This is a new feature in Customer Portals (known as shared workspaces to many of you who already are using them heavily..). All critical issues confirmed are remediated immediately. Access to client data is restricted to legitimate business use only. The obligations under this Clause 6 will apply only if the party requesting compensation (a) gives the indemnifying party prompt written notice of the claim or loss; (b) uses reasonable efforts to mitigate the loss; (c) permits the indemnifying party to control the defence and settlement of the claim; (d) reasonably cooperates with the indemnifying party in the defence and settlement of the claim; and (e) provides evidence of the loss or claim as reasonably requested by the indemnifying party. This means that all the relevant information about all your customers and accounts needs to be recorded in Planhat in order to make the most of it. Ease of a spreadsheet, power of a data warehouse, Enterprise-grade security and permission control, Global leader in powering net revenue retention, Create an incredible UX from trial to success, For Cisco partners to achieve the right tools and skills. All critical and repeatable processes and security checks in Planhat production environment are either documented in procedures or implemented as automation scripts. We have modified the standard clauses to cater for privacy laws outside of Europe, as they may be applicable, and to reflect the business relationship between Planhat and our Customers. Except as provided in the foregoing, neither party shall assign this agreement without the other partys prior written consent. Please read these terms of service carefully before using the services offered by Planhat. In the event of a Personal Data breach concerning data processed by the controller, the Processor shall assist the controller in: (a) notifying the Personal Data breach to the competent supervisory authority/ies, without undue delay after the controller has become aware of it, where relevant (unless the Personal Data breach is unlikely to result in a risk to the rights and freedoms of natural persons); (b) obtaining the following information which shall be stated in the controllers notification, and must at least include: the nature of the Personal Data including where possible, the categories and approximate number of data subjects concerned and the categories and approximate number of Personal Data records concerned; the likely consequences of the Personal Data breach; the measures taken or proposed to be taken by the controller to address the Personal Data breach, including, where appropriate, measures to mitigate its possible adverse effects. We expect continuous collaboration and adjustments as your needs change over time. Each party shall maintain the confidentiality of the other party's Confidential Information. Health Score, Lifecycle Phase, Product, User Activity, to engage intelligently and proactively with your customers. By signing the Agreement, Customer enters into this DPA on behalf of itself and in the name and on behalf of its affiliates, if and to the extent Planhat processes Personal Data for such affiliates. : You can find the option to upload documents in the customer profile, upper right corner. Important to note: to access "Fields" in Planhat you need to be an administrator. Send us feedback! Planhat reserves all rights afforded under this Agreement as well as under the provisions of any applicable law. This commit does not belong to any branch on this repository, and may belong to a fork outside of the repository. Planhat is used in the customer success teams, customer growth teams, Ops and leadership. Technical Data - Information about a device that an individual uses ex.
Creating workflows for Planhat users - Oomnitza Documentation (c) complying with the obligation to communicate without undue delay the Personal Data breach to the data subject, when the Personal Data breach is likely to result in a high risk to the rights and freedoms of natural persons. Custom fields are incredibly powerful and allow you to add additional information into Planhat that is important for your team. In the event of a Personal Data breach, the Processor shall cooperate with and assist the controller in order for the controller to comply with its obligations under Applicable Data Protection Laws, where applicable, taking into account the nature of processing and the information available to the Processor. This Agreement shall be governed by the laws of Sweden, without regard to its conflict of laws principles. Generally, data is deleted thirty (30) days after termination but may be retained up to ninety (90) days after termination. Custom fields can be added to almost any data object in Planhat e.g. Compare price, features, and reviews of the software side-by-side to make the best choice for your business. Compliance. This can also be passed via the options to the command and is used in conjuntion with pagination: Note that the sort string appears to be case sensitive and must currently use the Planhat object name. The property name is the snake_cased version of the audience name, with a true/false value to indicate membership. GDPR means the Regulation (EU) 2016/679 of the European Parliament