How To Use One Tree for End-Users and Employees/Agents

  • Updated
  • We’ve had requests to make it easy to use one tree for both end-user support and internal agent usage. Rather than maintaining two separate trees, being able to have one source of content and show (or hide) parts between agents and end-users can be extremely helpful. So, we’ve introduced two new template tags that allow this to happen.

    Demo

    The Dual Use Agent and End-User Example Tree from the Zingtree Gallery shows how this type of tree is built and operated. You can switch between End-User and Agent views by opening the Show More Display Options link.

    Creating Agent-Only or End-User Only Buttons

    The first node in the demo has a button labelled “Other Options for Agents only”.  This button only appears when agents are viewing the tree, but not for end-users.  Here’s how this magic is done:

    • If you prefix the button label with AGENT_ , only agents will see that button.
    • Prefix a button with USER_ to show it to just end-users.

    Creating Nodes with Dual Content

    In the content area for any node, you can insert special tags that make the text visible to just agents, or just end-users.

    To show content for agents only:

    Surround the content with [[AGENT-ONLY]] and [[/AGENT-ONLY]].

    To show content for end-users only:

    Surround the content with [[USER-ONLY]] and [[/USER-ONLY]].

    You can access these template tags from the content editor in any node:

    If your node content area looks like this…

    This is the content for a node.

    [[AGENT-ONLY]]Agent stuff shows here[[/AGENT-ONLY]]

    [[USER-ONLY]]User content shows here[[/USER-ONLY]]

    An end user will see this…

    This is the content for a node.

    User content shows here

    And your agents will see this…

    This is the content for a node.

    Agent stuff shows here

    How to Preview

    The updated Preview tool lets you see content views for agents or end-users:

    Implementation

    Your agent-only content will appear in trees accessed via the Zingtree Agent Portal. You can also make this content appear by adding the following parameters to the URL for Zingtree hosted or embedded trees:

    &agent_mode=1&apikey=YOUR_API_KEY

    Substitute your API key for YOUR_API_KEY in the URL. You can find the API Key from the API page, or if you have multiple organizations go to Account, Organizations and Billing, and click the API tab.

  • We’ve had requests to make it easy to use one tree for both end-user support and internal agent usage. Rather than maintaining two separate trees, being able to have one source of content and show (or hide) parts between agents and end-users can be extremely helpful. So, we’ve introduced two new template tags that allow this to happen.

    Demo

    The Dual Use Agent and End-User Example Tree from the Zingtree Gallery shows how this type of tree is built and operated. You can switch between End-User and Agent views by opening the Show More Display Options link.

    Creating Agent-Only or End-User Only Buttons

    The first node in the demo has a button labelled “Other Options for Agents only”.  This button only appears when agents are viewing the tree, but not for end-users.  Here’s how this magic is done:

    • If you prefix the button label with AGENT_ , only agents will see that button.
    • Prefix a button with USER_ to show it to just end-users.


    Creating Nodes with Dual Content

    In the content area for any node, you can insert special tags that make the text visible to just agents, or just end-users.

    To show content for agents only:

    Surround the content with [[AGENT-ONLY]] and [[/AGENT-ONLY]].

    To show content for end-users only:

    Surround the content with [[USER-ONLY]] and [[/USER-ONLY]].

    You can access these template tags from the content editor in any node:


    Example

    If your node content area looks like this…

    This is the content for a node.

    [[AGENT-ONLY]]Agent stuff shows here[[/AGENT-ONLY]]

    [[USER-ONLY]]User content shows here[[/USER-ONLY]]

    An end user will see this…

    This is the content for a node.

    User content shows here

    And your agents will see this…

    This is the content for a node.

    Agent stuff shows here

    How to Preview

    The updated Preview tool lets you see content views for agents or end-users:

    Implementation

    Your agent-only content will appear in trees accessed via the Zingtree Agent Portal. You can also make this content appear by adding the following parameters to the URL for Zingtree hosted or embedded trees:

    &agent_mode=1&apikey=YOUR_API_KEY

    Substitute your API key for YOUR_API_KEY in the URL. You can find the API Key from the API page, or if you have multiple organizations go to Account, Organizations and Billing, and click the API tab.

  • Throughout 2022 Zingtree will be upgrading customers to our new faster and more modern user experience! Here's how to tell which experience your Zingtree Authors are currently using.

    Log in to your Zingtree Author account and navigate to My Trees. How does your current My Trees page look?

    Zingtree Classic

    2022-02-25_12-24-51.png

    New User Experience

    mceclip0.png

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