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How can I target my Experiences to the right users?
How can I target my Experiences to the right users?

Learn how to show your Experience to specific users by defining Segments.

Tiago Mota avatar
Written by Tiago Mota
Updated over a week ago

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.ย 

It's easy to display your Experience to the right audience by defining user Segments with specific filters (conditions) and choosing the right one when configuring your Experience.


Availability & Usage

๐Ÿ” Available on Startup, Growth, Enterprise

๐Ÿ“ Here for contextual Tours, Tooltips, Microsurveys, Launchers

โš™๏ธ Create from the Dashboard


๐Ÿ“บ You can watch the video below or this interactive demo to learn how to target users in Chameleon.


With Chameleon, it's easy to leverage your user data to deliver guidance on every level of your users' journey. You simply have to define specific user groups - Segments - that you use to target your Experiences. You can have the same users, falling into different Segments, all with different purposes.

Aside from the data we collect automatically to deliver your Experiences, you can send additional user data and events that you can use to target your Experiences.

When creating an Experience you can pick to show it to:

  • a pre-build audience configured by Chameleon

  • a custom Segment that you define using a variety of filters

Select audience configuration flow with Segments dropdown

โ„น You can also compose your audience by combining different Segments and including, or excluding users from specific Segments. For example, you can target users who are in an "Onboarding" Segment but aren't in a "Referral" Segment.

โ„น If you're on the Free plan, you'll have access to the "All users" audience, but you'll need to upgrade to a paid plan to create custom Segments.


What are the pre-built audiences?

Chameleon offers a few basic pre-configured audiences, that you can use without sending any custom data to Chameleon (aside from uid, which is required to identify users). These audiences are:

Audience name

Description

All users

All users who visit the page where the Tour begins and have not seen it before.

Just me

Shown only to the last person who published the Experience.

Team members

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 email property to be sent to Chameleon.

Chrome users

All users who are currently using the Chrome browser.

โ„น 'Chameleon admins' as a default audience has been replaced by 'Has Chameleon access' under Default properties.


How can I create audience Segments?

To deliver your Experiences to specific users, you can create Segments with defined conditions that are continuously assessed when showing an Experience. To define it, you will use a combination of filters (conditions) to narrow down your whole audience to specific users. To achieve this, you will work with data that:

To create a new Segment go to the Segments page in your Dashboard and click the "+" button. Start with a clear name and combine all the filters available to define your audience.

๐Ÿ‘‰ Search through the filters for properties, events, Experiences, audiences synced from integrations, or user Tags. You'll see the available data that contains your keyword across all available filters.

segments page views and management options such as search, create, etc.

โ„น You can also add filters directly to your "All users" tab and hit the "Save" button once you're happy with the result. This will create a new Segment for you.

adding filters to the "All users" tab and "Save as" button highlight

Once you create a Segment it will be immediately available to pick as an audience, while configuring your Chameleon Experiences.

Select audience pannel with Segments dropdown open

What filters can I use to create a Segment?

Any user data you send to Chameleon (properties or events) will be available as segmentation filters, which you can combine to create your Segments.

You'll find clearly labeled filters for the different data types you can leverage in Chameleon.

The following different groups of filters are available:

Filter group

Description

Default properties

User properties automatically collected by Chameleon.

(e.g. Browser, Language, # of web sessions, etc.)

User properties

User properties sent to your Chameleon account.

Company properties

Company properties sent to your Chameleon account.

User events

User events sent to your Chameleon account.

Chameleon Tags

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.

Amplitude cohorts

List of users within a behavioral cohort defined within your Amplitude account.

HubSpot lists

HubSpot lists defined in your account and synchronized with Chameleon.

Salesforce objects

List of users based on an attribute defined within your Salesforce account.

Calendly actions

Actions (such as scheduling a call) taken by your users in relation to your Calendly account.

๐Ÿ‘‰ Learn more about sending user data to Chameleon.

You can review our Data Schema below for the full details on all the data Chameleon collects automatically.

Using AND / OR logic to define Segments

When applying filters to your list of users, you can use both AND / OR logic to define your Segments. This way, you can combine multiple conditions in the same Segment.

After adding a second filter to your Segment, Chameleon will automatically use AND logic to combine both. This creates a grouped filter that functions based on the AND, OR logic and you can further build up by adding other filters. To change the logic operator between AND and OR, all you have to do is click it.

๐Ÿ’ก 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. This means you can have multiple filter groups that work together to define a single Segment.

By creating a new filter group, you can add additional conditions to define a single Segment, independent from the first group.

To create a grouped filter, press the "Add filter group" button, below your existing filters. Add filters just as before and use the logic operator to establish the condition Chameleon should set for your Segment. This way Chameleon will test the two against each other when assessing users for this Segment.

You can click on the logic operator within the grouped filter to change its logic between AND and OR, just like you do inside a single filter group.

โ„น To create your Segments, you do not need to restrict yourself to using only a couple of filters. Chameleon can work perfectly with three, four, five, or more filters combined into one, as long as it suits your needs.


How do I use Composable Audiences?

When choosing an audience for your Experiences, you can leverage multiple Segments to define who should see it. You can select one (or multiple) Segments as the main target audience and exclude users who are not in other Segments.

Simply select from the dropdown the specific Segments users should be in, as well as the Segments they should not be in. When combining multiple Segments, you can also leverage the AND/OR logic to determine who should see your Experience. This enables you to control more easily how you combine different audiences.

โ„น You can combine as many Segments as you want to define your audience.

Keep up with the user count any time you make an update to your audience and review a list of users you're about to target. The "Audience count" updates in real-time to show you the number of users you are about to target. And clicking the "Audience count" number will open a slideover that lists all your users.

โ„น In the slideover that opens, you can also click into any user and review their properties as well as any data associated with Chameleon Experiences, such as responses to Microsurveys or Tours they've completed.


How can I manage my Segments?

Once you have different Segments set, click the 'Manage Segments' button to see a list of all Segments created on your account. Here you can review existing audiences and edit, or remove them.

๐Ÿ’ก Use the table headers to bring up your most active Segments.

Here it's easy to identify a particular Segment: from the name, and the person who created it, to how many users one has, it's easy to understand who gets to see your Experiences.

Select one, or several Segments and go to the 'Bulk Actions' dropdown to copy, delete, or export the users from an existing Segment.


Can I change the audience of a live Experience?

You can update any Segment in Chameleon and save it as usual without affecting your published Experiences. Any Experiences leveraging that Segment will continue to display to your updated audience and won't require further action from you.

When you make changes to any Segment, can choose to update your active Segment or create a new one if the changes clash with the guidance you're already delivering to this user group.

The Activity feed will show any Segment changes, so you can keep track of these there.

โ„น Once a user starts a Tour or Microsurvey, they are allowed to finish it even if the Segment changes. Practically this means that if you update a Segment, anyone who has already seen the Experience and left the app without dismissing or completing it will still be able to finish the Experience when they return.


Common caveat

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 at 100-500 items.

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