Training & How-To's

How to Setup Single Sign-On

What is Single Sign-On (SSO) and how can I enable it?

Written by Christian Dreyer
Updated this week

Guide to Getting Started in Planhat

How to get started with Planhat

Written by Grant Dreyer
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 phase

Customize your 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 Grant Dreyer
Updated over a week ago

10. Revenue

Manage Subscriptions in Planhat

Written by Grant Dreyer
Updated over a week ago

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 Custom Fields

Adding custom fields to your data objects.

Written by Grant Dreyer
Updated over a week ago

Tagging Companies & End Users

You can use tags in several powerful ways in Planhat. We go over how you can use, add and remove them on a company and end user level.

Written by Sarah Jones
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

The notification center allows you to mention your team members and alert them of what's happening with customers, or if you need help.

Written by Grant Dreyer
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 in the last hour

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

Followers and Collaborators

Additional ways to manage notifications and account access

Written by Grant Dreyer
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

How to Add a New Playbook

Learn how to add and edit your playbook templates in Planhat.

Written by Grant Dreyer
Updated over a week ago

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

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

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

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

How to Upload NPS Data with the excel import

How to upload your NPS data with the excel import template provided by Planhat

Written by Grant Dreyer
Updated over a week ago