Step 1: Creating a NPS Survey
Within Hona click on the Menu button in the top left hand corner and go to Company Settings. Then go to the Reputations tab and click on the "Add NPS Template Button".
There you can name and edit the wording of the prompt if you would like. When you are finished, press Save.
You can create multiple NPS Survey's to be sent out in different phases or different project types.
Step 2: Add the NPS Survey to the Desired Phase
Go to the project types tab & select the phase that you would like to request the NPS Survey.
Click on the phase within under the project type and scroll down to select "Other Settings". Toggle on "Net Promoter Score Survey" and select which survey you would like to send out from the dropdown. Then select Save.
If you have multiple project types & want the NPS survey sent out for those types, please repeat these steps.
Step 3: Track Responses
To view responses and trends, click on the Menu option in the top left-hand corner and navigate to the "Reputation" page.
In this page you can view responses for your firm and trends overtime. If you have multiple surveys, you can also filter to a specific survey by clicking on "NPS Breakdown" in the top right corner.
Conclusion
With these simple steps, you've successfully set up the NPS feature in Hona, allowing you to gather valuable feedback from your clients and track customer satisfaction. If you have any questions or need further assistance, don't hesitate to reach out. If there are any additional questions, please reach out to your dedicated account rep or to [email protected].