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Platform Overview
Learn to use Sona and maximize value from your visitor data.
48 articles
Introduction to the Sona PlatformGeneral overview of the Sona platform and main menu options.
Accounts Lists
People Lists
Facebook Insights
Facebook Settings
Log Viewer
ChatGPT
Help Settings
Profiles OverviewBrief description of the different profiles Sona creates.
Data & Analytics
View, analyze and unlock more value out of your visitor data.
Filters
Create an Audience
Reports
Derived Reports
Blended Reports
Dashboards
Charts
Roles
Tracking Templates
Shares
Enrich Account List
Enrich People List
Segmenting Leads by Buying Stage for More Effective Nurturing and Sales Outreach
Workspace Settings
Additional configurations to get the most out of Sona.
Contact ProfileCRM Contact Profile configuration.
AttributesAdd attributes to CRM Contact profiles using data from other reports.
Contact JourneyDefine attributes for the Path to Conversion configuration.
Intent SignalsCreate Intent Signals to understand visitor interest and behavior.
Intent TrendsConfigure Intent Trends to identify visitors with high interest levels.
ScoringManage the attributes that determine the ICP Fit Score.
PersonasConfigure Personas to identify new leads from identified accounts.
CompanyAdd attributes to account-level profiles.
AlertsConfigure Slack notifications.
Viewing Your Tracking ScriptHow to find the Sona tracking script.
Do I need to add anything to my website to ensure that Sona only tracks US-based visitors?
Path to Conversion
Conversions
Milestones
Sales Activity