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Planhat Modules
How to use the core modules in Planhat
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16 articles in this collection
Written by
Sarah Jones,
Grant Dreyer,
Nathalie Krook
and 1 other
Actions
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
Customer Intelligence
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
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
The Conversations Module
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
Grant Dreyer
Updated over a week ago
The Survey Module
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
The Team Module
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
Grant 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
Grant 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
Grant Dreyer
Updated over a week ago