Content Node Editing Tools

Manage and display your content

  • Include URLs (external Web pages) in the Content Area.

    If you have a web page you want to import into a Zingtree node, you can do this with a special template we provide.  Here's how to load external URLs: Open the node you want to edit, and select ...

  • How to change the Start or Root Node

    You can change the first node in your tree -  your root node - in two different ways: Method #1:  Edit the node you want to become the new root node, and click Make Start Node at the top right. (...

  • Content Area Templates

    There are special codes you can insert into the content area of any node which can include other data, or perform special functions. When using Edit Node, you can access these in the content edit...

  • Data Entry: Inserting a Summary of All Data Collected

    Many Zingtree customers have asked to be able to see a summary of all data collected during a session, and display it in a node. This can be done with a special macro: ##ALL DATA## This can be ty...

  • Authoring: Search and Replace Tool

    As you're building trees, you may want to find a node with a specific keyword, or search and replace text in all your nodes. This is easy with the Search/Replace tool. Note that you can search/re...

  • Show a Session Summary (Transcript) Inside a Node

    We get many requests to show a session transcript (customer journey) inside of a node. Just add this into the Node Content area: ##TRANSCRIPT## The transcript will appear like this: You can also ...

  • Building a Troubleshooter Tree

    Troubleshooters are a handy way of making it easy for customers to get to solutions by answering a few questions.  If you design your troubleshooters well, customers will be engaged and will get ...

  • Instant Notes - Copy and Paste a Transcript or any other Session Information

    Many of our contact center customers require their agents to enter notes into their CRM or Help Desk system after each call. Others would like to do this, but don’t want to increase AHT (average ...

  • Adding (Uploading) Documents for Download

    When editing a node, it's easy to include a link to a document file, and have us store it for you. Your end-users are then able to download it. To include a document and link for it in any node, ...

  • Libraries

    Zingtree lets you create libraries of content that can be used throughout many different trees. When the library content changes, the content of every tree that references that content also chang...

  • How to add a hyperlink

    You can easily add hyperlinks to the content area of each node. Here's how: Start by editing the node, either form Overview or Designer. Click the Link option in the navigation bar The edit link...

  • Requiring Confirmation

    If you have a step in your tree where you want to verify the end-user performed an action, you can use the "Require Confirmation" feature when editing a node. When the end-user is in the tree, th...

  • How to Add Video to any Node

    Including videos in your decision trees is easy. Here's how to do it: Edit the node where you want to include video, starting from either Overview or Designer. Pick the Video tool from the conte...

  • How to Add Images to a Node

    Start by editing a node in Overview or Designer. Within the Content editor, you can paste your image directly into the edit window. You can also use the Image insert tool to upload a file from yo...

  • How to change the font size when editing your tree

    The content area editor has a font size tool. To change the size of the selected text, choose a new size like so: Advanced: You can create your own custom CSS file, which can change font sizes f...

  • How to Insert a List of Nodes Matching a Tag

    Zingtree allows you to tag each page as you edit them in Overview. You can use these tags to show a list of nodes that contain this tag. Use the Tag List template in the content editor to do this...

  • How to use Zingtree Wizard

    If you're new to Zingtree, watch this video to see how to create a basic decision tree with the Zingtree Wizard: Tutorials and Videos This feature only exists in Zingtree Classic Throughout 20...

  • How to use Zingtree Visual Designer/Flowchart View

    If you're new to Zingtree, watch this video to see how to create a basic decision tree with Visual Designer:                                                                                        ...

  • How To Use One Tree for End-Users and Employees/Agents

    We’ve had requests to make it easy to use one tree for both end-user support and internal agent usage. Rather than maintaining two separate trees, being able to have one source of content and sho...