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1. PickZen 101

Our mission is to help the maximum number of people and companies with our technology. We offer a free plan so you can try and see how PickZen works for you. When your PickZen usage is high, we offer different plans to fit your needs.

Nevertheless, the infrastructure that runs PickZen is not free. Therefore, we reserve the right to serve targeted advertising within pickzens hosted in the free plan. This way we can pay our costs and continue offering the free plan. If you wish to remove the advertisements, you can upgrade to our most basic plan.

An assistant 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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An assistant can work in two ways, as a “Filter” or “Basket”.

If set to “Filter,” each time a question is asked, products that aren’t categorized with the selected answer will be excluded. For example, if we have 10 shoes with heels and 10 flat shoes, and the wants a shoe with heels, the 10 flat shoes will be discarded, and will never be recommended. This mode is ideal for when we have exclusive products (ie. “If I want a red shoe, I do not want a blue-shoe recommendation).

If set to “Basket”, you can think of each product as a basket. Each answer assigns points to each product, so after several questions, the products with the most points are the ones that will be recommended. This mode is ideal when we have similar products whose recommendation somewhat subjective. For example, if I’m looking for a bargain romantic restaurant, with another series of characteristics, the recommendation might be for a mid-level romantic restaurant, because although it’s “more expensive” the other characteristics are perfect for what I’m looking for.

The Filter / Basket behavior type can be defined within configuration:

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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 pickzen can be an assistant (to recommend products or services), a poll (to get user opinion), a quiz (to engage users), or a form (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.

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, an assistant 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 assistant 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.

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. In this case, you can create a campaign from the top menu. For example:

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In campaigns, we can define the logo of the page, the background image, the pickzen to include and the URL. We can also indicate if we want to activate comments on the page.

Once active, the result will a page with the corporate style of the client with the pickzen inside:

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This way the Marketing team can generate pages with content quickly without having to involve the IT team.

From the leads and statistics panel you can get information to estimate the ROI of the campaign with metrics such as: impressions, leads, uses, answers, etc.

Yes, we have a partnership with Amazon AWS that will support high traffic volumes.

At PickZen, we take security very seriously. All communication between pickzens (assistants, poll, tests and forms) 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.

PickZen never stores 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

In the case of some assistants, this is a common “problem.” First, it’s best to understand the selection order for questions in PickZen.

In the case of the assistants that ask questions until reaching the defined number of results, if the number is high, it won’t be necessary to ask all the questions. For example, if have 10 products and after the first question there are only 2 “live” products (8 products have been discarded), if the goal number of results is set to 3, only the first question will be asked, since only 2 products remain:Screen Shot 2017-02-22 at 13.39.56

Another instance is when advanced users use a “custom” configuration, and there are uncategorized products for the configuration: “What to do when there are elements that are un-categorized?” and “Do not ask the question” is selected. In this case, if at the time of selecting this question there are “live” uncategorized elements, the question will not be asked.

Another instance is if a slide is configured as a dependent response and the user never answers that response.

In any case, to avoid most problems with the assistant we recommend the assistants to be configured as either “Filter” or “Basket”

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In some assistants, 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 “smart images” allows images to be displayed automatically.

To activate them in the slides, click on the Screen Shot 2017-02-10 at 22.01.26 slide configuration button and select: Screen Shot 2017-02-22 at 11.17.55The slide will look like the following:

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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 “smart 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 assistants. 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 2017-02-10 at 22.01.26 , 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 “How many days do you have available?” to be asked only upon answering “Adventurer” we would do this:

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We can also select multiple dependencies if we wish:

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You can categorize your products 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 help icon: Screen Shot 2017-02-22 at 10.25.21

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You can mix texts with the images uploaded toPickZen.

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. To do this, activate the description of the slide and add the text:

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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 item editor panel, you can set the priority of the products.

If you do import your products from a feed, when linking the columns of the feed there is a priority field that can be defined.Screen Shot 2017-02-22 at 11.42.43

In this case, this client is using the superindex column of the feed. The value of the priority field must be numeric.

For example, given three recommended products: P1 with priority 0.4, P2 with priority 0.8 and P3 with priority 0.2, these products will be shown in the order: P2, P1, P3

If you do not use an automated feed, you can also set the priority from the product editor by hand:

 

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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 Market

To import the feed there is a sep-by-step wizard that you can access at the products page:

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Click this button and the wizard will appear:Screen Shot 2017-02-22 at 14.43.15

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Depending on the type of feed, make a selection.