and of the Council of 27 April 2016 on the protection of natural persons with regard to the processing of Personal Data and on the free movement of such data and repealing Directive 95/46/EC (General Data Protection Regulation), including as implemented or adopted under the laws of the United Kingdom. Customer shall have the sole responsibility for the accuracy, quality, integrity, legality, reliability, and appropriateness of all Customer Data. Once the Segment library is integrated with your product, toggle Planhat on in your Segment destinations, and add your Planhat API Key which you can generate in Planhat under App Settings > API Access. Navigation Create the asset integration Custom mappings Before you start Before you can create the integration with Oomnitza, you need to have added your Planhat credentials to Oomnitza. Date. Creating the asset integration
You are able to upload documents to a customer profile page. (c) The Processor shall make available to the controller all information necessary to demonstrate compliance with the obligations that are set out in this DPA and Applicable Data Protection Laws. (c) The Processor shall be entitled to terminate the contract insofar as it concerns processing of personal data under these Clauses where, after having informed the controller that its instructions infringe applicable legal requirements in accordance with Clause 6.1, the controller insists on compliance with the instructions. Ask your planhat representative or check the docs to see which one you need to use. The following outlines the planhat models and their implementation status: In addition to the Planhat Models, there are some additional endpoints in the documentation as outlined below: Since all endpoints would ideally be covered, contributions are always welcome. The current release is a phase 1 approach, where clicking into a chart will present a summary list of up to 30 results, which in many instances is all results. The Processor shall process Personal Data only on documented instructions from the controller, unless required to do so by any law to which the Processor is subject. If you're a developer you might find a simple POST to our API the most convenient solution. Ease of a spreadsheet, power of a data warehouse, Enterprise-grade security and permission control, Global leader in powering net revenue retention, Create an incredible UX from trial to success, For Cisco partners to achieve the right tools and skills. Fees shall be calculated based on records maintained by Planhat. (iii) disclosures as required by law or otherwise set forth in the Agreement between the controller and the Processor. All capitalized terms not defined herein shall have the meaning set forth in the Agreement and where terms defined in GDPR are used (such as controller, processing and data subject), those terms shall have the same meaning as in GDPR unless defined in this DPA. Code 1798.100 et seq., and its implementing regulation. Can we improve this doc? Enhanced User Documentation: Although Planhat offers immense power and flexibility, the documentation provided falls short of covering all the possibilities it presents. All relevant business owners such as Support, Engineering, and DevOps, Security are represented at regular change management meetings. The Parties shall set out in Schedule 2 all other elements to be provided by the Processor when assisting the controller in the compliance with the controllers obligations under Applicable Data Protection Laws. Pools all customer conversations, revenue, invoices, CRM data, tickets, notes, tasks, onboarding information, and health data and assigns customer health scores based on success indicators such as user activity, downloads, or open tickets, Prepares campaigns and provides templates so helpdesks can send out welcome or automated emails based on triggers like license renewal needed, Forecasts and predicts revenue based on current cash flow or report salaries, so teams can receive churn reports and forecasting tools without having to code, Reports on key onboarding metrics like average onboarding time and provides templates so teams can design playbooks to track customer lifecycles. With Segment youll get more than just web or mobile analytics. Most structs for resources use pointer values. "Order Confirmation" refers to an ordering document entered into between Customer and Planhat, referencing these terms; "Planhat" refers to Planhat AB, the company providing the Service; "Service(s)" refers to the subscription services that Planhat provides through its Site, including the Planhat Customer Success Platform and Site . Depending on the place of incorporation and location of the Customer and the location of the individuals relating to whom the Customer shares data with Planhat in the Services, various privacy laws will apply. (b) The Processor shall assist the controller in fulfilling its obligations to respond to data subjects requests to exercise their rights, taking into account the nature of the processing. Customer can, and is encouraged to from time to time, export Customer Data in spreadsheet format from within the Service.
Planhat: Terms of Service Click on the ellipsis icon in the top right corner and select "Manage Fields".
