Data Entry

All about using data collection in your decision trees. Forms, date pickers, address verification and more.

  • Promoted article

    Data Entry Field Variables: Adding Input Forms to your Trees

    You can design Zingtrees to ask users to input text, select from list boxes, or click check boxes or radio buttons. This data is collected as a part of the session, and is easily imported into ot...

  • Form Fields: Decision Trees with Data Entry

      One of the most requested features for Zingtree interactive decision trees is to have the ability to collect key customer information from users while they are navigating your tree. So, we made...

  • Data Entry Fields: Editing and Deleting

    Once you've added Data Entry Fields to a node, it's easy to manage them. Begin by editing the node, either from Overview or Designer. In the node editor, click the Data Entry Fields tab to see a ...

  • How to Create Custom Forms

    For most forms, we recommend using Data Entry Fields, as this is the easiest way to create a form and track all of your variables. However, if you need a more customized data input form, you can ...

  • Form Layout Options: One-Column Forms and Two-Column Forms

    Zingtree gives you some layout options when using data entry fields in forms to collect data.  One Column vs. Two Column Layout By default, forms appear in one column, like this: To save space, ...

  • How to Disable Autocomplete in Data Entry Forms

    When using a Zingtree to collect data, you may want to disable the browser's default auto-complete capability so that any previous information does not show when filling out the forms. Here's how...

  • Decision Nodes with Multiple Choices

    Many customers ask about selecting multiple options in a single node. You can do this via Checkboxes, like this: This uses these Zingtreee features: Data Entry Fields (Checkboxes): You can have a...

  • Regular Expressions

    Regular Expressions (also known as RegEx or RexExp) are used for custom validation of data entry fields. Here are some helpful links: RegEx reference RegEx tester RegEx examples Zingtree Gallery ...

  • Address Auto-complete and Verification

    Many of our call center customers are using Zingtree to collect data from their customers, and in a sales or shipping application, there’s always an address form or two to fill out. Our customer ...

  • Validating Date Input

    Zingtree is able to validate date input for specific formats, like these: 09/30/2020 (USA standard format, 2 digit month, 2 digit day, 4 digit year) 30/09/2020 (European format, 2 digit day, 2 d...

  • Validating Email Addresses

    Besides address verification, Zingtree can also validate phone numbers and email addresses entered while collecting data in your decision trees. Since there’s nothing worse than missing an opport...

  • Upload File Attachments

    Many customers have asked for a way to include file uploads as a part of a Zingtree decision tree session. Some use cases include: Attaching a screenshot. Including a photo. Uploading a document...

  • Repeating Data Entry Forms

    Our call center customers are so enthusiastic about Zingtree that we get some awesome feature requests. In particular, more and more operations are using decision trees for collecting data. One e...

  • Custom Form Field Validation

    If you're using Zingtree's Data Entry Fields to gather information, you can use a Custom Validation field type to ensure data is entered in a proper format. For example, a Social Security number ...