How to Email a Link to Resume a Decision Tree Session

  • Updated

As life is full of interruptions and distractions, we know that it can sometimes be tricky for end-users to complete a session in one sitting. Here's how your end-users can return to a decision tree, and finish it over the course of multiple sessions. This is particularly helpful when end-users are asked to complete a longer decision tree with a large number of steps or to fill in a time-consuming step in a process. The technique is to gather the customer’s email at the start, and then immediately send them an email with a link to resume the session at any time

Here’s an example of what the email looks like when received:


This implementation uses Automatic Email Nodes, as well as Zingtree’s Pause and Resume feature.

Here’s a summary of how it works:

  1. We collect the end user’s email at the start of the session.
  2. Immediately, we send them an email, with a link to resume the session. The link contains the URL to relaunch the tree and the session ID of their current session. When clicking the link, the Pause and Resume capability returns the user to the last place in the tree they left off.

Here’s what the email node contents look like (after enabling code view):

The link is formatted like this (for example):

IMPORTANT: When using this technique on your own tree, be sure to change the tree ID in the link. In the above example.  Also, note that this link returns to a Zingtree Hosted view of your tree. If you are embedding in your own site, you’ll need to pass along the session ID, and ensure the underlying iFrame for the tree also received this session ID.

Was this article helpful?

2 out of 2 found this helpful

Have more questions? Submit a request

Didn't find what you need?

Our friendly customer support team is here to help

Submit a Ticket

Looking for help or advice?

Reach out to our knowledgeable community of users.

Zingtree Community