Overview
Sona's CRM Contacts page lists every contact profile imported from your CRM. When a web visitor's identity matches a known CRM contact, Sona appends their page activity, identification, and attribution data to that existing contact profile, so you get a single, enriched record instead of separate website and CRM views.
The data on this page shows how existing contacts respond to your campaigns and their path to conversion. Sona also uses this profile data to automatically generate attribution model datasets that assign fractional revenue and touch credit.
Navigating CRM Contacts
Use the controls on the page to find, sort, and act on contact profiles:
Use the search bar to find specific data.
Click Filters to identify contacts with specific attributes and narrow down the listed profiles.
Click Save Filter and the filtered view appears on the left under All Contacts, so you can switch between different filtered views.
Click the arrows beside a column name to sort the data in ascending or descending order.
Hover to the right of the sort arrows, then click the pin icon to bookmark the column to the left.
Click a contact's email address to view their profile and activity data.
After filtering the data, click Create Derived Report under Actions to create an auto-updating dataset with your specified filters. This is available with Growth and Enterprise packages.
Tip: pinned columns and saved filters make it faster to return to the contact views you check most often.
FAQs
What is the CRM Contacts page in Sona?
What is the CRM Contacts page in Sona?
CRM Contacts lists every contact profile imported into Sona from your connected CRM. When a web visitor's identity matches a known CRM contact, Sona appends their page activity, identification, and attribution data to that existing profile, giving you one combined view of CRM data and on-site behavior.
What happens when I use Save Filter?
What happens when I use Save Filter?
Save Filter stores your current filter criteria as a named view under All Contacts on the left side of the page. You can click back into that saved view at any time instead of rebuilding the same filters, which is useful for recurring checks like reviewing contacts from a specific campaign or segment.
What is a Derived Report and who can use it?
What is a Derived Report and who can use it?
A Derived Report is an auto-updating dataset built from the filters you have applied to the CRM Contacts table. Instead of a one-time export, it stays current as new contacts and activity match your criteria. Creating Derived Reports is available on Growth and Enterprise packages.
How does CRM Contacts data feed attribution?
How does CRM Contacts data feed attribution?
Sona uses the combined CRM and activity data on each contact profile to automatically generate attribution model datasets, which assign fractional revenue and touch credit across a contact's journey. This lets you see how existing contacts respond to campaigns and what path they took to convert.