One of the most powerful capabilities of Chameleon is the ability to show in-product experiences to the most relevant users. Showing relevant and contextual guidance will improve its effectiveness and drive the most engagement.
When creating a Chameleon Experience, you have the option to set the Target Audience, where you can either:
Select one of the default audiences, pre-configured by Chameleon
Create a custom audience using a variety of filters
Chameleon offers some pre-built audiences, which you can use without sending any custom data to Chameleon (aside from
uid, which is required to identify users). These audiences include:
All users that visit the page where the tour begins and have not seen it before.
Shown only to the last person that published the Experience.
All users that are admins on your Chameleon account.
Users whose email address has the same domain as your account (based on the first user who signed up for your account). This audience requires an
All users who are currently using the Chrome browser.
You can create and save your own custom audiences that can use a combination of segmentation filters (conditions). This includes data that is:
Collected automatically by Chameleon
You send to Chameleon using our APIs
Sent to Chameleon from your connected integrations
You can create a new Segment (or target audience) from your Segments page. Here, you can start creating a new Segment by pressing the green + button.
Another option is to start adding Segmentation filters directly to your All users audience and hit the "Save as new" button once you're happy with the result.
Any Segments created will be immediately available for use in your Chameleon Experiences.
From the Segments page: Click on the green "+" button to add a new Segment in a new tab, or start adding filters in the All users tab, and then click "Save as new" to save it as a new Segment.
Any user data you send to Chameleon (properties or events) will be available as segmentation filters, which you can combine to create your custom Target Audiences.
Segmentation filters are categorized according to their data origin. Depending on the data you have available, you'll see different Filter Groups in your Segments Dashboard.
The following different groups of filters are available:
User properties automatically collected by Chameleon.
(e.g. Browser, Language, # of web sessions, etc.)
User properties sent by your account to Chameleon.
Events sent by your account to Chameleon.
Custom tags created through our CSV Imports functionality.
Chameleon Tour events
Tour engagement events automatically collected by Chameleon.
(e.g. Tour started, Tour completed, etc.)
Chameleon Microsurvey events
Microsurvey engagement events automatically collected by Chameleon
(e.g. Microsurvey was answered, etc.)
Chameleon Launcher events
Launcher engagement events automatically collected by Chameleon
(e.g. Launcher was opened, etc.)
Mixpanel custom events
List of users that have completed a custom event (composite of individual events or user properties) defined within your Mixpanel account.
List of users within a behavioral cohort defined within your Amplitude account.
HubSpot lists defined in your account and synchronized with Chameleon.
List of users based on an attribute defined within your Salesforce account.
Actions (such as scheduling a call) taken by your users in relation to your Calendly account.
💡 We recommend reading this help article to learn more about sending user data to Chameleon.
You can download our Data Schema below for the full details on all the data Chameleon collects automatically.
When you create a Segment, you can use both AND / OR logic to define your custom Target Audiences.
After adding a second filter to your Segment, Chameleon will automatically use
AND logic to combine both. To change the logic operator between
OR, all you have to do is to click on top of it.
🎯 This functionality is most impactful when you want to filter between different types of user behaviors that link to similar events to drive further action. (e.g. you want to show a Tour to users from 2 event signups).
Creating grouped filters with different logic
Chameleon allows you to combine different filter logic to create grouped filters and further refine your segmentation.
To create a grouped filter, simply press the ➕ icon next to an existing filter. This will combine both filters into one unified filter, which will be tested against each other before combining it with the remaining segmentation filters.
You can click on the logic operator within the grouped filter to change its logic between
To group filters, you do not need to restrict yourself to using only two filters. Chameleon can work perfectly with three, four, five, or more filters combined together into one, as long as it suits your segmentation needs.
After you've created your Target Audience and applied it to live Experiences, you can make changes to that segment and then apply those changes to each Experience.
First, make the modifications to your segment and click "Save". You will be prompted by a pop-up to let you know which Experiences are being affected by the change.
Next, you'll apply these changes to each Experience that uses this segment. For easy access, you can open each of these Experiences by clicking on the link under the segment's Title that shows you how many Experiences and users are affected.
Then just click on the "Edit Experience" button in the upper right-hand corner of that page which will open each Experience in the Builder where you can click "Apply Edits" under Activate and Review.
Using the "within list" filter operator with too many items
Some data types will allow you to use the "within list" filter operator when defining your segmentation filter.
This can be useful for several scenarios that include highlighting a specific list of data points among a wider sample, like a small list of emails or a list of pricing plans.
To avoid performance issues, keep your lists under 100-500 items.