With Chameleon, you can configure Experience components to launch up to 4 additional Actions. This way, you can create complex flows tying in more Experiences, bring in your Integrations, and send user data to your Dashboard.

πŸ’‘ You can also use additional Actions to customize your product guidance with contextual actions depending on how users interact with your Experiences.

Availability & Usage

πŸ” Available for all plans

πŸ“ Ready to use in Tours, Tooltips, Microsurveys

βš™οΈ Configure from Media & Buttons

πŸ‘€ Coming soon to Launchers

Quick access

Additional Actions are specific actions that you cat set to trigger when a user clicks an Experience button, or a media component (an image or a GIF).

You can configure them from the Interactions section of the Builder under Additional Actions, from the Primary and Secondary buttons, and respectively the Media section.

πŸ’‘ Some additional Actions require prior configuration from the Dashboard, before being available in the Builder. Check out our guides below to see how to use each one.

There are 4 different action types you can launch in Chameleon, and you can set up one of each type for each component of your Experience - for each button and media.

  • Open URL: set a URL to load when a user clicks the button or image (can be set to open in a new tab).

β„Ή The Step will only show if it matches the current URL. If a subsequent Step's URL trigger does not match the redirect based on this action, that Step will not show.

πŸ’‘ You can also use a "mailto" link to open the user's email client with a pre-populated address (for example mailto:email@domain.com).

  • Click element: an element on the page will be automatically clicked when a user hits the button or image. Great for redirecting users without using URLs. Learn more about how Chameleon identifies elements.

  • Start Tour: directly begin another Chameleon Tour. You can string together different Live Tours. Chameleon will ignore here any Trigger conditions set for the first Step of the Tour (e.g. click a button).

🎯 If a Tour is anchored to an element on a specific page, add another additional Action to redirect to the correct URL.

  • Start Microsurvey: start a Chameleon Microsurvey when the button or image is clicked, to collect feedback. Chameleon will ignore in this case any Trigger conditions for the Microsurvey (e.g. click an icon).

  • Typeform: configure a Typeform pop-up to collect user feedback once they perform an action. Add in the Typeform URL and set a convenient on-page position. Read more in our Typeform integration guide.

  • Calendly: show a Calendly modal to help users schedule a call with you. Add the URL to your Calendly event and let the communication flow. Read more in our Calendly integration guide.

  • Intercom: open the Intercom chat window or your help center to help users start a conversation, or learn more about your product. Read more in our Intercom integration guide.

  • HubSpot: open a HubSpot modal to help users schedule a chat with you, with a simple meeting link. Learn more in our HubSpot integration guide.

  • Chili Piper: open a static or dynamically routed Chili Piper scheduling modal, to enable users to book time with your team. Learn more from our Chili Piper integration guide.

  • Zendesk: launch the Zendesk chat or open a knowledge base article to help users connect with you, or learn more right in your app. See how to do this from our Zendesk integration guide.

  • Run Custom Code: Run Javascript code to launch a custom action. This could include a back-end message, opening a custom dialogue window, or placing the cursor in a certain field, etc. See examples of this here.

  • Update Property: update or create a specific property for each user that clicks the button.

  • Add Tag: assign an existing or a new user Tag to every user who clicks the button.

You can configure your Experience buttons to update the properties for every user that clicks on them.

πŸŽ“ User properties are attributes that are attached to each user and you can use them for targeting and personalizing the Experiences you deliver.

In the Send Data section, you'll have the "Update Property" option. Here you can choose to update specific user properties that exist in Chameleon or create new ones.

🎯 You'll find newly-added properties at the top of your list. Otherwise, the list is always alphabetical.

First, you'll have to choose a user attribute to update. Pick from the list of existing properties, or create a new one from the Builder; your user or company properties will be available for you to choose from.

From names, plans, or roles, to UIDs, you can leverage button clicks to further target specific users, or to re-engage them down the road.

Don't worry about matching specific data formats. Chameleon detects it for you and you can easily distinguish between specific user properties.

πŸ’‘ Name a new property on the spot if your searches don't return a relevant name. Click the "+" icon and a new property will be added in Chameleon.

🀝 You will be prompted to give it an explicit name and description, so your teammates can pick up your efforts successfully.

Next, you'll have to set the value for this Property. Here you can use:

  • static values (numbers, strings, booleans - true/false)

  • dynamic values (such as $now for the current time)

  • merge tags to pull data from the user or the page

  • custom code to grab specific/dynamic value and set it when the button is clicked

πŸ“© Message us if you'd like to send some data but you're not sure if it's possible.

You can also configure buttons to assign a Tag to each user that clicks a button. You can assign Tags to your users and use them as filters when creating your Segments, to better organize your efforts.

πŸŽ“ User Tags are created via CSV imports, directly in the Dashboard, or the additional Actions option, and you can manage them from the Dashboard.

In the Send Data section, you'll see the "Add Tag" option which will tag every user who clicks your Experience button. You will see a list with all user Tags created on your account, to pick from.

Or create a new one if your search doesn't return any Tags, by clicking the "+" icon. This way, you'll create a new Tag on your account that Chameleon will add to the users who interact with your button.

πŸ” There is a limit of 50 user Tags on all accounts. Once you reach this limit, you won't be able to create new Tags until you remove some of the existing ones.

Learn more

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