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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.

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

With Chameleon, it’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.

Here’s how you can get started with achieving no-code, product excellence. 🙌


Start by signing up

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

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. Check out the Get Started page to learn more about Chameleon and start with the basics. Here is where you can start building Experiences or see interactive demos that show key configurations before jumping in.

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.


Test Chameleon out

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 any pattern from here, and you'll find it saved in your Dashboard.

The Chameleon Sandbox

You can also explore Chameleon's configurations in our Sandbox, without having Chameleon installed on your product. Whenever you enter the Builder to configure Experiences, you can pick to open it in the Sandbox from the modal that opens. Here you can try out all the Builder options for any Experience type.

This is also a great way to quickly make copy changes or updates to any Experience on your account, without having to open it in your product, as the changes you make in the Sandbox will be saved.

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.

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.

You can build and preview an Experience 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.


Add Chameleon to your product

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.

💡 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 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.


Create your first Experience

You can create a new Experience from the Get Started page, from the Homepage, or by picking a pattern from the left-side menu.

Once you pick an Experience to build, you'll go on to add individual Steps from the Dashboard and configure position or Triggers 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! 😉

🤝 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.


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.

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.


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 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.

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