Other integrations
Account health scores & metrics
PHASE 2: Configuration
Configure your organization and the data you are syncing to Vitally to see only what you need!

Categorizing your customers in Vitally

Every Account that you sync to Vitally will be categorized to 1 of 4 of the following statuses:
  • Subscribed - Subscribed accounts are your paying customers - those with a recurring subscription (and thus revenue) with your business.
  • Trials - Accounts with access to your product that are not yet subscribed to your business. These should include accounts on a time-constrained trial (e.g. 7-day access) or accounts on a free plan.
  • Churned - Accounts that formerly had access to your product but have since canceled their subscription or failed to convert a time-constrained trial.
  • Ignored - Accounts you simply do not want to track in Vitally. They can be low-value accounts, test accounts, or anything else.
Learn more about configuring Vitally's Lifecycle Tracking →​

Invite your team

When you are ready to have other team members join you in using Vitally, you can send out invitations from your Team page, found under Organization Settings.
Learn more about the different User Roles & Permissions and how to Manage Seats​

CSM & AE Assignment

By assigning a CSM (Customer Success Manager) and AE (Account Executive) to your Accounts in Vitally, your team members will be able to:
  • View a "My Accounts & Data" Workspace that displays only assigned accounts
  • Automatically have tasks and indicators assigned via Playbooks
  • Automatically have emails send via Playbooks
  • Receive in-app and email notifications for their assigned customers
  • And more!

Once you have completed your Vitally configurations, proceed to PHASE 3: Customization →​

Last modified 2mo ago