Chameleon is your one-stop shop for no-code in-app success. You can create different in-app Experiences to engage users and drive product adoption: Modals, Walkthroughs, Microsurveys, Embeddedables, Checklists, or interactive Demos.
To build Experiences with Chameleon, you'll use:
The Builder: An editor that you open in your product to configure Experiences (e.g., set the position, add content, CTA buttons) and record Demos.
The Dashboard: This is where you'll create audiences, publish Experiences, and manage your styling or account settings.
The HelpBar: A search component that you can use to navigate to other Experiences or pages in the Dashboard, and can bring up helpful resources
👇 Check out an interactive Demo of the Chameleon Dashboard and Builder
How do I use the Chameleon Builder?
🕹️ Check out an interactive Demo of the Chameleon Builder to see the options you have to configure Experiences.
ℹ️ To access the Builder, you don't need to have the Chameleon code snippet installed on your application. Just sign up for an account and install our Chrome Extension.
Creating a New Experience
When you want to create a new experience, follow these steps:
Select Experience Type: Start by choosing an experience type from the Dashboard homepage or any experience page
ℹ️ Once you pick a type, you can also select a Template (to ensure a consistent style) or start from a black canvas.
Add Domain Information: Enter your domain name and click "Enter Builder" to load the Builder onto your application
💡 You can also open the Builder directly on your application by clicking the Chrome Extension. Similarly, you can pick an Experience type and a Template to start building.
ℹ️ The "Edit existing Experiences" option will open the HelpBar, and you can search through your account's existing Experiences to open and edit different Experiences in the Builder.
Builder Configuration Sections
In the Builder, you'll find different configuration options grouped into 3 main sections:
Design: canvas and content options, Custom CSS, and other visual configurations.
Display Rules: options to determine which criteria or triggers are necessary for an Experience to display, such as the presence of your user at a given URL, or clicking on a specific element on your page.
💁 You'll find similar options in the Builder for all Experience types, with some exceptions (e.g., progress bars are available for Tours and not Tooltips).
In addition to the usual configurations, the Builder offers a few general options across all Experiences: Preview, Duplicate, Templatize, and Delete.
The Builder Topbar
Use the Builder Topbar to return to the Dashboard, jump to an existing Experience, access other modes while configuring your Experience (Navigate, Edit, or Preview, and find a link to the Help page to get further guidance.
Use the Topbar to add or navigate between different Experience Steps or the different Launcher states you may work on. To add a new Step or State to your Experience flow, simply click the "+" icon. To configure it, click on it, and the Builder will bring up all available configurations for that Step/State.
Navigate mode
Use the Navigate mode to navigate your app as you normally would, without interfering with your Experience configuration flow.
You can find the specific page where you want to anchor your Experience. When you're ready to add a Step, click the 'Edit' button in the Topbar to position your Step and continue building.
Edit mode
In Edit mode, the Chameleon Builder is open on your website, and you customize your Experience as usual. You'll see the Experience name on top, and its individual Steps. Here you can also add new Steps and switch between them.
While in Edit mode, you’ll also be notified in the Topbar whenever something is missing for the Experience to be displayed correctly. For example, with “Element Rules”, or “URL Rules” you will see a notification in the Builder if any component involving an element match (or URL rule) is present on the current page or not.
ℹ️ When updating values in PX or % from the Builder, you can hold down Shift on your keyboard to increase/decrease the values by tens.
Preview mode
In Preview mode, you'll see how your Experience behaves and appears to your users.
Switch from customizing your Experience to taking it for a quick test drive and return to customizing your Experience by clicking the “Edit” button.
ℹ️ "Preview mode" is great to check the position, styling, and triggers. But note that in some cases, you'll not see exactly how that Experience will appear to users. With Launcher Checklists, for example, Preview mode will also show how checked (completed) items look, which can also disappear once completed.
🤝 The best way to check what your users will see is to perform a live test.
What can I do in the Chameleon Dashboard?
The Dashboard serves as the central hub for your Chameleon experiences, where you start building experiences, publish them live, and manage all aspects of your account.
In the Dashboard, you can:
Manage your Chameleon subscription
Manage Integrations that fit right in your stack
Review and manage the data you’re sending to Chameleon
Create and manage Tours, Tooltips, Embeddables, Microsurveys, Launchers, HelpBar, and Demos
Define styling Themes and Templates so you’ll always be consistent
Create custom audiences with segmentation filters
Analyze the results and performance of your Experiences
Review your account's performance on the Homepage
Run Experience A/B testing to find exactly what works
Review teammates' activity on the Activity feed
Set and manage Rate limits to avoid overwhelming your users
Set Alerts for your Experiences
The HelpBar
📺 Watch the video below to understand how to use the HelpBar in Chameleon, or 🕹️check out this interactive Demo to know how to set it up in your product.
Open HelpBar in the Dashboard or Builder to navigate to other Experiences and Dashboard pages, or learn more from our help guides. In the Builder, you can use it to jump to other drafted or live Experiences that you want to update.
You can also use the CMD+K, or CTRL+K keyboard shortcuts, to bring it up anywhere in Chameleon 😉
The Chameleon Dashboard, Builder, and HelpBar work together to help you have complete control over your account and Experiences. Together, they work to support you in creating contextual Experiences that blend in smoothly anywhere on your website.