1. Navigate to the project type you want to add a phase in, then click the 3 vertical dots in the corner and press “Add Phase”
2. Fill in the title and description that clients will see when they enter that phase. You can also include photos, videos, links, etc.
3. Triggers are what will move the client from one phase to another. This must match what is showing on your CRM to move the client to this phase.
4. FAQs lets the client see the most frequently asked questions for a specific phase. You can upload this either from a PDF, template, or manually put it in. You can also include photos or videos!
Other settings:
Phase change notification allows the customer to see a message when they enter this phase. This is an optional message that you can include if you toggle the button on.
Phase visibility allows you to hide the phase if it is not necessarily important for them to see the phase they are in and you would like to keep it internal.
NPS allows you to send a net promoter score to the client during this phase. You can choose to include this or not depending on the phase! If you choose to include NPS during the phase, it will pull from your NPS templates which will have already been created. You can also choose which contact to send the NPS survey to.
Form Triggers are for if you want to have a client fill out a form during the phase.
Drip Notifications can be included if you would like to send out a certain message (recurring or not) during the phase
Deleting a Phase
Simply click on the phase you want to delete, then scroll to the bottom and press “Delete Phase”
Editing a Phase
To edit the description:
The description is the main body of text, video, links and/or images to help describe what is happening during a specific phase. In order to edit this content, navigate to Company Settings, and then click into any phase to start editing.
Adding videos
Videos can be added to any Description or FAQ within Hona. In order to add a video to Hona, you will need to create the video on an online video-making platform. This is usually done on YouTube or Vimeo. After the video is created, you will click on this icon to add the external link.
If you do have videos of your own, we would highly recommend that you use them. If you don't, it is possible that Hona has animated videos that you could use, depending on your practice areas that you serve.
Note: *It is important to remember that external links cannot be private, or else the client will not be able to view the video. If you host the video on YouTube, you can make the video either public or unlisted.*
Adding Links
If you want to add a link to an external website, follow these steps:
1. Edit the description or FAQ
2. Highlight the word that you want to hyperlink
3. Click on the 'link' icon shown below
4. Enter the link in the pop-up box.
Adding Images
In order to add an image to your Hona description or FAQ, copy the Image Address from an image on a public site. Once you have copied the image, click on this icon with the phase editor page:
Once you click on the image icon, you will notice this pop-up shown above. That is where you will paste the Image URL. Once pasted, you can then click on the image to edit its size within the client portal.
If there are any additional questions, please reach out to your dedicated account rep or to [email protected].