1. PickZen 101

An advisor is a type of pickzen that simplifies the decision making process. Through a series of questions, the user is guided to the product or products that best fit their needs.

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After the user answers series of questions, PickZen provides the best recommendation:

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A pickzen can be an assistant (to recommend products or services), a poll (to get user opinion), a knowledge test (to engage users), a personality test (to give outcomes based on person characteristics), a survey (to capture user info and valuable insight).

A pickzen can be embedded in any website as a popup (overlay), in a corner (docked), or as a corner notification. They can be displayed on button-click, after a set amount of time, or as a corner notification. Social network sharing is also available.

Imagine that you want to distribute an assistant, a poll, test or form by e-mail and social networks, maintaining the corporate identity of your company, but you don’t want to host it on your website. This way the Marketing team can generate pages with content quickly without having to involve the IT team. From the Insight panel you can get information to estimate the ROI of the campaign with metrics such as: impressions, leads, uses, answers, etc. Once active, the result will a page with the corporate style of the client with the pickzen inside:

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Yes, we have a partnership with Amazon AWS that enable us to support high traffic volumes.

At PickZen, we take security very seriously. All communication between pickzens (assistants, poll, tests, surveys, etc.) and users is encrypted by HTTPS. Not even the website that houses the pickzens has access to information provided by users.

The data is stored on the PickZen servers offered by Amazon AWS, with maximum security measures. The billing information is managed by Stripe.

We at PickZen don’t have access to stored user passwords or billing information

Yes, PickZen works on any device regardless of screen size. The pickzens will be adjusted for optimal user experience:

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Coming soon: We will soon be offering this feature to our “premium” users.

We are currently working on it, and getting the requirements to make API/SDK the most useful for our customers. If you are interested in this functionality, let us know at info@pickzen.com

2. Creation

This usually happens if a slide is configured as a dependent response and the user never answers that response.

 

A pickzen is made up of “slides.” A slide is typically a question with selectable answers, but it can also be a form (where users can type their responses), or even a video. The slides appear one after another according to the conditions you set. For example, you can have a slide where you ask “heel type,” but you only want this question to appear if in the previous slide where you asked user gender, the user answered “woman.”

A feed is a file containing the products of an eCommerce, available to download from a specific URL. Its format can be CSV or an RSS XML (like Google RSS feed).

At minimum, it must contain the product id, title, link, and image. Additionally, it can contain the price and stock.

If it also contains product categorization tags, an advisor can be created automatically from the additional tags.

If configured as such, every day PickZen will download and process the feed, keeping the assistants updated.

To define your feed, click on the following icon in your products list page:

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A wizard will appear to help you to define your feed.

The goal of an advisor is recommend the perfect product for each person. To do this, each assistant asks a series of questions to determine a recommendation. Each question response maintains and/or discards products, similar to a filter. For example, if we have a question like “Do you prefer a High Heel or Low Heel?,” if the user answers “Low Heel,” all the high heel shoes (products) will be discarded since it doesn’t make sense to recommend high heels.

This information makes up product categorization. Each answer is a category and each product has to be categorized according to each answer. In this example:

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This sandal is categorized as: comfort, flat and thong.

In some advisors, you may choose to display the question response as an image. This can be done manually by uploading the images to PickZen and applying them to each option. However, using “automatic images” allows the images that best represent each of the answers to be displayed automatically.

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The user will be presented with images automatically based on their selections. For example, if the first question were:

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And “Flat” is selected, in the following slide also with “automatic image”, a shoe with a heel with never be shown:

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Yes.  You need to define a feed and the update time of the feed. Once configured, every day at the set time, PickZen connects to your site and updates your assistant.

We highly recommend using a categorized feed in order to fully automate your advisors. However, if not possible, you can always use a basic feed containing at least the id, link, image and title of each product and categorize each product by hand using the PickZen editor:

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Even if you don’t have a product feed, you can always create your own products from scratch clicking on the add button in the Products panel:

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PickZen’s assistants are designed so that the decision tree is automatically generated making it easy to save effort and time. However, there are cases where we may be interested in having the questions come up in a certain order perhaps by replicating the structure of a decision tree. We recommend reading about the order of the questions in order to see how this works.

