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Training & How-To's
Training & How-To's
Short training and tutorial videos
+3
58 articles in this collection
Written by
Niklas,
Sarah Jones,
Diego Checa
and 3 others
How to Setup Single Sign-On
What is Single Sign-On (SSO) and how can I enable it?
Written by
Christian Dreyer
Updated over a week ago
GETTING STARTED
Guide for Planhat Admins to Get Started
Guide on how to get your company's Planhat workspace set up for long term success
Written by
Grant Dreyer
Updated over a week ago
Guide to Getting Started as a New User🚀
Your go-to-guide on how to get started with Planhat
Written by
Sarah Jones
Updated over a week ago
1. Portfolio Overview
The basics of the portfolio module in Planhat that contains insights, health scores, the lifecycle, and customer segments.
Written by
Grant Dreyer
Updated over a week ago
2. Customer 360 View
Everything you need to know about a customer in one location. You can also add tasks, notes, and more from the Customer 360 view.
Written by
Grant Dreyer
Updated over a week ago
3. Lifecycle phases
Customize your customer lifecycle phases in Planhat
Written by
Grant Dreyer
Updated over a week ago
4. Activities
Your past and future activities in Planhat
Written by
Grant Dreyer
Updated over a week ago
5. Planned Activities
Plan your customer success activities in Planhat
Written by
Grant Dreyer
Updated over a week ago
6. People / Endusers
Endusers in Planhat
Written by
Grant Dreyer
Updated over a week ago
7. Playbooks Overview
Playbooks in Planhat
Written by
Sarah Jones
Updated over a week ago
10. Revenue
Manage Subscriptions in Planhat
Written by
Grant Dreyer
Updated over a week ago
USER PROFILE & GENERAL SETTINGS
Public Email Account Usage
The power of public email accounts and how to set them up in Planhat
Written by
Grant Dreyer
Updated over a week ago
Syncing Emails with Planhat
How to set up your Email sync with Planhat
Written by
Grant Dreyer
Updated over a week ago
Preferred Starting Page
You as a user can now set a preferred landing page each time you login to Planhat.
Written by
Diego Checa
Updated over a week ago
How to create a trigger
Triggers help you automate your processes in Planhat, and help you stay aware of what is happening with your customers.
Written by
Grant Dreyer
Updated over a week ago
How to Create Link Tags
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.
Written by
Grant Dreyer
Updated over a week ago
Using @Mentions
Collaborate with your team members and alert them of what's happening with customers, or if you need help
Written by
Sarah Jones
Updated over a week ago
User Profile Settings
Written by
Grant Dreyer
Updated over a week ago
How to view different customer data in the list columns
Planhat allows you to customize the data you would like to see in the portfolio list view, and in the people module. Here is how to do it!
Written by
Niklas
Updated over a week ago
Notifications in the Actions tab
Get reminders from Planhat when something important happens in your portfolio via slack, email or desktop notifications
Written by
Sarah Jones
Updated over a week ago
HEALTH
How Health is Calculated
How the health score is calculated in Planhat
Written by
Grant Dreyer
Updated over a week ago
Setting Up Your Health Factors
Tips and guidelines on selecting the impact of your health score factors.
Written by
Niklas
Updated over a week ago
PORTFOLIO & ACCOUNTS
Followers and Collaborators
Additional ways to manage notifications and account access
Written by
Sarah Jones
Updated over a week ago
Featured Users
What a featured user is in Planhat and how to create a featured user.
Written by
Grant Dreyer
Updated over a week ago
Viewing data for child organizations
How to view data from subsidiary organizations on the parent organization profile
Written by
Grant Dreyer
Updated over a week ago
Success Units
Planhat allows you to track the adoption of each of your features, modules, or products you offer.
Written by
Niklas
Updated over a week ago
How to move a contact to another company
You can move a contact from one account to another without loosing all the data.
Written by
Grant Dreyer
Updated over a week ago
User Relevancy Score
What the user relevancy score is in Planhat and how to use it in your customer success strategy.
Written by
Grant Dreyer
Updated over a week ago
How to create Company Group Structures
Group companies together by parent companies and subsidiaries, or different branches around the globe under the same company, and more.
Written by
Sarah Jones
Updated over a week ago
Conversation Labels
How to tag conversations and notes in Planhat
Written by
Sarah Jones
Updated over a week ago
How to Merge Customer Profiles
How to merge customers profiles and what happens to the data.
