Vitally Docs
Vitally Docs
Vitally.io
Blog
Login
1.0.0
👋 Welcome
Navigating Vitally with 'Quick Jump' and other Shortcuts
➡️Pushing data to Vitally
The significance of 'external ID'
Vitally's REST API
Vitally's Analytics API
Integrations
CSV
⬅️Getting data out of Vitally
How data-out integrations work
Supported Integrations
⚡️ Other integrations
Slack
Zapier
🔃Managing the customer lifecycle
Overview
Categorizing your subscribed customers
Categorizing your trials
Categorizing your churn
Auto-ignoring accounts
Categorizing deactivated users
Manually categorizing accounts
📈Account health scores & metrics
Default metrics
Health scores
Success Metrics
Elements
Traits
📊Reporting & Segmentation
Reporting 101 - Digging into your customer datasets with Accounts lists
Custom dashboards (beta)
Reporting dashboards for your Customers, Trials, Team, and NPS scores
Segmentation
Views
Product event history
🚨Automated Playbooks & Alerts
Creating automated workflows with Playbooks
Account Playbooks vs User Playbooks
Creating opportunity & risk alerts with Indicators
📝 Activity items
Notes
Tasks
Conversations
Projects
Task, note, and project categories
💯Using Vitally's NPS surveys
Overview of Vitally's NPS surveys & analytics
Installing & configuring NPS surveys
Disabling surveys for specific users
⚙️Administration
Managing your organization
Assigning (user) owners to accounts
Assigning CSMs & Account Executives (AEs) to accounts
Changing the currency for your revenue (your 'home currency')
Using Cards & Decks to customize account & user displays
🤫Privacy & Security
GDPR Compliance
Security questions
Deactivating your account
Deleting user accounts
Setting up SAML v2 SSO via Okta
👋 Welcome
So good to see you! Wondering how best to use Vitally? Select a section 👇there to get started.
Here are the articles in this section:
Navigating Vitally with 'Quick Jump' and other Shortcuts
➡️Pushing data to Vitally
⬅️Getting data out of Vitally
⚡️ Other integrations
🔃Managing the customer lifecycle
📈Account health scores & metrics
📊Reporting & Segmentation
🚨Automated Playbooks & Alerts
📝 Activity items
💯Using Vitally's NPS surveys
⚙️Administration
🤫Privacy & Security
Next
Navigating Vitally with 'Quick Jump' and other Shortcuts
Last updated
1 year ago