Hona

Sarah Uluave

Tristan Wright

Braxton Medeiros

Learn about how to set up and use the features in Hona Engage.

Hona Engage

How to bulk upload your case data into Hona without a CMS/CRM integration

How to Bulk Upload Your Case Information (Stand-Alone Orgs ONLY)

Use this guide to add new contacts to your Stand-Alone Hona Org.

How to Create a New Client Contact (Stand-Alone Orgs ONLY)

How to create a new case in Hona without a CMS/CRM integration

How to Create a New Project/Case (Stand-Alone Orgs ONLY)

Ultimate guide for configuring your Hona account setup.

Hona Engage: Account Setup

How to set up an use Hona Two-Way messaging

Getting Started: 2-Way Messaging

Step by Step guide for 2-way messaging with your clients through Hona.

How to 2-Way Message

FAQs: 2-Way Messaging

This article explains what it means to host vs port a phone number in order to help your firm decide what is best for you!

How to Host Your Business Number with Hona

View, manage, and send messages to clients. Unread messages show a green dot. Messages can be sent via SMS or email as needed.

Conversations

2-Way Messaging

Use this step-by-step to learn how to build a case tracker for your client's Hona portal.

How to Build a Project Type (Case Tracker)

Learn how to add, delete, and edit the content of your phases on the Hona portal

How to Build Phases

FAQs: Case Tracker (Project Types)

Case Tracker (Project Types)

How to create new company users, set up team members, and map team roles within the Hona platform.

Company Settings - Team

Team Visibility

The Events section in Hona shows all your scheduled events tied to projects

Events (Calendar)

Event Types act as templates for Calendar Events and reminders. This article will take you through the steps of creating an Event Type.

How to Create Calendar Event Types

This article explains how to create a new calendar event using the Hona Chrome Extension.

How To Create New Calendar Events

Calendar Events

What are Hona Forms?

In this guide, we'll provide a step-by-step process for effectively building a Hona Form.

How to Build a Hona Form

How to Send a Form

Forms

This article will go over how to create a new e-signature template. These templates will be used to send requests to your clients.

How to Create an E-Signature Template

This article will show you how to send an e-signature request to your client.

How to Send an E-Signature Request From a Template

This article will detail the quick send option within the e-signature feature

E-signatures -  How to use the Quick Send

Abby Peery

Learn how to set up E-Signature templates, automation, manual sending, and tracking.

E-Signatures

This article will detail the process of connecting your custom domain to Hona. This allows you to send emails from the custom domain.

Custom Domain Setup

How to create and manage various roles for your contacts that will allow for multiple contacts to be associated with a single project

Multiple Contacts- Standalone (unintegrated)

Learn what Drip Notifications are, how to implement them, and best practices for using them.

Drip Notifications

Hona’s Mass Messaging feature makes it easy to send a message to a group of people — or even all of your clients — in just a few steps.

Mass Messaging

Learn about how to set up the additional features in your Hona account.

Additional Features

The Reputation section contains tools that help strengthen client relationships through feedback collection and automated communication.

Reputation

Hona allows you to automate birthday messages to your clients, ensuring a personal touch without manual effort! Here’s a simple graphic to visually see how to set it up. Keep…

How to Automatically Send Birthday Messages in Hona

How to use a Net Promoter Score (NPS) in Hona

NPS - Net Promoter Score

How to use the Review Request Feature in Hona for automated and manual requests

Client Review Requests

Learn how to utilize Hona to increase your business reputation.

Find answers and get help from Intercom Support and Community Experts

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Link, Press control-option-right-arrow to exit

Empty Help Center

Uh oh. That page doesn’t exist.

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.

No tickets created by you

Try using different keywords or checking for typos.

No tickets found

Title

Track the progress of all tickets related to your company.

Tickets portal.

{assigneeName} needs more information from you

Tickets

No access to tickets portal

English

url(https://downloads.intercomcdn.com/i/o/527006/5e1cb5f74b49a6f3fe0f28d7/900cb47ae966d384b9416f67386e5307.png)