Navigate smarter: Explore our sleek, intuitive new menu
Rinsed CRM will be getting a navigation upgrade in November 2024 to make the platform easier to use.
What's changing?
- Tickets - The Tickets Tab will now include only Ticket Inboxes, Pause/Cancel Reasons, and Ticket Resolutions.
- Pause/Cancel Reasons was previously Ticket Request Type Reasons. This tab is where you can edit the reasons that appear in the dropdown when a customer attempts to pause or cancel their membership.
- Downsells, Switch Plans, Family Plans, Ticket Forms, and Email Templates are now under Customer Management.
- SMS Opt Outs and Email Subscriptions have been renamed SMS Opt In/Out and Email Opt In/Out and are now under Marketing.
- Members is now Customer Management - The Customer Management tab now includes Member Search, Family Plans, Customer Portal, Cancellation Flow, Downsells, Switch Plans, and Email Templates.
- Member Management Forms was previously Ticket Forms- this is where you can create the member management forms for customers to make changes to their membership.
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- Cancellation Flow was previously Marketing Content - this is where you can adjust your initial cancellation screen that appears to customers (pre-downsell offer).
- Inbox is now Rinsed Inbox
- Checkouts-
- To reduce confusion, we have removed Sales Orders (successful purchase attempts) and you will now see only Purchase Orders (successful and failed purchase attempts)
- Marketing - The Marketing tab still contains Audiences, Campaign and Scheduled Messages, Contact Lists, Vouchers, and Member Offers.
- New additions: SMS Opt In/Out and Email Opt In/Out
- Analytics - No change
- Settings - Several lesser-used pages have been removed from Settings to improve ease of use.
- Customer Portal is now under Customer Management.
- Marketing Content is now Cancellation Flow and lives under Customer Management.
New Navigation Walkthrough
Watch the video below for a full walkthrough of the menu changes!
Have questions about these changes, or don't know where to find something? Reach out to support@rinsed.co!