📔June Release Notes

Fresh out the oven, check out what's new in Vitally

June 2024

Key Releases

Gather Customer Insights with Custom Surveys

Create fully customized surveys using 11 different question types

Custom Surveys is a fully integrated survey solution built directly into Vitally to seamlessly gather insights from your customers.

Go beyond NPS and CSAT with 11 different question types to collect any type of feedback or information you need. Leverage survey response data alongside all the rest of your customer data and activities, no messy integrations needed. Take action on feedback by triggering Playbook automations based on specific survey responses, creating contextual follow-ups that never miss the mark.

Learn more about the power of Custom Surveys in our blog post. Admins can purchase (or try it out for free!) in Settings > Account & Billing.

Additional Releases

Set Exact Deadlines for Goals

When creating new Goals or Goal Templates, select an exact date which you want this goal to be achieved by. For example, choose the last date of the month for monthly goals or the end of the quarter for quarterly goals.

Commenting on Goals

You can now add comments on Goals and tag team members to make your customers’ goal progress a team-wide effort.

Create GRR Widgets

You can now build widgets that calculate GRR for any segment of customers in the same way as NRR.

Integration Releases

Custom Objects Data Warehouse Sync in Beta

You can now sync custom objects from your data warehouse integration. This feature is currently in beta.