Chameleon helps you create and manage in-app guidance for your users without requiring engineering resources. You can build targeted experiences that help users navigate your product successfully, leading to better adoption and engagement
Here’s how you can get started with achieving no-code, product excellence. 🙌
Getting Started: A Step-by-Step Guide
Step 1: Create Your Account
To begin using Chameleon:
Sign up at Chameleon's website using your work email
Create your account using either your company email or company Google account
‼️ You can not use Chameleon as an individual. As much as we love to empower great product guidance, you can't leverage Chameleon's capabilities unless you have a team to support your efforts. To create an account, use your company email or company Google account.
Once you create your account, you'll have access to the Dashboard and you can explore all features in Chameleon. The Get Started page provides an overview and basics to help you begin building experiences. 🚀
ℹ️ We do not start a timed trial when you create an account, so you can sign up and pick a plan that suits you or try Chameleon during a free trial.
Step 2: Explore Chameleon's Features
On the Get Started page, as well as other Experience pages you can explore interactive demos to learn about configuring different patterns with Chameleon. This is a great way to explore the patterns that you can build, and quickly get the hang of using the Builder.
You can also start building from here, and it'll be saved in your Dashboard for future use.
The Chameleon Sandbox
The Sandbox environment lets you explore Chameleon's configurations without installing it on your product:
When entering the Builder to configure Experiences, choose to open it in the Sandbox from the modal
Try out all Builder options for any Experience type
Make quick copy changes or updates to any Experience without opening it in your product
Note that Positioning and Display Rules (such as URL and Element Rules) will be disabled in the Sandbox, but you can update them as usual when opening the Experience in your own product.
ℹ️ You can build and preview an Experience using our Chrome Extension. This will give you access to the Chameleon Builder, which you will use to customize Experiences within your application.
Step 3: Add Chameleon to Your Product
To deploy Chameleon in your product, you'll need to add the Chameleon code snippet. Several installation methods are available:
Using no-code tools like Twilio Segment or Freshpaint (installation in minutes)
Manual installation using JavaScript
Installation through Google Tag Manager
Other methods available in the Dashboard
💡 In case you're installing directly with Javascript or using Google Tag Manager, there are some prerequisites you can check, to reduce engineering time and speed up the installation process.
A critical part of displaying your Experiences to your audience is identifying your users correctly. The first time Chameleon loads on your webpage, it collects data about your users by default and adds a basic set of user properties.
ℹ️ At a minimum, you should send out the correct User ID for each logged-in user, for your Experiences to be shown to your users. See here how to make sure Chameleon identifies your users correctly.
Step 4: Create Your First Experience
You can create a new Experience from:
The Get Started page
The Homepage
By selecting a pattern from the left-side menu
When building an Experience:
Add individual Steps from the Dashboard
Configure position or Triggers in the Builder
Set audience targeting and publishing options in your Dashboard
With Chameleon, you can control every aspect of your Experience:
How it performs with your product.
Keep in mind that success lies in applying your product knowledge cleanly, to your users' needs. Build it with empathy and they will come to use it! 😉
💡 Keep in mind that success lies in applying your product knowledge cleanly, to your users' needs. Build it with empathy, and they will come to use it! 😉
If you’re curious, you can dive into some best practices here to elevate your building flow.
As you get started, it's also a good time to invite your teammates to help you test out the different use cases you want to tackle.
🎨 Ask your designers to help prepare your style in Chameleon: you can share a Figma file with Chameleon components to help design your Experience in Figma before creating them in your account.
Step 5: Start Your Free Trial
To publish your Experience on your website, there's one more thing to do - picking a Chameleon plan. By now, you've got a good idea about Chameleon, and you can also test it further during a 14-day trial period.
ℹ️ If you cancel your trial before your trial period ends, you will not be charged. When your trial is over, you will be charged for the first month.
However, we offer a 1-month money-back guarantee if you're not satisfied with our product for any given reason.
👉 If you want to leverage your knowledge base right inside your app, you can do so on our Free plan with HelpBar.
Step 6: Publish Your Experience
You've got a first Experience ready to go live, congrats! 🎉 You can check how it will display to your end-users by previewing it from the Builder.
To publish your Experience, follow the configuration steps from the Dashboard to the last one - "Review & Publish". Here, you can choose to go live with it right away or schedule it to start being displayed in the future.
After publishing, Chameleon automatically tracks performance data for your Experience. You can:
Monitor performance from the Dashboard
Use Chameleon's API or connected Integrations to send data to your preferred analytics tool