PHASE 1: Integration

PHASE 2: Configuration

PHASE 3: Customization

Navigating Vitally with 'Quick Jump' and other Shortcuts

The significance of 'external ID'

Integrations

Vitally's Analytics API

Vitally's REST API

CSV Upload

How data-out integrations work

Supported Integrations

Slack

Zapier

Lifecycle Tracking

Categorizing deactivated users

Manually categorize accounts

Account hierarchy (using Vitally's 'Organization' object)

Default metrics

Health scores

Success Metrics

Elements

Traits

Viewing Customer Datasets

Custom dashboards

Measuring Net Revenue Retention (NRR)

Reporting dashboards for your Customers, Trials, Team, and NPS scores

Segmentation

Views

Product event history

Creating automated workflows with Playbooks

Account Playbooks vs User Playbooks

Creating opportunity & risk alerts with Indicators

Playbook FAQs

Notes

Tasks

Conversations

Projects

Task, note, and project categories

Overview of Vitally's NPS surveys & analytics

Installing & configuring NPS surveys

Limit audience for NPS surveys

Managing your organization

User Roles & Permissions

Assigning (user) owners to accounts

Assigning CSMs & Account Executives (AEs) to accounts

Changing the currency for your revenue (your 'home currency')

Using Cards & Decks to customize account & user displays

Removing user <> account associations

Setting up SAML v2 SSO

GDPR Compliance

Security questions

Deactivating your account

Deleting user accounts