# FAQ
## What is PickZen?
PickZen helps brands and retailers recommend the right product at the right time, just like a store associate does in-person. Guided by PickZen from start to cart, customers receive personalized product recommendations after answering a short series of questions. Fast, visual, and dynamic, PickZen improves the customer journey and leads to a measurable increase in conversion rate and engagement for eCommerce owners. PickZen offers simplicity of choice.
## Who is PickZen for?
PickZen is for brands and retailers who want to help their customers find the perfect product when they might not know exactly what they're looking for. Whether an eCommerce or an agency, a pickzen can be created and installed in minutes adding immediate value to the business.
## What is a pickzen?
A pickzen is any kind of quiz: a form or a product finder. It is a generic way to refer them.
## What is a form?
A form is a structured way to collect information from users through a series of questions.
## What is a product finder?
A product finder is the main tool our partners use to recommend products to their eCommerce customers. It works the same way a sales associate does in a physical retail store. The customer answers a series of questions and receives a personalized product recommendation that matches their needs at that time. Pickzen's Product Finders can also be used to recommend content and services in addition to products.
## What are display modes?
You can install your pickzen on your website directly from the PickZen platform and configure them in a number of different display modes. A display mode is a way of presenting a Product Finder: as popup, embedded in a page, or as a corner notification. With display modes you can define how and when your pickzen will be displayed.
## Which devices and browsers are supported?
PickZen supports all browsers and devices.
## How do I cancel my subscription?
You can cancel the service at any time via the billing panel in the application. Plans terminated before the start date of the billing cycle will not be renewed automatically nor will we remove the account until its status has been confirmed. Even if a plan is canceled, the services will remain available to you for the time remaining in your plan.
## GDPR Compliance
At PickZen, we care about the privacy rights of our clients and their users. On May 25, 2018, the EU General Data Protection Regulation (GDPR) went into effect and established global data protection rights for individuals in the European Union.
We have updated our Terms of Service and Privacy Policy to fulfill the GDPR requirements and will continue to release extensive documentation and improved functionalities to PickZen to ensure that as a Provider (client and partner of PickZen) you will feel totally confident that you meet your obligations under GDPR while using PickZen.
Because GDPR is a new regulation, each partner has the responsibility to follow the established guidelines for proper usage. If you are a partner who servers EU citizens, it is necessary to follow these regulations.
# Security in PickZen
This article describes the technologies and processes we use to protect your information.
## Physical security
The PickZen infrastructure is hosted on Amazon Web Services (AWS). Our main servers are in Ohio, USA and our backup servers are in Ireland, EU. All comply with security and privacy standards, including [Privacy Shield](https://www.privacyshield.gov/). Your information is hosted and backed up in safe places.
## Network security
All of our network environments are hosted on a Virtual Private Cloud Network (VPC) on Amazon Web Services. Our Production networks are separated into public and internal services. Incoming internet traffic is not allowed on private subnets, and all application servers reside on private networks that do not have public IP addresses. The load balancers, managed and maintained by Amazon, are the only ones who have inbound access to the internal servers of the application. Additionally, we have firewalls and strict security groups that control incoming and outgoing access to servers. Access to the servers we use is strictly limited, and no external traffic is allowed to them.
## Fault tolerance
PickZen has been designed to be scalable and fault-tolerant. If one machine fails, another will be ready to take over immediately. This redundancy is found at all critical levels of the platform.
Also in line with AWS recommended practices, we have a multi-availability zone architecture in place. In case of an Availability Zone failure, the remaining machines in the working Availability Zones have sufficient capacity to run the service in its entirety.
## Access control
Access to PickZen resources is allowed only through secure connections (for example, VPN networks or SSH connections) and, in some cases, requires multi-factor authentication. We follow the Principle of Least Privilege, so users and programs should only have the necessary privileges to complete their tasks.
Existing access is audited on a regular basis to ensure that our employees only have the necessary permission to perform their duties. This means that our employees can only access PickZen systems with a secure connection. As soon as someone leaves the company, their access is blocked. We also have confidentiality agreements with all of our employees and contractors.
## Penetration tests
We conduct periodic penetration tests on our platform. Vulnerabilities and other findings are classified according to their severity, and we prioritize them accordingly. This means we let security experts come in and try to break things to help us find any weaknesses.
## Monitorization
PickZen collects system, infrastructure, and application logs into a centrally managed log repository for monitoring, troubleshooting, security reviews, and analysis by authorized employees only. These records are preserved in accordance with the regulatory requirements for assistance in the event of a security incident.
