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👋
Welcome
🏄
Getting Started
PHASE 1: Integration
PHASE 2: Configuration
PHASE 3: Customization
Navigating Vitally with 'Quick Jump' and other Shortcuts
➡
Pushing data to Vitally
The significance of 'external ID'
Integrations
Segment
Mixpanel
Intercom
Salesforce
Hubspot
Stripe
Chargebee
Recurly
Zendesk
Gmail
Outlook
Clearbit
Data Warehouses
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
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 CSMs & Account Executives (AEs) to accounts
Changing the currency for your revenue (your 'home currency')
Using Cards & Decks to customize account & user displays
Removing user <> account associations
🤫
Privacy & Security
Setting up SAML v2 SSO
GDPR Compliance
Security questions
Deactivating your account
Deleting user accounts
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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
Mixpanel
Intercom
Salesforce
Hubspot
Stripe
Chargebee
Recurly
Zendesk
Gmail
Outlook
Clearbit
Data Warehouses
Pushing data to Vitally - Previous
The significance of 'external ID'
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Segment
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