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 Walkthrough Tour). The latter will consist of several key actions that your users will follow.
Each Experience Step will be triggered in the order that it is listed in the Dashboard. You can add and manage Steps from the Dashboard or Builder. But for styling and configuration, you'll use the Builder. By default, any new Steps will be added after your existing ones.
Latter 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.
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 🙌
👉 If you want to learn more about using Tour Templates, read this article.
With Microsurveys, you'll first pick a Template (or leverage your Default Styling), the Survey Step will be added by default, and you’ll just have to add the Comment and Thank You ones. 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 single Steps or can be multi-Step Experiences.
The Dashboard is where you add and manage your Tour Steps. And once you're done configuring your Tour 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.
When adding subsequent Steps from the Builder, you’ll see a list of the same template options.
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.
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. In the Dashboard, you have the same helpful icons that indicate specific Step configurations or help you quickly delete Steps.
You can click on any Step to open your Microsurvey in the Builder and configure it onto your interface.
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
Configuring specific options for the different Respondent groups you have in the previous Step, such as the text or the button Action.