Zingtree Tags: zingtree decision trees

Zingtree Updates: September 2018 – Labor of Love

Just in time for Labor Day, here’s what’s been happening at the Zingtree labs this summer! With a new Task Manager, PDF capability for Document Nodes, renumber and merge trees, and some more notification options are the highlights, we’re really excited about the progress we’ve made over the last several weeks.

See all of our improvements since June 2018 below:

New Features

  • Task Manager tool: Business Process Management, using Zingtree decision trees.
  • Renumbering nodes: You can now renumber nodes using the new option in the Copy Tree tool.
  • Combine trees: Make two trees into one using the new Merge Trees tool.
  • PDF generation: Document Nodes can now create PDF files.
  • History and Breadcrumbs: Embedded trees now have URL switches for embed_history or embed_breadcrumbs (various).
  • Push Live update flag: For trees with Push Live, DEV trees with updates since last push live now show with a red icon in My Trees (thx Lasse).
  • Event Log: See failed emails, login attempts and more from Account > Event Log.
  • Simple SMS, email & Slack notifications: From new built-in Apps under Account > My Apps.
  • Multiple apps: You can now have several apps/webhooks on a single node.
  • Better receipts: Customer receipts now have a PDF download option.
  • Erase variables: There’s now a Zingtree Erase Variables stock webhook (for Pharoah).

Updates and Minor Improvements

  • Agent feedback comments on a LIVE tree now always go to DEV version of the tree (Ian M.).
  • Preview now includes a feedback button (customer request).
  • “Lookup credits” are now “Enhanced Usage” credits.
  • Now shows “please wait” when loading traffic map (button clicks) report.
  • Added “please wait” message to long tree loads.
  • CSS templates now display white text in HTML <btn> tags (used in adding buttons to node contents).
  • Preview tool shows back, restart button options.
  • Added hint for webhook calls in the node editor.
  • Uploads now go to uploads.zingtree.com instead of zingtree-uploads.s3.amazonaws.com.
  • Doesn’t show “back” or “restart” on the starting node (Various customers requested this).
  • Right-to-left (Hebrew) display for History bar looks better (for Tal).
  • New WordPress plug-in 5.0 supports history, breadcrumbs.
  • Reorganized My Apps page.
  • Node labels in button choices in content node editor now use node titles (if available).
  • Session Details report cleaned up.
  • “Unknown” result label changed to “In Progress.”
  • Drawing return-to links from tree nodes now supported in Designer.
  • Content Node editor loads faster (thx Oliver).
  • Multi-tree API calls sped up.
  • Link control in the editor and new link nodes now defaults to “new tab” (Jonathan B.).
  • Content editor no longer shows link option for Google, Facebook, Froala.
  • Content editor links now have a tooltip option.

Fixes

  • Linking from LIVE to DEV tree now shows proper tree ID of DEV tree in session data.
  • PNG export looks for invalid characters that can break it.
  • PNG export is better at framing the content of the tree in the PNG.
  • Copied trees now show current date and time for “last opened” – appears at top of the list in My Trees.
  • Adding new merge variables in a pause and resume scenario now works consistently (Lasse).
  • SSO author login errors no longer stay stuck unable to log in.
  • Empty checkbox score no longer crashes form field data update (Jay H.)
  • Double-quoted strings now work OK in Logic Node editor, Designer for Logic Nodes.
  • Single quotes no long make Zapier transfers fail (Alok).
  • Now says “new logic node” instead of “new scoring node” in an alert message when creating a new logic node.
  • Doc node Continuation buttons now use theme.
  • Searching linked trees used the wrong search when a fade transition was in effect.
  • MailChimp API calls changed to always use a secure connection – now works properly again (Jonathan T.).
  • Form field labels in the content editor no longer show HTML codes instead of single quotes (Kwame A.).
  • Document node continuation button editor now shows email nodes correctly.
  • Breadcrumbs and history restore to the same state when pause & resume is triggered after a ##treetag-any## or ##treetag-all## link is clicked (Tal).
  • Custom CSS generator now ensures variables have values – won’t show error messages.
  • Layout for Snapshots tool now better for action buttons on one line.
  • Now allows multiple simultaneous people to use Agent Portal or Task Manager demos.
  • Centering videos now works properly.
  • Task manager login page no longer redirects to agent login page if the session is no longer valid.
  • Session click history output when included in a node now also includes blank questions in the click path – substituting page titles instead (Tatiana).
  • User-only text now hidden in subtrees when in agent mode (Kelly S.).
  • Thumbnails overview now shows “auto-send” for auto-send email nodes.
  • Sending email when the main tree was pushed LIVE and subtree was DEV now works as expected (Rachel D.).
  • Fixed bug with Tree tag links not working after restart.
  • Tree-node node selector now shows updated labels.
  • Rendering engine faster for large trees with many variables (Lee S.).
  • Shows stock apps in Settings/Code selector.
  • Inviting authors always allows people to continue signup.
  • Auto-send from email nodes no longer logs click text from the previous click.
  • Email input form now displays wider on small devices (Christiaan).
  • Edit, Copy buttons for auto-email nodes in Thumbnails overview now works as expected (Ian M.).
  • Tree rendering now handles improper UTF-8 characters (Thai).
  • DEV trees no longer show in Agent Portal search results (Angie H.).
  • CSV import now handles UTF-8 characters properly (Emma V.).
  • API speed updates for find_agent_sessions, find_tree_sessions.
  • Editing code in pop-up Content Node editor now highlights properly (Matthieu).
  • Empty webhook return no longer causes JS error.
  • Tags now allow Hebrew characters (Tal).
  • Now replaces #session# in email node templates for auto-send (Lasse).
  • Phone number validation no longer fails if there’s a space inside the phone number.
  • Retina display of screenshots now works properly in Wizard, Designer tutorials.
  • New email form nodes now include session data.
  • Email form node shows default text if no continuation text specified (for Legacy forms).
  • Email form nodes properly show “please wait” when Send is clicked.