When defining a feed, in addition to importing our catalog and, creating the questions automatically (optionally), you’re also able to update the feed daily. To do this, set the update time that PickZen will daily. For example:Screen Shot 2017-02-22 at 14.59.28It is important to note that the changes made to your assistant, such as adding pictures or adding new slides, will be maintained. Only the items configured in the import wizard of the feed will be updated. However,if you decide to categorize your products by hand (instead of using the feed information), if a product disappears when a feed updates, that product will be removed from the wizard, and its manual categorization will be lost.

This is an area we are currently working on. It’s possible, but still limited. If we enter the customization menu by clicking  Screen Shot 2017-02-22 at 12.37.45 on the left, a panel appears where we can modify appearance via CSS:

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Future versions will allow preset styles to be selected along with further customization. More advanced customizations will be made available to “premium” users.

 

Yes, but first, we must distinguish between an assistants and polls, forms, and tests.

Assistants

The default slide order appears on the right side of the editor. We can alter the order of the slides simply by dragging them and changing the order. However, the default “order” is changed according to specific slide settings.

Within each slide’s configuration  Screen Shot 2017-02-10 at 22.01.26 you can set the order of the slide (When will this question be asked?):

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The possible modes are:

  • Will be determined automatically: PickZen selects the next question that will be presented to the user, to reach a recommendation in the minimum number of steps.
  • 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.

Note:

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 fourth has the most priority. In case of  a”tie” the slide that has a higher priority will be shown first

With assistants, once the goal number of results is met, no further questions will be asked.

Polls, Forms and Tests

They same order concepts apply except the slide option “Will be determined automatically” is not available.

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 Wedge Heel or Classic Heel” will only be asked if the user answers “Heel” in the question “Do you prefer Flat or Heel?”

More than one dependent response can be selected if need be. In this case, when one 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 2017-02-10 at 22.01.26 to configure the video slide:

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In this case, we’re including part of a YouTube video (from second 10 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, etc. without touching any HTML.

To include the SDK in your site, go to the Publish panel and follow the directions for the the HTML5 publication mode:

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Once the SDK is included you can define where and when yours pickzens will show up. Select Integration in the menu and then, select your pickzen in the combo:Screen Shot 2017-03-29 at 14.37.32

When you add the pickzen clicking on the plus button, you will see a panel where you can define these settings:

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If you don’t want to add the SDK, you can also put PickZen in your web through Iframes. Follow the Iframe directions. Please note, that certain functionality of Assistant pickzens are not available through Iframes.

 

Yes. The recommended way is to add the PickZen SDK integration code to your WordPress. You’ll be able to add pickzens in every page you want and choose the configuration  (popups, corner, notifications, etc.) without touching any HTML.

To include the SDK in your WordPress go to the Publish panel and follow the directions contained in the HTML5 publication mode:

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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

Coming soon: you will be able to asses increased conversion rate with an A/B test.

Vea el artículo Can I receive leads in my Email? para una explicación detallada acerca de cómo generar leads con PickZen

All the responses of your pickzens (Assistants, Poll, Form, and Tests) are stored so you can analyze them individually or as an aggregate.

To analyze responses individually, go to the Leads panel. There you’ll see identified and non-identified leads. Identified leads are responses that contain user contact info such as email or phone number. Non-identified leads contain responses but no contact information.

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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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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 Integration panel:

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Finally, configure your store domain and the URL fragment that corresponds to the payment confirmation page:

Screen Shot 2017-02-10 at 16.53.34Once done, conversions can be monitored in the Statistics panel:

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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:

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Enter the text “Leave us your contact” 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 2017-02-22 at 12.05.10.

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 like this:

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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 screen within PickZen.

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

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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. To do this select “Include responses of non-identified leads”:

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We see that they are responses from users who have not left their contact information. Clicking on each one of them, we can see the results:

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

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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 assistants.

For example, if you use tags you can categorize your products like this:

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When importing the products from Shopify in PickZen you would select the “Tags” field:

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Then define each question with the desired tag combination:

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Once products are imported from Shopify, they will be automatically categorized:

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By default all products have to be categorized with at least an answer of each question. For example, look at this product:

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In this case the warning will show up because the product is not categorized with the question “Wedge or Classic heel”. But since this shoe is flat, this question doesn’t make sense. All we have to do is make this question only appears when the user previously answers “Heel” to the question “What do you prefer Flat or Heel?”.

To do this, just go to the slide configuration and select its dependent responses, in this example, only “Heel”:

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Filter by categories when importing:

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Then you can define the products to import just combining your Collections, Tags, Types and Vendors defined in Shopify. Let’s see it this with some examples:

Importing cheap or medium priced shoes:

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Importing cheap, flat shoes:Screen Shot 2017-03-21 at 15.27.38

Importing cheap, flat shoes for spring or summer:

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