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
🔐 Available for all plans
On the Styling page, under Templates, you'll find a Gallery of pre-defined designs and those created on your account. You can either pick some from Chameleon's Template Gallery or create your own.
All the Templates that you create, or pick from Chameleon, 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.
You surely identified several needs for in-product guidance. Templates are a good way to keep a consistent style for all these Experiences 🙌
Explore our Templates Gallery to get some ideas and if you spot something you want to use, all you have to do is add it to your account.
You can also create your own to have at hand anytime you want to create an Experience 😉
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 Gallery and explore how you can use each Experience to drive your users to success!
Any Template that you add to your account will be available to you when you build Experiences with Chameleon. And all that's left to do is customize it to be helpful to your users. You can use our AI content assistant to make your job faster here. 😉
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.).
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:
❶ From the Templates Gallery you can easily "Create a Template" and you'll be prompted to name it and further adjust it in the Builder.
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.
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
🔻 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.
🔻 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.
📩 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!