A Vitally Publication
Vitally Tips & Updates
A collection of product updates and creative ways to leverage Vitally
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New in Vitally: User rules & actions, keyboard shortcuts, and more power features
With our new user automation, you can now automate engagement with a specific user (rather than the account) while using new keyboard shortcuts to quickly navigate Vitally.
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New in Vitally: Create automated or manual tasks for your team + customers
Tasks help ensure your team follows a defined Customer Success process and engages the right customers at the right times.
New in Vitally: Auto-schedule editable, personalized conversations with the right accounts
Striking the perfect balance of manual vs. automated customer engagement can be difficult. With our new Conversations features, create rules to auto-schedule conversations at the right times & make manual edits when further personalization is needed.
Announcing our new partnership with Segment
We are excited to announce that Vitally is one of the first custom-built integrations in Segment’s new Developer Center!
New in Vitally: NPS surveys and analytics built for Customer Success
Gathering feedback from your customers is a critical component of Customer Success. Vitally’s NPS for B2B SaaS is NPS rebuilt for Customer Success - gather feedback, send targeted surveys, and analyze satisfaction across a business’s users.
Intercom + Vitally: Seamless Customer Support & Success
Import & sync your Intercom companies, users, and conversations to Vitally and access our Customer Success insights in Intercom with our new, bi-directional Intercom integration!
New in Vitally: Segmentation, rules, and a new, powerful UI
A big release to kick off 2019! Automatically and manually segment your customers by any data point while leveraging our new UI to quickly access data belonging to any segment.
New in Vitally: Track and report on your customer conversations and account owners
In this month's release, we introduce support for tracking your customer conversations in Vitally, alongside the ability to identify the user at a customer to serve as its 'Account Owner'.
New in Vitally: A new Javascript library to integrate directly with us, a Recurly integration, CSV exports, HQ improvements, and more!
Want to use Vitally but don't currently use an analytics tool like Segment or Mixpanel? Use our new Javascript library to integrate directly with us! Plus a new Recurly integration, improvements to HQ, and more!
Introducing HQ - your headquarters for your growth and success KPIs
HQ is a single, beautiful dashboard that provides insight into all the customer, trial, and revenue KPIs you need to build a growing, successful B2B SaaS company.
New in Vitally: Add custom traits to your customers and leverage Vitally's data in your other tools
You can now add new data fields to your customers directly from Vitally. These new traits can be leveraged just like existing traits - filter customers by custom trait values, setup alerts that fire for customers only with certain trait values, etc.
New in Vitally: Qualify your trials in real-time
Tired of sifting through your signups to find the trials that are actually likely to convert? Trial qualification lets you create rules that assign a score to every trial, marking those who don’t reach a certain score as unqualified.
New in Vitally: The most helpful email report around - updates to your customers 🤝, trials 🎁, and MRR 💰 pushed to your inbox daily
Our new email report sends you customer, trial, MRR, and product highlights from the past day or week. Let's take a look!