That’s it! Keep an eye on all of our product updates, and feel free to reach out with any questions, anytime. 

Zapier Decision Tree Integrations with Zingtree

zingtree zapier integration

Our Zapier app makes it easy to send data collected during each Zingtree session to 1000+ applications supported by Zapier. In case you haven’t heard of it, Zapier is a tool that simplifies data exchange between various web applications. We’re big fans.

Here are some cool things you can do with Zingtree and Zapier:

  • Send data collected in a Zingtree session to Salesforce, Zoho, Highrise, or any other CRM.
  • Add an email address entered into a tree into Mailchimp.
  • Send yourself an email or SMS message when a customer reaches a critical node in a tree.
  • Save new customer information in a Google Sheets row.
  • Create Trello cards from trees, and include customer notes and session data.
  • And tons more!

When using Zapier, you create “Zaps.” A Zap has a “trigger,” which is the source of the data, and an “action,” which is where the data gets sent. Most of our customers want to send data from Zingtree to another app, so we’ll demonstrate how this is done here.

Before starting, you may want to examine a demo tree from our Gallery that gathers data and sends it to Zapier, or copy it to your account.

How to Set up Zapier for Zingtree

The Zingtree Zapier app is currently invite-only. But if you’re reading this article, you’re invited!

  1. Create a free Zapier account at Zapier.com.
  2. Go here to accept an invitation to use the Zingtree app. The invitation appears:

    Accept the invite.
  3. You’ll be prompted to make a new Zap:
    Click Make a new Zap.
  4. You’ll be asked to choose a Trigger App, which is the source of the data exchange.
    Search for Zingtree, and select Zingtree (Beta).
  5. You’ll be asked to choose a single trigger.
    Click Save + Continue.
  6. Next, you’ll need to connect your Zingtree account and a tree to Zapier.
    Click Connect a New Account.
  7. You’ll be asked for your Zingtree API Key, which you can find here. Also, enter the Tree ID that will be sending data to Zapier.
    Click Continue when finished.
  8. Change the name of the account, then click Test.

    You should see “success.” Click Save + Continue.
  9. Next, Zapier will attempt to retrieve any variables or sample data from your tree. If this is a new tree, you may want to run through it once and gather some data.
    Click Fetch & Continue.
  10. You’ll see some of the stock data that Zingtree always provides, as well as any custom data for your tree. Again, if you don’t see all the data you expect, do a test run through your tree, and enter some data at least once. This will make the rest of the process easier.
    Click Continue.

Set up the Action App – Email Example

So now you’re done with the Zingtree part. Congratulations! Next, you need to set up an Action App, which will receive data from Zingtree. Let’s set up email delivery as an action, as follows:

  1. Search for email, and choose Email by Zapier as an action app.
    Select Email by Zapier.
  2. This app has just one action.
    Click Save + Continue.
  3. Fill in details for the outbound email. You can insert fields from Zingtree in the body of the email as well.Click Continue when the email is set up correctly.
  4. You’ll see  a preview of what to expect.
    Click Create & Continue to save the action and send a test email.
  5. You should see another “success” screen.
    Click Finish when the email appears as you like.
  6. Name your Zap Zingtree to Email, and turn it on!

Your Zapier Zap is all set.

Making Zingtree Send Data

The final step is to tell Zingtree when to send all the data collected in a session to Zapier. This can be triggered from one or more nodes when they are seen by the end-user of your tree.

