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Understanding how Experience Steps work
Understanding how Experience Steps work
See what Steps are in Tours and Microsurveys and how to configure them
Sonia Schiau avatar
Written by Sonia Schiau
Updated over a week ago

The Experiences you build with Chameleon can be simple notifications (e.g. a beta Tooltip) or complex flows that follow a progressive course (e.g. a tutorial Tour). The latter will consist of several key moments and actions that your Experience signals.

The Step of an Experience is the individual prompt, notification, or message that you build as part of a Tour or a Microsurvey.

💡 Tooltips are essentially 1-Step Tours that you create to engage your users in a subtle, non-intrusive way.


Quick access


Each Experience Step will be triggered in the order that it is listed in the Dashboard. Adding and managing Steps happens in the Dashboard, while styling and configuring them is done with the Builder. You can also manage your Steps directly from the Builder. By default, any new Steps will be added after your existing ones.

In the case of Tours, you can drag and drop to rearrange them in the Dashboard. In the case of Microsurveys, the Steps follow a natural progression and are already arranged. 😉

General rule: Later Steps in an Experience do not trigger without the previous Step being completed, and there is no way to jump between Steps. For example, Step 2 will not trigger unless Step 1 is completed; and there's no way to jump from Step 1 to Step 3.

💡 But, you can leverage element rules to skip specific Steps in a Tour. Read this article section to learn how to set it up.


You can add Steps to a Tour or a Microsurvey from the Dashboard in the Build Steps and Build Survey configuration panels, after you select the type.

With Tours, you’ll be prompted to pick a Template or start with a blank one when you add a new Step. After you select one, you can open your Tour in the Builder to style and configure each Step onto your interface. 🙌

selecting tour type, adding a step and clicking Open in Builder from the Dashboard

👉 If you want to learn more about using Tour templates, you can read this article.

With Microsurveys, the Survey Step will be added by default, and you’ll just have to add the Comment and Thank You ones.

When you click to add your Steps, they will be added to your survey using the brand colors you set on the Styling page. Then, you can click on any Step to open your Microsurvey in the Builder and configure it onto your interface.

💡 You can also add new Steps from the Builder's Top Bar by clicking the "+" icon, and either starting from a blank canvas or leveraging an existing Template. In the case of Microsurveys, you'll have the option to add the Comments and Thank you Steps.

🎯 To edit any Step, come on over to the Build panel in your Dashboard and click on any Step thumbnail to open it in the Builder and make changes to it. Don't forget to apply your changes in the last configuration panel, Review and Publish.


The Tours you create with Chameleon can consist of a single Step or be multi-Step Experiences.

🤝 We recommend keeping your Tours to 3-4 Steps at a maximum to avoid fatiguing and overwhelming your users.

The Dashboard is where you add and manage your Tour Steps. And once you're done styling your Steps in the Builder, get back to the Dashboard. Here, you will see all the changes you made as well as specific configurations in the top corners of each Step panel.

👉 Learn more about the Step managing options you have in the Dashboard.

In the Builder’s Top Bar, you have some more useful options that allow you to switch between different modes (Navigate, Edit, Preview), move between Steps, add new ones, or bring up the HelpBar.

💡 When adding subsequent Steps from the Builder, you’ll see a list of the same template options.

adding a new Step with existing Template options from the Builder

Once your Step is open in the Builder, you can further customize how it looks and behaves for your users. Here, you can configure a few key aspects:

💡 If you want to replicate specific Step configurations or styling, simply duplicate any Step from the Builder.

Builder preview, dupplicate, templatize and delete Step options

For each Microsurvey you create, you have several pre-defined Steps that you’ll configure as part of the same Experience. These are:

  • The actual Survey Step

  • The Comment Step

  • The Thank You Step

All Microsurvey Steps behave the same, they just have different configuration options for their respective context.

After you select a type, the Survey Step will be added by default, and you’ll just have to add the Comment and Thank You ones.

When you click to add your Steps, they will be added to your survey using the brand colors you set on the Styling page. In the Dashboard, you have the same helpful icons that indicate specific Step configurations or help you quickly delete survey Steps.

Build Microsurvey panel in the Dashboard with specific Step configurations

You can click on any Step to open your Microsurvey in the Builder and configure it onto your interface.

Use the Builder’s Top Bar to switch between different modes (Navigate, Edit, Preview), move between Steps, add new ones, or bring up the HelpBar.

Depending on the Microsurvey you create, with each Step, you have a few specific configuration options in the Builder.

For Survey and Thank You Steps, you can:

For the Comments Steps, you have a few other type-specific configurations, such as:

  • Setting an Input type for the response you expect to receive

the Builder options for the Input Settings
  • Configuring specific options for the different Respondent groups you have in the previous Step, such as the text or the button Action.

the Builder's options for the Commets Step

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