How to start adding and using the Touch Point Types in Planhat!

When you are reaching out to and interacting with customers, it is important to differentiate which type of interaction was had with them. A support chat doesn't have the same weight as an email, and an email doesn't have the same weight or meaning as an in-person training/meeting. Therefore, as a CSM you need to know what the interaction was in order for you to take the best action.

This also helps when you are adjusting and analyzing your customer outreach methodology! If you can take a look and see how you have been reaching out to your customers, then you can more accurately analyze what is working, what isn't and you can adjust from there :)

Setting Up Your Touch Points

To set up your TouchPoints in Planhat you will first need to go to the Activities module > then navigate to Types.

Let's look into each Type. But, before we do I want to quickly explain the differences between what Planhat calls an "Internal" touch point and an "External" touchpoint.

Internal = all of the touch points that don't involve you communicating with a customer, but could be tasks that you want to record in Planhat that need to be conducted internally. For example, meet with team member about how to move forward with company "x" before QBR. The company is still being worked on and receiving attention, but the customer is not being involved.

External = all of the communications that involve a customer. So when you email them, call them, meet with them, etc.

These will be recorded and logged separately in Planhat for better reporting on processes.

Email

This is where you can sync your Gmail account with Planhat, and also where you create your email templates.

Once you sync your email with Planhat we will pull in these conversations (from the inboxes you have specified), and automatically record them as an "email" external touch point.

Calls

If you are using an external phone system, and this is a large part of your business or Customer Success strategy - then you can connect it with Planhat through the calls API endpoint.

OR if you're using Aircall, you can simply set it up with our native integration!

Then, Planhat will log these in your activities as an external touch point.

Chat

Get set up with our native integration with Intercom - it only takes a couple of minutes to get set up! If you aren't using Intercom, or have an internal chat tool - ask us for the API endpoint and we can see if this is a good option for getting your chat tool synced into Planhat!

Planhat records these as external touch points.

Tickets

Tickets are important to know about as a CSM, but you are usually not the one who is responding to the request. But if you have a call or a meeting with a customer, you probably want to know if there are any outstanding tickets!

We have native integrations with Zendesk, Freshdesk, and Desk (Salesforce) and they only take a few minutes to set them up. But, again, if you aren't using any of these you can use the ticketing API endpoint.

Tickets are external touch points.

Learn more about what you can do with tickets here.

Custom

This is where you can set up some of your own!

If you would like to record things such as a "Training," "Demo," "Technical Walk-Through," etc you can do that in this section.

Here is how to set up your own touch points:

1) select the Custom Touch Points section

2) select Add New

3) give it a name, select which icon you would like associated with it, and which color

4) select if it is an internal/external touch point

5) click saveĀ 

Any time you want to edit or delete a custom touch point, simply click on it and it will open it up for you to edit.

Where You Can See/Use These

After you have set these up, you can now use them when logging notes or planning activities! See the Gifs below:

Logging an activity that happened

Planning an activity

As you are logging and recording these, you will see all of these interactions reflected in the Insights section of the Activities module.

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