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👋 Welcome
Navigating Vitally with 'Quick Jump' and other Shortcuts
➡️Pushing data to Vitally
The significance of 'external ID'
Vitally's REST API
Vitally's Analytics API
Integrations
Segment
Mixpanel
Intercom
Salesforce
Hubspot
Stripe
Chargebee
Recurly
Zendesk
Gmail
Clearbit
Data Warehouses
CSV
⬅️Getting data out of Vitally
How data-out integrations work
Supported Integrations
⚡️ Other integrations
Slack
Zapier
🔃Managing the customer lifecycle
Overview
Categorizing your subscribed customers
Categorizing your trials
Categorizing your churn
Auto-ignoring accounts
Categorizing deactivated users
Manually categorizing accounts
📈Account health scores & metrics
Default metrics
Health scores
Success Metrics
Elements
Traits
📊Reporting & Segmentation
Reporting 101 - Digging into your customer datasets with Accounts lists
Custom dashboards (beta)
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
📝 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
Disabling surveys for specific users
⚙️Administration
Managing your organization
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
🤫Privacy & Security
GDPR Compliance
Security questions
Deactivating your account
Deleting user accounts
Setting up SAML v2 SSO via Okta
Integrations
Vitally's growing suite of plug-and-play integrations can be used to unify your disparate customer datasets into Vitally 🎉
Here are the articles in this section:
Segment
Sync your Segment groups, users, and product events to Vitally in real time with our Segment integration
Mixpanel
Sync your Mixpanel users and tracks to Vitally with our Mixpanel integration
Intercom
Sync your Intercom companies, users, conversations, and product events to Vitally in real time with our Intercom integra...
Salesforce
Sync your Salesforce accounts, contacts, notes, tasks, and custom objects to Vitally in real time with our Salesforce in...
Hubspot
Import & sync your Hubspot accounts and contacts into Vitally with our Hubspot integration
Stripe
Sync your Stripe customers and their revenue data to Vitally in real time with our Stripe integration
Chargebee
Sync your Chargebee customers and their revenue data to Vitally in real time with our Chargebee integration
Recurly
Sync your Recurly customers and their revenue data to Vitally in real time with our Recurly integration
Zendesk
Sync your Zendesk organizations, end users, and tickets to Vitally with our Zendesk integration
Gmail
Sync your customer conversations to Vitally in real-time, and also start conversations from Vitally, with our Gmail inte...
Clearbit
Enrich your Vitally account profiles with dozens of extra traits provided by Clearbit
Data Warehouses
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Analytics best practices
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Segment
Last updated
1 year ago