Salespath General FAQ

Q: How long do audio recordings remain on the platform? 

A: They currently remain indefinitely.

Q: What POS’ does Salespath integrate with?

A: Salespath works with DRB Site Watch, DRB Patheon, Washify, ICS, Micrologic, Sonny's, NXT, and eGenuity. If your POS is not listed here please reach out to us. Salespath POS connections are read-only.

Q: Does it work over cell service or wifi?

A: Each tablet is equipped with a SIM card, but if needed can also connect via wifi.

Q: Can you use Salespath to collect cell phone data on retail transactions?

A: Yes, and this will feed back to Rinsed CRM. Click here for more.

Q: Is there a delay or is it real time?

A: Up to 10 minutes, but otherwise fairly real time. Can be as low as 3 minute depending on customer

Q: How do you adjust commission plans? (I.e. changing commission amount, items, Salespath points/package sold) 

A: See Help Center Article on Adjusting Commission Plans.

Q: Are we able to configure multiple locations into the Salespath tablet?

A: By default, each tablet is configured to work with one dedicated location.

Q: What does the "Update Available" button in the app footer mean?

A: When you see an "Update Available" button at the bottom of Salespath, it means a new version of the Salespath software has been released. Tapping or clicking the button will reload the app and apply the latest update. If you don't click it, the update will apply automatically the next time the page refreshes or the tablet restarts — so no action is required.

Presentations

Q: How do presentation updates work? (I.e. Changing pricing, changing wording, adding new presentations when new deals happen)

A: We create our standard design, however you can always create and edit presentations on your own. (Help Center Article on Editing Presentation)

Dashboards and Data

Q: Why doesn’t Salespath data match what’s in the POS/Rinsed CRM?

A: Article: Help Center Article on Data Metrics

Video: How Does The Data Work?

Q: How does Salespath match the pitch to the member signup?

A: Matching algorithm – we look at the transaction, see if there was a presentation directly before it, and then match the transaction to the presentation. It's very important that the salespeople are trained to start a presentation, make their pitch, close out the presentation, then transact to allow the algorithm to work. See How Does The Data Work?

Q: When there is someone in multiple lanes how do you match their presentation to the transaction?

A: Every time a salesperson starts a presentation they are prompted to pick which "lane" they are selling from. Really what we are asking them here is "which Kiosk/Pay Station/device will you be using to complete the sale?" Once they pick that device, our matching algorithm will link their completed presentation to the next sale that was processed at the selected device. 

If you only have one manned sales lane your tablets can also be configured to be in single-lane mode. In this mode you are saying that all presentations are being connected to one dedicated POS device so the salesperson will not be prompted each time to pick a lane. 

Q: How do you define eligible retail washes to determine the conversion rate?

A: We always exclude member visits and we typically exclude any zero-price washes like rewash, employee wash as well as prepaid or gift card redemptions. That said, this is configurable — we can recategorize any line items we don't count as retail eligible by default to appear as such within Salespath.

Q: Are you accounting for re-sign-ups? 

A: This depends on how the POS categorizes the sale. 

Q: Is it possible to pull a report that shows the final status of points earned by employees toward rewards?

A: Yes, our Currency Report breaks down each point-accruing event and shows how many points each salesperson currently has.

Tablets

Q: Can we use our own tablets?

A: Preferably not. Using the Rinsed-provided tablets allows us to gives our team better visibility, so that we can provide you with the best support.

Q: Are the microphones that are recording the audio built into the tablets Rinsed provides?

A: Yes.

User Permissions and Management

Q: Can a salesperson update their own password? 

A: Yes. Once logged in, a Salesperson can click their initials/icon in the top right corner, then select Update My Profile. From there, they can enter a new password. 

Q: Can someone with a Salesperson role listen to their own audio recordings?

A: No.

Commission Plans

Q: When an item is added to a commission plan, is it expected that points would be awarded retroactively, or are points only awarded for transactions that occurred after the commission plan was adjusted?

A: Points are awarded from the time of change forward. Commission dollars would be retroactive unless it’s part of a new title.

Q: Why would commission plans not be showing up on the tablets?

A: Commission works by us adding the line item description of everything the tenant wants to pay commission on (instructions here). Item description needs to be exactly as as it appears in the POS.

Marketplace and Rewards

Q: How can you add items to the Salespath marketplace?

A: You can add items to your Marketplace under Settings Marketplace Rewards and click Add Item. Be aware that a Client Manual Fulfillment item will require you to manually fulfill the reward (such as a day of PTO), whereas an Automated Fulfillment reward will be sent automatically as a gift card through Tango. 

Q: How do rewards get fulfilled? 

A: You will need to configure your TANGO account when you first go through implementation (instructions here). Once you do that, and fund your account, rewards will be fulfilled automatically and be sent to the user's personal email address that they have listed in the app. Be aware that you are responsible for manually fulfilling any non-Tango rewards, such as a day of PTO.

Q: Why would a salesperson not have received their reward?

A: This could be because the TANGO account number is not listed in the location settings, there are no funds in the account, the user's email address is not in the system or invalid, or the reward is a manually fulfilled reward. On your Salespath home dashboard, you'll see alerts (under System Status) letting you know if you have any unfulfilled rewards, so that you don't fall behind.

You can always contact support@rinsed.co if you need help troubleshooting unfulfilled rewards!