When creating new Experiences you have the option to start from scratch or use an existing Template. This is helpful to save time and ensure your styling will always be on-brand, and on-point no matter the guidance you want to deliver.

Access and create your own Templates from the Dashboard and use them as you build Tours with Chameleon.

Availability & Usage

🔐 Available for all plans

📍 Ready to use in Tours

👀 Coming soon for Tooltips, Microsurveys, Launchers

Quick access

How do I create Templates?

From the Styling page, go to Templates to get started. Here, you can pick from a Gallery of pre-defined Templates the ones that you'll want to use or create your own.

Here you'll see a range of default Templates to give you ideas of how to use Chameleon. Any Template that you pick will be added to your account following your account Brand Basics, and you can further customize it using the Builder.

You can "Create a Template" from the right-top button anytime, and you'll be prompted to name it and use the Builder to style, customize and configure it onto your application. This works the same way as when you create individual Steps.

Once you're done, simply return to the Dashboard and find your fully configured Template into your account.

💡 Leverage more than styling options with your Templates; almost any configurations you normally make using the Builder - such as Dismiss, Shroud, or formatting options will be saved and applied with each Template use. The exception is for Element Rules - that you'll set on the Step you create from the Template, for precise positioning.

👀 Coming soon: The Template Gallery expands to all Experiences!

How do I manage my Templates?

All Templates created on your account will be in the Templates section in the Dashboard. Here, you can:

  • apply different views to Templates

  • edit, delete, or duplicate Templates

  • add & edit Template Tags

🔻 The List View shows details about when and who created the Template on your account, as well as the purpose of the Template. You can select multiple Templates to copy or delete them.

💡 Create a naming and Tags convention to use across teams so styles and purposes remain separate. This way, it's easy for anyone to know and apply the basic guidelines you set.

🔻 The Card View allows you to find styles at a glance, and organize your Templates. Use the elispsis menu to edit, dupplicate, or delete any Template (or multiple ones). To edit, you will use the Builder just like you would edit a regular Tour Step; but all other management actions happen in the Dashboard.

In this view, you can also edit and add Tags to your Templates. This is a simple way to ensure all departments can create on-brand Experiences with Chameleon that follow the same style guidelines.

How do I use Templates?

You surely identified several needs for in-product guidance. Templates are a good way to ensure design and internal usage consistency for all these Experiences. 🙌

Having a consistent pattern and placements for similar in-product Experiences will help your users become familiar with your UX and more quickly assess whether it's something they want to pay attention to.

1. Create Templates to follow specific needs

Here are some Template ideas you can get started with:

  • Setting standard types of Experiences, for example:

    • Feature announcement modal

    • Tooltip to explain taxonomy

    • Hotspot to aid feature discovery

    • Alert banner

  • Adding design variations by use cases (e.g. event promotion slideout vs. feature announcement slideout).

  • If you are using Chameleon on multiple products and each has its own distinctive styling -- you can create separate Templates for each.

💡 You can also apply custom CSS to your Templates for accurate brand styling.

2. Use them as you build your Tours

Whenever you build a new Tour, you can pick a Template to customize in the Builder, or start from a blank canvas. All Templates created your account are available in a card view, and you can select the one that fits the purpose of your Tour.

Once you pick a Template, all that's left to do is customize it to display in a way that's convenient and helpful to your users. 🙂

Using Templates from the Builder is just as easy. Whenever you want to add a new Step, click the + icon to pick a Template from those created on your account. You'll also see a preview of the Template to help you choose the right one. Click to add it and start customizing it as usual (e.g. URL Rules, trigger element, position etc.).

📩 We are continuing to improve our Templates functionality; if you have any feedback on how we can improve Templates or styling please let us know!


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