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How to work with user Tags in Chameleon?
How to work with user Tags in Chameleon?

Learn what you can do with user Tags and how to manage them in the Dashboard.

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

In Chameleon, you can Tag users and leverage this to target Experiences to the right groups of users. User Tags are even more powerful when your team delivers different types of Experiences and you want to keep efforts organized and users on a need-to-see basis.

Availability & Usage

πŸ” Startup & Growth: 50 Tags, Enterprise: unlimited Tags

πŸ“ Ready to power your Tours, Tooltips, Embeddables, Microsurveys, Launchers

βš™οΈ Manage them from the Dashboard

What are user Tags?

User Tags are applied to users to help you define your audiences and deliver Experiences to the right users in Chameleon. You can leverage Tags to mark users that need specific guidance, or that you can target with follow-up campaigns, or simply ensure specific individuals see specific Experiences.

You can add Tags to your users:

How to Tag users?

πŸ‘‰ To leverage your CSV files, follow the steps under importing CSVs to Tag users.

πŸ‘‰ To leverage users' button clicks see how to Tag users from a button Action.

From your Dashboard there are different ways to Tag your users:

Select the user that you want to Tag and from the slide-over that opens on the right click "Tag User". Next, you can select from the user Tags already created on your account, or name a new one and create it on the spot.

Tagging users in the Chameleon Dashboard

To Tag multiple users select them and use the "Actions" menu on the top-right, to Edit Tags. The same modal will show up, and you can easily search for, or create new Tags to add to your users.

Bulk-Tagging users from the Chameleon Dashboard - under the Actions dropdown

β„Ή To remove a user Tag use the same method from above, but de-select the Tags that no longer make sense. Click "Confirm" and your choices will be saved. This method enables you to Tag/un-Tag 50 users at a time.

From the slide-over that opens on the right click "Tag Users". Next, you can select existing user Tags created on your account, or name and create a new one.

  • from Microsurvey Analytics pages -- when reviewing responses

Once you confirm your Tag, you can use your Tag to define your Segment and ensure the right users always see your Experiences.

How to manage user Tags?

As you add user Tags, these will appear on the Tags page in the Dashboard, under Data Management. Here, you'll see a breakdown of your existing Experience and user Tags, as well as data imports.

Tags page in the Dashboard that shows user Tags

Here you can keep track of Tags or data imports, and check how many Experiences leverage these.

Maybe that Tag isn't relevant to those users, or you've used your allocated number of Tags and you need some extra room. Simply go into your Segments, and update them, or create a new Tag to cover the new group.

πŸ‘‰ We'll add the ability to remove user Tags from the Dashboard, but meanwhile, if you need some removed you can contact us to do it for you.

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