Email Communications
Email Communications
Planhat handles email communications end-to-end by unifying sending, syncing, and automating customer emails directly within your operational workspace. Automatically sync all customer conversations (no internal emails) and view alongside customer data, support tickets, and contracts, creating transparency and continuity. Send personalized emails manually or trigger automated sequences based on customer data changes, using dynamic senders and embedded data points to ensure relevance or use our sendouts to send performant, one-off marketing emails. Our engagement analytics ensure effective communication, both 1:1 and at scale.
01
Automatically sync all customer emails into Planhat alongside account data, projects, and support tickets — so anyone on your team can see the complete conversation history and ensures seamless handoffs.
02
Launch automated, personalised email sequences when customer data changes—send personalized check-ins when health scores drop, expansion offers when usage climbs, renewal reminders 60 days out—with dynamic senders ensuring emails come from the right person (CSM, AE).
03
Apply email templates for consistency, send high-volume campaigns, and track engagement analytics (opens, clicks, bounces) to measure communication effectiveness — maintaining a professional, personalized customer experience even at scale.
