NPS Templates
Net Promoter Score (NPS) helps gauge client satisfaction. In this section, you can manage your NPS templates.
View/Edit Existing Templates
Add a New Template: Click “+ ADD NPS TEMPLATE” to create a new survey.
For more on how to use NPS, view this support page.
Review Link Templates
This section is used to add Review Links (where you want the client to leave a review, i.e. Google) if relevant for your review process.
Click “+ Add Review Link Template” to create a new Review link.
For more details on how Reviews in Hona work, go HERE
Auto Review Options
Automatically prompt clients to leave reviews when they reach a certain phase.
If no auto review requests are set up, you'll see “No auto reviews”.
Click “+ ADD AUTO REQUEST” to set up a review prompt automation.
For more details on how Reviews in Hona work, go HERE
Birthday Messages
Send clients a personalized birthday message automatically.
Enable/Disable: This feature is disabled by default. Toggle it to enable sending messages. Please note, you will not be able to toggle this feature on if the Birthday Message is Blank
Message Content: Enter your birthday message in the provided field. If left blank, no message will be sent.
Filters for Birthday Messages
Control who receives birthday messages with filters:
Project Status: Choose from Any, In Progress, Complete, or Not Started.
Hona Enabled: Choose whether the client must be in a Hona-enabled project.
Project Types: Select specific project types, or leave as “Any” to send to all.
At the bottom of the page, a log shows birthday messages that have been sent. If none have been sent, it will display: “No birthday messages sent yet.”
Click HERE for more details on Birthday Messages
At the bottom of the page, a log shows birthday messages that have been sent. If none have been sent, it will display: “No birthday messages sent yet.”
If you have any additional questions, please reach out to your dedicated account representative or contact [email protected]