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.
It's easy to display your Experience to the right audience by defining user Segments with specific filters (conditions).
📺 You can watch the video below to learn how to target users in Chameleon.
With Chameleon, it's easy to leverage your user database 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 in 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 user Segment that you define using a variety of filters
Chameleon offers a few basic pre-configured audiences, which you can use without sending any custom data to Chameleon (aside from
uid, which is required to identify users). These audiences are:
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.
To deliver your Experiences to specific users, you will create user Segments with defined conditions that are continuously assessed when showing an Experience. To create a Segment, you will use a combination of filters (conditions) to narrow down your whole audience, to specific user groups. To do this, you will work with data that is:
Collected automatically by Chameleon
You send to Chameleon using our APIs
Sent to Chameleon from your connected integrations
To create a new user Segment go to your Dashboard's Segments page and click the "+" button. A new tab will open where you can use various filters to make sure you have the right users in one Segment.
💡 You can also add filters directly to your All users audience and hit the "Save as new" button once you're happy with the result. This will create a new Segment for you.
Once you create a Segment it will be immediately available to use while configuring your Chameleon Experiences.
Any user data you send to Chameleon (properties or events) will be available as segmentation filters, which you can combine to create your custom Segments.
Segmentation filters are categorized according to their data origin. Depending on the data you have available, you'll see different Filter Groups in your 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 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
OR logic and you can further build up by adding other filters. To change the logic operator between
OR, all you have to do is click 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).
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
OR, just like you do inside a single filter group.
💡 To define your user 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 together into one, as long as it suits your segmentation needs.
After you've defined your Segments and used them to deliver live Experiences, you can still make changes to one and then apply those changes to each Experience.
Note: Once a user starts a tour, 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 Tour and left the app without dismissing or completing it will still be able to finish the Tour when they return.
First, make the updates 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. You 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.
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 the link under the Segment's Title that shows you how many Experiences and users are connected to this Segment.
Once you're on you're Experience page (in this case, a Tour), simply go to the 'Edit Tour' tab, and in the final configuration panel, Review & publish click the Apply changes button to update your live Experience.
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.