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.
The Step of an Experience is the individual prompt, notification, or message that you build as part of a Tour or a Microsurvey.
đĄ Tooltips are essentially 1-Step Tours that you create to engage your users in a subtle, non-intrusive way.
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.
âš 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.
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.
đĄ But, you can leverage element rules to skip specific Steps in a Tour. 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, youâll 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 đ
đ 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 youâll 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.
đ¤ 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 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.
đ Learn more about the Step managing options you have in the Dashboard.
In the Builderâs 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, youâll 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:
Set the Stepâs position and bring attention to it by adding a shroud.
Whether any user actions are required for it to show
Change the Stepâs size, and style and tweak it with CSS.
Set how the user should interact with the Step, including how the user should progress to the next Step, dismiss it, or configure powerful button Actions.
Add visuals or other components such as progress bars or celebratory animations.
đĄ 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 youâll 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 youâll 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.
Use the Builderâs 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:
Set the Stepâs position and bring attention to it by adding a shroud.
Set if specific elements need to be present on the page for the Step to show.
Change the Stepâs size, and style and tweak it with CSS.
Configure buttons' style, text, and colors.
Set how the user should interact with the Step, including dismissing it or configuring Additional button Actions.
Add visuals or other components such as progress bars or celebratory animations.
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.
Turning off Comments Steps entirely for a particular response, or for all. Simply toggle them on/off from the Builder's respective Step.
