Using Experience Templates
See how to manage branded designs that you can reuse again and again
Sonia Schiau avatar
Written by Sonia Schiau
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

Quick access

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.

πŸ’‘ Any Template that you'll add to your account will follow your account Default Style, so you don't have to worry about adjusting this.

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.

πŸ’‘ 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 - that 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 pattern 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.

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 πŸ˜‰

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!

πŸ’‘ You can also apply differentiated styling (including custom CSS) to your Templates to keep use cases or larger teams separate (e.g. event promotion slideout vs. feature announcement).

This is especially useful if you use Chameleon on multiple products and each has its own distinctive styling -- you can create separate Templates for each.

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. 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.).

πŸ‘€ Right now, the Templatize action is available from the Builder and Dashboard for Tours alone. We are working to bring it to the Builder for all Experiences.

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 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.

🀝 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.

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

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 know and apply the right guidelines.

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“© 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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