How to set up the Hona Browser Extension on Chrome
Click here to add the Hona Chrome extension
Once it’s added, open up one of your cases in your customer relationship manager (CRM). You should see a floating tab with the Hona logo on the right-hand side
Click on the tab to open the associated Hona project for this file
If you haven't already, the extension will prompt you to sign into your account
How to add the Browser Extension on Microsoft Edge
In Microsoft Edge, go to the Chrome Web Store.
Select Allow extensions from other stores in the banner at the top of the page, then select Allow to confirm.
Select the extension you want to add and select Add to Chrome.
At the prompt showing permissions required by the extension, carefully review the permissions, and then select Add extension if you wish to proceed.
How to add the Browser Extension on Safari
Visit this help article for specific instructions for downloading the extension on Safari.
You'll see a final prompt confirming the extension has been added.
How to Use the Hona Browser Extension
When you’re in your Case Management Software, open up any of your files and look on the right side of the screen. You should see a floating tab with the Hona logo on it.
Click on the tab to see your 2-Way Messaging with that client as well as project details/actions you can take. If you do not have 2-Way Messaging, the Details page will be the first page that shows.
Actions
Sync Updates
Use this action to sync updates from FV into Hona. Hona will automatically sync with FV every night, but this is here in case you need to sync new information into Hona ASAP
Send Mass Message
Use this to schedule a message for a future date or choose which communication method(s) are used to send the message to the client (i.e. email, sms, both, etc.)
Send Current Notification
Use this if a client can’t find the link to access their portal, it will send the most recent case update notification as laid out in Hona
Send Form
Use this to send a Hona Form to the client. For more information on forms, more information can be found HERE:
Request E-Signature
If you have e-signatures as part of your Hona package, you can send an e-signature request using this action.
Request Review
Use this to send the client a request to leave a review for the firm
Create New Calendar Event
Use this feature to create events and set automated reminders for your clients
For Example: If you have the client scheduled to come into the office for a meeting, use this feature to easily created the event and schedule reminders for a day before and one hour before the scheduled time
Send New Project Notification
This will re-send the original invitation to view the client portal. In most cases you will use Send Current Notification. This should only be used for new clients who have not yet logged into Hona.
Sections of the Hona Chrome Extension
Details
This page will show you some key information about the client's Hona file. Refer to this section to see the Client's:
Current Notification Preference
Total number of logins
Last Login Date/Time
Last Notification from Hona
Messages
If you have 2-Way Messaging, use this section to view conversation history, send/receive messages and files, and create message templates
Files
This section will show a consolidated view of all files that have been sent/received with the client
CMS Tasks
This will show any tasks that have been assigned to the client in your CMS.
Activity
This section will show all activity that has happened with the client since they were first synced with Hona.
Activities can include phase change messages, drip notifications, Form assignments and submissions, events, and messages
Calendar
View all currently scheduled Events and past events that have been created for this client/file.
Team
See a full list of all the team members that are currently displaying to the client within the Team section in their portal
Review
View all NPS submissions and the client's average NPS score, as well as the client's final review
Forms
See every Form that has been assigned to the client, as well as which ones have been Archived, are in progress, haven't been started, or have been completed
You can also open each Form on this page to see the current status and any questions that have been filled out/answered
E-Signatures
View all assigned and completed E-signatures for this case
Conclusion
With the Hona chrome extension, you are able to work quickly and efficiently with your Case Management Software to communicate with clients, send updates, and more. If there are any additional questions, please reach out to your dedicated account rep or to [email protected].