Written by
Grant Dreyer
Updated over a week ago
Merge All Duplicate Contacts/End Users
How to merge all duplicate contacts/end users and the logic behind the process.
Written by
Grant Dreyer
Updated over a week ago
ACTIVITIES & PLAYBOOKS
Making Calls from Planhat
On enduser profiles you can now click a "phone" icon next to a phone number to open the browsers default dialer
Written by
Grant Dreyer
Updated over a week ago
How to create & use recurring tasks in Planhat
You're able to create a task that repeats automatically in Planhat. Check this article out to learn how!
Written by
Grant Dreyer
Updated over a week ago
How to Log Activities & Create Plays from Customer 360
Learn how to log notes or plan tasks directly from the customer profile in Planhat.
Written by
Sarah Jones
Updated over a week ago
Tasks can have subtasks!
You can now create subtasks in your planned activities! This allows you to make one task a list of to-dos that need to be completed.
Written by
Sarah Jones
Updated over a week ago
How to Setup Custom Activity Types
Learn how to set up your custom touchpoint types so you can start tracking them in Planhat. Create anything, like a meeting or a training.
Written by
Sarah Jones
Updated over a week ago
Touch Point & Activity History
Remember that one email? Or that one ticket? Planhat does! Learn about how to search your past customer communications.
Written by
Grant Dreyer
Updated over a week ago
Overview of Ticket Auto Tags
Learn how to use your tickets to influence your customer health scores.
Written by
Niklas
Updated over a week ago
Viewing Activity Data of Your Team
Get reporting on team activity data, such as tasks and touch points completed and logged in Planhat, as well as which channels were used
Written by
Yaroslav Sivachenko
Updated over a week ago
How to send in tasks & plays via e-mail
If you are not able to access Planhat at the moment but you'd like to add a task you're able to do so by sending it in via email.
Written by
Grant Dreyer
Updated over a week ago
Planhat Email Automation
Reach out to your customer base in a more automated way.
Written by
Grant Dreyer
Updated over a week ago
PEOPLE MODULE
How to Create & Use End-User Filters
Creating End-User filters allow you to segment your end-users in Planhat in meaningful and actionable ways.
Written by
Grant Dreyer
Updated over a week ago
How to export contact data
Exporting a list of contacts to excel is quick and simple!
Written by
Sarah Jones
Updated over a week ago
REVENUE
How to Setup your Revenue Settings
If you're just getting started with Planhat and are working on getting your revenue settings this article will walk you through the basics
Written by
Niklas
Updated over a week ago
Setting Up Historical Exchange Rates
How to set up your base currency and additional currencies in Planhat in the simplified historical FX rates mode.
Written by
Grant Dreyer
Updated over a week ago
About Licenses in Planhat
Learn about how licenses / subscriptions work in Planhat
Written by
Niklas
Updated over a week ago
Revenue modes in Planhat
Learn about the three different revenue modes in Planhat
Written by
Niklas
Updated over a week ago
How to Upload Revenue Data with Excel
If you're uploading or editing your revenue data with the excel import, here is how.
Written by
Grant Dreyer
Updated over a week ago
Upgrades, downgrades, new business and churn
We go over what these metrics mean in the Revenue module of Planhat.
Written by
Grant Dreyer
Updated over a week ago
The difference between logging the account as churn and the license as lost
In Planhat there are 2 ways to mark churn, on the company level and on the license level. This article goes over the use cases for both
Written by
Grant Dreyer
Updated over a week ago
Non Recurring Revenue
Record your NRR and get reporting on it in Planhat
Written by
Grant Dreyer
Updated over a week ago
Invoices
Track your invoices in Planhat.
Written by
Grant Dreyer
Updated over a week ago
USAGE
About Usage
Understand the basics of usage and calculated metrics work in Planhat.
Written by
Niklas
Updated over a week ago
Three types of usage data
We go over the three types of usage data you can have in Planhat.
Written by
Niklas
Updated over a week ago
Calculated metrics - concepts
The thinking behind Planhat's calculated metrics and using them to create custom KPIs.
Written by
Niklas
Updated over a week ago
Naming Conventions for Calculated Metric Variables
How to use the system metrics, user metrics, activity data, and custom data on company profiles in calculated metrics
Written by
Yaroslav Sivachenko
Updated over a week ago
NPS
Uploading NPS Data to Planhat
How to upload your NPS data with the excel import template provided by Planhat
Written by
Grant Dreyer
Updated over a week ago