Raman in the plant environment | Endress+Hauser Adoption is easily measured through shared . That flexibility will save you countless development hours, since Segments integration automatically passes your customer data through to Planhat from web, mobile, or your server. I cannot upload an excel file in Planhat, which file formats are allowed? When the user no longer satisfies this condition (for example, its been more than 30 days since their last order), Engage sets that value to false. All software maintenance and configuration activities are conducted by Planhat employees. Planhat maintains, and annually updates, a general written Information Security Policy, which details employees responsibilities toward confidentiality of client data and acceptable use of resources. This Data Processing Agreement, (DPA) forms part of the agreement between Planhat and Customer for the purchase of Services from Planhat (the Agreement) and is entered into to reflect the parties agreement relating to the processing of Personal Data under Applicable Data Protection Laws (as defined below). Add dimensions based on your CSMs subjective input or hard facts and data points. Processing by the Processor shall only take place for the duration specified in Schedule 1. Ask your planhat representative or check the docs to see which one you need to use. There's a few different ways that you can add custom fields in Planhat: Hover over your avatar which is in the bottom left corner of Planhat and then go to "Fields". Based on 202 Planhat reviews and verified by the G2 Product R&D team. Planhat stores all client data in fully redundant databases. This Agreement enters into force on the subscription start date stated in the Order Confirmation and remains in force until the end date as specified in the Order Confirmation. Planhat follows an agile development methodology in which products are deployed on an iterative, rapid release cycle. If you're a Segment customer then flipping the switch in Segment is usually all it takes. Location Data - Information about an individuals location such as IP address.
Planhat Features | G2 Customer will not decompile, disassemble, reverse engineer or otherwise attempt to reconstruct the Services. In case there is no context available, then context.Background() can be used as a starting point. Did this answer your question? In the event of a contradiction between this DPA and the provisions of related agreements between the Parties existing at the time when this DPA is agreed or entered into thereafter, this DPA shall prevail. Companies, End Users, Licenses, NRR, Opportunities, Tasks, Conversations and many more !
Planhat: Getting Started with Planhat It's a quick and easy solution in cases where you cannot send the events from your server, or in the rare cases where what you want to track doesn't touch your servers. What's new in Planhat January 2020 Written by Nathalie Krook. Read more in our online docs.
Ease of a spreadsheet, power of a data warehouse, Enterprise-grade security and permission control, Global leader in powering net revenue retention, Create an incredible UX from trial to success, For Cisco partners to achieve the right tools and skills. All amounts invoiced are due within thirty (30) days unless otherwise specified in the Order Confirmation or on the invoice. file sharing, collaborative workspace, real-time notifications, two-way audio and video, screen sharing, document imaging, activity tracking and logging, and . Limited processing may also be carried out to improve Planhats products and services (e.g., to understand and analyse how the Service is used so that the Service can be improved). Read more in our online docs.
Planhat Integrations - SourceForge (Based on 202 reviews) If a provision of this Agreement is found to be unlawful, conflicting with another provision of the Agreement, or otherwise unenforceable, the Agreement will remain in force as though it had been entered into without that unenforceable provision being included in it. As a non-techie I can objectively say, this is the nicest looking technical documentation Ive ever seen and a great start in our quest to provide better documentation to our users! Processor will refund any respective pre paid fees for the corresponding services for the remaining term of the Agreement. Everything you need to know around sending in data over the API, setting up calculated metrics etc. Planhat further warrants that there will be no material decrease of Service functionality or performance during the applicable Subscription Period. Planhat distributed architecture for data collection and processing allows it to scale horizontally as the number of clients and volume of traffic increase. For processing by sub-Processors, please see Planhats List of Sub processors. Planhat maintains and follows formal change management processes. Notices, including legal notices, may be sent by electronic mail to the email addresses of the signatories of this Agreement, or another email address provided by the receiving