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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
Vitally's Javascript SDK (Vitally.js)
Vitally's HTTPS Analytics API
Integrations
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
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
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
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Vitally's Analytics API

Vitally's APIs (Javascript SDK + server APIs) allow you to directly plug your customer data into Vitally.
Here are the articles in this section:
Vitally's Javascript SDK (Vitally.js)
Vitally.js is a small Javascript library that allows you to directly send us data about your users and their product usa...
Vitally's HTTPS Analytics API
Vitally's analytics API is used to track the important components of your system: accounts, users, and their actions wit...
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NPS Responses
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Vitally's Javascript SDK (Vitally.js)
Last updated 1 year ago