No matter your role or how you learn best, we have resources to support you.

❓ Vitally Help Center Our knowledge base covering the full Vitally platform — specs, walkthroughs, and more.

📚 Use Case Library Step-by-step buildout guides for each stage of the customer journey, including Building Your Onboarding Process, Building Your Adoption Process, and Building Your Renewal & Forecasting Process. Each guide includes a video walkthrough plus the Segments, traits, templates, Playbooks, and Dashboards to configure.

🧩 Blueprints Ready-to-use templates you can apply in one click. Use-case Blueprints cover end-to-end processes like onboarding, renewals, and risk. Standalone Blueprints cover individual Views, Dashboards, Projects, Note templates, and Playbooks.

📚 Integration Documentation An overview of Vitally's native integrations and how to set them up.

Vitally does not include a standalone journey-map builder. You model your customer journey using the platform's core objects: a Segment for each stage, a Customer Journey Stage trait so stages are reportable, Lifecycle Tracking to follow trial, paying, churned, and inactive status, and Dashboards to report on movement between stages.

The onboarding and renewal Blueprints handle much of this setup for you, creating the Segments and applying lifecycle traits as accounts enter those phases. The Use Case Library guides above walk through the full configuration one stage at a time.

🎓 Vitally Foundations A series of on-demand courses covering the core fundamentals of Vitally.

🎓 Vitally for Team Members A self-paced companion to Intro to Vitally, designed for CSMs, AMs, and other day-to-day Vitally users. Goes deeper than the live session with more content and quizzes to confirm your understanding along the way.

🎓 Vitally for Admins A self-paced companion to Admin 101, built for CS leaders and operators who want to go further. Covers the same core pillars — Prescription, Measuring Success, Automation, and Productivity & Reporting — with expanded content and comprehension quizzes throughout.

🎉 Intro to Vitally An interactive session led by our CS team — includes a platform walkthrough plus tips and tricks for new and returning users alike.

🎙️ Office Hours Twice-weekly, operations-focused sessions where you can bring your CS process, use case, and setup questions.

📚 Admin 101 A four-week learning path for CS leaders and operators. Each week builds on a core pillar: Prescription, Measuring Success, Automation, and Productivity & Reporting.

Our team of Vitally experts is here to help.

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