With Chameleon, you can use custom audiences to target your Experiences to the right users. This becomes powerful when you want to make sure you're delivering relevant, contextual guidance to your users.

There are various ways to send user data to Chameleon dynamically. However, if that doesn't work for you, importing a CSV with user data to Chameleon is a viable way to enable the creation of personalized user Segments.

There are two methods to do import a CSV to Chameleon:


What do CSV imports do in Chameleon?

Chameleon Experiences are most relevant when contextual. Segmentation plays a big part in that and having the right data in Chameleon is critical to building effective target audiences.

There are multiple ways to send user data to Chameleon. However, if that's not something you can do, Chameleon lets you import a CSV file with a list of users and either:

  • Tag those users
    Chameleon will add a Tag of your choice to the users provided in your CSV file, which you can use when creating your Segments.

  • Update data properties
    Chameleon will map the values provided in your CSV file to one or more user properties of your choice.


Why are CSV imports useful to me?

There are several scenarios when you might not be able to immediately import all the user data you need to build contextual in-product experiences through using our existing methods for dynamically importing user data.

Reasons might include, but are not restricted to, the following:

  • Your team is doing complex queries in your Data Warehouse and you cannot translate that to Chameleon.

  • You cannot send Personally Identifiable Information (PII) data to Chameleon, but you still want to leverage the power of Segmentation.

  • You have a list of users to create a static Segment but don't have any user properties in Chameleon that would allow you to create it.

Here's a common scenario:

Your Marketing team had a one-time campaign that they ran for a list of users who responded to an outbound email, and they kept track of those responses in a spreadsheet.

You want to target a follow-up Tour to those users, so you:

  • Upload the CSV spreadsheet to Chameleon and tag those users

  • Create a Segment based on that Tag.

  • Use the new Segment as the target audience for your follow-up Tour.


How do I import CSVs to Chameleon?

You're ready to import your first CSV to Chameleon but don't quite know how to do it. No need to worry, we'll cover below all the steps required to both tag users and update user properties using CSVs.

First, you'll have to access your Imports page, within the Data Management section of your Chameleon Dashboard. Here you'll be able to choose between both key actions: tagging users or updating user data.

In a nutshell, independently of your Import type, you'll have to go through the following steps:

  1. Define whether you're going to import Users or Companies

  2. Upload your CSV to Chameleon

  3. Map the correct column to Chameleon's data identifier

  4. Indicate which tag to use or which properties to update

Let's cover the important nuances down below.

Differences between Users and Companies

Chameleon handles both user-level and group-level data. Using CSV Imports, you can operate either, by sending us the corresponding User or Company data.

We'll need your spreadsheet to contain a column that corresponds to the data identifier for either Users or Companies in Chameleon.

Mapping the data identifier correctly

After you upload your CSV, Chameleon will pull some data from your file and ask you to map the correct column to the data identifier in Chameleon -- which can be the User ID, Email, or Company ID, depending on your Import Type.

Once you choose a column from the dropdown, Chameleon will display a preview of the values we see there, to make it as simple as possible to choose the right data point.

Adding Tags to Users or Companies

In case your selected Import Type is Tag, then all you have to do is to indicate which Chameleon Tag you want to use for the users or companies in this CSV.

Once you start typing your desired Tag name, Chameleon will give you suggestions based on existing tags and the option to create a new one.

Now you're all set to start tagging! Chameleon will notify you by email once your import is complete -- take a breather and check your email, it won't take long.

Once everything's ready, you'll be able to use the Chameleon Tag you just created as a segmentation filter.


Note:

Chameleon Growth plans have a limit of 50 tags per account, while the Enterprise plans have unlimited Tags.


Updating User or Company data

In case your selected Import Type is Update Data, you'll be prompted to map whatever columns you want to use for updating data to the correct user or company properties in Chameleon.

Chameleon will give you a preview of data from each column, to simplify your life. Then, all you have to do is to select the correct property.

Similar to when selecting a Tag, Chameleon will give you suggestions as you start typing and the option to create a new property.

Once you're ready, start the data update! Chameleon will notify you by email once your import is complete. At that point, you'll be able to filter through your users using your new or updated user and company properties.


⚠️ Warning:

Always double-check before mass updating properties. This action will replace whatever data you have in Chameleon and is not reversible.


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