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Knowledge base
Natero Product Guide
Per-page Overview
7
Explorer
Tasks
Account Details
Dashboards
Management Center
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Management Center - Workflows
2
Account Workflows
Workflows vs. Playbooks
Alert Management
4
Close, Dismiss and Delete Alerts and Alert Tasks
Will Alerts Disappear Upon Changed Account Behavior?
Managing Alerts
Why can't I see alerts?
Explorer - Chart Explorer & Analytics
8
Explorer Overview
Chart Explorer
Accounts & Users Exploration
Accounts Comparison
Time Comparison
View all 8
Management Center - Users & Account Settings
16
Assign Accounts to CSMs
Deleted Account vs. Churned Account
Re-sync Deleted Accounts
Unchurn an Account
How Account Assignment Affects Reporting?
View all 16
Account Management
20
Account Details - Activity
Account Details - Workflows
Account Details - Tasks
Add Account Interactions
Account Details - Financials
View all 20
Management Center - Health Score
5
Define Health Criteria
Health Score Metrics
Use Label & Event Dimension in Health Score
Calculation of Account Health Score
Account Health Score
Management Center - Playbook & Alerts Configuration
7
Alert Retrigger Delay
Using Dimensions, Metrics and Events in Rules
Alert Playbook Overview
Manage Alert Rules
Manage Playbooks
View all 7
Task Management
6
Task and Workflow Reporting
Task Overview
Task Subscriber Groups
Managing Workflow Tasks
Managing Alert Tasks
View all 6
Natero Email Center
8
How Email Re-trigger Delay Works?
Unsubscribe Users from Natero Emails
Email Tracking, Stats and Deliverability
Email Trigger List Generate and Send Time
Enable Natero Email Feature
View all 8
Reporting & Dashboards
9
Dashboard - Alerts
Dashboard - Support
Team Performance
Dashboard - Financial
Dashboard - Modules & Features
View all 9
Explorer - List Explorer
2
Create a Customer List
List Explorer
IT & User Admin
3
IT Administration
Natero API Uploader
Configure Two-Factor Authentication
Natero Tutorials & Best Practices
FAQ & Terminology
3
Product Terminology
Metrics and Dimensions
Frequently Asked Questions
Tutorials & Webinars
10
Tutorial: Account and User List
Tutorial: Chart Explorer
Webinar: Task Management
Webinar: Triggered Emails and Custom Dashboards
Tutorial: Account Workflows
View all 10
Best Practices
12
Measure the Impact of Onboarding Practices
Task Management for Customer Success Teams
Improve Product Value and Marketing Campaigns with Customer Analytics
Managing QBR in Natero
Using Metrics in List View, Custom View and Chart Explorer
View all 12
Natero System Integration
Accounts & Users
14
How to link users to multiple accounts?
How to set up MS Dynamics OAuth for Natero?
Can I send account dimensions via JS API?
Syncing CSM Assignment from Salesforce
How to manually add accounts to Natero?
View all 14
Metrics & Usage
11
Event Javascript Library
Segment
Event REST API
Mixpanel
Does Natero support event dimensions?
View all 11
Customer Interactions
13
How to set up GoToMeeting OAuth for Natero
How to set up Intercom OAuth for Natero?
Setting up Zendesk Ticket Mapping to Natero
How to set up Google Calendar OAuth for Natero
How does GoToMeeting OR Zoom Integration work
View all 13
Financials
7
How to set up QuickBook OAuth for Natero?
How to model subscription discounts or coupons?
Setting Account Renewal Dates
Mapping Invoices and Subscriptions to Natero
How account MRR is calculated in Natero?
View all 7
General Topics
9
Syncing 3rd-Party Fields
Frequently Asked Questions
How soon can I see data in Natero?
Mapping Data into Natero
Where can you find Natero API Keys?
View all 9