Product Tours are one part of the Chameleon product suite (alongside Tooltips, Surveys and Launchers). Tours enable you to create a single custom in-product experience or a sequence of Steps.
For example, you could create a single modal, or banner, or a three-step Tour explaining a workflow or feature.
Tours consist of:
- STEPS (design and content of the actual experiences). Read about the configuration options here.
- DELIVERY: there are two types of Tours; Automatic Tours show to specific users when they meet the targeting conditions, while Manual Tours can be started via a link or Launcher by users at-will. Read more here.
Once you're ready to show a Tour live to your users, then you can "Activate" it within the "Review and activate" section. Live Tours will display a green "Live" tag.
If you make any changes to Tours (e.g. changing the Step content, or target segment) then these changes will be staged and not deployed until you hit "Apply Edits". This way you can make changes but only publish them when you are ready. Until changes are deployed the Tour will show a yellow "Edited" label.
Once you have built your Tour it will show when the following conditions are met:
- It is Live (and relevant Edits have been applied)
- Chameleon is installed on the page
- Viewer is not a Chameleon admin (or is in Test Mode)
- The page URL matches the current step
- For Automatic Tours: user matches target audience
- For Manual Tours: user starts the Tour (via link / Launcher)
Automatic Tours will show once only per unique user (unless you change the Recurrence, or configure Dismiss to enable re-appearance). Manual Tours will show each time a user starts the Tour (by clicking the link or the Launcher item).
If you are not able to see your Tour then please review common issues and work through our troubleshooting guide here.
Once your Tour is Live, all user interaction data will be automatically collected. Read more about the events and properties collected here.
It is important that you set a goal for your Tour to help you determine whether it is succeeding. Read more about best practices for successful Tours here.
You can add tags to Tours (right below the Title when in the Tour View) and use these to categorize and filter Tours. Read more here.
When seeing the list of Tours, you can filter Tours by tags, or also by Live status, author, URL etc.
If you want to reset the data associated with a Tour, the best way is to copy / duplicate the Tour. You can do this by hovering over the Tour when in the list of Tours view, and clicking "Duplicate". This new Tour will have no history and can be shown to any targeted users (even if they have seen the original Tour it was duplicated from).