In Chameleon, Tags are labels that help you organize your campaigns, target the right users, or limit the number of Experiences users see.
There are two types:
Experience Tags - Organize and filter your Tours, Tooltips, Embeddables, Microsurveys, and Launchers, or use them when creating Rate Limits
User Tags - Define audience Segments to target specific users with Experiences
Availability & Usage
🔐 User Tags: Startup (20 Tags), Growth & Enterprise (50 Tags)
ℹ Experience Tags do not count towards the plan limit
📍 Available for Tours, Tooltips, Embeddables, Microsurveys, Launchers
⚙️ Manage them from the Dashboard
Experience Tags
What are Experience Tags?
Experience Tags are labels you apply to Tours, Tooltips, or Launchers to categorize and organize your content. Use them to group related Experiences (e.g., "onboarding", "feature-launch", "feedback").
Why use them:
Find Experiences fast - filter and group your Experiences instead of scrolling through long lists
Control frequency - apply Rate Limits to tagged groups (e.g., limit onboarding Experiences to 1 per day)
Team coordination - everyone knows what belongs where, even in accounts with dozens of active Experiences
ℹWe showcase how Tags work with Tours in this guide, but the same options are available for the other Experience types.
Create and apply Tags to Experiences
From an individual Experience:
Click "Add Tags to categorize" under the Experience name
Select existing Tags or create new ones
Click "Confirm" to save
From the Experience list:
Select one or more Experiences
On the right side, click "Bulk actions" → "Edit Tags"
Add/remove Tags
Click "Confirm" to save
ℹ If an Experience already has a Tag (or multiple ones) to it, you will see them as selected in the list.
Using Tags with Experiences
Once you've tagged your Experiences, you can use these flows in the Dashboard to review or find Experiences more efficiently:
Group by Tag
Use the "Card View" and "Group by Tag" to bring up related Experiences. You can then collapse the Tag groups you're not working on and expand the ones you need to easily review campaigns or connected Experiences in a flow.
Filter by Tag
Narrow your Experience list to specific Experiences. Combine with other filters (e.g., status, Environment, date created) to find exactly what you need, such as all live onboarding Tours in production or all event banners, live or archived.
Reorder groups
Drag and drop Tag groups to keep high-priority categories at the top of your list. Your entire team sees the same order, making it easier to maintain consistent workflows.
ℹ This doesn't affect Experience priority order (what users see first), just your view in the Dashboard.
Using Tags in Rate Limits
Experience Tags let you control how frequently users see related Experiences. When setting up Rate Limits, you can include Tags to limit how often users see specific Tours and Microsurveys, instead of limiting multiple Experiences individually.
Example: Tag all onboarding Experiences with and create a Rate Limit that shows users a maximum of 1 onboarding Experience per day while allowing other Experiences to display normally.
ℹ Embeddables don't work with Rate Limits yet. We're working to enable it in the future.
User Tags
What are User Tags?
User Tags are labels you apply to individual users to create custom audiences for targeting Experiences. These give you flexibility when the user data you have available in Chameleon isn't enough, or when you want to create quick audiences based on multiple Segments.
Why use them:
Missing user properties - Tag users based on attributes you don't send to Chameleon (e.g., "attended-webinar") via CSV import
Combine audiences - Merge multiple Segments with different property filters into a single tagged audience, e.g., Tag all users who match "Plan = Enterprise" OR "MRR > $5000" OR "Custom success tier = VIP" as "priority-accounts" for easier targeting
Campaign participation - Mark users who completed specific actions or saw specific Experiences to include/exclude them from follow-up campaigns
Microsurvey workflows - Tag respondents based on their answers (via button Actions) to trigger targeted next steps
Create and apply Tags to Users
You can Tag users in Chameleon in various ways.
From the Dashboard:
Users page: Select user → Click "Tag User" from slide-over
Bulk Tagging: Select multiple users → "Actions" dropdown → "Edit Tags"
Experience audiences: Tag users directly from slide-overs when reviewing audiences in Experiences
Audience Counts: from the Homepage or your Microsurvey responses, click the audience count; this opens a slide-over where you can Tag users.
Other methods:
Button Actions to Tag users when they click
Using Tags in targeting
Create new custom audiences by Tagging users and using those in new Segments. User Tags are available in your Segmentation filters, making it easy to combine them with your existing targeting rules.
Un-tagging users
To remove a user Tag, use any of the methods to edit/apply Tags, but deselect the Tags that you want to remove and click "Confirm" to save.
Managing Tags
Find all your Tags in the Dashboard → Data Management → Tags
Here you'll see every Experience and user Tag created in your account, along with key details such as when it was created or how many Experiences or users it's attached to.
ℹ The icons in the "Used for" column show if it's an Experience, a user Tag, or a Company Tag (created via CSV import)
Edit Tags
For Experience Tags, click the Tag name or the pencil ✏️ icon to update the name or add a description. Useful when your naming conventions evolve, or you need to clarify what a Tag is actually for.
Delete Tags
Select one or more Tags from the table and use the trash 🗑️ icon or "Delete" option at the top of the table to remove Tags from your account. Deleting a Tag removes it from all associated Experiences or users.
👉 Before deleting, check the "Used for" column to see if it will affect any Experiences. If a Tag is attached to 20 active Tours or 500 users, reassign those Experiences or users to a different Tag first.