Getting Started
Setup Sona and start tracking your website visitors.
18 articles
Quick Start
Everything you need to get started with Sona.
- Quick Start GuideSet up Sona in three steps: create your account, connect your CRM, and install the tracking script, then find your visitor and account data in the platform.
- Essential Tips for New UsersQuick tips for new Sona users: where to explore your visitor and account data, how to connect integrations, and the key configurations that surface your best-fit leads.
- Getting Started with the New Chat ScreenA walkthrough of the New Chat screen, covering the chat input, scoping a question with Add Data and analysis types, connecting your data, starting from a template, the navigation sidebar,…
Registration
How to sign up for Sona.
- Creating a Sona AccountStep-by-step guide to registering a Sona account, from signing up with Google or email through email verification and the initial onboarding steps.
- Post-Registration StepsA checklist of what to do right after you register for Sona: start your trial, update privacy and cookie settings, finish onboarding, invite your team, and learn the platform.
- Update Your Privacy PolicyWhy and how to update your website's privacy policy for Sona, including suggested language, guidance on working with your legal team, and privacy best practices.
- Workspace Settings: Invite Team Members to SonaHow to add and remove Sona team members, including assigning roles, sending email invitations, revoking access, and best practices for managing your workspace.
- Getting Started: Update Your Cookie BannerUnderstand when and how to update your website's cookie banner for GDPR and CCPA, and how Sona's cookieless tracking affects your consent requirements.
Installation
Detailed installation guides and related procedures.
- Sona Identify () for Web AppsHow to implement the optional Sona Identify script to send authenticated user data, connecting an anonymous visit to a known user across your web app.
- Tracking Setup [Onboarding]Install the Sona SDK to capture web tracking activity, with step-by-step instructions for HubSpot, Salesforce, Webflow, Shopify, Wix, Squarespace, and other platforms.
- Onboarding Setup: Connect Sona Enrich to HubSpotStep-by-step guide to connecting HubSpot to Sona during onboarding, so Sona can pull your CRM data alongside its web tracking and account enrichment.
- Installation: Create a Custom Tracking Domain (CNAME)Set up a custom tracking domain (CNAME) so Sona's tracking loads from your own subdomain, improving reliability and reducing the chance of being blocked.
- Installation: Tracking Pixel for Web AppsInstall Sona's lightweight 2KB tracking pixel on your web app to de-anonymize traffic, with guidance on anonymous versus identified scripts and where to place the code.
- Installation: Install Sona Using Google Tag ManagerInstall the Sona tracking script through Google Tag Manager by creating a Custom HTML tag that fires on every page, with notes on ad blocker reliability.
- Installation: Install the Sona SDK manuallyManually install the Sona SDK in your site's head section for the most reliable, ad-blocker-resistant tracking, including optional CNAME and form-capture setup.
- Installation: Google Tag Manager Trigger ConfigurationCreate page-based triggers in Google Tag Manager so your Sona script loads on specific pages, and avoid the AND-logic mistake that stops it from firing.
- Installation: Sharing the Tracking ScriptHow to copy your Sona tracking script and share the complete, correct code with a colleague or web developer for manual installation.