How do I manage my imported data?

See, rename, and archive events and properties being sent to Chameleon

Chameleon Team avatar
Written by Chameleon Team
Updated over a week ago

A key component of personalizing and targeting in-product Experiences built with Chameleon is sending relevant user data. 

You can send user events (actions users take) or user properties (attributes about the state of the user). You can also send company properties to help target users based on the company (account or organization) they are part of. 

💡 Read the User Data Overview to learn what data you can leverage in Chameleon or see how you can send your users' data to Chameleon.

All the data you send to Chameleon will be available to you on the Data Management page in your Chameleon Dashboard.

Here, you switch between the different types of data and can do things like:

  • Review what data you're sending to Chameleon

  • See the source of your properties, such as an integration or our API

  • Rename and add descriptions to your properties and events (to help team members understand and leverage data)

  • Archive events or properties that aren't relevant (this will hide them within any lists when creating a target audience or setting a goal)

👉 Read more about managing user Tags or Experience Tags which you'll also do in the Dashboard.

To help you review and pinpoint specific properties, you can apply different filters to bring up relevant properties. You can leverage property:

  • names

  • descriptions

  • data format

  • source

  • last seen/first seen time

On the user and company properties tabs, Admins can also choose how to identify and display users, or companies throughout Chameleon.

Configure which type of properties to show when displaying users or companies in the Chameleon Dashboard. Want to view users by their first_name & UID? 🤔

Just select these properties from the 2 dropdown fields. You'll find there your user properties and you can easily choose a combination that fits your needs.

🖼 Need more context? Check the "Gravatar" box underneath to get your users' profile pics into your dashboard.

Checking this authorizes Chameleon to share end-user emails with Gravatar.

You can get a better understanding of your users by checking out the associated data you have from the slide-ins in the Dashboard. Any data that Chameleon collects or that you send will appear here. There are a few ways you can review your user data:

  • by selecting an individual user

  • from an Experience

  • from a Segment

Go to your Segments and select any user to get detailed information about them, and details on how they engaged with your Experiences.

In the slide-in that opens, you'll get a breakdown of:

As well as all the Microsurvey responses and Experiences started by that user.

💡 Search for properties, Tags, or Microsurvey names & responses if this list gets crowded for you. Here is where you can also add, or remove user Tags.

From any Experience in the Dashboard under the Completed row, click the number that started/completed it to open the same slide-in. You'll see a list of users who engaged with your Experience, and you can pick one to see their associated data.

👉 In these slide-ins you'll see the current state of user profiles in relation to that specific Experience, and not a comprehensive 'list of completions'. If a user engages with the same Experience multiple times, their last interaction state overwrites the current state.

You can filter this list by email, UID, or last name to make it easier to identify specific users.

From the Actions dropdown, you can also Tag your list, export it as a CSV, or use it to create a new Segment in Chameleon.

Select any Segment in your Dashboard to view a similar breakdown of:

  • your users in that Segment

  • the filters applied to it

  • the Experiences shown to that Segment

You can edit the name and description of any user property or event by clicking on the pencil icon (or the description directly in the table). Here, you can also choose to archive properties or events that are no longer relevant. This will hide them from your Dashboard.

The same goes for editing any events; you can edit or archive them as you see fit. In the events table, you'll also see the event type. In the example below, we have 2 imported events, meaning they were sent to Chameleon via the API or an integration.

💡 If you want to learn more about tracking page views or clicks read this article on how to track user events for Experience targeting.

🤝 Keep a clear naming description and ensure you have relevant data, so anyone on the team can leverage it efficiently.

You can remove existing users in any Segment or from your All users list - simply select one (or several) and use the Actions menu to delete them. You can use Shift-select to delete multiple users. 😉

This will remove a user profile and all the associated data, including Experience interactions or Microsurvey responses.

deleting a user from the Dashboard gif

💡 You can also use our API to delete users or companies from your account.

When deleting companies, we delete the company record itself and remove the company from all profiles associated with it. You can also remove the associated profiles (users).

You will notice different data formats in the user data tables:

  • number = as straightforward as it gets; can be a whole number or a positive or negative whole number with a decimal point.

  • string = a collection of alphanumeric characters between double quotes.

  • timestamp = the current time of an event that is recorded.

  • boolean = these have two values - true and false.

This helps Chameleon understand the type of data contained in each property; and also sets what kind of operators are available when using this to target users. For example, a string  data type will have operators such as contains and does not contain; for a timestamp  type, you will see operators such as before date and after date.

👉 If the data you are sending is classified as the incorrect type such as "Number String" but only requires one, you can adjust this on the Data Management page in your Dashboard. An admin on your account can update the data format to the correct type you require.

Chameleon supports up to 2 levels of nesting for Objects and Arrays of any length. Arrays may contain any value types except the Array and Object types.

An Object: is a set of values inserted between {} (curly braces). The keys must be strings and should be unique; multiple value pairs are separated by a, (comma).

An Array: is an ordered collection of values that begins with [ (left bracket) and ends with ] (right bracket). The values of an array are separated by ,(comma).

💡 The following is an example user profile object. Notice that it includes a nested object with an array.

chmln.identify(UID, {
  metadata: {
    role: {
      id: '5a17',
      name: 'owner',
      display_names: ['Owner', 'Admin'],
  roles: ['owner', 'contributor', 'analyst', 'billing']

The value for each user property and each Array member is limited to 768 bytes. Any data received that exceeds this limit will be truncated at the 768th byte and you'll see a warning on the data management page for user data or for company data.

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