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Vitally Academy

Unlock the potential of Vitally.

Discover Vitally's best-in-class Customer Success Platform.

Getting Started

Introduction to Vitally Foundations

Introduction to the Vitally Foundations video course series.

Product Tour

Hubs

Create and manage workspaces that drive increase productivity and efficiency across your teams.

On-Demand Courses Interactive Product Tours Product Updates Help Center

On-Demand Courses

Learn the foundations of the Vitally platform with series of on-demand courses.

Vitally Foundations

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Getting Started

Introduction to Vitally Foundations

Introduction to the Vitally Foundations video course series.

Getting Started

Connecting Your Data to Vitally

Learn about the importance of connecting your data to Vitally via our integrations.

Getting Started

The Significance of an External ID

Learn about the significance of an external ID in bringing your data into Vitally.

Getting Started

Creating Workspaces with Hubs

Discover how to create workspaces for your different teams, customer segments, and beyond with Hubs.

Getting Started

How to Create a Hub

Learn how to create a new Hub in Vitally with this video walkthrough.

Getting Started

Visualizing Data with Views

Learn how to visualize your customer and activity data in Vitally with Views.

Getting Started

How to Create a View

Learn how to create a new View in Vitally with this video walkthrough.

Accounts & Organizations

What are Accounts, Organizations, and Users?

Explore the difference between accounts, users, and organizations.

Accounts & Organizations

What are Custom Objects?

Let's go over how to create non-native objects within Vitally.

Accounts & Organizations

What are Traits?

See how Traits help you define and organize accounts and organizations in Vitally.

Accounts & Organizations

What are Lifecycle Stages?

Discover how teams use lifecycle stages to manage the customer journey.

Accounts & Organizations

Setting Up Lifecycle Tracking

Learn how to set up lifecycle tracking in your Vitally account.

Accounts & Organizations

What are Segments?

Learn how to segment your customer base in Vitally using Segments and Playbook automation.

Accounts & Organizations

What are Cards & Decks?

Learn how to surface the right information at the right time using Cards & Decks in Vitally.

Tracking Activities

Creating Omnichannel Conversations

Learn how to create omnichannel conversations in Vitally using the Conversations feature.

Tracking Activities

Document Customer Interactions with Notes

Learn how to document your customer interaction in Vitally using Notes.

Tracking Activities

Keep Work on Track with Tasks

Learn how to manage your day-to-day and keep work on track using Tasks.

Tracking Activities

Keep Teams on Track with Projects

Learn how to use Projects to keep your team and customers on track towards their goals.

Tracking Activities

Collaborating with Your Team & Customers with Docs

Learn how to create collaborative workspaces with your customers and share knowledge using Docs.

Health & Reporting

What are Health Scores?

Learn about Vitally's dynamic Health Scoring feature.

Health & Reporting

How to Create a Health Score

See how to build Health Scores in Vitally.

Health & Reporting

What are Success Metrics?

Learn how to measure KPIs and more with custom Success Metrics.

Health & Reporting

What are Dashboards?

Discover how to create powerful Dashboards for reporting.

Health & Reporting

What are Goals?

Use Goals in Vitally to track and achieve business outcomes. In this video, you'll learn how to create a Goal Template and set Goa

Automation

What are Playbooks

Discover the power of Playbooks to automate your Customer Success processes in Vitally.

Automation

How to Create a Playbook

Learn how to use Vitally’s automation feature, Playbooks.

Vitally Workshops

Building a Hub for CSM Productivity

Walk through how to build a Hub for your CSMs to help boost productivity and visibility into important metrics.

Building Your Onboarding Process

See how to build your onboarding processes using Vitally effectively to increase efficiency and customer experiences.

Building Your Adoption Process

See how teams can use Vitally to help take customers into the next stage of their customer journey and start to get the most out of your product.

Building Your Forecasting and Renewal Process

In this lesson, we explain how to build a best-in-class process in Vitally for forecasting your accounts and renewals.

Building an Accurate and Actionable Health Framework

See how to best build Health Scores that drive the most significant impact across your book of business.

Managing Stakeholder Change

Walk through how to manage the stakeholder change process in Vitally using templates, automations, and more.

Building Your Personal Hub for Strategic Customer Success

In this Workshop, Steph Townes (Senior CSM, Vitally) walks through how to build a personal Hub for managing your day-to-day work in Vitally.

Playbooks Tips & Tricks

In this Workshop, Parker Moore (Head of Customer Success @ Vitally) explores two essential strategies for taking Playbook automations to the next level.

Managing Customer Escalations

Join Parker Moore in this Vitally Workshop to learn how to manage customer escalations using Custom Objects in Vitally.

Tracking CSM Pulse

See how to go beyond basic tracking of CSM Pulse in Vitally.

