Update: Tree node search now includes tags in search (h/t Trey H.)
  • Update: Simplified Edit Node.
  • Update: “Hide from Agent Portal” no longer defaulted when creating a new tree. Also gives hint to check this if no trees found in Agent portal.
  • Update: Copy Node on node editors, no more “Save and Create Duplicate”
  • New: Can now edit two trees at the same time through Designer, or keep two tabs open for different trees.
  • Fix: Edit Tree Node now shows links to all trees in your organization.
  • Fix: Traffic Map report now shows tree node links. (h/t Ben C.)
  • Fix: email-session-info.php will now substitute #source# or #agent# in the link (link node fix) (h/t Craig)
  • Update: Simple overview only shows scoring variable if scoring is being used.
  • Update: Preview now substitutes #agent_name# for author name. (h/t Marlin)
  • Update: Email nodes now insert body of message into “Notes” form field, which can be viewed and exported from the Form Data report (for Holly B.)
  • Fix: Search results linking to a tree node no longer fail (Chrissie)
  • New: Can delete multiple nodes easily from Simple Overview (for Ben C.)
  • Fix: Last Opened in My Trees page is adjusted for the user’s time zone (h/t Elijah H.)
  • New: Button Clicks report has a View All option to see all nodes on one page (h/t Mike H.)
  • Fix: apostrophe’s in page title no longer messes up #taglist# link tracking (Chrissie)

Thanks again to everyone who suggested updates! I’m sure we may have forgotten a few of you.

As always, if you have a suggestion to make Zingtree work better for you, please share.

Update: Multiple Scoring Variables, Speed Enhancements and More

YouAsked

This week’s update has actually taken a bit longer than a week to release, as we’ve done one major improvement, and a few smaller enhancements.

The big news is that you can now have Scoring Nodes use more than one variable. Look for a new Scoring Variable Name field when editing question or scoring nodes via Overview, Edit Node. An article on this new feature is coming tomorrow.

Other enhancements:

  • Update: Rendered trees are cached for speed improvement.
  • Update: My Trees shows tree tags in list.
  • Bug fix: Adding oneself as a collaborator now gives warning message and is disallowed.
  • Update: Entering a new variable with # characters using content editor now deletes the # characters.
  • New: Checkboxes and Radio Buttons can add to score.
  • Bug fix: Webhook app name now appears properly in Overview: Simple.
  • Bug fix: Deleting an App message via Edit Node now works properly.
  • Update: Enhanced session matrix report.
  • Bug Fix: Designer now properly saves A/B test state in Scoring Nodes

Several customers inspired us to do these updates. Let us know if you have an idea or suggestion to make Zingtree even better for you!