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Twilio Segment integration: user guide
Twilio Segment integration: user guide
Learn how to set up and use Chameleon's Twilio Segment integration
Pulkit Agrawal avatar
Written by Pulkit Agrawal
Updated over a week ago

With Chameleon's Twilio Segment integration, you can easily sync data between Chameleon and all of your other Twilio Segment-connected tools. You can learn more about this tool by visiting our integration page.Β 

Availability & Usage

πŸ” Available for all plans

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

βš™οΈ Supports no-code installation for Chameleon

The Twilio Segment integration includes three components:

  • Installation -- add the Chameleon code snippet to your pages 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 (for targeting Experiences)

Quick access

You can choose to integrate Chameleon with Twilio Segment immediately when implementing Chameleon or later, at any moment of your Chameleon journey.

Regardless of the moment, the setup process is similar and very simple. In case you're looking to configure Twilio Segment both as a Data Source and Destination, you'll just have to go through two steps:

Note: 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.

To enable Twilio Segment to send data to Chameleon, you'll have to configure Chameleon as a destination in your Twilio Segment dashboard. To do this, you'll have to Add a new destination from your dashboard and search the catalog for Chameleon.

After selecting Chameleon from the list, you'll be able to configure your Chameleon destination. To do so, you'll need to copy the unique token available at the Chameleon Segment integration page and paste it into the API Key field in Segment.

πŸ‘‰ 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.

Note: Here you will also be able to configure other advanced settings, such as Filters, which allow you to have more control over your data by giving you the power to block certain events and properties from reaching the Chameleon Destination.

Once you're ready to start sending data to Chameleon, simply enable the destination by toggling it on.

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

From the Twilio Segment Integration page in the Chameleon Dashboard, you can also configure it only as a data destination.

Having this option active, 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.

πŸ’‘ We discourage using this method, as the full potential of integrating with Twilio Segment will not be explored.

Once you have enabled Twilio Segment, you do not actively need to manage or sync data. Data will be updated in real-time.

Note: 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).

Once you've enabled Chameleon this way, you'll have the power of leveraging any of your Twilio Segment data for targeting Chameleon Experiences and tracking conversion events.Β 

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

For properties, you can use both individual user and company (group) properties to create your audience Segment.Β 

Note: If your user is part of multiple groups, only the latest group will be used by Chameleon.

You can also leverage user actions within your product to target Experiences. To do so, select Imported events within the first filter dropdown and then select the relevant user action and parameters.Β 

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

  • Chameleon Started Tour / Microsurvey

  • Chameleon Completed Tour / Microsurvey

  • Chameleon Step Seen -- by request, to avoid flooding you with events.

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 Google Sheet:

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

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