Planhat Modules

Send Planhat notifications to your Slack channel

Use our webhook to receive all your Planhat notifcations relevant to your portfolio in your private Slack channel

Written by Sarah Jones
Updated over a week ago

The Actions tab

How the Actions tab helps you prioritise and manage your activities

Written by Nathalie Krook
Updated over a week ago

Assets and Projects

Data Objects in Planhat to help you handle complex use cases of additional attributes for your customers

Written by Sarah Jones
Updated over a week ago

Calculated Metrics

Everything you need to know about Calculated Metrics

Written by Christian Dreyer
Updated over a week ago

Trends & Analytics

Everything you need to know about the User Activities, Company Metrics, Conversations, Tasks and Revenue Pages in Planhat

Written by Christian Dreyer
Updated over a week ago

Calculated Metrics Use Cases

Examples of how you can use Calculated Metrics.

Written by Christian Dreyer
Updated over a week ago

Playbook setting: avoiding duplicate emails sent in playbooks when 1 email address is used by multiple end users

Playbook, parallel, email settings, email send-outs, duplicates

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Written by Daniel Sternegard
Updated over a week ago

Email settings: Filtering of irrelevant emails

Email settings, filtering, email specific rules

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Written by Daniel Sternegard
Updated over a week ago

Email settings: participant filtering

Email settings, email filtering, sync, synchronization, stop-list, white-list, participant specific rules

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Written by Daniel Sternegard
Updated over a week ago

Email settings: matching mode (matching of incoming emails with end user emails associated with multiple companies)

Email, email matching, end users at multiple companies, matching mode

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Written by Daniel Sternegard
Updated over a week ago

High Volume Emails

An overview of transactional emailing in Planhat

Written by Christian Dreyer
Updated over a week ago

Using the Conversations module

An overview of key features in the Conversations module

Written by Sarah Jones
Updated over a week ago

Using Merge Tags in Planhat Emails

When you're creating email templates in Planhat you can use merge tags to help customize that email and save you time

Written by Sarah Jones
Updated over a week ago

Creating Email Templates

How to create and access email templates in Planhat

Written by Christian Dreyer
Updated over a week ago

The launch of our in-app NPS Survey

Planhat's in-app NPS survey reaches your end-user faster to understand the emotional value that your app, product or services delivers

Written by Sarah Jones
Updated over a week ago

The NPS Module

How to set up and send your email NPS survey campaigns in Planhat

Written by Christian Dreyer
Updated over a week ago

Tips & Tricks for your NPS surveys in Planhat

Some helpful tips and tricks we would like to share

Written by Sarah Jones
Updated over a week ago

Roles & Permissions 🔐

Everything you need to know about Roles & Permissions in Planhat

Written by Christian Dreyer
Updated over a week ago

Portfolio Numbers in Team List

An overview of the columns available in the Team List view

Written by Christian Dreyer
Updated over a week ago

Team Insights Matrix

How the team insights matrix works in Planhat

Written by Sarah Jones
Updated over a week ago

Setting up Teams in Planhat

It often happens that Customer Success teams are divided up by geographical regions, different offices, or by function.

Written by Christian Dreyer
Updated over a week ago

Recent Activity

This is where you're able to see all of the events/actions taken by your team to be able to have a full history and overview.

Written by Christian Dreyer
Updated over a week ago