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:
- Edit the node where you want to show the session summary.
- Click Show Advanced Options.
- Under Send Message to App, choose Webhook: Zingtree Session Summary.
- Insert the text #session_history# (or also #data_entered#) into the content area of the node.
- Click Save Changes when finished.
Advanced: Adding a “Copy to Clipboard” Button
To make it easy to copy data to the clipboard, do the following in HTML code view:
- Surround the area you want to copy with <div id=”zt-summary> and </div>.
- 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.