Requesting a Sandbox
Sandboxes are set up by your CSM or the Vitally Support team, they're not self-service to create. Reach out to either to get one provisioned.
Once set up, you'll receive:
Domain:
[sandbox].vitally.io/[sandbox].vitally-eu.ioUser invite: the email of the invited user
Expiry date: the renewal date of your Prod environment
Invite URL: the URL to first access the sandbox
Once the invited user has access, they can invite other team members themselves from the Settings page.
Your sandbox's expiry date matches your live environment's renewal date. After renewal, if you'd like to keep your sandbox, request an extension through your CSM or Support. If the sandbox isn't accessed for 3 months past your renewal date, it will be permanently deleted, and a new, empty sandbox would need to be provisioned and set up again from scratch.
Setting Up Your Sandbox
A new sandbox starts completely empty. Setup typically involves:
Exporting data from production, using the Export function in your live environment.
Uploading that data into your sandbox via CSV upload, mapping to the equivalent traits in your sandbox.
Connecting integrations to their sandbox equivalents (e.g. a Salesforce or HubSpot sandbox/test instance), rather than pointing your Vitally sandbox at live production data.
Resetting the Sandbox
There's no self-service way to reset your sandbox from within the product. Clearing data, integrations, traits, Hubs, and Dashboards is handled by the Vitally Support team.
To request a reset, contact Support with your sandbox's subdomain and what you need cleared: all data, or specific objects (Organizations, Accounts, Users, NPS).
A couple of things worth knowing about how this works, so expectations are set correctly:
All integrations need to be disabled first, this is a prerequisite Support will confirm before proceeding.
Deleting Organizations does not cascade-delete the Accounts underneath them. Those Accounts may briefly disappear from Vitally while the deletion processes, then reappear once it's done, they are not removed. A User under a deleted Organization is only deleted if that Organization was their sole connection.
After a reset, everything deleted needs to be recreated from scratch.
Best Practices for Sandbox and Production Separation
Use distinct email addresses for sandbox accounts, such as adding a
+sandboxor+testsuffix to your email, if you want a deliberately separate test identity.