If you need an assistant that replicates a given decision tree, it’s necessary to set up each slide by clicking the configuration button Screen Shot 2017-10-17 at 15.34.50 , and set the option “When will this question be asked?” as “When the dependency is met, regardless of the order”: Screen Shot 2017-02-22 at 15.13.10

This way, we indicate that when this slide satisfies the dependency, the slide will be shown.

Now we define the condition for it to appear, which will be the answer to the previous question (following the structure of the decision tree). For example, if we want the question “Do you prefer classic or wedge heel?” to be asked only upon answering “Heel” in the previous question, we would do this:

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You can categorize your products by tags using a feed (recommended) or categorize your products manually through the PickZen editor:

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Sometimes a question might have confusing choices. To clarify meaning, PickZen allows you to create explanatory slides.

Take the following question as an example:

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Not everyone might know what a “hedonist” is. To clarify, insert a help slide by pressing the “More information” button in the slide settings:

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An editor will show up:

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You can mix texts with the images uploaded to PickZen.

Once a help slide is defined, users will see a text (editable) to access that slide:

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Leading to the help slide:

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An alternative to creating a help slide is by adding additional text below the question or in any of the answers.

Note, we are constantly working to make PickZen easier. Currently, to include images inside the help slide, you need to insert the URL of the uploaded image in PickZen. To do this, we must first copy the URL by pressing the Screen Shot 2017-02-22 at 11.02.46  icon:Screen Shot 2017-02-22 at 11.02.10

That copies the image URL

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Then, paste the URL in the editor:

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Yes, both in the feed configuration and in the product editor panel, you can set the a boost for the products you wish.

If you have a product catalog you can easily import it into PickZen. This is what we call your product feed.

The formats that PickZen supports are:

CSV and variants: Comma-separated values, vertical bars or semicolons.
RSS 2.0 from Google Shopping
Shopify: Installing the PickZen App from Shopify Marketplace

 

Yes, you can customize the style visually from the editor and for a total customization you can define your own CSS rules.

Normally the slides order is the established in the right panel, where you can drag & drop them to set their appearance order. However you can customize the order changing the “order mode”. Available orders are:

  • ASAP, respecting slide order: Question will be asked as soon as possible taking into account the established order.
  • As late as possible, respecting slide order:Question will be asked as late as possible taking into account the established order.
  • When the dependency is met, regardless of the order: The question will be asked when a dependent response has been selected.

Notes:

  • If a slide depends on a previous response, it will not be asked until the dependency selected, and until then, that slide “does not exist.”
  • The first mode has the least priority and the third has the most priority. In case of  a”tie” the slide that has a higher priority will be shown first

You can set the order mode in the slide settings:

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Yes, this is one of the great advantages of PickZen.

For example, if we want the following question to be asked only if the user has previously selected “Heel:”

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We edit the properties of the slide and select the dependent responses, in this case the “Heel” response:

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This way, the question “Do you prefer a classic or wedge heel?” will only be asked if the user answers “Heel” in the previous question “Do you prefer Flat or Heel?”

More than one dependent response can be selected if need be. In this case, when any of the responses is selected, the current question will be asked.

Yes! To add a video slide (from YouTube), add a new slide and set the slide as video by clicking on the video icon:

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Click Screen Shot 2017-10-17 at 15.34.50to configure the video slide:

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In this case, we’re including part of a YouTube video (from second 30 to second 60):

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3. Publishing

The recommended way is to add the PickZen SDK integration code to each page you need to include a pickzen in. Doing this you will be able to add pickzens as popups, corner, as notifications, or in a particular position in your web without touching any HTML.

To include the SDK in your site, go to the Settings panel, click on the SDK button and follow the directions for the the HTML5 publication mode:

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If you has installed PickZen from Shopify this step is automatically done for you.

Once the SDK is included you can define where and when yours pickzens will show up. Edit your pickzen, go to the Progress panel and follow the directions in the installation step.

You can also embed your pickzen editing the HTML of your page. If you want to use this method, just click on embed and copy the code in your page:

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Yes. Please read the FAQ entry “How can I put PickZen in my web?” to know how to embed PickZen in your WordPress.

