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