Skip to main content

Workspace Settings: Contact Profiles

Learn how to configure Contact Profiles in Sona by connecting a CRM source, mapping fields, and adding custom attributes.

Overview

This guide walks you through configuring your CRM contact profiles in Sona. By properly setting up your contact profiles, you will be able to import and map your existing CRM data, creating a unified view of your contacts across all your marketing activities. With a well-configured contact profile, you will gain deeper insights into your customer journey and enable more effective targeting.

Prerequisites

  • An active Sona account with appropriate permissions.

  • At least one connected CRM data source.

  • A basic understanding of your CRM data structure.

Step 1: selecting your profile source

  1. Navigate to the Contact Profile settings page.

  2. In the Profile Source section, select your CRM data source from the dropdown.

    ​

    ​

  3. Choose the specific contact list you want to import.

  4. Click Filters if you need to import only a subset of your contacts.

    ​

Step 2: mapping your data fields

  1. Locate the Mapping section on the page.

  2. For each Sona field listed on the left, select the corresponding data column from your source report.

  3. Ensure critical fields like email, name, and company are properly mapped.

  4. Verify all mappings before proceeding to the next step.

    ​

Step 3: managing custom attributes

  1. Find the Attributes List section.

  2. Review which additional attributes you want in your Sona CRM contact profiles.

  3. Click + Add to create new custom attributes.

  4. Click the - sign to remove any unnecessary attributes.

  5. For each new attribute, specify the data type and source field.

    ​

Step 4: saving your configuration

  1. Review all your selections and mappings.

  2. Click Save to apply your changes.

  3. Wait for confirmation that your settings have been saved successfully.

Best practices

  • Map your most important customer data points first.

  • Use consistent naming conventions for custom attributes.

  • Consider which attributes will be most valuable for segmentation.

  • Regularly review your mapping as your CRM data structure evolves.

  • Only import the data you need to keep your profiles focused and relevant.

FAQs

What does the Contact Profile configuration do?

Contact Profile configuration lets you select a CRM data source, map its fields to Sona's contact profile fields, and add custom attributes. This creates a unified view of your contacts across your marketing activities, built directly from your existing CRM data.

Which fields are most important to map correctly?

Critical fields like email, name, and company should be mapped first and verified carefully, since they are what Sona uses to identify and unify a contact across your data sources. Map these before adding custom attributes.

Can I add fields beyond Sona's default contact fields?

Yes. Use the Attributes List section to click + Add and create custom attributes, specifying the data type and source field for each one. Use the - sign to remove any custom attribute you no longer need.

Related Articles
Did this answer your question?