Vitally Glossary | Vitally Help Center

Feature	Description	Why it matters
Playbooks	Automated workflows that trigger actions based on specific conditions to streamline engagement.	Automate customer workflows to scale engagement and reduce manual tasks.
Trigger Rules	Conditions that determine when a Playbook is activated. These rules filter which Accounts, Users, or other objects should enter the Playbook based on specified criteria.	Define conditions to initiate Playbooks based on customer data or actions.
Actions	Tasks executed when an object enters a Playbook. Actions can include sending emails, creating tasks, updating traits, or pinging webhooks.	Automate tasks like sending emails or updating traits within Playbooks.
Playbook Rules	Logic components within a Playbook that control the flow of actions. Rules can introduce delays (Wait), split paths (Branches), or set conditions for progression.	Control Playbook flow with conditions, delays, and branching logic.
Wait Rule	A rule that pauses the Playbook's progression for a set duration or until specific conditions are met, allowing for timed or conditional delays.	Introduce delays in Playbooks until specific conditions are met.
Paths/Branches	Diverging routes within a Playbook that allow for different sequences of actions based on defined conditions, enabling customized workflows.	Create conditional paths in Playbooks for personalized customer journeys.
Playbook history	A log that provides visibility into the execution of a Playbook, showing which objects have entered, their current status, and the actions taken.	Monitor Playbook execution and customer progression through workflows.
Integrations	Connections between Vitally and other tools (like Slack, Zapier, or Mailgun) to enhance functionality and data flow.	Connect Vitally with other tools to centralize customer data and actions.
Security	Features and settings to protect your Vitally account, including two-factor authentication (2FA) and GDPR compliance options.	Protect customer data with robust security measures and compliance.
Events	User or account activities tracked within Vitally, often used to trigger Playbooks or update metrics.	Track customer interactions to inform health scores and automation.
Team Traits	Custom attributes assigned to team members in Vitally, such as calendar links or contact information, which can be used in communications and automations.	Customize team member profiles with relevant information for personalization.
Organizations	A hierarchical structure above Accounts, allowing you to group multiple Accounts under a single Organization for better management (i.e Child parent relationships)	Group related accounts for hierarchical customer management.
Accounts	Individual customer entities in Vitally, representing companies or clients you work with.	Represent individual customers or companies in Vitally.
Users	End-users associated with Accounts, typically representing individual contacts or customers.	Track individual contacts within customer accounts.
Goals	Objectives set within Vitally to track and measure customer success outcomes, such as onboarding completion or product adoption.	Set and monitor objectives to measure customer success.
Tasks	Action items assigned to team members to manage customer relationships and internal processes.	Assign actionable items to team members for customer management.
Task Traits	Custom fields added to tasks to capture additional information, enabling more detailed tracking and reporting.	Add custom fields to tasks for detailed tracking and reporting.
Task Categories	Labels used to organize Tasks into different groups based on their nature or purpose.	Organize tasks into groups for better management.
Task Statuses	Indicators of a Task's progress, such as "To Do," "In Progress," or "Done."	Track the progress of tasks through various stages.
Task Tags	Keywords assigned to Tasks for easier filtering and identification.	Label tasks for easy filtering and identification.
Notes	Documentation of interactions, meetings, or important information related to Accounts or Users.	Document important information about customer interactions.
Note Templates	Predefined formats for Notes to ensure consistency in documentation across the team.	Standardize note-taking with predefined formats.
Note Traits	Custom attributes assigned to notes, allowing for enhanced categorization and data capture within notes.	Add custom attributes to notes for enhanced categorization.
Note Categories	Labels used to classify Notes based on their content or context.	Classify notes based on their content or purpose.
Note Tags	Keywords assigned to Notes to facilitate organization and searchability.	Assign keywords to notes for better organization.
Projects	Collections of Tasks and milestones aimed at achieving specific objectives for an Account or Organization.	Manage customer initiatives with structured tasks and timelines.
Project Templates	Standardized structures for Projects to streamline the setup of recurring initiatives.	Create reusable project structures for consistency.
Project Traits	Custom fields added to projects to store specific information relevant to the project's context or requirements.	Customize projects with additional fields for specific needs.
Project Categories	Classifications applied to Projects to group them by type or objective.	Group projects by type or objective for clarity.
Project Statuses	Indicators of a Project's progress, such as "Not Started," "In Progress," or "Completed."	Monitor project progress through defined stages.
Docs	Collaborative documents within Vitally used to share information with customers or internal teams.	Collaborate with customers through shared documents.
Doc Templates	Predefined formats for Docs to maintain consistency in shared materials.	Use predefined document formats for efficiency.
Doc Tags	Keywords assigned to Docs to categorize and facilitate search.	Label documents for easy retrieval and organization.
Conversations	Communication threads with customers, which can be automated or manually initiated, often integrated with email systems.	Manage customer communications within Vitally.
