Account Logo Menu Drop-Down

Getting to your Settings is via your logo on the top left. Once you select your logo, you'll get a dropdown with your options of:

Home
My Profile
Settings
What's new
Invite Team members (not available for all roles)
Logout

Vitally My Profile

This is where you can edit sending windows, build templates, edit billing information, create Playbook automations, Categories, manage/configure Integrations, and many other actions. Below, you'll see all the options you'll see as an Admin. If you are an observer or a teammate, your settings menu will be significantly shorter. Find out more about roles HERE.

Vitally Settings

You'll find Operations (e.g Account & Billing, Playbooks, etc), Vitally Objects (Organizations, Users, Tasks, Docs, etc), and Custom Objects (e.g Deals, Opportunities, etc) under Settings.

Operations

When navigating to Settings > Operations you will find:

Account & Billing: These are details about your account and billing.
Playbooks: Create or edit automated playbooks
Integrations: Integrate, configure, or update Integrations
Security: You'll find login type, 2FA, session timeout, allowed attachment types (e.g .csv, .doc, .png), and roles disallowed from exporting data from Vitally.
Events: The entire set of events seen from your analytics service. You can hide any events that you'd prefer to not show in Vitally.

Vitally Objects

Vitally Objects are all Objects that all Vitally customers have access to such as:

Team members: Under Team members you can select
- Manage Team: Here you can manage your internal team by inviting them (if you have SSO enabled you will need to invite them via your SSO provider), change their permissions, deactivate users, edit any team traits, see pending invites, and auto created users (these are created via your SSO provider)
- Traits: Manage or create Team Traits. Add custom traits for your team profiles below. These traits (e.g. a calendar link) can be auto-included in conversations sent in Vitally from that team member. You can also auto-assign key roles to accounts using these traits in Playbooks.
Organizations (if enabled): Find a list to set up health, success metrics, traits, key roles, segments, decks & cards, revenue & subscription configuration, trial configuration, churn configuration, and track rules.
Accounts: Find a list to set up health, success metrics, elements, traits, key roles, segments, decks & cards, revenue & subscription configuration, trial configuration, churn configuration, and track rules.
Users: Find a list to set up traits, segments, decks & cards, and churn configuration.
Goals: Find Goal Templates
Tasks: Find a list to set up traits, categories, statuses, and tags.
Notes: Find a list to set up templates, traits, categories, and tags.
Projects: Find a list to set up templates, traits, categories, and statuses.
Docs: Find a list to set up templates and tags.
Conversations: Find a list to set up templates, traits, categories, unsubscribes, and connected gmail accounts.
Surveys: Find a list to set up NPS and Custom Surveys.

Additionally, you'll see a setting wheel next to Vitally Objects where you can configure whether your customers are modeled as parent-child hierarchy or a singular (flat) hierarchy (i.e enabling Organizations). You can also rename Account and Organization labels (i.e if you call Accounts Customers and Organizations Parent Customer, you can rename that here).

Custom Objects

Lastly, you will find your Custom Objects in Vitally Settings. Here you can manage existing Custom Objects that are synced or manually created in Vitally. This is where you can also manually create Custom Objects

Vitally Help

The question mark button gives you drop-down options:

Help & Docs is where our documentation lives.
Chat with Support opens up a chat box to chat with the Support Team
Status & Outages page keeps you update to date on any incidents affecting Vitally's performance
Quick Jump allows you to teleport anywhere in Vitally
Vitaly Academy opens on-demand videos on learning the foundstions of the Vitally platform
Refer & Earn $ is your chance to win back money!

Quick Jump

Vitally Supports favorite shortcut! Quick jump (use the keyboard shortcuts Mac: ⌘ + j Or Windows: Alt + j or go to Settings > Help > Quick Jump) allows you to easily transport around Vitally without having to click around too much. You can easily get to places like:

Integrations (or specific integrations like Intercom, Salesforce, etc)
Lifecycle Tracking
Segments
Indicators
Playbook Automations
Settings
Etc...

Global + Create a New... Button

You'll see a + Create New button on the bottom left of the panel. Simply clicking on the menu lets you skip navigating to settings and immediately start creating! Here you can create:

Notes
Tasks
Start Conversation
Create Project
Create Doc
Create Playbook Automation
Create Success Metric
Create Element
Invite Teammate (if you use SSO, you are unable to use this option)
Create Account
Create User

Global Search

You can use the Global Search to find a variety of objects in Vitally! Easily find customers and their activity to quickly navigate to important information.

In Global Search you can search for:

Organizations, Accounts, Or Users
- Searching for hierarchy will also pull up Users, Notes, and Conversations under each (e.g searching for a note's parent (either by external id or name) will also return notes in Global Search results)
Activity like Notes, Docs, Projects, Tasks, and Conversations
Activity such as Tasks, Projects, Notes (subject or bodies), Conversations
Views
Or Custom Objects

Vitally Keyboard Shortcuts

There are a number of shortcuts in Vitally to help you ensure that you can format your messaging. Below is a list of all commands you can use within Notes, Tasks, or Docs (some of these are applicable to conversations as well):

Dash (-) + Space: Creates a bullet point
One hashtag (#) + Space: Add this before already written text to convert it to Heading 1
Two Hashtags (##) + Space: Add this before already written text to convert it to Heading 2
Three Hashtags (###) + Space: Add this before already written text to convert it to Heading 3
Backslash (/): Gives you a list of
- Text formatting such as headings and text
- Bullets
- Embed images, files, or online media
- Add a section
- Embed a task or project
- Embed Account Card
Curly Bracket ({): Add Organization or Account level variables

There are a number of other shortcuts to more efficiently get somewhere or create a new activity. Below is a list of shortcuts to efficiently work in Vitally: