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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 4 months ago

A key component of targeting and personalizing in-product Experiences built with Chameleon is sending relevant user data.Β You can send User events, User properties, and Company properties to Chameleon

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

β„Ή New Events are available in real-time for triggering Experiences but may take up to 1 minute to be available in Segmentation.


Data Management page

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

Here, you switch tabs 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 leverage data easily)

  • Create Custom Events based on event properties

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

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

Data formats

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.

πŸ‘‰ 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 and update the data format to the correct type you require.

Nested Objects and Arrays

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).
​

πŸ‘‰ This 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']
})

Limits and Errors

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 company data.


User and Company Properties

On the User Properties and Company Properties tabs, you can review all the properties you send to Chameleon and choose how to display users (and Companies) throughout your Dashboard.

In the first section, Admins can choose how to identify and display users, or companies in Chameleon. Want to view users by their first_name & UID? Just select these properties from the 2 dropdown fields.

β„Ή The properties you select here will dictate how you'll see users displayed in the Dashboard slideovers. If you select two user properties, the slideovers will display the Preview version. If you have only one field selected, the slideovers will display that. If you have no fields selected, the slideovers will show the UID.

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

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

Below you'll find a table containing all the user/company properties you ever sent to Chameleon. You can apply different filters to help you find and review properties easily:

  • names

  • descriptions

  • data format

  • source

  • last seen/first seen time

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

🀝 Keep a clear naming convention so anyone on the team can leverage your data efficiently.

Deleting users & companies

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.

β„Ή This will remove a user's 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 and companies from your account.

β„Ή 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).


User Events

On the third tab, User Events you can review all events sent to Chameleon, edit or "Track/Untrack" Events, as well as create Custom Events. As with user and company properties, you can also update the name and description of each event.

β„Ή Events in Chameleon can be Tracked (Chameleon identifies the event, associated properties, and which users should match the criteria) or Untracked (Chameleon identifies the event and associated properties but does not add it to your users).

πŸ‘‰ Learn more about adding Custom Events


User Data throughout your Dashboard

When selecting a user or an audience from your Dashboard (e.g. from the "User Coverage" section, Microsurvey respondents, existing Segments) a slide-over will open to show you associated user data. Any data that Chameleon collects or that you send will appear here.

You can get a better understanding of how users engage with your in-app Experiences and you can also Tag users to target them with other in-apps.

If you're viewing individual users, in the slide-over that opens, you'll get a breakdown of:

πŸ’‘ Search for properties if this list gets crowded for you. Here is where you can also add, or remove user Tags.

If you're viewing multiple users in the slide-over you'll first see the list of users, and by clicking on a user you'll open the associated data slide-over.

πŸ‘‰ In these slideovers 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 a list of users by email, UID, or last name.

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

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