party. When you first create an audience, Engage sends an Identify call for every user in that audience. Otherwise a new Contact will be created in Planhat. The details of the processing operations, in particular the categories of Personal Data and the purposes of processing for which the Personal Data is processed on behalf of the controller, are specified in Schedule 1. P.S. Each Party agrees that the other Party may use its company name and trademarks in its marketing activities, provided that the marketing activities do not in any way reflect negatively on the Party referenced in the activity and the confidentiality obligations in Clause 9 are adhered to. Segment offers many different libraries to collect your customer data and you dont have to learn a new API or data model to do it. How to use the core modules in Planhat. You can install the library in the usual way as follows: You can then construct a new Planhat client, and use the various services on the client to access different parts of the API. Clearly this isn't a very nice user experience, so where appropriate, "getter" accessor functions are generated automatically for structs with pointer fields to enable you to safely retrieve values: Where pagination is provided, Planhat provides the Offset and Limit query parameters as part of the request parameters for a given endpoint. Automating Multi-Channel Re-Engagement Campaigns, Tracking Customers Across Channels and Devices, Setting up a Dynamic Coupon Program to Reward Loyal Customers, Forecasting LTV with SQL and Excel for E-Commerce, Measuring the ROI of Your Marketing Campaigns, Migrating Code From Other Analytics Tools, Setting Up Event-Triggered Notifications or Alerts, Redshift Cluster and Redshift Connector Limitations, Creating a Javascript web source and Google Analytics destination. There are a several different data types to choose from when creating a custom field. P.S. Daily and intraday data is backed up on a scheduled basis, encrypted using Advanced Encryption Standard (AES) algorithm, AES-256, and stored in a geographically separated location. Planhat has developed a robust Security Incident Response Process (SIRP) to address events in an efficient and timely manner. Below, we'll describe the core approach and functionality (and you can read more here about syncing text fields between systems). Customer is solely responsible for determining whether the use of Planhat is appropriate for its business. The following formats are whitelisted: .pdf, .jpeg, .txt, .doc, .docx, .ppt, .pptx, .xls, .xlsxHowever, the file name must not contain an ampersand (&-symbol), and other similar characters. Where, and insofar as, it is not possible to provide all this information at the same time, the initial notification shall contain the information then available and further information shall, as it becomes available, subsequently be provided without undue delay. The Processor shall ensure that persons authorised to process the Personal Data received have committed themselves to confidentiality or are under an appropriate statutory obligation of confidentiality. The limitations above shall not apply in the case of (a) death or personal injury caused by negligence; (b) fraudulent misrepresentation; or (c) any other liability which it is not lawful to exclude. All staff must review and acknowledge policy. Privacy Policy; and 5. See the Planhat . This online seminar examines safety, documentation and engineering considerations when installing Raman spectroscopy in the plant environment, including storage and installation considerations. This option enables the Planhat team to create custom formula fields. The Service and related intellectual property is the property of Planhat or its licensors (if any), and Planhat retains all ownership rights to it.
Outreach vs. Planhat vs. Salesforce Comparison - SourceForge If Planhat receives information about an infringement claim related to the Service, Planhat may in its discretion (i) modify the Service so that it is can no longer be claimed to infringe, (ii) obtain a license for Customers continued use of that Service in accordance with this Agreement, or (iii) terminate this Agreement upon 30 days written notice and refund Customer any prepaid fees covering the remainder of the term of the terminated subscriptions. Customer agrees to defend, indemnify and hold Planhat harmless (including, without limitation, from all damages, liabilities, settlements, costs and reasonable attorneys fees) from and against any claims brought by a third party (a) claiming that any Customer Data or Customers use of Customer Data together with the Services infringes or misappropriates such third partys intellectual property rights; or (b) relating to Customers use of the Services in an unlawful manner or in violation of the Agreement. Integrate Planhat with the apps you love to use. Technologies. Any customer data in the Planhat application is encrypted in transit over public networks using Transport Layer Security encryption (TLS / HTTPS).
