The information in the article below was covered in this webinar recording above
Before activating your Experience, it's important to ensure it looks and behaves exactly as you intend. To do this, Chameleon provides you two options:
- PREVIEW mode -- for experiencing how your Experience looks and behaves (as a Chameleon admin)
- TEST mode -- for experiencing how all Experiences interact in your product (as an end user)
When building any parts of your Experience, you can quickly and easily toggle Preview mode ON. This will take you out of Editing mode, and you'll see a live preview, where you can interact with the components of your Experience.
You can navigate the Experience and your product as normal. Experiences will only show when the "Trigger" criteria are met (correct URL and any element match / click you have set). The top bar will provide helpful messages if the Experience is not configured to show on the current page.
Preview mode is the quickest and easiest way to see how your Experience behaves. All configurations (such as the button, dismiss, media etc.) will behave as for end users. Here are some helpful things to check for:
- Does the full Experience flow look as you intended, with the correct copy and design?
- Are Experiences located on the correct pages and positioned as you desired?
- Do Experiences appear in the correct order and can you navigate with ease?
(Note: for Tours spanning across pages, users will only be redirected if you configure the Step button to launch a specific URL or click an element.)
- Is it easy and enjoyable for a user to progress through your Experience?
Once you have thoroughly checked that your Experience is working correctly, then you can test it live. This can help you evaluate your audience targeting and the composite user experience across all Experiences you have live.
Showing an Experience to just yourself
Once Chameleon is installed on your site, you can proceed with testing it live.
In building your Experience you can set the target audience to show it to just yourself. Once you're confident then you can adjust this to display to others and "Apply Edits".
If you select the Target Audience as "Just Me" then it will only show live to you (or whichever Chameleon administrator most recently activates the Experience).
You can use this to activate an Experience directly on your Production environment, without affecting the UX of any other user, to make it easier and quicker to deploy to others after testing.
Once your Experience is live, you can try it out as an end user.
For this, you will switch to Test Mode, using the Chrome Extension. Simply click the Chameleon icon in your browser to open up the modes options:
Without doing this your Experience (Tour, Survey, Launcher) will not display live.
You are currently in Build mode, but you can switch to Test Mode by clicking the second tab. This will refresh the page and hide the Chameleon Editor and give you the full end user experience.
Now Chameleon will behave as if you were an end user, using the credentials and user attributes on the account with which you are identified in your product. You will see all the Experiences that you have NOT YET SEEN but for which you are in the target audience.
To see tours again, simply Reset history for your user from the Chrome Extension.
This will allow you to see your Experiences (Tours and Surveys) again live to make sure your product's composite user experience is as you expect.
💡You can also set the Tour Delivery to be 'Each time' instead of 'Once' and this will remove the need for you to reset your history to view that tour again.
Sharing the Experience with your colleagues
Once you're happy with your Experience, you may want to get some second opinions from your colleagues. To do this, follow these steps:
Invite them to your Chameleon account here.
They will receive an email with a verification link. Once they click that and sign in to trychameleon.com they will be considered another Admin user. They will then be able to see the Chameleon Editor wherever the Chameleon code snippet is installed.
Update your tour to show to Chameleon admins
Change your target audience from "Just Me" to "Chameleon Admins", and Apply Edits to your Experience. This will mean that the live version will only go to your colleagues that are logged into trychameleon.com
Ask colleagues to turn on Test Mode
They can do this from the Chrome Extension, just as you did above. This will now show them all tours available to them that they have not seen before.
Share with anyone at your company and beyond
To share an Experience more broadly with anyone at your company, you can set the Target Audience of your tour to "Team members". This will enable it for everyone that has an email address with the same domain as yours.
Note: for this to work, you must be sending email as a user property as part of your Chameleon installation. Learn how to do that here.
For Tours, you can also share via a unique URL for each Tour. You can set the Target Audience to "Only those with link" and then use each tour's unique link to let anyone start the tour.
Note: This requires that the first step of your tour has a URL that can be loaded. This may be more complicated if you have dynamic components to the URL (such as user ID or account name). Learn how to handle this here.
Final steps to activate
Once you've tested and you're happy with how the Experience triggers, looks and behaves, then you can set the perfect target audience and "Apply Edits" to the live Experience.
You can use a combination of user properties, events, tour history and other factors to target users that will find this Experience most relevant and engaging. Learn how to do that here.