Zingtree Tags: verify customer data

The Best Tools for Call Center Data Collection

All customers calling into your contact center have one thing in common: they care enough to want to get directly in touch with your company. Whether in regards to a critical issue that needs to be resolved, a quick question regarding accounts, or a request for more information on your products and services, these customers are reaching out for one-on-one care.

Not only can Zingtree interactive decision trees guide your agents through the call, but you can also collect and verify data about the customer, including name, address, email, phone number, and anything else you like.

Customer Calls = Data Goldmines

With the right interactive scripts in place, your call center can automate the process of collecting important customer data. You can:

Fill out information about a customer’s specific problem, question or request:

Use entry fields like list boxes, check boxes, dates, text, and numbers – shown here on the backend:

And shown here how they would appear for end-users:

You can even include the collected information in other parts of the script later on!

Here’s how to set up a call center script to collect data.

Verifying Key Customer Data

Beyond data collection, Zingtree interactive agent scripts for call centers also allow your organization to verify customer emails and phone numbers, and even any USPS address, to completely avoid any costly errors or mistakes that can happen during the purchase or shipping process.

As you begin to enter a shipping address you’ll see every possible match appear – these options will show less and less as you type in more of the address being verified.

Once you select an address from the choices presented, the city, state, and zip code will be filled in, and the address will be checked and verified.

For the verification of customer phone numbers and emails, the process is just a little bit different to make sure that your collected data is nice and clean. In the email validation test, for example, you’ll just need to enter in the customer email address and the Zingtree will verify if that email is “High Quality” or “Unverified.”

Both phone number and email validation work worldwide. Please note: If you are entering phone numbers for people outside of the USA, you’ll need to prefix them with a +.

For more details:

With your data cleaned and verified, you can rest assured that your collected customer information is accurate and reliable.

Like these features? Have any questions, comments, or suggestions? Please let us know!

Validate Email and Phone Numbers in Decision Tree Data Entry

Besides address verification, Zingtree can also validate phone numbers and email addresses entered while collecting data in your decision trees. Since there’s nothing worse than missing an opportunity due to a typo, being able to ensure good clean data is now much easier.

Here’s a short animation that shows how it works:

Try it Yourself!

The Zingtree Gallery has demonstration trees for validation. Just enter a phone number or email, and move to the next field in the form. A validation status badge appears automatically.

Try the Email Validation Demo
Try the Phone Number Validation Demo

Both phone number validation and email validation work world-wide. If your are entering phone numbers for people outside of the USA, you’ll need to prefix them with a plus sign. USA numbers can be entered without a plus.

Setup

There are two steps to enabling validation:

  1. Using the Settings tool, configure your tree to validate phone numbers or email addresses.
  2. Use an email or phone field type in the data entry fields in your decision tree nodes.


How to set up your tree for Phone or Email validation:

  1. Go to My Trees, and select your tree.
  2. Click the Settings tool, and make sure Verify: Phone or Verify: Email is selected.

  3. Click Update Settings to save.
  4. Now, let’s add a phone or email data entry field to a node.
  5. From Overview, pick a question node to edit, and click the Edit Tool.
  6. Go to Data Entry Fields, and add an Email or Phone Number type field:

  7. Click Add Field, and then Save Changes to save your Node.

Please note: Using phone or email validation is an extra cost, usually $0.01 per lookup.

Tips and Tricks

  • When using validation, it’s best to make sure the phone or email field is the first field, or has at least one more field below it. The validation process doesn’t start until the cursor leaves the edit box, so if it’s the last field in the form the validation may never occur.
  • Once a field is validated, you can hover over the validation badge and get more information about the phone number or email address. Try it!

Summary

Now you have a great new tool to ensure you are getting good, clean data.

As always, if you like this feature, or have any comments or suggestions, please tell us!