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👋
Welcome
🏄
Getting Started
How to navigate Vitally
Integrate Data Sources
Configure Data
Engage with Customers
Automate Your Process
Visualize Your Data
➡
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 (Segments)
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 Key Roles
Changing the currency for your revenue (your 'home currency')
Using Cards & Decks to customize account & user displays
Removing user <> account associations
🤫
Privacy & Security
Two-Factor Authentication (2FA)
Setting up SAML v2 SSO
GDPR Compliance
Security questions
Deactivating your account
Deleting user accounts
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Visualize Your Data
Create a rich environment with custom dashboards and contextualized customer views

🃏 Cards & Decks

Organize related account and user columns into named Cards, and organize those Cards into Decks that can be used throughout Vitally
Learn how to create Cards & Decks​

📊 Dashboards

Prioritize the right KPIs for you and your team with custom dashboards
Learn how to create custom Dashboards​

📈 Reporting

Access rich out-of-the-box reports
Getting Started - Previous
Automate Your Process
Next - Pushing data to Vitally
The significance of 'external ID'
Last modified 3d ago
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Outline
🃏 Cards & Decks
📊 Dashboards
📈 Reporting