Branching controlled by tree
By default, Pickzen shows the slides based on their order and settings with dependencies as explained here. However, there are situations where more control is needed. In these cases, a manual decision tree is the optimal solution. Unlike the default mode, in this mode you have to indicate which questions will be asked after each user response as in the following example:
In tree-mode, the slides are represented as circles and are called “nodes”. A final node is called “endpoint” and defines the products to be recommended when the endpoint is reached. The lines joining nodes are called “branches.” In this example, the first question is “Fashion / Comfort” and the next slides would be shown according to the answers following the branches of the tree until an endpoint is reached. The products defined at the endpoint will be recommended to the user.
In this example, we can see there are two types of slides, branching slides and non-branching slides. A branching slide will lead the user to different outcomes based on the answers. For example, if the user answers “Flat” it will lead to an endpoint that recommends 4 products. However if “Heel” is answered, it will lead to the question “High / Low”. Unlike branching slides, non-branching slides will lead the user to the same outcome. They are useful to capture lead information and are not used to recommend products or to create advanced recommendation rules.
When hovering on an endpoint, the defined products are shown:
So, if the user doesn’t answer anything to the Fashion/Comfort question, but answers Heel and Low Heel, the three products shown above will be recommended.
Creating a tree
To start creating a tree, enter General settings by clicking on the and check “Create tree manually.” After entering the tree mode, the step 3 title will change in the breadcrumb:
Next, you have to create the slides and set which slides will be branching and which of them will be non-branching. To do so, go to the “Create question” step and set the type in the menu below the slide. For example, a branching slide is configured as:
And a non-branching slide would is configured as:
Once you have all the slides configured and your products have been imported or created in Pickzen, you can create the tree in step 3 as indicated in the following video:
If you right-click over a node, a menu pops up:
This menu allows you to edit the node in order to change the slide or set it as an endpoint. You can also copy a node along with its branches and paste it over to another node to duplicate branches.