## Shared responsability
Protecting access to your information requires that you, as a PickZen client, help us to maintain security by using strong passwords and protecting them as necessary.
# Builder Overview
The PickZen Builder is where you will create your pickzen:
### Top menu
The top menu is divided into three parts: Title, Step Navigation, and Publishing buttons.
You can change the pickzen title simply by clicking on its name:
On the right of the top menu, the following buttons appear:
**Eye button**: It allows previewing the current version of the pickzen without having to publish it.
**Save button**: It is used to save a draft with the last changes. Those changes won't be visible to your users until you click on the Publish button. If you want to see your changes in action before publishing them to your users, you can use the Preview button.
**Publish button**: It allows publishing the current changes into Production. Typically, once a pickzen is live on a website, you will only want to update it when the new version is finished and you can ensure it is correct. In this case, the changes you make on the quiz can be seen through the preview button without altering the production pickzen. Once everything is correct, you would click on the publish button to make those changes live.
At the center of the top menu, you can find the Step Navigation, showing the steps that have to be completed in order to finish the pickzen. The current step will appear highlighted:
Finally, at the left of the top menu, there is the **Exit link** to exit the Builder and come back to the home.
### Left menu
The left menu is composed of buttons that will change based on the current step. For example, when the Questions step is selected, this menu will be:
### Slide settings
At the right of the left menu appears the slide settings panel whose content will depend on the selected slide:
### Preview panel
At the right of the slide settings panel appears the preview panel showing the current slide:
# Questions
The Questions step allows creating the question and answers, as well as modifying the design of the slides: colors, fonts, etc. The left menu will contain the following action buttons:
* Question and answers editor.
* Design settings: theme, colors, font, display settings, etc.
* Tree panel where you can check if your skip logic is correct and troubleshoot the pickzen.
* Features table editor to show features, feedback, tips, on a product basis.
* General settings of the pickzen.
# Types and layouts
Each question is contained inside a slide, so the first thing you have to do is create the slide. You can do this by clicking on *Add slide* on the bottom:
When this button is clicked a pop-up will appear to select the type of the slide:
Once the slide is created, you can edit it easily:
The available **Slide types** are:
* **Welcome:** A welcome slide with a typical welcome text.
* **Question**: A closed-ended question that can be used to recommend products.
* **Feedback**: A slide with only a message. This is particularly useful when combined with skip logic because customized messages can be displayed based on previous answers.
* **Form**: A form slide where fields can be added to ask for information from the user.
If you need to change the type of an existing slide, simply click on its properties:
and click on Change type:
A slide may admit different **views**. If so, it can be chosen from the slide settings panel:
For example the **Text view**:
Or the **Images view**:
# Display settings
You can access your quiz display settings clicking on the button:
You can access your pickzen display settings by clicking on the button:
The available options will depend on the selected theme.
### Setting the font
On the font drop-down, you will be able to select one of the predefined most typical fonts. In case you need to use another font you can select Custom and customize your font:
In Font families, write the font families separated by comma.
If you want to use a Webfont, you also have to fill the Webfont URL field. For example, if you want to add the Google Karla Webfont:
You would configure the font in Pickzen as:
# Styling the text
In order to change the style of a text, simply select it and use the contextual menu that will appear to change its style. For example, to set some words in bold, select them:
And then, apply the bold style:
Depending on the selected Theme and settings, more text editing styles might be available:
# Slide settings
Each slide can be configured from its settings panel on the left:
Depending on the slide type and theme, there will be different settings you can use to customize its display or behavior.
# Admin names
Imagine you create a very long question and/or very long answers like this:
This question will appear on the slides selector as:
If you have multiple questions it will be difficult to find the slide you are looking for. But worse, some parts of the editor will only show the first characters of the title, for example on the linking panel:
And also on the view tree panel:
As you see, working with long questions and answers is problematic. In order to solve these issues, you can assign admin names both for your questions and your answers. Admin names will only be displayed inside the editor for management purposes.
To set the admin name of a question, click on the [Slide settings](/create/creating-questions/slide-settings) and enter a descriptive text:
In the case of the answers, you will need to click on each answer settings:
And enter the Admin name:
Once done, the linking will be far more usable:
And the tree will be completely understandable:
# Slide help
It is possible that not all your users will know how to answer a question or the rational behind a question. In these cases, it is useful to show them more information or some kind of help to select the correct answer.
