Transition End Users to the Redesigned Portal
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We've recently revamped the End User Portal, so you can now use it provide a hassle-free experience that increases End Users' confidence in your ability to deliver great service. The new Portal offers simple navigation with quick access to everything important—with a modern vibe that reflects your brand. Here's a look:
And, we've provided you with some flexible options, giving you full control over when and how you transition to the new Portal UI.
Options for Transitioning
There are two ways you can transition End Users to the new Portal experience:
- Update the UI for all (Customer) Organizations: To seamlessly switch all End Users to the updated experience at once, enable the new UI in your Account Settings.
- Test it with individual (Customer) Organizations: To do this, enable the new UI per-(Customer) Organization, in the Customer Settings. Since there's no “Preview," we recommend this option to start. Then you can get a feel for the new UI and optionally capture screenshots for an internal announcement before deploying company-wide with the global account setting.
Sample Mailer Announcement
Regardless of how you transition, you may consider using a Mailer Campaign to announce the switch. Here’s a sample email you can revise:
Subject: Coming Soon: A Fresh New Look for Our End User Portal!
Body:
Dear {{customer_business_name_or_customer_full_name}},
We’re excited to announce that a new and improved End User Portal UI is coming soon! This update brings a refreshed, modern design and improved navigation to enhance your overall experience.
What’s New?
- Modernized Interface—A cleaner, more intuitive design.
- Enhanced Usability—Improved ticketing, and payment processing experiences.
- Better Accessibility—Streamlined layout and navigation for a smoother experience.
Here’s a sneak peek at the new look:
[Insert Screenshot of New UI With Your Branding Here]
We’ll be here to support you during this transition! If you have any questions or need assistance, feel free to reach out.
[Your Support Contact Information]
Best regards,
[Your Name]
{{account_name}}