Key Terms
Key Terms
What do you mean when you say...
Business = Business/Law Firm who invested in Hona
Hona (Business) Org = Hona Org managed by the Business
Business User = An individual account within a Hona Business Org
Just like there are many employees at 1 Business, there are many Users in 1 Hona Org.
Client = General term for the end-user of the Hona Portal. Also used to differentiate between an active Client of the Business and a...
Lead = potential Client of the Business. This term is specifically used when necessary to separate end-users if utilizing Hona for both Clients and Leads. You can safely assume that features which are usable for Clients can also be utilized for Leads, unless stated otherwise.
Hona Portal = Digital interface where Clients interact with Hona features configured by Business
Good to know Hona terms:
"Project" is the Hona term used to define "case" or "matter"
CMS = Case Management Software (often used interchangeably with CRM)
Messages = Back and forth text messages between Business and Lead/Client, delivered through Hona's 2-Way Messaging feature
Client Notifications = Alerts sent to Clients to notify them of Hona features configured by Business.
Business Notifications = Alerts sent to Business Users to notify them of Clients engaging with the Hona features configured by the Business. Each Business User has their own Notification Settings.
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].