Planhat Help Center The categories are determined and controlled by controller in its sole discretion and may typically include: Customers, prospects, business partners, and vendors of the controller. CUSTOMER AGREES THAT PLANHAT CANNOT CONTROL AND IS NOT RESPONSIBLE IN ANY WAY FOR DAMAGES CAUSED BY THIRD PARTIES (OTHER USERS) WHO MAY USE ITS SERVICES (WITHOUT ANY AUTHORISATION), INCLUDING BUT NOT LIMITED TO PEOPLE WHO COMMIT INTELLECTUAL PROPERTY INFRINGEMENT, DEFAMATION, TORTIOUS INTERFERENCE WITH ECONOMIC RELATIONS, OR ANY OTHER ACTIONABLE CONDUCT TOWARDS CUSTOMER. Cease to provide the specific service requiring processing or personal data to the controller without unreasonably burdening the controller. Featured: you can choose to feature your custom data on the customer profile side panel by checking the "Featured" box. The development and scope of BCP and DR in each business function reflects the criticality of each function and/or facility in order to maximize the effectiveness of these efforts. *Note that Planhat is controller in relation to Personal Data relating to representatives of the Customer, meaning that this DPA does not apply to such data. Technical and organisational measures including (i) technical and organisational measures to ensure the security of the data; (ii) technical and organisational measures to be taken by the (sub-) Processor to be able to provide assistance to the controller; and (iii) technical and organisational measures to be taken by the Processor to be able to provide assistance to the controller are described in Planhats Security Statement and Planhat's GDPR Commitment. 8.3 NO LIABILITY FOR THIRD PARTY ACTIONS. Make a copy of our excel import template and add your data, upload in the app and you're done!
Planhat in 2022 - Reviews, Features, Pricing, Comparison - PAT Research Planhat comes with a tracking script just like Google Analytics, Mixpanel and all the other providers out there. It all starts with your data. : select the data type, for example if your custom field is going to store numbers the you would select "number". Getting data from Segment to Planhat's Customer Success Tool is easy. If the controller objects, Processor will take one of the following actions: No longer use the additional sub-processor. Need more info? This library is distributed under the MIT license found in the LICENSE file. This allows distinguishing between unset fields and those set to a zero value. The data provided by Planhats clients within the Planhat application is stored using industry-standard AES-256 encryption at rest.
Creating an extended integration for Planhat assets Should you require a copy of the SOC 2 report, or if you have any other security or compliance related questions, please contact compliance@planhat.com. Data is always written to two separate locations when stored. Security incidents are escalated from the initial responders to the relevant Account Manager for client notification. Segment is the easiest way to integrate your websites & mobile apps data to over 300 analytics and growth tools. Statutory reminder fees may also be added. Where sorting is provided, Planhat provides the Sort query parameter as part of the request parameters for a given endpoint. View a list of Planhat integrations currently available and learn what software integrates with Planhat in 2023. (a) The Processor shall at least implement the technical and organisational measures specified in Schedule 2 to ensure the security of the Personal Data. These are provided as constants so that you may check against them: All other errors are returned as ErrUnknown.
Planhat Integration - Segment Please refer to Planhats SLA policy for additional information. Documentation and Change Management. You can send computed traits and audiences generated using Engage to this destination as a user property. Set up a few different customer segments, create playbooks, and let Planhat surprise you by how much insight can be extracted when combining data from all of your different tools.
How to Create Custom Fields | Planhat Help Center Planhat provides a Customer Success Platform offered as a subscription based Software as a Service (SaaS) for companies to manage their own customer processes. Planhat grants Customer the right to use the Service and related intellectual property such as Planhats trademarks, in accordance with this Agreement. In general this planhat library follows semver for tagging releases of the package. You must provide the cluster you are using to NewClient on initialisation. The parties may not terminate the Agreement during the Subscription Period unless the Agreement is terminated by either party in accordance with this Clause 4. The Processor shall notify the controller of any failure by the sub-Processor to fulfil its contractual obligations. This feature helps ensure that the data sent over remains the way it was from the source. Due to the sensitive data processed in our software, Planhat has implemented processes to maintain security of customer and user data processed. Should the Service be unavailable for more than five (5) consecutive days following Customer providing written notice to Planhat, Planhat will issue a refund equal to the pro-rata length of the downtime, based on the current subscription. In addition to the above, this release included 90 other enhancements including improved formatting in logged activities, improvements to several integrations and as always some bug fixes.
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