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Vitally Docs
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👋 Welcome
Navigating Vitally with 'Quick Jump'
➡️Pushing data to Vitally
The significance of 'external ID'
Using the Vitally 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
Custom dashboards (beta)
Reporting dashboards
Segmentation
Views
Product event history
🚨Automated Playbooks & Alerts
Creating automated workflows with Playbooks
Account Playbooks vs User Playbooks
Creating opportunity & risk alerts with Indicators
📝Notes, tasks, and conversations
Notes
Tasks
Conversations
💯Using Vitally's NPS surveys
Overview of Vitally's NPS surveys & analytics
Installing & configuring NPS surveys
⚙️Administration
Managing your organization
Assigning (user) owners to accounts
Assigning CSMs & Account Executives (AEs) to accounts
Changing the currency for your revenue
🤫Privacy & Security
GDPR Compliance
Security questions
Deactivating your account
Deleting user accounts
Setting up SAML v2 SSO via Okta
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Custom dashboards (beta)

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Reporting dashboards
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