Step 1: Adding a Client Review Request Link
Within Hona in the top left-hand corner, click on the menu option. From the dropdown, select "Company Settings" to proceed.
Within the Company Settings, select the "Reputation" tab.
Under Locations, select "Add Location". From there you can name the request, and add your link to whichever URL from a review site you would like to your clients directed to. You can also customize the initial text message request & the reminder text message.
You can utilize the Pipe Text feature to auto-fill the client's name to make it more personal.
Please don't paste the review request link again in the text box, Hona will automatically populate the link for you.
Step 2: Automating Client Review Requests
Opting for automated requests? Click on the "Add Auto Request" button to initiate the process.
Please select the project type and phase that will determine when the client will receive their request to leave a review.
You can choose the amount of times you would like to remind the customer & the frequency of the reminders.
Once you have the settings and wording to your preference, click on Create at the bottom right corner.
If you have multiple project types that you would like to set up automated review requests for, please go through those steps again for the different project types.
Step 3: Manual Client Review Requests
If you prefer sending review requests manually on a case-by-case basis, please go to your Projects tab in Hona.
You can select one project or multiple projects and in the Actions dropdown, select Request Review.
Step 4: Client Experience
Clients will receive a text message asking to leave a review either by your setup automatically or through your manual actions.
When the client clicks on the link, they will be taken to a page to enter their star rating. If they select 4 stars and below, there will be a text box where they can submit their feedback. If they select 5 stars, the page will auto-load to the review site you added in your settings (such as Google or Yelp).
You can see their feedback & review they left by clicking on the Project and going to the Review tab
Conclusion
Congratulations! You've successfully navigated the process of using Hona's review request feature. Whether automating or sending requests manually, this tool empowers you to actively manage and enhance your online reputation, fostering positive relationships with your clients. If there are any additional questions, please reach out to your dedicated account rep or to [email protected].