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Getting Started
Before using Chameleon
How can I get started with Chameleon?
How can I get started with Chameleon?

Learn how you can start building and publishing Experiences to your users.

Sonia Schiau avatar
Written by Sonia Schiau
Updated over a week ago

With Chameleon, itโ€™s easy to cater to your product's success. Create, manage, and segment in-app guidance for your users, without engineering efforts, and with efficient results.

Hereโ€™s how you can get started with achieving no-code, product excellence. ๐Ÿ™Œ

Quick access

To start using Chameleon, you have to sign up here with your work email. Itโ€™s completely free, and you can dive deep into our features once youโ€™re in.

Then, you will have access to your own private Sandbox in the Dashboard. This is where you can test out a few pre-built Experiences to help you get the hang of using the Builder.

๐Ÿ’ก We do not start a timed trial when you create an account, so you can sign up and start your free trial later.

You can not use Chameleon as an individual. As much as we love to empower great product guidance, you can't really 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.

After you sign up, check out the Sandbox and put all that Chameleon has to offer to the test. You donโ€™t have to install anything for the Sandbox to be fully accessible and play around with different types of Experiences.

Start from the use case that brought you here, or explore what else you can achieve with Chameleon. Play around, follow the directions, or not ๐Ÿ˜‰

Next, you will have to add the Chameleon code snippet to your product. There are several ways that you can do this, but you can pick the method that suits you best from the Dashboard. Using a no-code tool like Twilio Segment or Freshpaint, you can install Chameleon in just a few minutes, or install it manually using a few of our other methods.

๐Ÿ’ก 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.

Now, you can build and preview an Experience for free, just by using our Chrome Extension. This will give you access to the Chameleon Builder, which you will use to customize Experiences within your application.

A critical part of displaying your Experiences to your audience is identifying your users correctly. The first time Chameleon loads on your webpage it starts to collect data about your users by default and adds a basic set of user properties.

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.

Now you're ready to build your Experience! ๐ŸŽ‰ Once you pick your Experience type, you'll add individual Steps from the Dashboard, and customize them in the Builder. All other configurations like selecting an audience, or publishing it live, are in your Dashboard.

With Chameleon, you can control every aspect of your Experience:

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! ๐Ÿ˜‰

๐Ÿค If youโ€™re curious, you can dive into some best practices here to elevate your building flow.

Now you can also invite your teammates to help you define your goals and improve your users' journey. When you invite someone, they'll get access to their personal Sandbox as well.

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 test it further during a 14-day trial period. We're here to make sure you get the best out of it. ๐Ÿ˜Š

๐ŸŽฏ 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.

You've got a first Experience done and ready to go live, congrats! ๐ŸŽ‰ 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 your Experience is live, Chameleon automatically tracks performance data for it. You can get a good sense of how it performs from the Dashboard, or you can also use our API or connected Integrations to send data to your preferred analytics tool. ๐Ÿ˜‰

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