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Vitally Help Center
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February 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
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Pushing data to Vitally
The significance of 'external ID'
Integrations
Vitally's Analytics API
Vitally's REST API
CSV Upload
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Getting data out of Vitally
How data-out integrations work
Supported Integrations
Vitally's REST API: Data Out
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Other integrations
Slack
Zapier
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Managing the customer lifecycle
Lifecycle Tracking
Categorizing deactivated users
Manually categorize accounts
Account hierarchy (using Vitally's 'Organization' object)
Custom Objects
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Account health scores & metrics
Default metrics
Health scores
Success Metrics
Elements
Traits
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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
Account Playbooks vs User Playbooks
Creating opportunity & risk alerts with Indicators
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Activity items
Notes
Tasks
Conversations
Projects
Docs
Task, note, and project categories
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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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Release Notes
Fresh out the oven, check out what's new in Vitally
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February Release Notes
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February Release Notes
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January Release Notes
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February Release Notes
Last modified
25d ago