To show help, go to the slide settings / Help tab:
Here you can enter text, images, videos, etc. For example:
Now, a new field to display a help call to action will be shown:
Write a call to action:
And it will be displayed on the slide:
So when a user takes the pickzen and clicks on the *I need help* link the help panel will be shown:
This panel is fully responsive on mobile:
# Feedback slide
Use a feedback slide when you need to show information to the user in the flow of the quiz. You can also use skip logic so these slides are displayed only when specific previous answers have been selected, to achieve more personalized feedback.
In order to create a Feedback slide, select the Feedback type when creating a new slide:
### Textual information
In this case, just enter the text you need through the editor:
### Video
If you need to embed a video, for example a Youtube video, simply click on the Source code button and paste the video code:
The result will be:
{% hint style="warning" %}
In order to edit HTML directly special permission is needed. Contact us for more information.
{% endhint %}
### Auto-advance
Sometimes it is useful to show a feedback slide only for a few seconds so the slide is presented and then auto-advances. In order to achieve this result, simply go to the General settings of the slide, check Auto-advance, and finally set the time in seconds:
You can also embed an animated GIF using HTML that when combined with the auto-advance feature, can be used as a typical spinner:
{% hint style="warning" %}
In order to edit HTML directly special permission is needed. Contact us for more information.
{% endhint %}
# End slide
The end slide is a very important and customizable piece of Pickzen. A high variety of different settings are available to reach your customization needs.
# Number of outcomes
A very important general setting is *Maximum number of outcomes* that is available in the Products tab in the end slide settings:
This setting determines the maximum number of recommendations to generate.
{% hint style="danger" %}
Don't confuse this with the number of items per page. With themes that allow pagination, you can have, for example, a maximum number of outcomes of 20, displayed in 4 pages of 5 products.
{% endhint %}
# Forget results
When an pickzen is completed, the results are stored in the browser of the user, so if the pickzen is displayed again, the recommendation slide will be the slide that will be shown.
However, sometimes this behavior is not ideal. To disable this, go to the *General* tab of the end slide settings and enable *Forget results*:
# Automatic redirect
Sometimes, you don't want to show an end slide at all, you would prefer to redirect your users to specific pages: a product, a collection, etc. To achieve this, go to the *General* tab of the end slide settings and enable *Automatic redirect*:
In this case, the user will be redirected to the best matching product URL.
# Recommending content
A typical use case of the [automatic redirect](/create/creating-questions/end-slide-layouts/automatic-redirect) is for recommending content. Imagine you don't want to recommend products, instead, you want to recommend content entries of your site or blog. In this case, you wouldn't have products per se, but you would create "products" that represent those entries.
For example, you could have a set of "products" like these:
With the following information:
Only the ID, Name, and Url would be necessary to create these kinds of products because the user will be redirected to the specified Url. The product itself won't be displayed in the recommendations.
You can use all the capabilities of Pickzen to recommend these kinds of products (linking, rules, attributes, etc.) in order to improve the engagement of your site.
# Skip Logic
Skip logic refers to the order in which the slides will be presented to the user. There are three ways to create it:
* [**Controlled by slides**](https://help.pickzen.com/create/creating-questions/branching-logic/branching-controlled-by-slides): In this mode, you set the default order in the editor and customize it if necessary by dependencies in each slide’s settings.
* [**Controlled by tree**:](https://help.pickzen.com/create/creating-questions/branching-logic/branching-controlled-by-tree) In this mode, you create a tree diagram with the paths based on previous answers.
* [**Programmatically**](https://help.pickzen.com/developers/developers-panel/javascript-customization): Using our JavaScript API, you can have full branching control.
# Branching controlled by slides
By default, slides are shown to the user in the order defined on the left of the editor:
You can change the order of the slides by dragging and dropping them in the desired order. However, there are cases where the default order is not enough for your needs.
For example, if you want the *Foundation* question to be displayed only if the user selects the choice *Foundation & Shade* in the *Help type* question, you need to create a dependency. To do this, click on the arrows icon of this slide
And select as a condition the *Foundation & Shade* choice of the first question:
In this case, the slide will only be shown if previously the user selects “Foundation & Shade” You can also set the opposite, and not show a slide depending on a user’s previous answer.
{% hint style="info" %}
If multiple conditions are selected, the slide will be displayed (or not displayed) if any of the conditions are met.