Let’s say you have a Facebook page where you want to use PickZen.

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In order to embed PickZen in Facebook, you first need to install an app called Static HTML: iframe tabs.You’ll do this step just once for all your quizzes and pages. Install it from this URL: https://apps.facebook.com/static_html_plus/

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Click “Add Static HTML to a Page” and select the Facebook page:

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To name the tab where PickZen will be embedded, go back return to the Facebook page and click Settings/Apps:

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Then, click “Edit Setting” below the Static HTML in the Apps tab. In the pop-up, type the name of the tab that will appear in the Facebook page:

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Returning to the page, you’ll see the new tab “My quizzes:”

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Click on the new tab to configure it:

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Click “Set up tab” and paste the Iframe code from PickZen. This example is with a test:

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To center the pickzen: “display:block;margin: 0 auto;”

Screen Shot 2017-02-10 at 20.58.28You’ll now see the test upon clicking the “My quizzes” tab:

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In this example we have added only one pickzen, but you can add more pickzens to the tab (and more tabs as well) following the same steps.

 

 

 

4. Insight

Please read the FAQ entry “Can I receive leads in my Email?” to know how to generate leads with PickZen.

All the responses of your pickzens are stored so you can analyze them individually or as an aggregate.

To analyze responses individually, go to the Leads panel. Screen Shot 2017-02-10 at 20.27.32

To analyze the aggregated responses, go to the Statistics panel. There, select the detailed tab and the pickzen you want to analyze. At the bottom of the page click the Insight button:

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If you want to view or export only the leads that meets certain rules, for example, intellectual people looking for a tour of half day as in the above example, you can filter the results using this button Screen Shot 2017-10-17 at 18.14.32.

 

 

Yes, you can see how many purchases have been made as a result of the assistant.

First, you have to include the PickZen SDK in all the pages that have assistants, and then once more on the purchase confirmation page. To do this, follow the directions on the Publish or Integration panels.

Next, you have to configure the conversion tracker in the main Settings panel. You have to configure your store domain and the URL fragment that corresponds to the payment confirmation page:

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Once done, conversions can be monitored in the Insight panel.

 

Yes, just go to A/B Tests panel and define your tests. You can test up to 5 units simultaneously. PickZen will split your traffic automatically.

Yes, but it is necessary that the pickzen includes a slide where the user’s email is collected. Put another way, in a pickzen where no user contact information is requested, your users’ responses will not be sent to you.

To request information from the users in the pickzens we can create a form slide. Enter the text “Leave us your contact information” for example and define the fields that we want to request:

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This is the result:

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We can add more fields by clicking Screen Shot 2017-10-17 at 18.09.36.

We can make this slide appear when we want: at the beginning, at the end, in the middle, when the user answers something specifically, etc. An alternative is to request the contact information at the end. To do this click on “Add lead generator” in the menu on the right:

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And configure the slide in a similar way:

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The difference of this form is that in the final slide, we can define a call to action to request the information. As an example, here the CTA is “Want to receive a 10% coupon?”

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When users click on “Want to receive a 10% coupon?” they will be redirected to the contact slide where they can leave contact information that will automatically be sent to the e-mail registered with PickZen. In this way, the owner of the eCommerce or website can receive valuable real-time leads.

On the other hand, aside from sending them by e-mail, results can also be viewed from the Leads panel within PickZen.

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Clicking on any of these leads we can see the details:

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If you want to view or export only the leads that meets certain rules, for example, intellectual people looking for a tour of half day as in the above example, you can filter the results using this button Screen Shot 2017-10-17 at 18.14.32.

NOTE: even in pickzens where no user contact information is requested or the user decides not to fill it out, you can also see these “anonymous” answers.

You’ll also be able to view aggregate user responses from the statistics panel:

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To receive your leads by e-mail, edit the pickzen and go to Settings panel. There, you can set the e-mail recipients:

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5. Shopify

PickZen automatically exports your Shopify store categorization and automatically creates the following fields.

  • Collections: Includes all custom and smart collections.
  • Tags: Includes all defined product tags.
  • Type: Includes all defined product types
  • Vendor: Includes all product vendors

Depending on how your store is set up, you can use one or any combination of fields that you chose while creating your advisors.