How to Send a Mass Message: Step-by-Step Guide
1. Log into your Hona Project Dashboard
Start by signing in to your Hona account and going to your project dashboard page
2. Select Your Recipients
Click the Filter button to choose the group you want to message.
If you want to message every client at the firm, simply click the checkbox next to “Contact.”
3. Click "Actions" > "Send Mass Message"
After selecting your recipients, click the green Actions button, then select Send Mass Message.
4. Choose Send Time
You can send your message immediately or schedule it to be sent later.
5. Write Your Message
Type your message in the text box.
Tip: Click the “Pipe Text” button to automatically insert the client's first and or last name!
6. Use Templates or Attach Files
Click the text box with the plus (+) sign to insert a pre-made template.
You can also attach images or files to your message.
7. Review and Send
Before sending, make sure to check the “Avoid Duplicates” box.
(This ensures that if the same phone number is used in multiple projects, the message will only send once.)
Mass Message Menu
View Sent or Scheduled Mass Messages:
Go to the Mass Messages sub-tab under Messages to view messages that are Sent, Queued, Processing, Delivered, Failed, or Scheduled.More Details: You can select any mass message at the bottom to get more details on the Mass Message.
Subject: The subject of the mass message or email
Message: The message that was sent in from the Mass Message
Copy: This will copy the message that was sent. This is helpful if you need to send the same message to a different group of clients.
Details: This gives you more detail about the message that was sent. It contains:
The number of recipients
The date the message was sent
Method (if it was anything other than text)
Who sent the message
Delivery Progress: This will detail if the message was sent successfully or if there were errors in sending.
Recipients: Lists the contacts who received the mass message
Cancel a Scheduled Message:
Scroll to the bottom of the Mass Messages page.
Find the message you want to cancel, click the three dots on the right, and select “Cancel Request.”Send to Just One Client:
You can also use the Mass Messaging feature to send a scheduled message to a single client if needed!
Example Use Case: Holidays
Send a mass message to wish your clients Happy Holidays or notify them of updated holiday office hours.
If you have any additional questions, please reach out to your dedicated account representative or contact [email protected].