Planhat

Christian Dreyer

Daniel Sternegard

Chris

Start here if you're a new Planhat Admin! We'll advise you on the set-up of your Account

Getting started as a Planhat Admin

A quick guide to get your company's Planhat environment set up for long term success

Guide for Planhat Admins to Get Started

Overview

Tips on how to consider data structure and relationships in Planhat

How to think about Data in Planhat

Data sync of rich text fields

A summary of the different data models in Planhat, their distinct personalities and how to think about them

Data Models

Not all of your customers are going to have the same needs, or offer the same value. That's where customer segmentation comes in.

Ways to Segment Your Customers in Planhat

Everything you need to know about custom and standard fields.

Managing Fields

Learn how to create your very own custom fields in Planhat

How to Create Custom Fields

How to add and use the different field types found in Planhat

Custom Fields and their Types

Right click on column headings to access manage field

Manage Field Shortcut & Field Description

See only what's relevant to you, with a user-dynamic filter view

My Portfolio Filter/View

Get your data into Planhat

Learn how to how customize your customer lifecycle phases in Planhat

Planhat's Lifecycle Phases

Learn how to create custom Conversation Types in Planhat

Conversation Types 💬

Learn how to log churn and how to use the Churn data model.

Logging and tracking reasons for Churn

Start setting up the Basics

Adding a user to Planhat

How to set up an SSO connection with Azure AD

SSO: Setting up Azure AD

How to set up an SSO connection with ADFS

SSO: Setting up ADFS

How to set up an SSO connection with OneLogin

SSO: Setting up OneLogin

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

Setting up Teams in Planhat

Everything you need to know about Roles & Permissions in Planhat

Roles & Permissions 🔐

Your go-to-guide on how to get started with Planhat

Getting Started as a new Planhat User 🚀

SSO: Setting up Gsuite

SSO: Setting up Okta

Give your team the right access and help them get started!

How to make Fields, Success Units and Calculated Metrics only show when you want them to!

Conditional Fields, Success Units and Calculated Metrics

A brief introduction to understanding what Formula Fields are and how they work.

Formula Fields Overview

Link tags are a great way to be able to have a direct link to another system, database, or important data right on the Customer 360 view.

How to Create Link Tags

See where, when, how and by whom your fields are being used

Field Trace

Colour fields conditionally for at-a-glance action

Conditional Colouring

Your customers are all different, so it makes sense that your company profiles can be as well!

Custom Company Profiles

How to build Formula Fields

Troubleshooting Formula Fields

Formula Field Examples

Template formulas to use to solve common challenges in Customer Success

Calculated Metric Library

Advanced settings

Customer Success Channel Podcast

Click here for ws.planhat.com Help Center

Find answers and get help from Intercom Support and Community Experts

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