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👋
Welcome
🏄
Getting Started
PHASE 1: Integration
PHASE 2: Configuration
PHASE 3: Customization
Navigating Vitally with 'Quick Jump' and other Shortcuts
➡
Pushing data to Vitally
The significance of 'external ID'
Integrations
Vitally's Analytics API
Vitally's REST API
CSV Upload
⬅
Getting data out of Vitally
How data-out integrations work
Supported Integrations
Vitally's REST API: Data Out
⚡
Other integrations
Slack
Zapier
🔁
Managing the customer lifecycle
Lifecycle Tracking
Categorizing deactivated users
Manually categorize accounts
Account hierarchy (using Vitally's 'Organization' object)
💟
Account health scores & metrics
Default metrics
Health scores
Success Metrics
Elements
Traits
📊
Reporting & Segmentation
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
🔔
Automated Playbooks & Alerts
Creating automated workflows with Playbooks
Account Playbooks vs User Playbooks
Creating opportunity & risk alerts with Indicators
Playbook FAQs
📝
Activity items
Notes
Tasks
Conversations
Projects
Task, note, and project categories
💯
Using Vitally's NPS surveys
Overview of Vitally's NPS surveys & analytics
Installing & configuring NPS surveys
Limit audience for NPS surveys
⚙
Administration
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
🤫
Privacy & Security
Setting up SAML v2 SSO
GDPR Compliance
Security questions
Deactivating your account
Deleting user accounts
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Navigating Vitally with 'Quick Jump' and other Shortcuts

Quick Jump

Wondering how to configure something in Vitally? For example, not sure where to find our "Health Scores" feature? No sweat - open our Quick Jump window and search for whatever feature or configuration option you are looking for!
You can open the quick jump window with specific keyboard shortcuts:
  • Mac: ⌘ + k
  • Windows: Alt + k
The support menu in the top right also has a link to open Quick Jump:

The Global Create Button

Another way to quickly access key features from anywhere in Vitally is by using the Global Create button at the top left of Vitally's UI:
Simply clicking on the menu allows you to skip navigating to settings, and immediately start creating!
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Getting Started - Previous
PHASE 3: Customization
Next - Pushing data to Vitally
The significance of 'external ID'
Last modified 8mo ago
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Contents
Quick Jump
The Global Create Button