Workspace Settings
Additional configurations to get the most out of Sona.
32 articles
- Contact Journey: Self-Reported SetupBuild and install Sona's "How did you hear about us?" survey to capture self-reported attribution, choose answer options, style the widget, and view responses.
- Workspace Settings: Marketing MeasurementChoose the KPIs and the paid and organic channels Sona uses to run marketing mix models, which decide the reports available in Forecast & Plan.
- Workspace Settings: Agent AnalyticsConnect a crawler source in Sona's Agent Analytics settings. Cloudflare Workers or Fluent Bit, pick a brand, deploy the worker, and enhance the data with the Sona tracking script and…
- Workspace Settings: Attribution ReportingLearn how to configure Sona's Attribution Reporting settings, the Customers and Revenue definitions, definition conditions, and calculated metric columns that anchor every attribution report.
- 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.
Contact Journey
All feature articles under Contact Journey
- Contact Journey: SL Tracker SetupConfigure Sona's SL Tracker to map UTM parameters from your Sona Pixel into report-ready attributes on every contact's buyer journey.
- Contact Journey: Ad Conversions SetupLearn how to configure server-side ad conversions in Sona's Contact Journey to accurately attribute paid media ROI across ad platforms.
- Contact Journey: Secondary Source SetupLearn how to configure secondary data sources in Sona's Contact Journey with field mapping, timezones, and attributes for a complete customer view.
- Contact Journey: Direct Mail SetupLearn how to configure Direct Mail tracking in Sona's Contact Journey with field mapping, timezone settings, and custom attributes.
- Contact Journey: Marketing Engagements SetupLearn how to configure Marketing Engagements in Sona so outbound email opens, clicks, and replies populate the Profile 360 buyer journey.
- Contact Journey: Survey SetupLearn how to configure survey and self-reported attribution tracking in Sona's Contact Journey with data source and attribute mapping.
- Contact Journey: Linear TV SetupLearn how to configure Linear TV tracking in Sona's Contact Journey with attribution windows, lift thresholds, and campaign field mapping.
- Contact Journey: Streaming TV SetupLearn how to configure Streaming TV tracking in Sona's Contact Journey with source setup, timezone, field mapping, and custom attributes.
Path to Conversion
All feature articles under Path to Conversion
- Path to Conversion: Attribution Field MappingMap UTM parameters, campaign IDs, and ad fields to Sona's attribution system for accurate, consistent cross-channel conversion tracking.
- Path to Conversion: Marketing ChannelsLearn how to map UTM parameters to standardized Marketing Channels in Sona's Path to Conversion for consistent campaign attribution.