{% endhint %}
# Branching controlled by tree
By default, Pickzen shows the slides based on their order and settings with dependencies, as explained in the Branching controlled by slides section. However, there are situations where more control is needed. In these cases, a manual decision tree could be an 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 an “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 they 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, you have to change the end slide type to End tree:
After entering the tree mode, the step 3 title will change in the breadcrumb:
Once you have all the slides created and your products have been imported, you can create the tree in step 3 as indicated in the following video:
{% embed url="" %}
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.
{% hint style="info" %}
Branching controlled by tree is only available from our Plus plan.
{% endhint %}
# Products
# Selecting products
When a feed of products has been defined the Products panel will show all products of your feed. Something similar to:
By default, all products will be used in your pickzen. If you only want to use a reduced set of products, you can select them one by one, or define a rule to select them automatically.
### Selecting products one by one
In order to select your products one by one, simply mark those you want to be used in your pickzen:
In this example, only 4 products were selected and will be used for recommendation.
### Selecting products by rules
If the feed contains hundreds or thousands of products, selecting them one by one can be a heavy task. In these cases, selecting products by rules can be of help.
Click on the *by rules* link:
The products panel will change to a rules panel:
Clicking on Siple Rule we can define de rule to select the products. For example, all products with tag *flat:*
In our Plus and Pro plans, more complex rules can be defined, combining AND / OR expressions. For example, all shoes with tags *heel* and *fashion*:
# Managing products
Products can be synchronized with your store products manually, edited, or automatically fetched. Please see the [Product Feeds](/integrations/shopify) section for more information.
# Linking
Once you have created your questions and added your products, you have to link question answers to products so products can be recommended (*Step 3 -* *Linking):*
In this step, you will have to link each answer to their matching products.
The [linking panel](/create/linking/linking-answers-to-products) is the easiest way to connect your questions with products. This method is suitable in a wide number of cases. However, PickZen provides two alternatives:
* [**Decision tree**](https://help.pickzen.com/create/creating-questions/branching-logic/branching-controlled-by-tree): In this case, you would assign products to end nodes (outcomes). Since this method is best for specific use cases, check out the [Branching controlled by tree article](https://help.pickzen.com/create/creating-questions/branching-logic/branching-controlled-by-tree) for more information.
* [**No-Code**](https://help.pickzen.com/guides/nocode): This mode is recommended if you need fully tailored recommendations with the possibility of providing calculations, ideal for cosmetics, and nutritional products. Check out the [No-Code documentation](https://help.pickzen.com/guides/nocode) for more information.
# Linking choices to products
This is how your Linking Panel will look:
Pickzen uses a **voting system** to recommend products. Products need to be **linked to choices** in order to receive votes. Products with more votes will be shown first.
## Choice modes
All defined choices are shown with Include / Exclude buttons:
* **Include**: Selected products will be included in the recommendation.
* **Exclude**: Selected products will be excluded from the recommendation.
When products have been linked to a choice their buttons will be highlighted:
## Filter vs Relevance
{% hint style="warning" %}
This feature mode is only available in selected plans.
{% endhint %}
By default, Pickzen works as Relevance, like a voting system. In this case, no products will be excluded from the recommendation unless they are explicitly linked to choices using the Exclude button. However, sometimes we need that only products defined in the include mode are recommended (Filter). For example, if *Flat* is selected we want only flat shoes to be recommended (Filter), and not flat shoes first and after them heel shoes (Relevance).
* **Relevance**: When the filter icon is disabled, the products linked to each choice will be recommended first.
* **Filter**: When the filter icon is enabled, only selected products will be recommended.
In order to configure a question as Filter, click on the filter icon:
A question can be configured as Filter or Relevance by clicking on the filter icon:
{% hint style="warning" %}
If we have two or more questions configured as *Filter* the recommended products shown at the end will be the products selected during the *Filtering* process. The *Filter* mode acts as an **AND** filter. So it’s possible when having multiple questions configured as *Filter* that no products can be recommended.
{% endhint %}
For example: Say you have two questions, the first asking for *flat* or *heel*, and the second one asking for the color. When using the **Filter** mode, only flat and red shoes will be recommended if the user selects the **Flat** and **Red** choices. If there are no flat and red shoes in your feed, no products will be recommended. Conversely, if using the **Relevance** mode, flat or red shoes will be recommended first, but shoes with heels and other colors can also be recommended next.
### Skipping choices
If we have a question configured by *Filter*, by default all choices have to have linked products. Otherwise selecting a choice with no products will lead to a **no products found** message at the end.
