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Getting Started with Vitally as an Admin

Getting Started with Vitally as an Admin

Follow this learning path to get started as a Vitally Admin

Rachel Sheldon avatar
Written by Rachel Sheldon
Updated over a week ago

Are you a new Vitally Admin? Our Customer Success team has put together this curated learning path from the Vitally Academy library of videos to set you on the right track.

Time to Complete: 1 hr 15 min

Learn About Change Management Principles for a Successful Team Rollout

In this Workshop, you'll walk through the ADKAR framework for successful change management when implementing Vitally in your organization.

Time to Complete: 15 minutes

Ensure That Your Health Framework is Accurate and Actionable

In this Workshop, you'll learn the best practices to building Health Scores that drive impact across your business.

Time to Complete: 22 minutes

Measure the Impact of Your Strategies to Improve ROI

In this Workshop, you'll discover how to use Vitally Goals to measure the impact of your CS operations. You'll walk through several use cases step-by-step to start implementing in your own account.

Time to Complete: 16 minutes

Understand Automation Best Practices

In this Workshop, you'll learn two essential strategies for taking your Playbook automations to the next level: manual Playbook enrollment and recurring Playbooks.

Time to Complete: 13 minutes

Scale Your Customer Enablement

In this Workshop, you'll learn how to develop customer education processes using automation in Vitally.

Time to Complete: 16 minutes

Congrats on completing your Vitally Admin Learning Path! Here's what to do next:

Sign up for our Vitally Admin 101 program, a series of live training sessions with Vitally's own CS team to get you upskilled and ready to jump into Vitally as a new admin.

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