Building Your Personal Hub for Mid-Market Customer Success

See the personal Hub of a Mid-Market CSM at Vitally, Amelia Losciale, and how she manages her day-to-day using Vitally.

Building an Account Management Hub

Learn from Lauren Axworthy, Senior Account Manager at Vitally, how to build a Hub to manage renewals and day-to-day as an AM.

Dashboards 101: Out of the Box Reports

Learn how to set up dashboards to measure revenue, NPS, and beyond with Vitally's out of the box reporting.

Dashboards 201: Building Custom Reports

In the second installment of our mini-series on Dashboards, Parker Moore (CS Ops & Education @ Vitally) walks through how to build out custom reports in Vitally.

Building the Foundation of Scaled CS

Learn how to design scalable CS programs to help you effectively engage with your growing customer base.

Building a Hub for CS Managers

In this Workshop, learn how to create a home base Hub in Vitally to manage your day-to-day as a Manager of Customer Success with Sarah Steingraber (Manager of CS @ Vitally).

Using Goals with Automation

Learn how to automate your Goal-setting process and use Goals as triggers for your Playbook automations in Vitally.

Tracking Goal Performance

Learn how to leverage your Goals data in Dashboards by creating Widgets, Table Views, and much more in this Goals+ workshop.

Using Goals to Measure the Impact of CS Operations

Learn how to use Goals to measure the impact of your CS operations. We'll walk through several use cases for Goals and go step-by-step through how to build your first Goal Template.

Interactive Product Tours

Take a self-guided tour of Vitally's platform

Platform Overview

Take an in-depth tour of Vitally's Customer Success Platform.

Hubs

Create and manage workspaces that drive increase productivity and efficiency across your teams.

Views

Build dynamic Views for organizing data, collaborating with customers, and more.

Docs

Collaborate with customers in real-time, leveraging customer data and insights from Vitally.

Automation

Increase your CS team's productivity by automating account assignment, customer segmentation, and other day-to-day manual tasks.

Health Scores

Achieve a more accurate picture of customer health. Create scores that dynamically change based on lifecycle stage, segmentation, and much more.

Projects

Standardize your tasks and customer workflows with Projects.

Notes

Track and stay ahead of customer needs while also keeping your organization informed on important updates.

Dashboards

Track performance, KPIs, and the impact of Customer Success.

Account 360º

Dive deeper into your accounts to view all their latest data, activities, and more.

Conversations

Manage your omni-channel conversations across Gmail, Outlook, Intercom and more.

Calculated Traits

Unlock more ways for Customer Success teams to track and analyze customer data with Calculated Traits.

Product Updates

The latest feature releases and enhancements from the Vitally Blog.

Vitally Updates

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Productivity

Visibility

Collaboration

Getting Started

Introduction to Vitally Foundations

Product Tour

Hubs

On-Demand Courses

Vitally Foundations

Filter

Introduction to Vitally Foundations

Connecting Your Data to Vitally

The Significance of an External ID

Creating Workspaces with Hubs

How to Create a Hub

Visualizing Data with Views

How to Create a View

What are Accounts, Organizations, and Users?

What are Custom Objects?

What are Traits?

What are Lifecycle Stages?

Setting Up Lifecycle Tracking

What are Segments?

What are Cards & Decks?

Creating Omnichannel Conversations

Document Customer Interactions with Notes

Keep Work on Track with Tasks

Keep Teams on Track with Projects

Collaborating with Your Team & Customers with Docs

What are Health Scores?

How to Create a Health Score

What are Success Metrics?

What are Dashboards?

What are Goals?

What are Playbooks

How to Create a Playbook

Vitally Workshops

Building a Hub for CSM Productivity

Building Your Onboarding Process

Building Your Adoption Process

Building Your Forecasting and Renewal Process

Building an Accurate and Actionable Health Framework

Managing Stakeholder Change

Building Your Personal Hub for Strategic Customer Success

Playbooks Tips & Tricks

Managing Customer Escalations

Tracking CSM Pulse

Building Your Personal Hub for Mid-Market Customer Success

Building an Account Management Hub

Dashboards 101: Out of the Box Reports

Dashboards 201: Building Custom Reports

Building the Foundation of Scaled CS

Building a Hub for CS Managers

Using Goals with Automation

Tracking Goal Performance

Using Goals to Measure the Impact of CS Operations

Interactive Product Tours

Platform Overview

Hubs

Views

Docs

Automation

Health Scores

Projects

Notes

Dashboards

Account 360º

Conversations

Calculated Traits

Product Updates

Letter From the CEO: What It Takes to Survive (and Thrive) in Customer Success

Track and Manage Issues with the Vitally Jira Integration

Vitally (Once Again) Ranked #1 in Best Results by G2

Boost Your Customer Success Productivity Now

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