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Workspace Settings: Sales Activity

Learn how to configure Sales Activity in Sona by naming events, linking reports, setting UTM parameters, and mapping data to user profiles.

Overview

This guide will help you configure Sona's Sales Activity section to accurately track interactions that drive pipeline and revenue. You will learn how to name activities, link them to reports, and set UTM parameters and mappings for precise attribution. With this guide, you will be able to confidently organize your sales data and link it to user journeys for actionable insights.

When to use Sales Activity

Use Sales Activity when:

  • You want to monitor sales team engagement or track key touchpoints in the buyer journey.

  • You are creating reports based on specific sales actions or campaigns.

Prerequisites:

  • Sales data reports must be available in the system.

  • You must know which UTM tags or profile attributes your team is using for tracking.

Step 1: name the sales activity

  • In the Activity Name field, enter a clear and descriptive name for the event, for example "Initial Contact" or "Follow-Up Email".

  • Keep names standardized across your team for consistency in reporting.
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Step 2: link to a report

Go to the Report section:

  1. Use the Select Report Type dropdown to choose the appropriate type, for example Engagement or Conversion.

  2. Then use the Select Report dropdown to specify the exact report that will track this activity.

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Step 3: set UTM Source parameters

Under UTM Source:

  1. Prefix: enter a recognizable prefix like utm_campaign.

  2. Type: choose the UTM type, for example Source or Medium.

  3. Subtype: add further context by selecting a subtype like Email, Paid Ad, or Social.

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Step 4: choose a timezone

  • In the Timezone dropdown, select the time zone that matches your sales operation or reporting region.

  • This ensures timestamps align with your CRM or reporting tools.

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Step 5: map data to user profiles

Under Mapping:

  1. In Profile Attribute, enter a user identifier, for example Email or User ID.

  2. In Column, enter the column name from your report or data source that matches the selected attribute.

This ensures your activity data is correctly linked to individual user records.

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Key concepts and best practices

  • Consistency Is Key: use standardized naming and mapping conventions across all activities.

  • UTM Precision Matters: align UTM types and subtypes with your broader campaign strategy to ensure clean attribution.

  • Timezone Alignment: avoid data mismatches by verifying your timezone matches with external platforms, such as your CRM or marketing tools.

FAQs

What does a Sales Activity configuration do?

A Sales Activity configuration names a sales interaction, links it to a report, sets UTM parameters for attribution, and maps the data to your user profiles. Together these let Sona accurately track interactions, such as an initial contact or follow-up email, that drive pipeline and revenue.

What do the UTM Prefix, Type, and Subtype fields control?

Prefix sets the UTM parameter name, such as utm_campaign. Type sets the category, such as Source or Medium. Subtype adds further context, such as Email, Paid Ad, or Social. Together they determine how this sales activity is attributed to a specific campaign and channel.

Why does the Timezone setting matter?

The Timezone dropdown ensures the timestamps recorded for a sales activity align with your CRM or other reporting tools. Mismatched timezones between Sona and your external platforms can cause activity timing to look inconsistent across systems.

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