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 choose who should see them and how they should be displayed for maximum impact.
👇 Check out an interactive demo to see how to build a welcome Tour!
Availability & Usage
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.
This basically sets how you want your users to discover this Tour. You can create 3 types of Tours:
💡 Read this article to learn how to create the perfect Tour to achieve your product engagement goals.
Next, start by adding your Tour Steps and pick from existing Templates or start 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.
Templatize - Create a Template out of a Step
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:
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.
The next step is to pick the users that will see your Tour. 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.
Making sure your Tour is contextual and non-intrusive is a best practice when it comes to efficient product guidance. But there are cases when you'll want to repeat them. 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.
After users perform specific events
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.
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 the Tour to stop being shown to your users; the Tour will switch to a Draft.
Whenever you want to make changes to a live or drafted Tour you can easily do so, just make sure you apply your edits so users get to see the final version too.
👉 Learn more about the ways you can review changes for live Experiences.
Create an Announcement Tour
Set its position anchored to an element (the element you want to position this Tooltip adjacent to)
Add a pointer, giving even more context into the specific functionality you're explaining.
Add an on-page trigger, from the Display Rules section, and select the option you want -- you can show it when a user hovers/clicks on that or another element or on an icon adjacent to an element.
Once you return to the Tour configuration in the Dashboard, set the Recurrence to 'Repeat immediately' -- this means that as soon as your Tooltip is completed, it will be available for users to see again when they trigger it.
Some advantages of creating Tooltips using Tours in Chameleon:
All the customizability that Tours have, in case you need more control.
You can define goals and track the success of your Tours.
Some things to keep in mind when creating Tooltips this way:
Only one Tour can appear open at a time.
If you open one Tour Step trigger, the rest will disappear.
The Tour will not close on hover-off.