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👋
Welcome
🏄
Getting Started
How to navigate Vitally
Integrate Data Sources
Configure Data
Engage with Customers
Automate Your Process
Visualize Your Data
➡
Pushing data to Vitally
The significance of 'external ID'
Integrations
Vitally's Analytics API
Vitally's REST API
CSV Upload
⬅
Getting data out of Vitally
How data-out integrations work
Supported Integrations
Vitally's REST API: Data Out
⚡
Other integrations
Slack
Zapier
🔁
Managing the customer lifecycle
Lifecycle Tracking
Categorizing deactivated users
Manually categorize accounts
Account hierarchy (using Vitally's 'Organization' object)
💟
Account health scores & metrics
Default metrics
Health scores
Success Metrics
Elements
Traits
📊
Reporting & Segmentation
Viewing Customer Datasets
Custom Dashboards
Measuring Net Revenue Retention (NRR)
Reporting: Dashboards for your Customers, Trials, Team, and NPS scores
Segmentation (Segments)
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
Limit audience for NPS surveys
⚙
Administration
Managing your organization
User Roles & Permissions
Assigning (user) owners to accounts
Assigning Key Roles
Changing the currency for your revenue (your 'home currency')
Using Cards & Decks to customize account & user displays
Removing user <> account associations
🤫
Privacy & Security
Two-Factor Authentication (2FA)
Setting up SAML v2 SSO
GDPR Compliance
Security questions
Deactivating your account
Deleting user accounts
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Changing the currency for your revenue (your 'home currency')
Ensure currency is reported in the unit you use
By default, Vitally displays your revenue across the platform in USD. However, if you send your revenue to Vitally in a different currency, you can set that currency by navigating to Settings ->Account & Billing.
Changing your currency will only manipulate the data you send us if you configure currency handling via these instructions. If you have not configured traits that represent an account's currency, then changing the currency here simply changes the currency we use to display your revenue.
For example, say you are sending Vitally a value of 80 for an account's revenue. By default, we'll display that as USD (e.g. $80). If you change the currency to euros, we'll instead display it as €80.
If you instead send us a currency trait with a value of EUR for the account, select that currency trait in your revenue configuration by following the instructions here, and then configure your home currency to USD, Vitally will auto-convert a revenue value of 80 to ~$94 USD (assuming a 1 -> 1.18 EUR to USD conversion rate) and display that instead.
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Assigning Key Roles
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Using Cards & Decks to customize account & user displays
Last modified 1yr ago
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