Organizing Trees

Importing, exporting and creating an easy to use structure with tags and filters.

  • Manage Trees with Folders

    This feature is currently in beta status. If you'd like to opt-in to the Folders Beta, please contact your Zingtree Customer Success Manager. The beta will begin in early November 2022. Adding fold...

  • Redirecting multiple buttons to a new node

    You can redirect many button links from one node to another quickly. For example, if you have 50 buttons that go to node #6, and you want all of them to now go to node #2, you can use the redirect...

  • Importing from CSV Format (Details)

    You can create trees using a spreadsheet program (like Excel or Google Sheets), or any other system that can generate tab-delimited files. These files need to be in a specific format, with specif...

  • Pruning Trees: Copying and Deleting Multiple Nodes

    The Prune tool has been reconceptualized in our new Authoring Experience. See this article.  Zingtree has a prune tool, which lets you pick a branch of your tree, and copy it to a new tree and/or...

  • How to Renumber Nodes

    This feature is not currently available in the New Authoring experience.  How do I Copy a Tree? If you've used Simple Overview to reorder nodes by dragging them up and down, you can make a n...

  • How to Combine Trees using the Merge Trees tool

    Coming Soon! Adding one tree to another is easy using the Merge Trees tool. Here's how it works: Select the tree to add to. Go to the Merge Trees tool. Pick the tree to combine with the curren...

  • How to Recover a Deleted (Archived) Tree

    Coming Soon! How to Delete a Tree When you Delete a tree, it does not disappear forever, but rather it becomes "archived" and is no longer visible by default.  To see your archived trees, and ...

  • Import Yonyx XML File

    Coming soon! If you're a Yonyx user, and are looking to move your decision trees into Zingtree, you can do this as follows: Export your Yonyx tree into XML. In Zingtree go to My Trees, and click...

  • How to Export your Decision Trees to JSON or CSV

    Zingtree offers two formats for exporting trees: JSON (recommended): This will retain the entire structure of your tree, including tree settings, data entry fields and apps. This can be used for...

  • Importing from Microsoft Excel

    If you’re comfortable using Microsoft Excel, you can build the first draft of your Zingtree decision trees in Excel using a spreadsheet, and then easily import them into Zingtree. Once you’ve suc...

  • Importing from Google Sheets

    Did you know the spreadsheet tool in the free, web-based Google Workspace (formally G Suite) can be used as a decision tree building tool? Using a specific layout, you can easily import any Sheets...

  • Categorizing your Trees with Tree Tags

    As Zingtree is getting more and more larger companies as clients, we’ve received a lot of requests for being able to better manage a large library of trees. Some customers are planning on creatin...

  • How to Delete Multiple Nodes

    Coming  soon! Zingtree makes it easy to delete multiple nodes quickly. Here's how: Go to Overview: Simple. Select the nodes to delete by clicking the checkbox to the left of each node. At the bo...

  • How to Delete a Node

    Deleting a node can be done by editing it. Edit the Node to delete. Click the three dots in the upper right corner.   Click the Delete button.    Another way to delete a node is to:1. Select t...

  • How to filter or hide decision tree access to agents

    You may want to limit certain agents to access certain trees. There are two ways to do this: To hide a tree from All agents: Select the tree, and go to the Settings tool. Click the Security tab....

  • How do I Copy a Tree?

    You can use any tree you've created as a template for building a new tree by utilizing the Copy tool.  Begin by opening the tree you want to copy. Under Tools select Copy Tree. Name the tree, ch...

  • Can I export my tree in PDF format?

    Coming soon! This can be done by using the Print tool under This Tree, Print. Or go here. Instead of printing your tree, you would use the browser's save-as feature or copy and paste the HTML tha...

  • Copying, Duplicating, Deleting and Moving Nodes/Branches

    Sometimes you'll want to take content from one tree, and move a copy to another tree. That's why Zingtree gives you the option to Duplicate nodes in your current tree, Copy nodes from one tree to...

  • How to Delete a Tree

    If you want to delete a tree, do the following: From the tree's Tools menu, choose Delete Tree. How to Recover a Deleted (Archived) Tree If you want to delete a tree, do the following: C...