Traits
Account traits are pieces of information about an account, like their plan, number of licenses, name, etc. that are defined by you or the systems, like Segment, that you integrate with.
You can view a customer's traits on their dashboard, setup subscription tracking based on traits, use them for sorting and filtering, or even define Success Metrics using traits.
In the Traits view for an account, you can see all the currently defined trait values for that account. Traits are separated by their source: Custom traits are traits defined in Vitally, and traits from each of your integrations (e.g. Segment, Stripe, Mixpanel, etc.) are visible on their own tabs.
Both custom traits and traits from your integrations can be edited. Just click into the field for that trait, change the value, and hit save to save your changes when you're done editing!
You can do the same from an Account View, giving you spreadsheet-like ability to edit your data. Any cell that, when hovered over, highlights blue can be edited with a double-click.
When in an Account or User View, you can use the Select All box at the top-left and the Update Traits bulk action at the bottom of the screen.
If the format for a trait is a different type than you expect (e.g string instead of number), you can change the type by navigating to the Traits section of your account settings.
If you edit a trait that is syncing to Vitally via an integrated data source, if the data is resynced via the integration, your edit will be overwritten.
Like most CRMs, you can also define traits for your accounts and users that are managed exclusively in Vitally. To do so, navigate to the Traits section of your account settings (or get there via Quick Jump).
One benefit to custom traits over your integration traits - you can setup Playbooks to automatically update the value of a custom trait. Read our docs on Playbooks to learn more.
String: a short text value
Number: an integer or decimal value
Date: a past or future date value
Boolean: a true/false style checkbox
Multi-select: an array; select all values that apply
Text Area: a long text field
File Attachment: upload a file to be viewed or downloaded.
Supported File Attachment file types include: CSV, DOC, DOCX, GIF, JPEG, JPG, PDF, PNG, SVG, TXT, XLS, and XLSX.
*If you are needing to add an attachment with a filetype that is not listed above, reach out to [email protected] to see if it can be added.
In the above screenshot, notice how there are 3 predefined options, each rendered as a colorful tag. Both custom traits and your integration traits support this! When creating or editing your trait, if you define some initial options, you can control just how those options render in Vitally.
As long as an account has a trait value with a defined colorful tag, then that trait will automatically render with a bit more pop 🎉
Don't forget that you can double click on a traits cell to edit its value.
Each trait in Vitally has a source, a name, a type, and a status. You can manage the attributes of your traits and create new custom traits in the Traits section of your Account Settings (or get there via Quick Jump).
Each trait has one of three possible statuses in Vitally, all related to how they are displayed:
Visible: The default state. We'll show these traits normally.
Hidden: Hidden traits will not be shown in Vitally. Use this when you receive traits from an integration that you don't care about seeing in Vitally.
Pinned: Pinned traits will be shown at the top of your trait lists. Use pinned traits to prioritize the traits you look at frequently.