For example, if the user selected *I don't mind*, no products will ever be recommended with this configuration:
If we want to configure the choice *I don't mind* so it is not used to recommend products, click on the *Skip choice* icon:
Once done, that choice won't be used to recommend products:
## Selecting products
Each choice can have different products associated. When the *Select* products button is clicked, a pop-up, as shown below, will be displayed:
There are different ways of selecting the products for a choice:
* **Manually**: You will select the products one by one.
* **By tags**: You will compose rules of tags that will select a set of products.
* **By price**: You will define price ranges that will filter out products.
### Manual linking
In this mode, you have to select all the products that are supposed to be linked to the answer manually:
We can boost certain products by increasing their weight. For example, if we want to boost the *Filger Woman* shoes, we can set a weight of 5:
### By tags linking
If you’ve imported your products from a tagged feed, or you have manually categorized each product through attributes, the products and choices can be auto-linked. To link this way, change the link type to *By tags*:
Depending on your subscription plan you will find two different ways of defining the products:
#### By tags linking in Free and Lite plans
You will see a panel similar to this:
In this example, we want to link all flat products to the *Flat* choice so define it as:
When you click on the *Add* button you will see all the products that have been auto-selected based on the attributes of your products:
When you click on the *Accept* button, the *Flat* choice will be linked to the defined rule.
#### By tags linking in PLUS and PRO plans
You will see a panel similar to this:
In this example, we want to link all flat products to the *Flat* choice. Click on *Simple Rule* and define it as:
Once completed, you can see all the products that have been auto-selected based on the attributes of your products:
When you click on the *Accept* button, the *Flat* choice will be linked to the defined rule.
{% hint style="info" %}
When using rules, the choices will be linked to a rule, not the products. If there are new products that match the rule after a feed synchronization, those products will appear in your pickzen results. Similarly, if products have been removed from the feed, they will be also removed from the Assistant.
{% endhint %}
### By price linking
If you have a question about price, you can automatically link it to your products through the *By price* type. For example, if you have created a price slide with two choices: *Expensive* and *Economic*, it would be displayed as:
With this configuration, all shoes priced between $0 and $50 will be auto-categorized as *Economic*.
## Multi-select questions
{% hint style="warning" %}
This feature mode is only available in selected plans.
{% endhint %}
In the case of multi-select questions (multiple choices), you need to specify if the products you’d like to recommend must have all selected choices by the user (ALL), or if it is enough with any of the selected choices (ANY). We can enable (ALL) or disable (ANY) this mode by clicking on the three lines icon:
For example, if the user selected Red and Blue:
If disabled, Pickzen would recommend products Red **or** Blue. Conversely, if enabled, Pickzen would recommend products Red **and** Blue.
# Install
You can install your pickzen on your site from **Step 4 - Install**:
There are four display options:
* [**Notification**](https://help.pickzen.com/create/install/notification): The fastest way to install your pickzen on your website - Launch your quiz as a popup when your customers click on the corner notification button.
* [**Link**](https://help.pickzen.com/create/install/link): Launch your quiz as a popup when your customers click on an existing link or navigation menu link.
* [**Button**](https://help.pickzen.com/create/install/button): Launch your quiz as a popup when your customers click on an existing button.
* [**Embedded**](https://help.pickzen.com/create/install/embedded): Insert your quiz embedded in the content of your website.
# Notification
With this display option, you can configure a corner notification on your site that will launch the Assistant when it is clicked. On the left side, there are the settings you can adjust, and on the right side there is a preview of your site page:
By default, **this notification will be displayed on all pages.** If you want it to be displayed only on certain pages, click on the **Show more** label below and add the conditions to be displayed:
In this example, the notification will be displayed on pages like: ** or **.
# Link
With this display option, you can select an existent HTML link on your site that when clicked, will show the pickzen as a popup:
Adjust the popup width and height for desktop and click on the **Get the code** button. A popup with direction will show up:
Simply edit your page HTML and add the provided code to the HTML link you want to configure. Following this example, in case the link HTML was:
```markup
Take the quiz
```
it should be changed to:
```markup
Take the quiz
```
# Button
With this display option, you can select an existent HTML button on your site that when clicked, will show the pickzen as a popup:
Adjust the popup width and height for desktop and click on the **Get the code** button. A popup with direction will show up:
Simply edit your page HTML and add the provided code to the HTML button you want to configure. Following this example, in case the button HTML was:
```markup