Twilio Segment integration: user guide

Learn how to set up and use Chameleon's Segment integration

Chameleon Team avatar
Written by Chameleon Team
Updated over a week ago

With Chameleon's Twilio Segment integration, you can easily sync data between Chameleon and all of your other Segment-connected tools. By integrating Twilio Segment with Chameleon, you can leverage your data to deliver better Experiences and understand how your efforts impact adoption.

With this integration, you can refine your targeting with specific user and company attributes and ensure each message gets seen by the right user. As well as sync your Chameleon data to understand which Experiences are successful.

Availability & Usage

πŸ” Available for all plans

πŸ“ Ready to power your Tours, Tooltips, Microsurveys, Launchers

βš™οΈ Configure from the Dashboard

✚ Supports no-code installation for Chameleon

Twilio Segment is a customer data platform (CDP) that enables teams to collect data and send it to hundreds of connected tools, providing a standardized toolkit to handle and leverage customer data.

You can use Twilio Segment to create hyper-targeted Segments in Chameleon and ensure a personalized user journey with every interaction. Go further, and send Chameleon events to your analytics tools to understand how your Experiences impact your product's adoption.

The Twilio Segment integration includes three components:

  • Chameleon Installation -- install Chameleon via Twilio Segment

  • Data Destination -- send Chameleon data to Twilio Segment (and all other connected tools)

  • Data Source -- get Twilio Segment data (e.g. user and company attributes and events) into Chameleon

β„Ή You can choose to integrate Chameleon with Twilio Segment immediately when implementing Chameleon or later on. If you've installed Chameleon manually before configuring this integration, you will have to remove the Chameleon snippet and reinstall via Twilio Segment. Otherwise, the snippets can clash resulting in errors and duplicate data.

Regardless of the moment, the setup process is similar and very simple. If you want to send data to (or from) Chameleon, head over to the integration page in the Dashboard to enable it.

  • Once you enable the integration, your data will start to sync between Chameleon and Twilio Segment. Chameleon event data will automatically be sent to your Twilio Segment workspace every time it is detected on the page where the event takes place.

  • To send your data to Chameleon for targeting and personalizing Experiences you'll configure Chameleon as a destination in Twilio Segment using the token from your Dashboard.

Head over to your Twilio Segment dashboard, and under destinations click Add a new destination and search the catalog for Chameleon. Once you select Chameleon from the list, you'll be able to configure your destination. Copy the unique token from Chameleon's integration page and paste it into the API Key field in Segment.

Twilio Segment Destinations catalog - Chameleon result

β„Ή Some cases require a fast URL as well, such as You'll find this on the Segment installation page in your Dashboard below the token field.

You will also be able to configure other advanced settings, such as Filters, which allow you to have more control over your data by enabling you to block certain events and properties from reaching Chameleon.

Once you're ready to start sending data to Chameleon, simply toggle it on.

πŸ‘‰ You can find all the details about adding new destinations to Twilio Segment by visiting their documentation.

With the integration enabled you do not actively need to manage or sync data. Data will be updated in real-time and you'll be able to use it in Chameleon. And you'll also see Chameleon events flowing into Twilio Segment.

β„Ή Chameleon receives server-side events from Twilio Segment, but the events are not immediately available on the client-side (refresh the page to see any changes).

You will see this data appear automatically when creating an audience Segment for an Experience, within the list of available filters, under User properties, Company properties, or User events.

β„Ή If your user is part of multiple groups, only the latest group will be used by Chameleon. Β 

The following events will be sent by Chameleon to Twilio Segment and then onwards to any other tools you have connected as destinations:

  • Chameleon Started Tour / Microsurvey

  • Chameleon Completed Tour / Microsurvey

  • Chameleon Button clicked Tour/ Tooltip/ Microsurvey

  • Chameleon item Launcher clicked

Event properties sent as part of these events include the Experience name, URL, and others (e.g. Step number) where relevant.

For full details of all Chameleon data sent to Twilio Segment, use our schema below πŸ‘‡

You will be able to see these events appear within your Twilio Segment dashboard, in both the Debugger view and the Schema view.

β„Ή If you're currently using the 'Delivery Overview' in Twilio Segment please note that it's a BETA feature, and right now it supports server-side events. Even though Chameleon events might not show up in your dashboard, know that the sync works properly.

With your data synced between tools, look closer to understand bumps in your users' journey that you can address with in-app guidance. Or uncover what efforts are the most successful to be able to replicate that with other use cases.

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