Decision Tree

Definition

Decision Tree - represents a workflow containing questions, statements, and responses, which provides a guided selling experience for your end-users.

Concepts

Decision Tree records are aimed at guiding the end-user to a desired endpoint. They are comprised of the following elements:

  • Questions: each Decision Tree contains one or more Questions which you present to an end-user.

  • Options: Questions contain one or more Option records. Options contain a Label and an Outcome.

  • Outcomes: when a specific Option is selected, the system will trigger your desired Outcome. The following Outcome Types are available:

Outcome Type

Description

Question

Adds another Question with corresponding Options and Outcomes to the flow.

Item

Presents the end-user with a suggested service Item.

Items & Bundles

Presents the end-user with suggested service Items and Bundles.

Bundle

Presents the end-user with a suggested service Bundle.

Catalog

Brings the end-user into an entirely different catalog. This is useful for audience targeting.

Decision Tree

Launches the start of a different Decision Tree record. Used for more advanced guided selling scenarios.

Message

Presents a message to the end-user.

URL

Launches a URL on the end-user's browser.

Usage

Clicking on the Decision Tree option in the left-hand pane brings up a tabular view of all of the Decision Tree records you have setup within your WorkRails instance.

Create

  • To create a new Decision Tree, click the "Create Flow" button.

  • In the create Decision Tree screen, populate the Name Field, and Status Field.

  • Add your desired Questions, Options, and Outcomes.

  • Click the "Save" button to finish creating your Decision Tree.

Clone

  • To clone an existing Decision Tree, highlight a Decision Tree record in the table, click the Actions pane, and select "Clone".

  • This will create a cloned representation of the existing Decision Tree that you have selected, and will pre-populate it with details that you can then override.

  • After you have updated your Questions, Options, and Outcomes, click on the "Submit" button to save the Decision Tree.

Edit

  • To edit an existing Decision Tree, highlight it within the table, and click on the Name.

  • This will bring you into the Decision Tree edit screen, where you can modify the record as needed.

  • After you have finished your updates, click on the "Submit" button to save the Item.

Note: If your Decision Tree is associated with any Catalogs, changes will take place immediately. Be sure to properly test Sandbox Decision Tree records before making changes to corresponding Production Decision Trees.

Delete

  • To clone an existing Decision Tree, highlight a Decision Tree record in the table, click the Actions pane, and select "Delete".

  • This will prompt a dialog box that asks you to confirm the deletion of that Decision Tree.

Note: Deleting a Decision Tree is irreversible and will be removed from any associated Catalogs immediately. Do not delete an existing Decision Tree unless you are certain you want it removed.