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Vitally Help Center
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Welcome
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Release Notes
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Getting Started
How to Navigate Vitally
Integrate Data Sources
Configure Data
Engage with Customers
Automate Your Process
Visualize Your Data
Hubs
➡
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)
Overview of the Organization object & use cases
Supported integrations & how to create the hierarchy
Configuring and working with Organizations
How to 'move' an Account to the Organization level
Configuring hierarchy labels
Custom Objects
💟
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
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Automated Playbooks & Alerts
Creating automated workflows with Playbooks
Choosing the Trigger for Your Playbooks
Creating opportunity & risk alerts with Indicators
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Activity items
Notes
Tasks
Conversations
Projects
Docs
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
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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
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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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Account hierarchy (using Vitally's 'Organization' object)
SSO via SAML 2.0 is available on Custom Plans and all our
2022 new plans
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Managing the customer lifecycle - Previous
Manually categorize accounts
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Overview of the Organization object & use cases
Last modified
8mo ago