Transition End Users to the Redesigned Portal

We've 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. 

Note: If you want to configure the End User Portal to use a custom domain, you must use new End User portal UI. For more information, see Add a Custom Domain for the End User Portal.

Options for Transitioning

There are two ways you can transition End Users to the new Portal experience:

• Update the UI for all 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 Organizations: To do this, enable the new UI per-Organization, in the Organization Fields Reference. 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}}