Product updates summary - 2024

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Product updates summary - Q2 2023

Product updates summary - Q1 2023 ⬅️ You are here

Introduction

January 2023

February 2023

March 2023

Further reading

For each of your Calculated Metrics, you can now use a toggle switch to choose whether to treat empty/missed values as null

The default state is that Calculated Metrics never output null; if null should technically be the result (e.g. if all inputs are null), then the Calculated Metric will return 0

However, if this toggle switch is enabled, the Calculated Metric will output null where appropriate

For more information, see here

This is useful in cases where a missing value being classed as zero would skew results

For example, outputting null means it won't have an impact where it's used elsewhere in Planhat, such as in Health Scores

In Pages, time-series (trend) chart widgets will no longer drop to 0 in the case of null values or missing data; there will simply be no bar/line section

Edit "slideouts" now autosave, and so require no "Update" button click

This saves you time/clicks and ensures your changes are saved

This includes an extensive library of Automation Templates, making it really easy for you to create tailored Automations using a word-based UI

Simple-to-use search/filtering

Easily organise your Automations via Grouped View

Triggers (previous more limited type of automation) have been deprecated

Note: this functionality later moved to the Operations Module

Automation Templates combine the ease of Triggers with the flexibility of custom Automations

You can still create fully custom Automations as before

Now it's simple for you to configure a wide range of Automations, to automatically carry out actions in response to changes in data. Data-driven action is a key part of modern Customer Success, and is vital for maximum impact and efficiency

The Automation Station also makes it easier for you to organise and manage your library of Automations

"Use a connection" and "Scheduled" options in Automations can now be accessed by Planhat users - previously, they were only available to Planhat staff

Each of these is (separately) controlled by permissions on the tenant and the role level - ask your CSM or TAM if you need help with this

Note that "Use a connection" later became "Use an integration" in a subsequent update

Scheduling Automations enables you to trigger Automations on a regular time interval rather than in response to changes in data

"Use a connection" (later: "Use an integration") is a way to integrate with third-party tools

We have increased the historical syncing capabilities of Pendo v2 up to 1 year (365 days)

This is not the default, as it may not be required. Please reach out to your TAM if you would like to extend the historical sync period in your tenant beyond the default of 90 days

For more information, see here

If you have older usage data in Pendo that you'd like to sync into Planhat, now you can do so. This means you can analyse trends going back further

totalSum

Related Calculated Metrics in Calculated Metrics

"totalSum" means you can easily calculate a full cumulative sum (all values for all previous days) of your selected data

Related Calculated Metrics in Calculated Metrics enables you to do "count conditional" calculations, such as "count the number of End Users who logged in over the past 14 days"

"Email opened", "Email clicked" and "Email replied" are now available as part of email engagement tracking

Previously, this worked via a "Click rate" score out of 100

These new options make it easier to filter email conversations based on outcomes, for better analysis and insight

We are now one of Amplitude's Event Streaming Destination Partners

This new integration makes it very easy to stream events to Planhat as User Activities on Company, End User, Asset or Project models

Check out this article to see how easy it is to get connected and sync data

With this integration, you can send a continuous, real-time stream of Amplitude events to Planhat as User Activities

You can analyse this product usage data within Planhat, including in the context of other data types; you can then take data-driven action (such as automatically sending emails in response to a drop in usage, or as End Users progress through a series of milestones)

You can now edit Pendo mappings

You can also control whether Pendo metrics are mapped as "passive" or "active"

This gives you more flexibility when configuring the Pendo integration

Whether you select "passive" affects how End Users are classified as active within Planhat - for further details, see here

A standard "Matrix Chart" widget in Pages is a heatmap grid display of properties split across 2 categories

"Advanced Matrix" is now available - this enables you to build heatmaps, up to 50 x 50 cells, with custom text fields in both dimensions, calculating on and sorting across an unlimited number of properties

It's controlled via a permission that can be enabled at the tenant and role levels

A typical use case for using and plotting custom text fields like this (as opposed to list fields) is when you have a very high number of products, frequently changing

With the Advanced Matrix, you can analyse product consumption, product targeting and product ARR contribution, etc.

For more recent product updates, check out our 2023 Q2 log