Product updates summary - 2024

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Product updates summary - Q3 2023

Product updates summary - Q2 2023

Product updates summary - Q1 2023

Introduction

October 2023

November 2023

December 2023

Further reading

When you first view a Page (dashboard) in the Customer Intelligence Module, it will load from scratch, and then save that view. Planhat will automatically build that Page each day for 7 days after you've visited it. When you go to view the Page, it will then instantly display the previously built cache, for super speed

If you would like the Page to load the live widgets (charts) rather than displaying the last cache, just click "EXPLORE"

If a Page is updated, the cache will be automatically rebuilt so all other Users with caches see the latest version

The Page will state when it was last built/cached

If you have complex Pages with a lot of widgets, they may take a little while to load if built from scratch. With this feature, you can view your Pages right away

Whenever you need to see live data (e.g. if you have just added new data you'd like to see reflected right away), you can do this on demand

You can now track Calculated Metric builds similar to how you can track Automation runs

Go to the "LOGS" tab of the Calculated Metric slideout to see when your metric last built, whether it succeeded, how long the build took, and more

This gives you visibility into your Calculated Metrics, including if there were any issues

It's possible, as an admin, to disable all notifications for a specific User (team member) via the User property/field "Enable notifications"

This can be useful for new Users you've added to Planhat (e.g. to select as the Account Owner or Account Executive etc.) but who aren't using Planhat (yet)

When you add new Users you can choose whether notifications are enabled or not, but if you added someone with notifications enabled and now want to disable then, you can now use this method

For all metrics (so that's Calculated Metrics, but also raw time-series data - System Metrics, Custom Metrics and User Activities), the slideout now contains a "TRACE" tab that displays all locations where the metric is referenced/used - in Pages, Data Module table preferences, Health Score Profiles, Success Units, and so on. These are displayed clearly in sections

Also, before removing a metric, a prompt will now warn you if that metric is referenced elsewhere

This gives you better visibility of where your metrics are used, and if you are considering removing one you can make a fully informed decision

There is a new field in the "Introduction" section of NPS campaign settings called "Reminder subject", which is shown if reminders are turned on for the campaign

By default, it takes subject of the NPS campaign and adds a "[Reminder]" prefix to it, but this can be customised to whatever you like

This is perfect if you would like different messaging in your NPS reminders - e.g. if you want to adjust the wording to enhance response rate

Automations, integrations and connections, which were previously in different places within Planhat, have been brought together in one place

The Operations Module is split into 2 tabs: "AUTOMATE" (the same as the previous "Automation Station") and "INTEGRATE" (combined integrations and connections)

The "INTEGRATE" tab includes native integrations (integrations with a custom UI pre-built and supported by Planhat, such as for Salesforce and Zendesk), templated connections/integrations (partly pre-configured by Planhat, such as those for cloud storage providers), and fully custom connections/integrations that you can use to connect to your choice of apps

Integrations are a fantastic way for you to import data into Planhat, so you have a full 360 degree view of your customers, and can display and analyse all data in context. You can also sync data insights from Planhat back to other tools you may use

Automations are one of the ways you can automatically take action on your data within Planhat, driving efficient and effective action. They relate to integrations because they can be used to perform actions in combination with connections

In this update, we bring together these operational features in one place for your convenience, and it's even easier to sync and act on your data

Instead of the Team Module, there are now two specialised places for data on Users (these are your team members, as opposed to End Users, who are your customers)

The Team Module has now been deprecated - clicking there will give you links and guidance for the two new locations

Two new permissions have been added (in "workflow permissions - features"): "Team management" and "User list" - these are easy to enable/disable for different roles

The team settings are designed for admins managing Users in the Planhat platform - activating, deactivating, setting 2-factor authentication, and assigning roles (permissions) and teams

The Users tab in the Data Module is particularly great for managers to track the portfolio and performance of their teams. Here you can analyse the User model like you would other Planhat models - from filters to Formula Fields

In addition to the ability to create Calculated Metrics through formulas, you can now build calculated metrics using word-based templates (similar to what's available for Automations)

There are also templates for System Metrics, so you can choose which to include in your tenant

Calculated Metrics are a really powerful way for you to analyse raw data for customer insights, but their formulas can get a little complicated. With this customisable template library, you can very easily create calculated metrics such as week-on-week percentage growth

You might not want every possible System Metric to be shown in your tenant, so here you can take your pick - choose from "Number of End Users", "CSM Score", "Tasks Overdue", and many other data points to track over time

For each Calculated Metric, you can now choose its availability in Planhat, in the "DETAILS" tab of the metric slideout

"Availability in Planhat" affects whether it's available in places such as filters, Automations, Health Scores, Workflows, Formula Fields and so on

Here you can also specify whether the Calculated Metric should be "featured" and therefore show on Company and End User Profiles

You may choose to restrict availability in some cases to streamline views in your tenant and reduce unnecessary data processing

Email engagement tracking is now available on transactional emails

Previously it was only available for personal emails

Transactional emails are great for sending a high volume of automated emails without reaching Gmail/Outlook limits, so you can easily share information at scale

Examining click/open rates enables you to analyse the performance of your outreach strategies

It's now easy for you to connect OpenAI, Azure Cognitive Services or PaLM 2 with Planhat

These templated connections/integrations are available via the new "AI" category in the "INTEGRATE" tab of the Operations Module

You can now connect to your AI tool of choice. This could be used for content generation, such as writing a custom message or summary

Previously, field names needed to be unique across your Planhat tenant; now, you can use the same field name as long as it's on a different data model (e.g. on Company, End User or License etc.)

This gives you more flexibility when creating custom fields on different models (e.g. on Company, End User or License etc.)

For time-series data (metrics), you can now delete data for a specific timeframe, rather than deleting all data and resending everything

This is super useful if you've accidentally sent in some incorrect data for for Custom Metrics or User Activities and would like to correct it

The "Calendar sync" gives the option to sync calendars

This permission has been added to the "workflow permissions - features" section (available both for the whole tenant and for individual roles), to be used alongside the existing "Email sync" permission

This is a security enhancement, adding extra flexibility and granularity in permissions

For more recent product updates, check out our 2024 log

For previous product updates, see our article on 2023 Q3