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People: Profile 360

Updated over 2 months ago

Profile 360 is Sona’s system for bringing together fragmented buyer journeys by stitching anonymous visitor IDs into a single cohesive profile once personally identifiable information (PII) is captured. It connects the dots across each stage of the buyer’s journey, showing how individual interactions build towards conversion. This guide explains how Profile 360 transforms scattered data into actionable intelligence.

When to Use This / Prerequisites

When to Use Profile 360:

  • When you need to understand customer journeys across multiple touchpoints

  • When analyzing marketing attribution and conversion paths

  • When trying to understand a prospect's interests

  • For understanding the full customer lifecycle from awareness to subscription

Prerequisites:

  • Sona tracking must be installed on your website

  • Access to the Profile 360 section in your Sona plan

  • Marketing channel integrations and ad conversion tracking configured to show ad touchpoints in the buyer’s journey

Key Features of Profile 360

  1. Visitor Unification

    Profile 360 automatically merges multiple visitor IDs that belong to the same person into a single, unified profile. Each profile is unified by connecting the email address to visitor IDs.

  2. Customer Journey Tracking

    The system captures and displays the complete customer journey, showing:

    • Touchpoints: All interactions a person has with your brand across channels, before or after submitting PII (personally identifiable information).

    • Marketing channels: Google Ads, LinkedIn, webinars, etc.

    • Website behavior: Pages visited, forms submitted content consumed, etc.

  3. Milestone Tracking

    Profile 360 tracks key events in the customer lifecycle:

    • First Touch: Initial brand discovery

    • Lead Creation: When a visitor becomes a lead

    • Opportunity: When a lead becomes a sales opportunity

    • Closed Won: When an opportunity converts to a customer

    • Subscription: Subsequent activities after the initial conversion to paying customer

  4. Ad Conversion Attribution

    The platform connects marketing touchpoints to journey interactions, showing which marketing channels drove specific conversions and milestones.

Step-by-Step Instructions

Accessing Profile 360

Step 1: Navigate to Profile 360

  1. Log into your Sona account

  2. In the left sidebar, locate the People section

  3. Click on Profile 360

  4. You'll see the Profile 360 list view with all unified profiles

Step 2: Understanding the Profile List View

The main Profile 360 view displays:

  • Identifier: Email address

  • Journey: Visual indicators of touchpoints and milestones

  • Milestones: Key milestone events achieved

  • Ad Conversions: Conversions from platforms like Google, Meta, LinkedIn, and Microsoft, configured via Conversions API integrations (e.g., Google Ads click uploads). For more details, see how to set up Ad Conversions.

  • Visitors: Identifiers for visitors

  • Created At: When the profile was first created.

Exploring Profiles

Step 3: Filter and Search Profiles

  1. Use the Search bar at the top to find specific customers by email address

  2. Click Filters to narrow down profiles

  3. Click Actions dropdown for bulk operations to Create Derived Report

Step 4: View Individual Profile Details

Once you've found a contact in the Profiles List, you can explore their full Profile 360 view for a deeper understanding of their engagement.

  1. How to Open a Profile:

    • Click any email address in the Identifier column.

    • This opens the full Profile 360 view for that individual.

  2. What You’ll See in the Profile:

    • Header section:

      • Contact’s name, job title, and email

      • Associated Visitor IDs

    • Top tabs:

      • Personal Details – Basic info like name, title, and email

      • Company Details – Company-level enrichment and firmographics

      • Identities – Linked identifiers (e.g. multiple emails or device IDs)

    Lower Section Tabs (Insights):

    • Activity – Total time spent engaging and change over time

    • Intent Signals – Count of scored intent signals in the last 30 days

    • Buying Stage – Current journey stage (e.g. Awareness, Consideration)

    • ICP Score – Match quality against your Ideal Customer Profile

    • Top Pages – Most visited pages by the contact

    • Ad Conversions – Conversion events from ad platforms (Google, Meta, LinkedIn, Microsoft)

Key Concepts / Best Practices

Understanding Buyer Journeys

Buyer journeys in Profile 360 show the complete path from awareness to conversion. Each touchpoint represents a meaningful interaction that influenced the buyer's decision-making process.

Marketing Attribution

Profile 360's attribution model helps you understand which marketing channels are most effective by connecting touchpoints to specific milestones. This data is crucial for optimizing marketing spend and strategy.

Data Unification Benefits

By merging multiple visitor IDs for the same contact, Profile 360 helps to solve a number of different problems:

  • Complete profile view: See all interactions in one place

  • Understand attribution through the buyer's journey: Gain insight into the true impact of your marketing

  • Improved targeting: Use comprehensive profiles to build more precise audiences for granular personalization

Best Practices for Using Profile 360

  • Regular Review: Check profiles regularly to understand customer behavior patterns

  • Marketing Analysis: Use milestone and attribution data to optimize campaigns

  • Customer Segmentation: Leverage journey data to create targeted customer audiences

  • ROI Measurement: Track which touchpoints lead to the highest-value customers

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