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Best Practices

Best Practices

How-to articles that helps you be efficient using Planhat

Niklas avatar Diego Checa avatar Grant Dreyer avatar
12 articles in this collection
Written by Niklas, Diego Checa, and Grant Dreyer
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.
Grant Dreyer avatar
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
Grant Dreyer avatar
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.
Grant Dreyer avatar
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.
Grant Dreyer avatar
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
Grant Dreyer avatar
Written by Grant Dreyer
Updated over a week ago

External ID's, Source ID's & Related Domains

In this article we explain what these fields are and why they're important
Grant Dreyer avatar
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!
Grant Dreyer avatar
Written by Grant Dreyer
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.
Grant Dreyer avatar
Written by Grant Dreyer
Updated over a week ago
Personas

Using Beat & Experience Levels to Create Personas

A simple but useful persona to get started with in Planhat.
Grant Dreyer avatar
Written by Grant Dreyer
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.
Niklas avatar
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
Diego Checa avatar
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
Grant Dreyer avatar
Written by Grant Dreyer
Updated over a week ago