Zingtree Tags: product updates

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.


A majority of these enhancements were initiated from customer requests.

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

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


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!

Update: Search ALL Your Trees from any Node


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:

  1. Go to Overview, and edit the node you want to contain the form.
  2. Place the cursor at the place where you want the form inserted.
  3. 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.

What are you waiting for? Try it live!

Thanks to Elise and her team for suggesting this. Do you have any great ideas for Zingtree? Please share!


The Feedback Loop: Getting Comments From End-Users and Agents


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:


Update: Improved Usability on Embedded Trees


This week’s update was inspired by Ted R., who observed that trees with some long content nodes and some short content nodes didn’t reposition the correctly on the page when a button was clicked. This occurred in the iFrame and WordPress embed methods.

Now, each button click repositions the page to the top of the node content. We think your visitors will like it better this way!

Have a suggestion or a bug report? Let us know!

Updates: Compare Trees, Save & Duplicate, Sticky Title Views and More


This past week has been busy, with a lot of little enhancements, and some cool new tools to make your decision tree building even better.  Here’s what’s new for you:

  • Edit Node: New Save and Duplicate button makes it easy to copy the current node.
  • Overview: New “sticky views” lets you maintain a questions or titles view until you change it.
  • New Tree Compare tool: Want to see the differences between two trees? Go to More Tools, and try the new Tree Compare.
  • Start Node in URL: You can now start your tree running from any node, not just the root node. More in the FAQ. (h/t Sue T.)

Also, we fixed a few tertiary bugs, and made your Zingtree experience much more stream-lined:

  • Collaboration Invite: no longer sends signup email if collaborator is already signed up.
  • Log Out moved to Accounts tab. (Makes more sense there, right?)
  • Preview no longer fails if out of session credits.
  • The emails we send you look better.
  • Bug fix: Wizard – Use Existing Node failed to let list of nodes appear (h/t Steve W.).
  • Bug fix: Designer – multiple nodes pointing to the same place caused missing or reordered buttons. (h/t Tom).
  • Bug fix: Copy tree no longer changes node titles with ampersands in them.

Have a suggestion or a bug report? Let us know!

Nicer Zingtree Hosting


New today: improved Zingtree hosting. If you have been using Zingtree to host your trees, log in to Zingtree and grab the new Zingtree hosting code.  Nothing major, but we’ve added some Zingtree chrome around the tree display to make it look much better.

We’ve also released a tweak related to iFrame embedding so that it will operate better too. No need to update your embed code for this one – it just works.

Go (re)plant a Zingtree this weekend!

Zingtree Hosted Call Center Scripts and Other Updates

A new release of Zingtree went live today! The main benefit is that companies using Zingtree for internal use (like call centers or live agent scripts) now have an option to add and delete agents, have agents log in and get access to scripts, and track each agent’s use of Zingtree. We’ve also made it easier to create and manage multiple organizations on your account.

More details:


Server Upgrades, and one Bug Fix


Yesterday we noticed an all-time high in server activity, which is great for Zingtree because it means more and more people are deploying trees and using our tools. The downside was that for the first time we had a stretch of about 30 minutes with unacceptably slow performance.

In order to fix this and react swiftly, we upgraded our server setup as follows:

  • Any time we detect any single page that takes longer than 3 seconds to load, we add a server instance.

As soon as we did this, we got reports of some people being logged out unexpectedly. This was a side effect of having more servers running, and we were able to fix this last night. So this should not be an issue moving forward.

If you’re curious, we’re running on Amazon’s Elastic Beanstalk system. This is used by a lot of big players, because it’s infinitely scalable, yet you only use what you need. So, we’ve got you covered moving forward. Please be sure to let us know if you have any performance issues at all!