Auto-organize your accounts into any number of segments, using any data points.
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.
See our Playbooks documentation to learn how to create Playbooks that automatically assign accounts to segments.
Create or Delete Segments
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
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:
Manually change the Segments from an Account profile:
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.
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
This filtering option is available across multiple areas of Vitally under Relationships.
Filtering using Account/User filters
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.