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
Prerequisites
A Email account must be connected to Sona
Access to Sona Audiences data
Step-by-Step Instructions
Step-by-Step Instructions
Step 1: Connect Your Email System to Sona
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 (e.g., SMTP, SendGrid, HubSpot, or another provider)
Confirm that the status reads Active before proceeding
Step 2: Create a New Destination
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
Step 3: Send Email-Specific Configuration
Destination Name: Enter a clear and descriptive name (e.g., "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 for this destination (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 Destination Setup guide.
Best Practices
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