📔March Release Notes
Fresh out the oven, check out what's new in Vitally
March 2024
Key Releases
Goals Beta
Automatically track and measure the success of your CS strategies with Goals. Standardize goal-setting across your team with Goal Templates, and automate the goal-setting process using Playbooks. Demonstrate ROI to your business with Goals Widgets in Dashboards, and power your automations with Goal-Triggered Playbooks.
Learn more about the Goals Beta and what’s coming!
Multi-Page Docs
Create and organize sub-pages within a Doc or Doc Template to consolidate information and easily share it with your team or customers. Automatically create Multi-Page Doc Templates using Playbooks to better organize information at scale.
Integration Updates
Amplitude Integration Beta
Sync users and product analytics events into Vitally with the Amplitude integration to get a fuller picture of your customers and how they use your product.
New Project REST APIs
We now have documented REST APIs that support creating, updating, and deleting Projects.
Additional Updates
Group Boards by Date
Create Board Views grouped by date to better organize your data across time.
Send Group Conversations with Outlook
Create group Conversations with multiple people sending from your Outlook integration.
Update Custom Object Fields with Playbooks
Configure Playbook actions to update Traits on a Custom Object. For example, if an Opportunity needs to have a field automatically updated when its stage changes, Playbooks now support that.
Format Number Traits as Currencies
You can now format a number CustomField to render as an abbreviated number (100,000 to 100K) and/or as a specific currency (100,000 can now be displayed as $100K).
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