Organize related account and user columns into named Cards, and organize those Cards into Decks that can be used throughout Vitally
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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.
You can create Cards and Decks for Organizations, Accounts, or Users. We'll focus on Accounts for this document, but the same process can be followed for Orgs or Users.
| How to | How to Visual |
|---|---|
How to create a Card and Deck
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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!
Once you have Cards in your Deck, you can drag and drop those Cards into any place in your Deck.
We display a default Deck for you throughout Vitally, but you have full control to override that in your Cards & Decks settings. For example, if an Account is in a Renewal Segment you can default a Renewal Deck that has Account Manager notes on renewal, renewal date, plan, etc. This will help in seeing that data that is most relevant for each customer. Additionally, you can always switch to and from different Decks in the 360 of any Organization, Account, or User.
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.
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, we will display a default Deck or your configured default Deck. However, you can change the displayed Deck if you like when in a 360! For example, on an Account 360, you can change the Deck in the page header when you select the name of the Deck currently displayed:
The same functionality exists in activity slide-outs:
Common use cases for card type Current Column Values:
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
Common use cases for card type 30-day Trend Graph:
Adoption - If you've set up Success Metrics or want to see a specific Event to track activity, you can easily create a card with this information to easily track and identify an Account that may be falling behind.
User Activity - Easily find and track Active User % or Percent of seats used for customers.
Conversations - Track conversation count over the last 30 days. If there was a big marketing email or a change in your product, an increase in conversations can serve as an indicator for you to check into their communication.
