Segmentation (Segments) Overview

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 Playbook Automation 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.

See our Playbook automation documentation to learn how to create Playbook automation that automatically assign accounts to segments.

How to Create Segments

How To	How to Visual
How to create a Segment Navigate to your Settings (⚙️) by selecting your Account Logo on the top left and under Vitally Objects select Accounts, Organizations, or Users Then select Segments (or via Quick Jump Mac: `⌘ + j` Windows: `Alt + j`) Select Create New or Edit if you want to edit an existing Segment Now you can assign manually or automated via Playbooks!

Assigning Segments

Assign Segments via Playbook Automation

Playbook automation 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 automation that only adds to Segments and no other actions (please refer to playbook automation documentation for the full potential of what can be done).

How To

How To Visual

How to use Playbook Automation to assign Segments:

Navigate to your Settings (⚙️) by selecting your Account Logo on the top left and under Operations select Playbooks
Select New Playbook or select an existing playbook to edit it
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 the Add Account to a Segment action
1. If you want Accounts to enter and exit as they meet certain criteria you'll want to create different playbooks for each use case. Reach out to Support you need help!
When done, turn on your playbook on the top right

Manually Assign Segments

Customers can be manually added to, and removed from segments, allowing segments to essentially double as to-do lists. We'll use Accounts as the example but this can apply to Users or Organizations as well.

How To	How to Visual
Manually change the Segments from the Accounts table view: Once in an Accounts table view, select all the Accounts you want in a Segment Click the Segments icon () at the bottom of the Select the Segments you'd like the accounts to belong to or removed from. They can be assigned to more than one!
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 Playbook automation. For example:

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.

Viewing Segment 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.

Create different kinds of Views and filter by the Segment their in to view the data that is most relevant. We'll go over creating a Table View as one example below.

How To

How To Visual

Create a Table View using Segments as a filter

Once you've created your Hub, select the + plus sign to Add a View inside
You'll now see a pop-up with all your options where you will:
1. Select Table
2. You can either Start from scratch or select from Existing Views
3. Select your Data Source
4. Name your Table View
Once your Table View has been created, you can start to add any filters such as selecting the specific Segment
Don't forget to Save Changes on the top right!

All Hub members can view this table, but only you and those with edit access can edit it. You can grant additional view or edit access to any team member by selecting the Share button on the top right

FAQ

Q: If Playbook automation 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.

Q: How can I bulk update segments manually?

A: You can select multiple customers and then select the pie chart icon at the bottom to change segments.

Q: Some team members can not manage the Segments that have been created?

A: Admins and Leaders are the only ones who can manage all Segments. Team Members can create Segments that are publicly visible to the entire team but can only apply or remove those Segments they've personally created.

💸 Building Your Renewal & Forecasting Process

Custom Objects

Automated Playbooks

How to Track Accounts (Orgs or Users) Entering a Segment

Segment was not removed after exiting a Playbook