Overview
This guide walks you through connecting your Sona Audiences to Send Email for automated triggers. By completing this setup, your high-value audiences will receive timely, relevant messages based on real-time behavioral signals from Sona.
Prerequisites
An email account must be connected to Sona.
Access to Sona Audiences data.
Step 1: connect your email system to Sona
Go to Connectors in the Sona sidebar.
Locate or add the Send Email Connector.
Authenticate with your email system credentials, such as SMTP, SendGrid, HubSpot, or another provider.
Confirm that the status reads Active before proceeding.
Step 2: create a new destination
Navigate to the Destinations section in your Sona dashboard.
Click + Add Destination.
Select Send Email from the list.
Step 3: Send Email-specific configuration
Destination Name: enter a clear and descriptive name, for example "Engaged Newsletter Signups".
Source: select the data source that contains your email audience.
Filters (optional): use filters to refine who receives the email.
Recipient Email Address: choose the field that contains the recipient's email address.
Subject: add a compelling subject line for the email.
(Optional) configure content templates, dynamic fields, or message body depending on your setup.
Enable Real-Time Processing: located under Field Mapping, check this box if you want immediate data updates. When enabled, real-time processing will override the scheduled sync frequency, ideal for time-sensitive workflows and immediate lead follow-up.
For general destination configuration steps, such as selecting an audience, setting sync frequency, record matching, field mapping, and saving, follow the instructions in the Data: Destination Setup guide.
Best practices
Use specific naming like "High Intent Webinar Invites".
Test new destinations with a small audience before scaling.
Consider sync frequency: real-time for triggers, slower for newsletters.
Personalize fields using mapped data for higher engagement.
Monitor delivery results and make regular updates to improve performance.
Include unsubscribe options and follow compliance best practices.
FAQs
What does this destination do?
What does this destination do?
This destination sends automated emails to a Sona Audience so your high-value audiences receive timely, relevant messages based on real-time behavioral signals from Sona.
Should I use real-time processing or a scheduled sync?
Should I use real-time processing or a scheduled sync?
Use real-time processing for triggered emails that need to go out immediately, such as a follow-up after a high-intent action. Use a slower scheduled sync for newsletters or less time-sensitive sends.
What should I keep in mind for compliance?
What should I keep in mind for compliance?
Include unsubscribe options in every email and follow your organization's compliance best practices. Test new destinations with a small audience before scaling to your full list.