Vitally Support

An overview of the capabilities and analytics Vitally's NPS add-on provides

Vitally's NPS Surveys & Analytics

An overview of how to install Vitally's NPS and ensure the right users are polled at the right time

Installing & configuring NPS

Design and create surveys with customizable questions and question types.

Custom Surveys

Laura Bedoya

Ethan Patrick

NPS & Custom surveys

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Use Case Library

🏄‍♂️ Building Your Onboarding Process

🚀 Building Your Adoption Process

💸 Building Your Renewal & Forecasting Process

Building Your Customer Journey

❤️ Health Framework

🤝 Managing Stakeholder Change

🚨 Manage Customer Escalations

🫀Tracking CSM Pulse

Core Processes

🏠 Building a Hub for CSM Productivity

⭐ Role-based Hubs

📈 Dashboards 101 & 201

Hubs & Dashboards

🤖 Goals: Operational Use Cases

🏄 Onboarding Goals to Track TTV

🚀 Adoption Goals to Track Usage

💸 Growth Goals to Mitigate Risk & Realize Opportunities

Goals: Operational Use Cases

Getting Started with Vitally as an Admin

Getting Started with Vitally as a CSM

Getting Started with Vitally as a CS Leader

Integrate Data Sources

Sync: Organizations, Accounts, Users

Sync: Revenue

Sync: Product Events

Sync: Conversations, Notes & Tasks

Sync NPS

How to Navigate Vitally

Configure Data

Engage with Customers

Automate Your Process

Visualize Your Data

Vitally Glossary

Blueprints

Hierarchy at Vitally

Learning Vitally

Getting Started

Integrations Overview

The significance of 'external ID'

Product Events in Vitally: Timestamped Events vs. Aggregate Traits

Integrations

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Outlook Calendar (Meetings)

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Intercom (Fin)

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Recurly

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Looker

Outlook

Rudderstack

Google Calendar (Meetings)

Gong

Pendo

Pushing Data to Vitally

Data Warehouses

Data Warehouses - Configuring Sync

Analytics API

REST API

How Data-Out Integrations Work

Data Out: Segment

Data Out: Salesforce

Getting data out of Vitally