  1. From Overview, Edit Node, edit the node that you want to trigger sending data to Zapier.
  2. Click the Apps/Webhooks tab.
  3. Click Add App/Webhook. You’ll see something like this:

  4. Under Call App or Webhook, select Zapier: Zingtree to Email. This is the new Zap you created.
  5. Click Save Changes.
  6. Now try a test from Zingtree. Using Preview or the Publish tool, navigate your tree, and when you reach the node that triggers the send, you should see something in your inbox. IMPORTANT: Make sure to use https in your published Zingtree URL when using Zapier.

Once you get your first Zap done, it becomes easy and addictive to hook Zingtree to the other applications that your business depends upon. So keep going!

Have any questions? Contact us anytime!

Prepare Your Support Call Center for the Holiday Rush with Zingtree

call center scripts

The most chaotic season of the year is quickly approaching, and it’s more important than ever to prepare your call center staff for the impending holiday craziness. Beyond having helpful, well-trained agents at the ready, it’s smart to adopt technology to handle inquiries and get agents online faster.

Zingtree interactive decision trees and call center scripts are one way to avoid the headache of customer service disarray during the peak periods of November and December. With customers self-solving using customized decision trees and agents being guided with interactive scripts, your support team will have a happy holiday season instead of a hectic one.

Decision Trees for Customer Support

Happy customers lead to happy agent staff, and vice versa. Zingtree is an amazing tool for any customer support team, as it allows you to create custom troubleshooters to take customers, or agents, through the support flow step-by-step.

Organizations that deploy Zingtree troubleshooters have seen a 20% reduction in support costs on average. Customers are gently guided to answers, and, if a problem can’t be solved, your agents receive background information on the problem, saving time and resources. With no programming required, Zingtree decision trees and troubleshooters make it easy to build each step of the process so no important information is left behind.

With design customization and plugins to fit your integration needs, Zingtree can help you ramp up your support this season.

Agent Scripting Solutions

High-tech solutions can also empower your live support agents to be efficient and effective when communicating with customers. Agent Scripting is a robust tool for any company offering chat or phone support.

Scripts are easy to build using Zingtree’s tools, you’ll effectively reduce time and resources spent on holiday support. With powerful tracking and analytics, Zingtree agent scripts help companies collect useful data that can even be used to prepare for the holidays next year – we even have a direct integration with popular customer service platform, Zendesk!

Learn More

Remember – the holidays can be stressful, but with proper preparation for your call centers and support staff, you’ll make the load just a little bit lighter, and the season just a little more jolly!

Visit Zingtree.com to get started free for 30 days, and see how Zingtree will save you time and money.

This article was originally published in November 2015 and has been updated for accuracy. 

Marketing Case Study: Global Players

Here’s an example of how Zingtree’s interactive decision trees are helping to improve online marketing efforts in a real education abroad organization.

Global Players helps to place student-athletes in their perfect study-abroad fit, promoting awareness and cultural education as well as athletic endeavors around the world. As an organization growing in popularity, Global Players was in search of finding a streamlined, self-service way to placing students in their ideal location abroad.

Since adopting Zingtree’s solution to integrate their “Program Match” decision tree, Global Players has been able to place over 1,000 students so far, increased the likelihood of a visitor to contact the organization by 5 times, and more!

You can view the case study below, and open a PDF version here.

casestudy-global_players copy

Want to see more? Explore the Zingtree Gallery for examples of how our decision trees and interactive solutions provide value for businesses!

This case study was originally published January 19, 2016.

Infographic Update: How People Are Using Decision Trees

Last year, we introduced an interesting infographic to show just exactly how our customers are using their Zingtree decision trees. And, because new and updated information will always give a more accurate picture, we took the liberty of freshening it up a bit.

Since we initially “sprouted up” in late 2013, we’ve helped over 15,800 organizations everywhere to streamline support and business processes, build powerful sales funnels, help engage with customers, and a whole lot more. To put it in perspective, that’s more than double the number of organizations we had helped (to date) just last year.

Have you planted your tree yet?

Google Analytics for Zingtree: How to Integrate Decision Trees With GA

Google Analytics is an industry-leading web analytics tool that gives you greater insight as to how users are interacting with just about any online or mobile property. Zingtree can use Google Analytics to allow you to get even more robust and powerful tracking data.

As part of this series, we will guide you through some of the Google Analytics basics, as well as information about how you can integrate Zingtree into your reporting process in a strategic way.

Getting Started

To integrate Zingtree with Google Analytics, you’ll need just two things: a Zingtree account and an existing Google Analytics account. If your organization doesn’t currently use Google Analytics, you can create a brand new account for free. Please follow these easy instructions to integrate your trees with Google Analytics:

http://blog.zingtree.com/advanced-decision-tree-tracking-with-google-analytics/

Pro Tip! If you’d like to track your trees separate from your main website or support portal data, please set up a new Google Analytics property and use that to integrate with Zingtree.

