Training & How-Tos

Short training and tutorial videos

Grant Dreyer avatar Niklas avatar Sarah Jones avatar +2
81 articles in this collection
Written by Grant Dreyer, Niklas, Sarah Jones and 2 others
USER PROFILE & GENERAL SETTINGS

Public Email Account Usage

The power of public email accounts and how to set them up in Planhat
Grant Dreyer avatar
Written by Grant Dreyer
Updated over a week ago

Email Sync

How to sync your emails and exclude certain emails from syncing
Grant Dreyer avatar
Written by Grant Dreyer
Updated this week

Preferred Starting Page

You as a user can now set a preferred landing page each time you login to Planhat.
Diego Checa avatar
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.
Grant Dreyer avatar
Written by Grant Dreyer
Updated over a week ago

How to add Custom Data

If there is additional information related to a company, license, team member, or end-user that you would like to have in Planhat you can!
Grant Dreyer avatar
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.
Sarah Jones avatar
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.
Grant Dreyer avatar
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.
Grant Dreyer avatar
Written by Grant Dreyer
Updated over a week ago

User Profile Settings

Grant Dreyer avatar
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!
Niklas avatar
Written by Niklas
Updated over a week ago

Notification Center

Get reminders from Planhat when something important happens in your portfolio via slack, email or desktop notifications.
Grant Dreyer avatar
Written by Grant Dreyer
Updated over a week ago

Using Merge Tags (first name, last name, etc.) in Planhat Emails

When sending an email from within Planhat you're able to use tags that allow you to have information automatically entered into the email.
Grant Dreyer avatar
Written by Grant Dreyer
Updated over a week ago
PORTFOLIO & ACCOUNTS

Importing Customers, Team Members & Contacts

Important notes for using our Portfolio Import Spreadsheet
Grant Dreyer avatar
Written by Grant Dreyer
Updated yesterday

Followers and Collaborators

Additional ways to manage notifications and account access
Grant Dreyer avatar
Written by Grant Dreyer
Updated over a week ago

Shared View

Share playbooks and success units with your customers.
Grant Dreyer avatar
Written by Grant Dreyer
Updated over a week ago

How to export customer data

Exporting customer data from Planhat is quick and simple!
Diego Checa avatar
Written by Diego Checa
Updated over a week ago

Using the Churn Module

Learn how to get set up with your churn survey in Planhat and how to mark customers as churned.
Grant Dreyer avatar
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.
Grant Dreyer avatar
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
Grant Dreyer avatar
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.
Niklas avatar
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.
Grant Dreyer avatar
Written by Grant Dreyer
Updated over a week ago

How to use the portfolio Insights chart

This chart is great for managers wanting to get an overview of the portfolio and compare different KPIs.
Grant Dreyer avatar
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.
Grant Dreyer avatar
Written by Grant Dreyer
Updated over a week ago

How to Create Customer Segments video

Customer segments are quick and easy to set up, as well as super powerful throughout the application. Learn about them here!
Grant Dreyer avatar
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.
Sarah Jones avatar
Written by Sarah Jones
Updated over a week ago

Tag conversations and notes

How to tag conversations and notes in Planhat
Sarah Jones avatar
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.
Grant Dreyer avatar
Written by Grant Dreyer
Updated over a week ago

How to Merge End User Profiles

How to merge end user profiles and what will happen to the end user data in Planhat.
Grant Dreyer avatar
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.
Grant Dreyer avatar
Written by Grant Dreyer
Updated over a week ago
ACTIVITIES & PLAYBOOKS

How to Add a New Playbook

Learn how to add and edit your playbook templates in Planhat.
Grant Dreyer avatar
Written by Grant Dreyer
Updated over a week ago

Creating Email Templates

How to create email templates in Planhat
Grant Dreyer avatar
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
Grant Dreyer avatar
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!
Grant Dreyer avatar
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.
Sarah Jones avatar
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.
Sarah Jones avatar
Written by Sarah Jones
Updated over a week ago

How to Setup Your Touch Point Types

Learn how to set up your custom touch point types so you can start tracking them in Planhat. Create anything, like a meeting or a training.
Sarah Jones avatar
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.
Grant Dreyer avatar
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.
Niklas avatar
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
Yaroslav Sivachenko avatar
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.
Grant Dreyer avatar
Written by Grant Dreyer
Updated over a week ago

Planhat Email Automation

Reach out to your customer base in a more automated way.
Grant Dreyer avatar
Written by Grant Dreyer
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
Niklas avatar
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.
Grant Dreyer avatar
Written by Grant Dreyer
Updated over a week ago

About Licenses in Planhat

Learn about how licenses / subscriptions work in Planhat
Niklas avatar
Written by Niklas
Updated over a week ago

Revenue modes in Planhat

Learn about the three different revenue modes in Planhat
Niklas avatar
Written by Niklas
Updated over a week ago

How to set forecasting probabilities

Short video that shows how you set forecasting probabilities in Planhat
Grant Dreyer avatar
Written by Grant Dreyer
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.
Grant Dreyer avatar
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.
Grant Dreyer avatar
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
Grant Dreyer avatar
Written by Grant Dreyer
Updated over a week ago

Non Recurring Revenue

Record your NRR and get reporting on it in Planhat
Grant Dreyer avatar
Written by Grant Dreyer
Updated over a week ago

Invoices

Track your invoices in Planhat.
Grant Dreyer avatar
Written by Grant Dreyer
Updated over a week ago