Auto-organize your accounts into any number of segments, using any data points.
About Segmentation (Segments)
Segmentation (Segments) allow you to auto-organize your accounts into Segments using any data points. You can easily view each segment's accounts, KPIs, and more as you navigate Vitally.
Vitally allows you to automate this process using our Playbooks feature to organize your accounts into any number of segments. You can assign accounts to segments based on their product usage, subscription details like MRR or renewal data, market details (using our Clearbit integration), or any other data you send us.
In order to create Segments that your company can use, you must be an admin. Non-admins can create Segments but they are private and other team members (or admins) will not see those Segments.
Create or Delete Segments
Navigate to Settings by clicking on the settings icon (⚙️) on the bottom left of your account (or get there via Quick Jump)
Click on Segments
Select whether this is Organization, Account, or User Segments
Here you can:
Create New segments
Segments: Automate organizing accounts
As mentioned, Playbooks help you automate organizing accounts into Segments with any data you send us. There are a variety of ways you can create a playbook so for educational purposes, we will go over a simple way to create a playbook that only adds to Segments and no other actions (please refer to playbooks documentation for the full potential of what can be done).
Automate Organizing Accounts into Segment
Navigate to Settings by clicking on the settings icon (⚙️)on the bottom left of your account (or get there via Quick Jump)
Click on Playbooks
Click on New Playbook (or choose an existing playbook)
Choose what kind of playbook this will be, in this case we are choosing Account level.
Add your trigger rules for Accounts to enter the playbook
Add in your actions, like add a Segment track
When done, turn on your playbook on the top right
Segments: Manually organizing accounts
Accounts (Users or Orgs) can be manually added to, and removed from segments, allowing segments to essentially double as to-do lists. We'll continue to use Accounts as the example but this can apply to Users or Organizations as well.
Manually Organizing Accounts into Segments
Manually change the Segments from the Accounts dashboard:
Select Accounts under Relationships
Click the Segments icon (
) at the bottom of the
Select the Segments you'd like the accounts to belong to or removed from
Manually change the Segments from an Account profile:
Select the Account you want to change Segments for
Click on the Segment icon (
) on the top left of the Account profile
Select or de-select Segments to add or remove manually
Manually modifying segments supersedes automatic segment assignments from Playbooks. For example:
let's say a Playbook adds Account A to Segment B. Then, you manually remove Account A from Segment B. The Playbook that originally added the account to the segment will not add it back (although a new set of Playbooks would, if created).
The same is true in reverse - if you manually add Account A to Segment B, then Playbooks will not remove Account A from Segment B. If you'd like the account to no longer be in the segment, you'll need to manually remove it moving forward.
Segments: Viewing data
Once you've created segments, you'll see them displayed in the filter panel on the right-hand side of the screen. As you navigate through views in your Accounts lists and Reporting Dashboards, you can quickly select segments to filter the displayed data to.
How to Filter to View Your Segments
Filtering from Account's view
Select Accounts under Relationships
On the right hand panel, you'll see your Segments listed. You can select or de-select.
This filtering option is available across multiple areas of Vitally under Relationships.
Filtering using Account/User filters
Select Accounts or Users in the main accounts/user view.
On the right hand panel, under Account (or User) Filters click Add filter then Select a property
Click on Segments and then select the Segments you want to filter by
Now select between your Relative or Absolutefilters
This filtering option is available across multiple areas of Vitally under Relationships, Activity (only account level filters), and Reporting (only Account level filters).
Q: If a Playbook adds an account to a segment, how do accounts leave that segment?
A: Once a Playbook adds an account to a segment, we create a 'link' between that segment, account, and Playbook. A similar link is created if you manually add an account to a segment.
Then, once an account no longer meets the rules of your Playbook, we remove the link created between that segment, account, and Playbook. Once no more links exist between the account and segment, we completely remove the account from the segment.
So, if the only thing that adds an account to a segment is your Playbook, and no other Playbook or person adds the account to the segment, then the account is completely removed from the segment once they no longer meet its rules.