If you have a lot of decision trees that you’ve been building for your organization, it can be handy to let employees or customers search through any and all of your trees to find answers. To do this, simply add a Tree Search Form to any node, which looks like this:
How to add basic tree search:
Go to Overview, and edit the node you want to contain the form.
Place the cursor at the place where you want the form inserted.
Click the Templates button in the Content editor, and select Tree Search Form.
Search queries will match words in the tree titles, or tree tags. You can set both in the Settings tool.
Full Tree Search:
If you want to search everything in all your trees: titles, tags and content, use the Tree Content Search Form option instead:
You can hide trees from Tree Search. In Settings, select “Hide Trees from Agent Portal and Search All”.
Searches will examine ALL trees belonging to the same organization as the current tree.
One new feature super-user Travis suggested to us was the ability for people using trees to send notes back to the authors. For Travis’s company, they wanted a way for their Call Center agents to easily comment on any node, and have that feedback reach the authors of the tree. This seemed like such an obviously beneficial idea that we re-prioritized to make it happen.
The result is a subtle comment bubble, which can appear at the bottom right-hand-side of any tree:
This quick video shows how it works:
How the Feedback Loop Works
Both Zingtree hosted end-user trees and internal agent (Call Center) trees can use this feedback feature. To illustrate, we’ll use the Zingtree Agent Portal as an example.
Here’s how a tree appears, showing the comment bubble:
When an agent clicks the comment bubble, they get a simple pop-up feedback form:
When feedback is sent, all authors get an email notification:
You can see all nodes with comments from Overview. They have an icon like this:
Finally, when you Edit a Node, you can see and delete all comments, like this:
Comments for End-User Support Trees
This feature is not limited to Call Centers. If you’re using Zingtree for end-user support, you can enable the comment bubble in Zingtree-hosted trees. Use the Advanced Hosting Options from Publish, Zingtree Hosting, or simply add this to the URL for your tree:
When using a Zingtree, have you ever thought how nice it would be to see some more context of where you are in the tree? Or the steps it took to get to where you are? With our latest update, you can do both! Come discover Zingtree’s two new tree publishing options: History and Breadcrumbs.
History allows you to see every step you took while using the tree:
Breadcrumbs shows the sequence of node titles that appeared throughout your journey through the tree:
With both options, you can click on a link and travel back to any previous node in your journey. Visit the Zingtree Gallery and see for yourself what your end-users will experience.
Publishing enhancements: To make these features easier to use, we’ve simplified our Publish page so that a single click takes you to an Advanced Hosting Options playground. Here, you can experiment with different settings to see how your tree will look and behave. When it’s just right, your hosting URL will be displayed for a simple copy and paste.
Have you had trouble developing intricate, multi-step trees? Is maintaining an easy flow for your users throughout a complex decision process a challenge? Are you having issues scaling your trees up to accommodate more users and use cases?
If you know you’re going to have a large project ahead of you, planning is crucial. You’ll want to break up your larger tree into individual threads and themes. Once they’re broken up, you can refine the smaller pieces until they’re perfected, and then create discrete, small to medium sized trees. Finally, once your sub-trees are ready and working properly by themselves, you can use Tree Nodes to connect them into your finished, mega-Zingtree.
While in the planning stages of complex decision trees, many users find these sub-trees occur naturally. So pause your active tree development (just for a minute) in Wizard or Designer, make an outline of your tree and its constituent sub-trees.
Try using sub-trees for your most intricate trees today.
We don’t live in a bubble. Our team is constantly looking for web sites that spent a lot of money (and time) to custom code something similar to our Zingtree interactive decision tree, and we’ve seen a different style of user interface that we like, and we think you might too. So we adopted it as an option, which we call the Panels style. It looks like this:
You can choose between the traditional Buttons style, or the new Panels style, when you deploy your tree. You can also try any of our Gallery trees in Panels or Buttons style.
In case you are new here, here’s how the Buttons style looks:
Plus, you can even use your own CSS to redefine the standard colors, fonts and spacing used in the Panels style – just go to the Settings for your tree. (You can also change the default preview style from this screen as well.)