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How to launch additional Actions in Chameleon?
How to launch additional Actions in Chameleon?

Leverage buttons to trigger other Experiences, your connected Integrations, direct to product components, or send user data.

Tiago Mota avatar
Written by Tiago Mota
Updated over a week ago

With Chameleon, you can configure your Experiences to launch up to 4 additional Actions for users. This way, you can create complex and dynamic user journeys, by tying in more in-pps, launching your integrations, or sending user data to your Dashboard.

Users can launch additional Actions from buttons or media components and can then engage with them in your dashboard.


Availability & Usage

πŸ” Available for Startup, Growth, Enterprise

πŸ“ Ready to use in Tours, Tooltips, Embeddables, Microsurveys, Launchers, HelpBar

βš™οΈ Configure from Media, Buttons, add as Items, or HelpBar Actions


How do additional Actions work in Chameleon?

Additional Actions are specific actions that you can set to trigger when a user clicks an Experience button, a media component, a Launcher item, or a HelpBar search result. These can be: opening a hyperlink in a new tab, showing another Tour or a Microsurvey, launching a scheduling modal, video, or prototype, and more.

To configure additional Actions for your buttons or media components, select your Primary, Secondary button, or respectively the Media component in the Builder, and find the "Action" option. Click to add a new Action, or multiple ones when users engage.

Under the Additional Actions menu, you'll find different types of Actions you can launch, such as opening a new page or launching your connected integrations.

To add additional Actions to your Launcher, all you have to do is configure the Action as a usual item in your Launcher and describe it in a way that's clear to users. You'll find available all your connected integrations and you can easily configure them by pasting a URL or inputting specific settings from your connected tool.

To add additional Actions to your HelpBar, you can do so by adding them as new content: under "Searchable content" click to "Add new content" and select Actions from the modal that opens. You can then configure individual Actions as usual and simply publish them to your HelpBar.

β„Ή Some additional Actions (launching Integrations) require being enabled from the Dashboard before being available in the Builder. Check out our guides below to see how to use each one.


What additional Actions can I trigger?

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.

In the case of Launchers, you can have multiple Experience Actions set up, as these behave as individual items; and you can combine these with other URLs, or Scripts.

Product Navigation

  • Open URL: set a URL to load when a user clicks the button, image, or item (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.

Trigger Experience

  • 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).

πŸ‘‰ 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 to collect feedback. Chameleon will ignore in this case any Trigger conditions for the Microsurvey (e.g. click an icon).

  • Open HelpBar: allow users to access your HelpBar to search your documentation or find quick answers with AI

  • Airtable: launch a form to allow users to share more feedback or input.

  • Arcade: show an interactive demo that users can start on the spot to learn more, or discover features.

  • 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.

  • Chili Piper: open a static or dynamically routed Chili Piper scheduling modal, to enable users to book time with your team.

  • Figma: launch an in-app prototype to share upcoming product updates or features.

  • Google Drive: share docs, sheets, or slides with your users to help them find success faster

  • Help Scout: open specific knowledge base articles, or launch the Help Scout chat directly in your app.

  • HubSpot: open a HubSpot modal to help users schedule a chat with you, with a simple meeting link.

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

  • Livestorm: enroll users in your product events with one click, without sign-up forms.

    πŸ“ Currently available for buttons, media and HelpBar

  • Loom: launch in-app videos to deepen users' knowledge or show off the latest product updates.

  • Navattic: show interactive demos to help users learn faster or discover new features

  • Pitch: launch a dynamic presentation from a button click in your app.

  • Typeform: configure a Typeform pop-up to collect user feedback. Add in the Typeform URL and set a convenient on-page position.

  • Zendesk: launch the Zendesk chat or open a knowledge base article to help users connect with you, or learn more right in your app.

β„Ή Keep in mind that any URL warnings you see in the Builder are just warnings and don't mean the inputted URL won't work. Sometimes they can signal that the URL wasn't in the format the button Action would normally expect it.

β„Ή With Actions that launch full-screen such as videos, interactive demos, prototypes, etc, users can minimize them as well. This prevents blocking their access to your app while learning and allows them to engage with your product as they continue to explore your resources.

Run Custom Code

  • 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.

Send data

β„Ή These Actions are currently only available for buttons & media components.

  • 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.


How to update user properties from a button Action?

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

β„Ή 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.

β„Ή You'll find newly added properties at the top of your list. Otherwise, the list is always alphabetical.

Define the Property

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.
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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.

Set the Property value

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.


How to Tag users from a button Action?

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

β„Ή 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.

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