Customer traits are pieces of information about a customer, like their plan, number of licenses, name, etc. that are defined by you or the systems, like Segment, that you integrate with.
You can view a customer's traits on their dashboard, setup subscription tracking based on traits, use them for sorting and filtering, or even define Success Metrics using numeric traits.
Editing a customer's traits
In the Traits view for a customer, you can see all the currently defined trait values for that customer. Traits are separated by their source: Custom traits are traits defined in Vitally, and traits from each of your integrations (e.g. Segment, Stripe, Mixpanel, etc.) are visible on their own tabs.
Editing an existing trait
Both custom traits and traits from your integrations can be edited. Just click into the field for that trait, change the value, and hit save to save your changes when you're done editing!
You can do the same from the accounts list, giving you spreadsheet-like ability to edit your data. Any cell that, when hovered over, highlights blue can be edited with a double-click.
A couple notes on editing traits:
- If the editor for a trait is a different type than you expect (e.g string instead of number), you can change the type by selecting Manage custom traits in Actions
- If you edit a trait from an integration in Vitally, if the integration sends it again, your edit will be overwritten
Creating a new custom trait
You can create a custom trait directly from the customer's traits view by selecting Create a trait in Actions. After naming and selecting a type for your new trait, you can add a value for that specific customer.
Sending trait updates to Segment
If you've configured your Segment integration to send group calls back to Vitally, editing a trait will cause Vitally to immediately send those updates to Segment.
Warning: Be cautious when editing traits from other integrations. They may overwrite traits in other systems, or be overwritten themselves the next time Vitally receives data from that integration.
Managing trait definitions
Each trait in Vitally has a source, a name, a type, and a status. You can manage the attributes of your traits and create new custom traits in the Traits section of your Account Settings.
Pro Tip: Use our 'quick jump' window (using the
cmd + kshortcut) to jump straight to your trait settings.
You can create new traits in Vitally to store data that is not contained in other systems. This might be the last date you contacted the customer, the name of an important stakeholder, or a brief description of the customer relationship. Traits that are created and managed in Vitally are called Custom Traits.
You can manage custom traits from the Traits section in your Account Setting. Like you can from the account's Traits view on their dashboard, you can also create a new Custom Trait here.
You can automatically set a custom trait's value using Rules.
Traits from integrations
When Vitally receives traits from your connected integrations, like Segment, Mixpanel, Stripe, and Clearbit. You can change the type or of these traits, but you cannot edit their name as the name is owned by the integration.
You can also delete traits from integrations. But, if the integration sends it again, the trait will be re-created in Vitally. If you want the trait to not be visible even if it is seen again, set its status to Hidden.
Each trait has one of three possible statuses in Vitally, all related to how they are displayed:
- Visible: The default state. We'll show these traits normally.
- Hidden: Hidden traits will not be shown in Vitally. Use this when you receive traits from an integration that you don't care about seeing in Vitally.
- Pinned: Pinned traits will be shown at the top of your trait lists. Use pinned traits to prioritize the traits you look at frequently.