Tours enable you to create a custom in-product experience using a sequence of Steps. Use Tours to explain a workflow or announce a new feature while helping your users accomplish key actions.

With Chameleon, you can create different types of Tours and deliver them in a contextual, personal manner.

Quick Access

How do I create a Tour?

You configure your Tours fully in the Chameleon Dashboard and style them onto your application using the Builder.

Pick Tours from the left-side menu and click the "+ Create a Tour" button.

In the Dashboard, you will follow a simple dropdown flow to set every aspect of your Tour, from how it looks, to when it displays or how often it should be shown to your users. 😊

Let's cover the steps of configuring a Tour together.

Selecting a Tour Type

This basically sets how you want your users to discover this Tour. You can create 2 types of Tours:

  • Announcement - invites your users to act and are not solicited by them;

  • Walkthrough - is launched by your users with the intent to learn more or solve problems.

💡 Read this article to learn how to create the perfect Tour to achieve your product engagement goals.

Note: Make sure you get the goal of your Tour right from the start. You won't be able to change its type once you publish it.

Building Tour Steps

Next, you will start by adding your Tour steps by picking from the existing templates or starting from scratch.

Building and styling your Tour takes place in the Builder (download the Chrome extension here), but you can easily manage Steps from within the Dashboard. For each Step you'll have a few options:

  • Edit - Launch the Builder on this Step to edit it.

  • Duplicate - make a copy of this Step and place it as the next following Step by default (to its right).

  • Copy Step ID - Copy this step's unique ID.

  • Delete - Delete this Step from your Tour.

💡 Discover the different configuration options you have for Tour Steps.

When you "Enter the Builder" the Chameleon Builder will open onto your product in a new tab so that you can fully configure the Tour's position in your product.

Once you're happy with your Tour, get back to the Dashboard. Here, you will see all the changes you made as well as specific configurations in the top corners of each Step panel.

Inside the Builder, you can set additional settings to ensure contextual discoverability:

  • Triggers such as user actions or icons for new features or changes.

  • "Click to progress" to allow users to re-engage with your Tour when they're ready.

  • Element or URL display rules for specific positioning and display control.

  • Specific button Actions to create complex user experiences.

💡 Use these settings to drive your user's journey even further and find continuous value out of your guidance and in your product.

Publishing to an Environment

If you have your Environments set, this is where you'll choose where you want your Tour to show up.

🎯 By configuring Environments, you can effectively target your Experiences to specific groups of domains or subdomains and easily move them across your deployment pipeline.

Selecting your audience Segment

The next step is to pick the users that will see your Tour. Targeting Tours to the right users enables deep engagement. You can search in the drop-down menu and pick from your available Segments or choose to show it to a pre-defined audience created by Chameleon.

You can also create a new Segment right then and there. Click the "Create new Segment" button and you will go to the Segments page to define a new one. 😉

💡 You can also configure a control group from your audience who will not receive the Tour in order to measure its impact. Read this article to learn more about A/B Tests.

Note: A/B Testing is only available for our Growth and Enterprise plans. Contact us if you're interested in this feature and we'll help you find the best solution for your team.

Setting a Recurrence

Making sure your Tour is contextual and non-intrusive is a best practice in product guidance. You can set when and often a Tour should repeatedly display to your users. Tours can be set to recur:

  • After the next page load,

  • Immediately after being exited or completed,

  • Time-based, such as every week, month, or year.

🎯 Use Tour Recurrence to encourage users to take action while they engage with your product.

Note: A Tour's Recurrence will not overtake your Dismiss options, as users will still be counted in the Tour when they dismiss or snooze it.

Defining a Tour goal

Goals do not need to be set to continue to publish your Tour, but we recommend you do, as they are the best way to measure the success of your Tours.

From the Dashboard, you can pick the Tour completion as a goal, or use an event that you send to Chameleon. Choose an event that you would like your Tour to impact so that it can be tracked and you can understand whether the user acted upon completing the Tour.

🎯 This way, you can assess how your Tour is performing from the Chameleon Dashboard by leveraging the different data visualizations provided there, particularly the Goals section.

👉 Read this article, to learn more about setting goals and measuring the success of your Tours.

Note: Tracking Tour conversion using Goals is only available for Growth accounts. If you want to use this feature, get in touch with us to discuss the best options for you.

Reviewing and Publishing

When you're done building your Tour and you're ready to go live, you have a few options to ensure you deliver your Tour at the right time. You can choose to:

  • Publish immediately: Tour is immediately live for all targeted users

  • Schedule publishing: set a date and time for Tour to start being displayed.

  • Set end date: set a date and time for Tour to stop being shown to your users; the Tour will switch to a Draft.

💡 Keep in mind that you must select a target audience for your Tour to publish it.

🎯 If your Tour isn't showing up as expected, use the Debugger console tool to see detailed information about its settings and quickly solve the issue. You can also review this article for common Tour issues.

Editing a Tour

Whenever you want to make changes to a live or drafted Tour you can easily do it from the Dashboard's Tours list.

💡 Tip: You can add a filter to your list to bring up Tours created by specific teammates.

Click on the Tour you want to update, and go to the "Edit Tour" tab, next to the "Analytics" one. Here you can make changes to your Tour Steps or other settings such as recurrence, Environment, or display life.

Click on the Step preview thumbnail to open it in the Builder and edit its styling or specific options such as triggers, or element rules.

🎯 Don't forget to apply your changes from the Dashboard once you're done in the Review and Publish section.

applying changes to the Tours from the Review and Publish panel

👀 Coming soon: Reviewing changes made to your Tours and an easy way to revert back to the original Experiences.

Analyzing Tours

Once your Tour is Live, Chameleon will collect all user interaction data. You can then view the results in your Chameleon Dashboard or within your analytics integrations.

👉 Read this article to know which data Chameleon collects.

🎯 In case you want to reset the data associated with a Tour, the best way is to create a copy of the Tour and remove the old one.

You can do this by hovering over the Tour when in the list of Tours view, and clicking Copy. This new Tour will have no history and can be shown to any targeted users (even if they have seen the original Tour it was duplicated from).

Organizing Tours

You can add Tags to Tours and use these to stay organized with clear categories. You can add Tags from the individual Tour view, or from the list view, as well as apply filters to view and access Tours more easily.

In your list of Tours, you can filter them by Tags, or also by Live status, author, URL, Environment, etc.

👉 Read this article to learn how to use Tags to organize your Tours.

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