Marketing Measurement
Learn to use Sona and maximize value from your visitor data.
66 articles
- Introduction to the Sona PlatformA tour of the Sona platform's navigation: Onboarding, Insights, Accounts, People, Data, Account, and Workspace Settings sections.
- OnboardingOnboarding guide walking you through Sona setup: connecting your CRM, installing the tracking pixel, and configuring intent signals, ICP scoring, and buying committees.
- Facebook SettingsLearn how to select and manage the Facebook accounts connected to your Sona platform from the Facebook Settings dropdown.
- Facebook InsightsSee how to use Facebook Insights in Sona to analyze audience segments, evaluate creative performance, and track creative trends over time.
- ChatGPTLearn how to use Sona's built-in ChatGPT integration to generate content, troubleshoot issues, and get instant answers inside the platform.
- Help SettingsLearn how to use Sona's Help Settings to map help articles to specific pages and packages so users see the right support content automatically.
- Log ViewerLearn how to read Sona's Log Viewer table, including the ID, User, Timestamp, Level, Message, and Context columns, to review system activity.
- Account Profile PartsLearn what each section of the Sona Account Profile shows, including company details, activity, intent signals, buying stage, and ICP score, to prioritize accounts faster.
- Profiles OverviewSee the profile types Sona creates automatically: person-level visitor profiles, account-level profiles, people at an account, and enriched CRM contacts.
- OrganizationsSee how the Organizations table in Sona summarizes each organization's package, trial status, tracking setup, and credits at a glance.
- CRM ContactsSee how Sona merges CRM contacts with web activity, filter and sort profiles, and create auto-updating Derived Reports for attribution insights.
- Workflows: Manage WorkflowsMonitor, pause, and troubleshoot active AI workflows in Sona: dashboard fields, execution controls, and how to search and filter running automations.
- Understanding Sona AI ChatLearn how Sona AI Chat lets you ask plain-English questions about your revenue, attribution, account, and pipeline data, and get grounded answers.
Workspace Settings
Additional configurations to get the most out of Sona.
- Workspace Settings: Intent SignalsLearn how to create, configure, and manage Sona intent signals to flag high-intent visitor behavior, trigger alerts, and power ICP scoring and automation.
- Workspace Settings: Ideal Customer Profile (ICP)Learn how to configure Sona's ICP Fit Score using firmographics, intent signals, and ChatGPT prompts to prioritize your highest-value accounts.
- Workspace Settings: Engagement TrendsLearn how to configure Engagement Trends in Sona to flag visitors whose repeated intent signals cross your thresholds over a defined lookback period.
- Workspace Settings: PersonasLearn how to build Buyer Personas in Sona using job titles, keywords, seniority, and location to target the right contacts within your accounts.
- Workspace Settings: Buying CommitteeLearn how to configure Buying Committee roles in Sona to automatically identify the stakeholders who influence and make B2B purchasing decisions.
- Workspace Settings: Buying StagesLearn how to configure Sona's four Buying Stages using intent signals and engagement trends to track prospects from awareness to purchase.
- Workspace Settings: Contact ProfilesLearn how to configure Contact Profiles in Sona by connecting a CRM source, mapping fields, and adding custom attributes.
- Workspace Settings: AttributesLearn how to enrich Sona CRM contact profiles with data from additional reports by connecting a source, matching identifiers, and adding attributes.
- Workspace Settings: Contact JourneyLearn how to configure Contact Journey attributes in Sona to capture UTM parameters and track the touchpoints that drive conversions.
- Workspace Settings: Path to ConversionLearn how to configure Sona's Path to Conversion settings, including attribution mapping, marketing channels, content channels, and report metrics.
- Workspace Settings: Tracking PixelLearn how to manually install the Sona tracking pixel and configure a custom CNAME domain for more reliable, cookieless visitor tracking.
- Workspace Settings: MilestonesLearn how to configure Milestones in Sona to track key user events like signups and purchases for dashboard and report visibility.
- Workspace Settings: CompanyLearn how to enrich Sona company profiles with external report data by matching identifiers and mapping custom attributes.
- Workspace Settings: Sales ActivityLearn how to configure Sales Activity in Sona by naming events, linking reports, setting UTM parameters, and mapping data to user profiles.
- Workspace Settings: AlertsLearn how to set up Slack alerts in Sona so your team gets notified in real time when visitors or accounts match intent signals.
- Workspace Settings: Viewing Your Tracking ScriptLearn how to locate, select, and copy the right Sona tracking script for your website, including form capture and web app options.
- Workspace Settings: CostLearn how to configure ad platform cost data in Sona with UTM mapping so you can measure true marketing ROI and cost-per-acquisition.
- Workspace Settings: API Access KeysLearn how to create, manage, and delete API access keys in Sona's Workspace Settings for secure, organized integrations.
Data & Analytics
View, analyze and unlock more value out of your visitor data.
- Insights: Data ActivationLearn how to use Sona's Data Activation dashboard to monitor account enrichment, web visitors, and intent signals with segmentation and comparisons.
- Insights: Intent SignalsLearn how to use Sona's Intent Signals dashboard to track high-intent visitors, predictive buying stages, and re-engagement triggers.
- Insights: Marketing InfluenceLearn how to use Sona's Marketing Influence dashboard to compare channel ROI, CAC, and CPC using first-party, CRM, and ad platform data.
- Insights: Sales PrioritizationLearn how to use Sona's Sales Prioritization dashboard to surface hot accounts, trending people, and buying-stage insights for sales outreach.
- FiltersLearn how to use Sona's Filters feature to narrow tables with column filtering, save filter sets, and search with global filtering.
- ReportsLearn how Sona organizes Original Dataset, Blended, and Derived reports, and how to navigate, filter, and create your own on Growth and Enterprise plans.
- Derived ReportsLearn how to create a Derived Report in Sona by filtering, extracting columns, and adding calculated metrics from an existing report.
- Blended ReportsLearn how to create a Blended Report in Sona by combining multiple reports, linking fields, and defining custom operations.
- RolesSee how Sona's Roles page lists each teammate's role, organization, and access status, and where to go to update roles or invite new members.
- Tracking TemplatesLearn what each column in Sona's Tracking Templates table means, including target URL and forwarded params, and how to review campaign templates.
- SharesSee how the Shares table in Sona lists every shared resource, who shared it, and who it was shared with across your account.
- Enrich Account ListLearn how to upload a CSV of domains in Sona's Account Lists and enrich them with company attributes for better account data.
- Enrich People ListLearn how to upload a CSV of contacts in Sona's People Lists and enrich them with attributes like email and LinkedIn URLs.
- Segmenting Leads by Buying Stage for More Effective Nurturing and Sales OutreachLearn how to segment leads by Sona's buying stages and sync them to your marketing tools for more effective nurturing and sales outreach.