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Best Practices
Best Practices
How-to articles that help you use Planhat efficiently
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11 articles in this collection
Written by
Niklas,
Sarah Jones,
Diego Checa
and 1 other
General Settings
3 Ways to Use Planhat's Triggers
Triggers are a great way to help automate your CS processes. We will give some examples of situations where triggers are useful.
Written by
Grant Dreyer
Updated over a week ago
Portfolio Module
How to Prioritize Your Customer Base
Use cases and how to use segments throughout Planhat to reach out to and prioritize your customer base
Written by
Grant Dreyer
Updated over a week ago
Ways to Segment Your Customers in Planhat
Not all of your customers are going to have the same needs, or offer the same value. That's where customer segmentation comes in.
Written by
Grant Dreyer
Updated over a week ago
Health Scores: What You Can Include
Creating a customer health score can be a bit overwhelming. So, here are a few examples to help you get started creating yours.
Written by
Grant Dreyer
Updated over a week ago
Ways to Use the Churn Module
Some examples of ways you can use the data you are collecting with the churn survey
Written by
Grant Dreyer
Updated over a week ago
Activities
Basic Playbook Templates
We give you some suggestions and guidelines for creating Playbooks in Planhat. Check them out!
Written by
Sarah Jones
Updated over a week ago
NPS
Ways to Use NPS Throughout Planhat
Planhat’s NPS module is a powerful way to incorporate your customer feedback into your CS processes, and use them in an actionable way.
Written by
Grant Dreyer
Updated over a week ago
Portals
Display and share your portal with your customers within your app
How to display and share your customer portals as a one-click solution inside your own app
Written by
Sarah Jones
Updated over a week ago
Usage & Calculated Metrics
Calculated Metrics - examples
We provide you with examples of custom KPIs you can create with Planhat's calculated metrics.
Written by
Niklas
Updated over a week ago
How to calculate number of users per account
How to use "number of users" as a calculated metric in Planhat
Written by
Diego Checa
Updated over a week ago
How to calculate the total number of a certain user activity
Use a calculated metric to create segments, personas, and alerts based on certain activities
Written by
Grant Dreyer
Updated over a week ago