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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, Microsurveys, Launchers

βš™οΈ Manage them from the Dashboard

Quick access

User Tags are applied to users to make it easier to deliver Experiences to the right users in Chameleon. You can leverage Tags to organize your efforts, mark users that need specific guidance or that you can target with follow-up campaigns, or simply ensure specific individuals see specific Experiences.

πŸ‘‰ Use Tags to enable cross-team efforts to target users efficiently. Ensure the right people see designated Experiences, by leveraging Tags as you build your Segments.

You can add Tags to your 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.

You can also Tag individual users (or multiple users in a Segment), or your All users list in the Dashboard.

Select the user that you want to Tag and from the side panel that opens up on the right, go to "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

Hit "Confirm" and your user will fall into the categories you pick when delivering Experiences to those Tags.

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

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

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

After you start using Tags, you'll surely want to manage the different users in each tag group. 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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