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) and choosing the right one when configuring your Experience. As users move in and out of your Segments, Chameleon will re-assess if they should see
⚠️ As users move in and out of your Audiences, Chameleon will not show any Steps or Experiences to users who are no longer part of the Target Audience. Learn more about the update here.
Availability & Usage
🔐 Available on Startup, Growth, Enterprise
📍 Define who sees your Tours, Tooltips, Embeddables, Microsurveys, Launchers, HelpBar
⚙️ Create from the Dashboard
📺 You can watch the video below or this interactive demo to learn how to target users in Chameleon.
What Are Segments?
Segments are specific user groups that you define using various filters and conditions. These segments help you deliver personalized guidance at every level of your users' journey. The same users can belong to multiple segments, each serving different purposes.
Data sources for segmentation
You can create segments using three types of data:
Automatic data: Information Chameleon collects automatically
Custom data: User data and events you send via Chameleon's APIs
Integration data: Data from your connected third-party tools
Audience Selection Options
How to choose your audience: When creating an experience, you can select your target audience in two ways:
Pre-built audiences: Ready-made audience configurations provided by Chameleon
Custom segments: Audiences you define using specific filters and conditions
ℹ️ You can also compose your audience by combining different Segments and include or exclude users from specific Segments. For example, you can target users who are in an "Onboarding" Segment but aren't in a "Referral" Segment.
🔒 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?
Pre-built audiences are pre-configured user groups that you can use without sending custom data to Chameleon (except for the required user ID). These audiences provide immediate targeting options for common use cases.
Available Pre-Built Audiences
Audience name | Description |
All users | Targets all users who visit the page where the experience begins and haven't seen it before. |
Just me | A dynamic segment that only targets your user account (useful for testing experiences) |
Team members | Targets users whose email domain matches your account domain (requires |
Chrome users | All users who are currently using the Chrome browser. |
Via other Chameleon Experiences only | Shows experiences only when triggered by another Chameleon experience or the API (available for Tours, Embeddables, and Microsurveys) |
ℹ️ 'Chameleon admins' as a default audience has been replaced by 'Has Chameleon access' under Default properties.
Creating Custom Segments
How to create a new segment
To create a custom segment, navigate to the Segments page in your Dashboard and click the "+" button. Start with a clear, descriptive name and combine the available filters to define your target audience.
You can also add filters directly to the "All users" tab and click "Save" to create a new segment. This approach lets you build and test your segment before saving it.
👉 Search through the filters for properties, events (including Custom Events), Experience events, audiences synced from integrations, or user Tags. You'll see the available data that contains your keyword across all available filters.
Once you create a Segment, it will be immediately available to select as an audience while configuring your Experiences.
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.
Available Filters
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 or Custom Events (created from the Chameleon Dashboard). Both types of Events need to be set as "Tracked" to be available to use. |
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. |
👉 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 define your segments using both AND / OR logic. This allows you to combine multiple conditions in the same Segment.
When you add a second filter to your segment, Chameleon automatically uses AND logic to combine both conditions. You can change this by clicking the logic operator to switch between AND and OR.
💡 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
What are grouped filters?
Grouped filters allow you to combine different logical conditions to create sophisticated segmentation rules. You can have multiple filter groups working together to define a single Segment.
How to create grouped filters
Click the "Add filter group" button below your existing filters
Add conditions to the new group
Use logic operators to establish how the groups should interact when Chameleon assesses users for the 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.
ℹ️ You can use as many filters as needed to create your segments. Chameleon can effectively handle three, four, five, or more filters combined into one segment, depending on your targeting needs.
Composable Audiences
Composable audiences allow you to use multiple segments to define who should see your experiences. You can select target segments and exclude users from other segments, creating sophisticated targeting rules.
How to use composable audiences
Select specific segments that users should belong to and segments they should not belong to from the dropdown menus. When combining multiple segments, you can use AND/OR logic to determine the final audience.
ℹ️ You can combine as many Segments as you want to define your audience.
Audience Management and Review
Keep up with the user count any time you update 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. This count does not include Environments or Tenants restrictions.
Click "Preview" under your audience count to open a detailed view where you can review your audience composition and individual users.
Depending on the number of Segments you included in your audience, the slideover will open either on the:
Users tab: where you can review a list of users in the Segment
Filters tab: where you can see the applied filters and audience size for each Segment in your audience
When using one segment, the preview shows a list of users in the segment, along with tabs for viewing applied filters and experiences targeted to this audience.
When using multiple segments, the preview opens to show filters applied to each segment. Use the Users tab to review all users in your combined audience, or add tags to create new audiences.
You can access Audience previews from several locations in your Dashboard:
Experience tables: In the 'Audience' column when the audience uses multiple segments
Individual experience panels: In the 'Select Audience' panel by clicking Preview
Available for: Tours, Tooltips, Embeddables, Microsurveys, and Launchers
ℹ️ 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.
Segment Management
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.
💡 Use the table headers to bring up your most active Segments.
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.
Update or create a new Segment
When making significant changes to a Segment, you can choose to update the active Segment or create a new one if the changes conflict with guidance you're already delivering to the user group.
The Activity feed (in your Experience's page) shows all segment changes, allowing you to track modifications and their impact on your experiences.
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.
Known Limitations
"Within list" filter operator limitations
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.
