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Using Cards & Decks to customize account & user displays
Organize related account and user columns into named Cards, and organize those Cards into Decks that can be used throughout Vitally
As you navigate Account & User pages in Vitally, as well as when you view Activity items like Tasks and Projects, you'll see data displayed about your accounts/users using a component we call a Card. Cards will be displayed stacked together - we call these Card collections a Deck.
Cards are highlighted in orange. Together, they make a (profile) Deck
Cards displayed in an activity Deck
To create your Cards and Decks, head over to your admin settings and click on Cards & Decks under Data Management (or use Quick Jump to get there). Once there, you'll see options to create Account Cards/Decks and User Cards/Decks. We'll focus on Accounts for this document, but the same functionality exists within Users as well.
To get started, you'll likely want to first create a new Deck. When doing so, you'll have the option to name your Deck as well as specify whether the Deck should be used in Activity views (e.g. Tasks, Projects) or Account Profiles. The former supports a single column of Decks, while the latter has 2 columns.
Once you create a Deck, you'll want to get started by adding Cards to your Deck, which you can do in the top right.
When adding Cards to your Deck, you have 3 options:
1) Add from your library - as you create Cards, this builds out a library that you can easily use when building your Decks. 2) Add from Vitally's library - to help you get started, we have our own set of default Cards that you can use in your Decks if you like! 3) Create a new Card - here, you can create a totally new Card, which when created, gets added to your library in option #1.
When creating a new Card, you'll have the option to create 2 different types of Cards:
1) Current account column values - This creates a Card using any of the normal Account columns supported in Vitally. Note that if your selected column supports editing (e.g. a mapped Salesforce field, custom traits, etc), that column will be editable in your Card as well! Some common use cases for this Card could be:
- Plan/subscription details - organize columns around the account's plan or subscription with your company
- Communication & Activity - organize columns around communications, tasks, and other team activity into a single card
- Product implementation/setup - organize columns showcasing features, integrations, etc configured by your customers
You can edit columns directly from your Cards!
2) 30-day trend graphs - This creates a Card showing how historical metrics like health, revenue, Success metrics, and more are trending over the last 30 days.
Once you select the card type, you'll be able to add account columns to your card. You can arrange these columns in any order after you add them to your Card by dragging and dropping them.
Once you have Cards in your Deck, you can drag and drop those Cards into any place in your Deck.
Once you've created a handful of Decks, you'll probably want to customize which Decks are used throughout Vitally by default. We display a default Deck for you throughout Vitally, but you have full control to override that in your Cards & Decks settings:
You can display Decks based on the segment the account is in
As you can see above, you can set a default Deck for your individual Account pages as well as in your Activity slideouts (e.g. tasks, notes) and projects.
From there, you can also dynamically display specific Decks based on the segment(s) the account is in. This is great to, for example, display a specific Deck for your high-touch/enterprise customers and a different one for your tech/low touch customers.
Note that if an account is in multiple Segments with their own default, we will display the Deck mapped to the Segment the account/user most recently joined.
As you navigate Vitally, as described above, we will display a logical default Deck for you (based on mapped defaults, falling back to the Vitally default). However, you can change the displayed Deck if you like. For example, on an Account page, you can change the Deck in the page header:
The same functionality exists in projects and activity slideouts: