Auto-organize your accounts into any number of segments, using any data points. You can easily view each segment's accounts, KPIs, and more as you navigate Vitally.
Automatically organizing accounts into Segments
Vitally's Playbooks feature helps you automatically 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.
FAQ: If a Playbook adds an account to a segment, how do accounts leave that segment?
Good question! 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.
Manually organizing accounts into Segments
Accounts can also be manually added to, and removed from, segments, allowing segments to essentially double as to-do lists.
To manually change the segments account(s) belong to, either navigate to a customer's dashboard or select accounts in the main Accounts list. Click the segments icon at the bottom of the UI and simply select the segments you'd like the accounts to belong to!
Manually modifying segments supersedes automatic segment assignments from Playbooks. For example, let's say some Playbook adds Account A to Segment B. Then, in the UI, 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 data belonging to your segments
Once you've created segments, you'll see them displayed in the filters pane 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.
You can also filter any of your Activity data views (Tasks, Indicators, Conversations, and Notes) by Account Segments! For example, let's say you only want to view your Tasks related to companies in your "Onboarding" Segment. To do this, navigate to your Account Filters at the bottom right, then go to your Segments, click on the Segment you want to filter by and choose the "Is set" option:
Managing your segments
To create, edit, or delete segments, you can navigate to the Segments section in your account's settings (or get there via Quick Jump). There, you'll see a list of all segments with the ability to edit/delete each one.