Using Experience Templates

See how to manage branded designs that you can reuse again and again

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

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 Templates from the Dashboard, or Builder and use them as you build Experiences with Chameleon.

Availability & Usage

πŸ” Available for all plans

πŸ“ Ready to use in Tours, Tooltips, Microsurveys, Launchers

βš™οΈ Use from the Dashboard & the Builder

On the Styling page, under Saved Templates, you'll find all the Templates on your account and you can access the "Templates Gallery" to add more.

The "Templates Gallery" provides various pre-defined designs for the different Experience types you can build with Chameleon.

β„Ή Any Template that you add to your account will follow your account Style, so you don't have to worry about adjusting this.

When you save a Template from the Gallery, it will be marked with a "saved" icon in the Gallery, to help you keep an easy overview of the different Templates you are using.

All the Templates that you create, or pick from Chameleon's Gallery you can further customize in the Builder. Styling, triggers, and other specific configurations you'll adjust into 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 Template in your account.

β„Ή Almost any configuration you 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 - which you'll set on the Step you create from the Template.

You surely identified several needs for in-product guidance. Templates are a good way to keep a consistent style for all these Experiences πŸ™Œ

πŸ‘‹ A consistent style and similar placements for in-product Experiences will help your users become familiar with your UX and assess more quickly whether it's something they want to pay attention to.

You can explore our "Gallery" to get ideas for the different use cases you have. When you spot something you want to use, all you have to do is add it to your "Saved Templates". It will show up on your account using your Style.

Here are a few Templates you can use right away:

  • a Welcome Tour to onboard users

  • a modal to allow users to schedule a meeting with your team

  • a Microsurvey to understand users' pain points

  • a Help Launcher with useful resources on how to use your product

Find all these and more in the "Templates Gallery" -- you can browse the different use cases or search for specific Templates too.

Any Template that you add to your account will be available to you when you build Experiences with Chameleon. You can pick a Template or start from a blank canvas. You can also search between Templates by switching between the different views.

All that's left to do is customize the message to be helpful to your users. You can use our AI content assistant to make your job faster here πŸ˜‰

Using Templates from the Builder is just as easy. Whenever you want to add a new Step, you'll find all your Templates in a list to pick from. Click to add it and go on customizing it as usual (e.g. URL Rules, trigger element, position etc.).

Creating Templates

If our Templates don't work with what you have in mind, you can create your own anytime. There are 3 ways you can create a Template in Chameleon:

❢ From the Templates Gallery you can easily "Create a Template" and you'll be prompted to name it and specify a page to open the Builder and further adjust it.

❷ You can turn any Step into a Template from the Dashboard, as you Build your Tour, from the ellipsis menu. Use the 'Templatize' option to save your freshly-configured Step on your account, in the Templates Gallery.

❸ From the Builder, save any Step you're working on in your account with the 'Templatize' button. Create a Template with all the configurations you make and save some time in the process.

🀝 Make sure you add a clear name and description for your Templates so any teammate jumping in knows just what to use at a glance.

πŸ’‘ You can also apply differentiated styling (including custom CSS) to your Templates to keep use cases or larger teams separate. This is especially useful if you use Chameleon on multiple products and each has its distinctive styling.

Managing Templates

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

  • apply different views to Templates

  • edit, delete, or duplicate Templates

  • add & edit Template Tags

You can switch between views to review your Templates or find specific styles.

πŸ”» 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.

πŸ’‘ Create an internal convention to use so styles and purposes remain separate. This way, it's easy for anyone to use the right styling.

πŸ”» The Card View allows you to find styles at a glance, and organize your Templates. Use the ellipsis menu to edit, duplicate, or delete any Template. 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.

πŸ”» The Big Card View enables you to spot different copy variations or specific details about your Templates. You have the same options to edit, duplicate, or delete any Template.

β„Ή Use the same three "Views" in the Gallery, your "Saved Templates", or when creating a new Experience, to make browsing easier.

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