Key Metrics: Data to Track

Google Analytics offers a lot of features and functionality, some of which may not be relevant to your organization. However, there are several key metrics that are applicable to many using Zingtree.

See how users are interacting with your trees, including the total number of sessions (or visits) and time spent on each tree, by going to Audiences > Overview.

See what devices are utilizing your trees by heading over to Audiences > Mobile > Overview.

Use the Behavior > Overview report to see when your trees are most commonly visited. This will give you insight into the most common days that your decision trees are in use, and may help you bulk up your staff on days with consistently higher activity.

See your most popular tree nodes and more by visiting Behavior > Site Content > All Pages. For the most user-friendly view, we recommend switching the Primary Dimension from “Page” to “Page Title.”


Want more information about Google Analytics? Check out some of these resources:

https://support.google.com/analytics/answer/1008015?hl=en

https://moz.com/blog/absolute-beginners-guide-to-google-analytics

Have any questions? Please reach out to us at any time.

Updates: Manage Collaborators in Batches (and More)

YouAsked

This week’s Zingtree update focuses on making it a little bit easier to manage the Collaborators on your trees. Rather than changing one tree at a time, you can now add and delete Collaborators on ALL decision trees for which you have Administrator rights, as well as change permissions for an Author.

To add a collaborator to all of your decision trees, select the “Add Collaborator to ALL My Trees” option:

To update your Collaborators, select the “Update ALL My Tree” option:

Thanks to Andrew and Elise for the suggestion!

Other updates this week include:

  • Fix: Theme URLs are now https and will show in any embed scenario. (h/t Tom K.)
  • Update: Added number of Authors to My Trees view.
  • Update: Now supports responsive video options, different sizes in Content editor and Tree output (h/t Trey).
  • Update: Improved FAQ with simplified layout.
  • Update: Only Administrators or editors can delete sessions. (h/t Dave T.)

Interested in becoming one of our favorite collaborators? Contact us here and suggest an improvement or feature you’d like to see in Zingtree!

Agent Portal: How to Show or Hide Trees from Agents

blog-howto

When using the Zingtree Agent Portal, some customers asked if there was a way to make specific scripts visible to certain agents, or hide scripts from other agents. With this latest update, you can now assign agents to groups, and have trees visible to only those groups. This is done using tagging. Here’s how it works:

When editing your Agent Lists from Account > My Agents, assign tags to each individual agent. Each tag corresponds to a group that the agent belongs to.

Next, assign tags to your trees, using the Settings tool. These tags are also used to group trees.

And that’s it!

If an Agent has tags assigned to them, they will only be able to see trees with those same tags. For example, if Agent Bill is assigned a tag of “sales,” he will only be able to see trees also tagged as “sales.”

Notes:

  • Any agents with no tags will be able to see all trees.
  • You can assign multiple tags to agents or trees.

Infographic: How People Use Zingtree Decision Trees

Below is a brand new infographic we created for our customers. We wanted to share how others are using Zingtree decision trees. If you’ve spent any time with Zingtree you’ll find it interesting.

Since sprouting in late 2013, we’ve helped over 7,500 organizations everywhere engage with customers, streamline support and business processes, build powerful sales funnels and more.

There’s a virtual forest of Zingtrees out there, and it’s growing every day. Have you planted your tree yet?

Updates: New Reports for Data Entry & Node Analysis

Updates2

This week’s updates are centered around helping our customers get more information from their Zingtree sessions.

In Usage Reports, you’ll find two new options: Session Matrix Report and Form Data ReportThere are too many people to thank for this suggestion, but specifically Nilou, Ben. C, Todd N. and a few others made these requests.

Session Matrix Report

For every session in a date range, this shows all the nodes and what buttons they last clicked upon. We eliminated Back and Reset button clicks to give you a true feel for what choices people are making on every node. This is also exportable as a tab-delimited CSV, so you can easily import this information into Excel or Google Sheets for further analysis.

Another option is to show the button score values instead of the button text. For some of you, this may prove more useful.

Here’s an example of the Session Matrix report from our Gallery.

Form Data Report

Want to see what people are entering into your Zingtree Data Entry fields? The Form Data report has the answer. Like the Session Matrix report, you can see what data people have entered for each session.  This is also exportable as a tab delimited CSV.

Here’s an example of the Form Data report from the Zingtree Gallery.

Also New This Week

  • A/B test option for scoring nodes (thanks Ben C.)
  • Shrink/expand headers option in Agent Portal (also thanks Ben. C)

We’re lucky to have such engaged, awesome customers. Do you have any feedback? Please reach out!