Customer Lifecycle
Manage custom objects, hierarchies, and lifecycles.
By Ethan and 1 other2 authors16 articles
Custom ObjectsCustom objects allow you to store additional data in a scalable manner and link that to an account and organization.
Lifecycle Tracking OverviewTrack where users are in their journey—trial, paying, churned, or inactive (e.g., lost access or test accounts).
Categorizing Subscribed CustomersAuto-categorize your paying customers and track their recurring revenue, renewal date, and more
Currencies supportedVitally can automatically convert your revenue across 65+ currencies for accurate revenue reporting
Categorizing TrialsAuto-categorize your trials and track when their trial ends with your product
Categorizing ChurnChurned Accounts/Organizations are ones that had access to your product but have canceled their subscription or failed to convert a trial.
Viewing Churned DataViewing churned data with a simple toggle in all your Table Views
Categorizing Ignored AccountsTrack rules help you control your cost (or noise) in Vitally by auto-ignoring specific accounts
Deactivated Users (User Churn)Auto-identify users that have an active login to your product vs those that have a deactivated one (and can no longer access your product).
Using Vitally's 'Organization' ObjectThe Organization object helps teams create a hierarchy within their customers. It is above the Account in Vitally and can own many Accounts.
Best Practices for Transitioning to the Org-Account Structure in VitallyThis guide outlines the key steps and considerations when moving from an account-only structure to Vitally’s organization-account hierarchy
Organization Object: Supported Integrations & Creating Hierarchy
Organization Object: Configuring and Working with Orgs
Organization Object: How to 'Move' an Account to the Organization Level
Configuring Hierarchy LabelsYou can rename Organizations and Accounts, calling them anything you like. Let's see how!
Lifecycle Tracking Troubleshooting Guides
Troubleshooting guides for Lifecycle tracking issues (subscribed, trial, trial qualification, churn, ignored)
Accounts are unexpectedly Churned when they should be SubscribedLearn how to investigate and resolve issues where subscribed accounts are incorrectly marked as churned in Vitally.