Conversation Templates	Prewritten messages used to standardize customer communication.	Standardize messaging with reusable templates.
Conversation Traits	Custom attributes assigned to conversations, facilitating better organization and automation based on conversation data.	Add custom fields to conversations for detailed tracking.
Conversation Template Categories	Organizational tags for grouping conversation templates, making it easier to manage and select appropriate templates for communication.	Organize templates into categories for quick access.
Conversation Unsubscribes	Settings that allow recipients to opt out of automated conversations, ensuring compliance with communication preferences.	Manage customer opt-outs from communications.
Slideout	A user interface element in Vitally that provides additional information or functionality without navigating away from the current page.	Access contextual information without leaving the current view.
Meetings	Scheduled interactions with customers, which can be synced from your calendar into Vitally.	Schedule and track customer meetings within Vitally.
Vitally Surveys (custom surveys)	Tools to collect feedback from customers, including NPS and custom surveys.	Collect customer feedback to inform strategies.
NPS	Net Promoter Score surveys used to gauge customer satisfaction and loyalty.	Measure customer loyalty with Net Promoter Score surveys.
Custom Objects	User-defined entities in Vitally that represent data structures not covered by default objects, allowing for tailored data modeling.	Define unique data structures to fit specific business needs.
Hub	A centralized workspace in Vitally where teams can organize and access various resources, such as views, dashboards, and documents.	Centralize workspaces for teams to manage their activities.
Hub Folder	Subsections within a Hub used to categorize and organize related resources for easier navigation and management.	Organize views and documents within Hubs for better navigation.
View	A customizable display of data in Vitally, allowing users to filter, sort, and organize information according to specific criteria.	Customize data presentations to focus on relevant information.
Column Picker	A tool within views that lets users select which data columns to display, enabling personalized data visualization.	Select which data columns to display in views.
Table View	A data presentation format in Vitally that displays information in rows and columns, suitable for detailed data analysis.	Display data in a structured, spreadsheet-like format.
Board View	A visual representation of data in a kanban-style board, useful for tracking progress and managing workflows.	Visualize tasks or projects in a kanban-style layout.
Dashboard	A customizable interface in Vitally that aggregates various widgets and views to provide an overview of key metrics and information.	Monitor key metrics and KPIs in a centralized location.
Widget Library	A collection of pre-built components in Vitally that can be added to dashboards to display specific data visualizations or metrics.	Access pre-built components to enhance dashboards.
360 (aka customer 360, account 360)	A comprehensive view of an Account, User, or Organization in Vitally, consolidating all related data, interactions, and metrics in one place.	Gain a comprehensive view of customer accounts and interactions.
Properties	Attributes or fields associated with objects in Vitally, such as Accounts or Users, used to store and manage data points. We currently use Property, Trait and Variable somewhat interchangeably.	Define and manage data fields across various objects.
Calendar	An integrated feature in Vitally that syncs with external calendars to schedule and manage events, meetings, and tasks.	Integrate and manage scheduling within Vitally.
Health Scores	Metrics that assess the overall health of an Account or Organization based on various factors like product usage or NPS.	Assess customer health to identify risks and opportunities.
Success Metrics	Custom KPIs defined using your data in Vitally to measure customer success and engagement.	Track performance indicators to measure success.
Elements	Core features of your product tracked within Vitally to monitor customer engagement and product adoption.	Monitor specific product features or usage patterns.
Traits	Custom attributes assigned to Accounts, Users, or Organizations to store specific information relevant to your business needs.	Customize data attributes across different objects.
Key Roles	Designated team members (like CSMs or AEs) assigned to specific Accounts or Organizations to manage relationships.	Assign team members to specific responsibilities within accounts.
Segments	Groups of Accounts, Users, or Organizations categorized based on shared characteristics or behaviors.	Group customers based on shared characteristics for targeted actions.
Lifecycle Tracking	Monitoring the stages of a customer's journey (e.g., trial, subscribed, churned) within Vitally.	Monitor customer journey stages to tailor engagement.
Revenue & Subscription Configuration (aka subscription rules)	Settings to manage and track revenue-related data and subscription details for your customers.	Manage billing and subscription details for accurate reporting.
Trial Configuration	Setup options to define and monitor trial periods for new customers.	Set up and monitor trial periods to optimize conversions.
Trial Qualification	Settings that allows you to assess and score trial accounts based on predefined criteria, determining their potential value and likelihood to convert into paying customers.	Helps teams focus on high-potential trials to boost conversions and efficiency. Integrate with services like Clearbit to enrich trial data, providing deeper insights for qualification decisions.
Churn Configuration	Settings to identify and categorize customers who have ended their relationship with your product or service.	Identify and manage churned customers for retention strategies.
Track Rules (aka ignored)	Criteria set within Vitally to monitor specific events or behaviors for Accounts, Users, or Organizations.	Define criteria to monitor specific events or behaviors.