A Vitally Publication

Vitally Tips & Updates

A collection of product updates and creative ways to leverage Vitally

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CleanShot 2019-09-25 at 11.57.09@2x
Sep 26 2019

New in Vitally: Health scores that strike the perfect balance between simplicity and power 😍

Health scores are now live 🎉 Measure the performance of your accounts across multiple areas and track overall account health as a weighted average of all your health scores.

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CleanShot 2019-09-08 at 17.11.16@2x
Sep 09 2019

New in Vitally: Rules are now Playbooks and support scheduling actions + tracking progress 💪

Our powerful automation features just got WAY more powerful 😍 Rules have been rebranded as Playbooks, with new support for a schedule of actions alongside increased transparency in the impact of applied Playbooks.

EditingHealthTrait
Jul 01 2019

New in Vitally: Edit cells in account & user tables, display traits as vibrant tags, and assign AEs to accounts

Ditch your spreadsheets with our newest features that help you better edit your accounts and users while displaying specific traits with vibrant colors and tags.

QuickJump
Jun 20 2019

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.

CleanShot 2019-05-08 at 09.45.04@2x
May 08 2019

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.

CleanShot 2019-03-27 at 13.30.12@2x
Apr 03 2019

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.

il Product analytics@2x
Mar 05 2019

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!

1. Demo
Feb 19 2019

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.

IntercomMessage
Jan 28 2019

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!

SegmentsPreview
Jan 16 2019

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.

Conversations in Vitally
Nov 27 2018

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'.

Javascript API instructions
Nov 06 2018

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!

Filtering HQ
Sep 25 2018

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.