Session Notes Option

  • Updated
  • Some Zingtree customers want the capability for end-users of the tree to take notes continually throughout the session. For this, Zingtree has a Session Notes option.

    When Session Notes is enabled, end-users will see a notes button at the bottom of every page.


    Clicking the button opens a pop-up notes dialog.

     

    Notes persist throughout the entire session, so if you click the button again at a later time, the previous notes are visible, and the end-user can add to them or edit them.

     

    Enabling Session Notes

    From the Settings tool, in the Display tab, click on Show Session Notes Option to enable this.

    Session Notes Variable

    You can show session notes in a node, or include them in the body of an email. To do this, insert #zt_session_notes# into the content area of a node, or the message area of an email.

  • Some Zingtree customers want the capability for end-users of the tree to take notes continually throughout the session. For this, Zingtree has a Session Notes option.

    When Session Notes is enabled, end-users will see a notes button at the bottom of every page.


    Clicking the button opens a pop-up notes dialog.

     

    Notes persist throughout the entire session, so if you click the button again at a later time, the previous notes are visible, and the end-user can add to them or edit them.

     

    Enabling Session Notes

    From the Settings tool, in the Display tab, click on Show Session Notes Option to enable this.

    Session Notes Variable

    You can show session notes in a node, or include them in the body of an email. To do this, insert #zt_session_notes# into the content area of a node, or the message area of an email.

  • 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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