Knowledge Base
Building Workflows
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Node Types
Learn how Zingtree uses Content Nodes, Tree Nodes, Logic Nodes and more.
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Content Node Editing Tools
Manage and display your content
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Data Entry & Form Fields
All about using data collection in your decision trees. Forms, date pickers, address verification and more.
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Variables & Logic
Use Logic to take an end-user to the appropriate place based upon values of variables.
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Customization
Customizing the look of your Decision Trees. Match your brand, custom CSS and more.
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Author Collision Prevention
Learn about how we prevent multiple authors from editing the same tree at the same time.
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Organizing Trees
Importing, exporting and creating an easy to use structure with tags and filters.
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Search Forms
How to add and manage Search Forms.
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Email
Learn how to automatically send emails from a decision tree.
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Tree Settings
Tree settings specifications.
Knowledge Assistant
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Knowledge Assistant
Get Knowledge Assistant Do you want access to this new feature? Contact your Zingtree Account Manage...
Publishing
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Publishing, Version Control and Recovery
Publishing process
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Agent Portal
All about the Zingtree Agent Portal.
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Embedding Workflows
Various was to embed a workflow on your website.
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Zingtree Hosted Trees
Zingtree can host your tree for you. Find details here.
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Pause and Resume
Users can resume any Zingtree session. Here's how to set up Pause and Resume.
Webhooks
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Webhooks: Library
How to add Webhooks and other AppsFrom the Apps & Integrations menu, choose My Apps:This page lists a...
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Lookup Tables
NEW For more powerful tools consider the new Zingtree CX Actions instead. We get asked a lot about h...
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Math Operations
Note For more powerful tools consider the new Zingtree CX Actions: Expanded Logic Expression Languag...
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Converting a Date to an Age
New For more powerful tools consider the new Zingtree CX Actions: Transformation Functions and Scrip...
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Calculate the number of days between dates
Here's a handy webhook where you can calculate the number of days between dates. You just need to add...
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Formatting Currency (Money)
New For more powerful tools consider the new Zingtree CX Actions: Transformation Functions and Scrip...
Reports and Analytics
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Viewing Linked Workflow Pathways
It's possible to create quite an ecosystem of trees. To better understand how they are all connected,...
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Usage Reports
IntroductionWe've completely rebuilt our Usage Reports platform to provide you with faster data loadi...
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Legacy Reports and Analytics
This article pertains to legacy reports which will soon be deprecated. Zingtree's new reporting is no...
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Automatic Reports: Receive reports daily, weekly or monthly via email.
Rather than having to pull reports manually, Zingtree offers an option to email your favorite reports...
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Change Log Report: Audit Author Activity
If you're looking for a way to quantify how active your authors have been, the Change Log report can ...
Account and Organizations
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Transferring Agents Between Organizations
Agents can exist in only one organization at a time. To add the same agent to a different organizatio...
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Password Reset
To Reset your password do the following: Go to https://zingtree.com and click Log in. Enter your ema...
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Logging In
Author Login:Billing Administrators, Super Users, and Authors will log in to Zingtree through the mai...
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Updating Billing Information
To change your payment information do the following (Note: You must be a Billing Admin to make any up...
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How to Add an Author / Collaborator
In this quick article, we explain how Zingtree handles administrative rights and access rules for org...
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Author Roles: Setting up Super Users and Billing Admins
An Author can have both the Super User and Billing Administrator roles enabled. These are the abiliti...
Security
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PingOne Single Sign-on (SSO) Setup Guide
Zingtree supports SAML 2.0 based Single Sign-on (SSO). This lets you require anyone accessing a workf...
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Single Sign-on (SSO)
Zingtree supports Single Sign-on (SSO) as a means of restricting access to trees. Many customers hav...
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Microsoft Azure Single Sign-on Setup Guide
Zingtree supports SAML 2.0 based Single Sign-on (SSO). This lets you require anyone accessing a workf...
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OKTA Single Sign-on Setup Guide
Zingtree supports SAML 2.0 based Single Sign-on (SSO). This lets you require anyone accessing a workf...
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Salesforce Single Sign-on Setup Guide
Zingtree supports SAML 2.0 based Single Sign-on (SSO). This lets you require anyone accessing a workf...
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Security and Compliance Best Practices
Security is a shared responsibility between Zingtree and it's customers. Zingtree ensures the securit...