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👋
Welcome
🏄
Getting Started
Phase 1: Integrate
Phase 2: Configure
Phase 3: Engage
Phase 4: Automate
Phase 5: Visualize
Navigating Vitally with 'Quick Jump' and other Shortcuts
➡
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
Views
Product event history
🔔
Automated Playbooks & Alerts
Creating automated workflows with Playbooks
Account Playbooks vs User Playbooks
Creating opportunity & risk alerts with Indicators
Playbook FAQs
📝
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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GitBook
User Roles & Permissions
A breakdown of the permissions for each of the Vitally User Roles: Admin, Team Member, and Observer
Accounts & Users
ACTION
ADMIN
TEAM MEMBER
OBSERVER
Create & Pin Views
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View Profile Data
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Change Segments
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SOME
Edit Traits
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SOME
Assign & Change Key Roles
CSM | AE | Account Owner
☑
Manually Create Accounts & Users
☑
Change Subscription Details
☑
Activity
ACTION
ADMIN
TEAM MEMBER
OBSERVER
View All Data
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View All Activity
Projects, Tasks, Indicators, Conversations, Notes
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Participate in Discussions with other Users
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Participate in Conversations with Customers
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Address Indicators
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Create Projects
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Create Tasks
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Create Notes
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Create Personal Conversation Templates
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Edit Activity created by other Users
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Reassign Pending Conversations
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Create Activity Categories & Tags
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Create Project Templates
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Share Conversation Templates with Team
☑
Reporting & Dashboards
ACTION
ADMIN
TEAM MEMBER
OBSERVER
View All Reporting
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View & Pin Dashboards
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Create Private Dashboards
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Create Public Dashboards
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Edit Public Dashboards created by other Users
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Personal Settings
ACTION
ADMIN
TEAM MEMBER
OBSERVER
Update Personal Profile Details
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Connect Gmail Integration
To log email conversations to Vitally
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Configure Notification Settings
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Organization Settings
ACTION
ADMIN
TEAM MEMBER
OBSERVER
Manage Account & Billing Details
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Send Invites & Manage Team Permissions
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Enable & Configure NPS
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View Privacy & GDPR Terms
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Customer Management
ACTION
ADMIN
TEAM MEMBER
OBSERVER
Create Cards & Decks
☑
Set Default Decks
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Create Health Scores
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Create Segments
☑
Create Success Metrics
☑
Create Elements
☑
Create & Manage Traits
☑
Create Playbooks
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Manage Tracked Events
☑
Enable & Manage Data Integrations
☑
Administration - Previous
Managing your organization
Next - Administration
Assigning (user) owners to accounts
Last modified
9mo ago
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Contents
Accounts & Users
Activity
Reporting & Dashboards
Personal Settings
Organization Settings
Customer Management