With Chameleon's Calendly integration, you can schedule meetings with users from Chameleon tour steps. To learn about Calendly visit our integration page

The Calendly integration includes two components:

  • Data Source -- get Calendly meeting data into Chameleon (for targeting tours)
  • Add On -- launch the Calendly meeting scheduler from a Chameleon tour step

Setup

If the Calendly integration is enabled for your account, you will find it in the list of Integrations within the Chameleon Sidebar. 

First you'll need to get your Calendly Authentication Token, from your Calendly dashboard. You can get this from here after logging in, or read this Calendly help article for more information. 

After entering this into the Add API key field, hit "Connect to Calendly" to enable the integration. 

Usage

Calendly as a Data Source

Once the integration is enabled, you can begin to use Calendly data to target your tours. You can see this when adding a filter within Chameleon segment. 

In the above example, the filter is configured to show only to those users who have scheduled the event called "Feedback-15". The categories of data that you can use for the filter are:

  • Event name (string)
  • Event assigned to (string)
  • Event cancellation time (by days / date)
  • Event duration (in minutes)
  • Event location (string)
  • Event slug (string)
  • Event start time (by days / date)

NOTE: we will use the most recent data if a user has scheduled multiple events. This includes both in-product scheduling and those completed via the webpage. 

Calendly as an Add On

Once the integration is enabled, you can configure any button within a product tour step to launch any Calendly meeting scheduler. This function is found in the Chameleon Editor topbar, after selecting the button in question. 

You can then click "Configure" to select which Calendly meeting to display. Simply enter the URL of the Calendly meeting in the input. 

Here is an example of the Calendly integration in action:

You can use this to schedule calls with users, as per their convenience, and based on who they are and what they have done in your product. Some reasons why you might schedule calls include:

  • Get feedback on a new feature or beta test
  • Offer a customer success webinar to help users better learn your product
  • Provide a personalized demo to qualified leads

For ideas, check out some examples of how customers use Calendly here.

NOTE: After the Calendly modal is opened, users must manually close this, so beware that if there is another step in your tour after this, it does not conflict with the Calendly modal. We suggest using step triggers to require the user to take another action (such as a click on a specific element in your product) before the next step is shown. 

Troubleshooting

We are not currently aware of any common problems experienced as part of this integration, so please message us if you have any issues, or ideas for improvements. Simply use the green chat circle on the bottom right of this screen. ↘️

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