Engagement Trends help you identify your hottest prospects by tracking visitors who demonstrate consistent, escalating interest in your products or services across multiple sessions. While single intent signals capture one-time behaviors like visiting a particular web page or downloading a whitepaper, Engagement Trends reveal visitors who repeatedly return and deepen their engagement over days or weeks, indicating they're actively researching and moving closer to a buying decision. This guide will show you how to configure Engagement Trends that automatically flag visitors when their cumulative activity crosses your defined thresholds, so your sales team can prioritize the prospects most likely to convert.
When to Use This
When to Use This
Use Intent Trends when you want to:
Identify prospects showing sustained interest over time
Prioritize sales outreach based on engagement intensity
Focus sales efforts on visitors most likely to convert
Prerequisites:
Intent Signals already configured in your Sona workspace
Access to Workspace Settings in Sona
Knowledge of which intent signals indicate highest purchase readiness
Step-by-Step Instructions
Step-by-Step Instructions
Step 1: Access Engagement Trends Configuration
Step 1: Access Engagement Trends Configuration
Navigate to General in the main menu
Under Workspace Settings, click Engagement Trends
Click Create new trend to begin setting up your first trend
Step 2: Configure Your Engagement Trend
Step 2: Configure Your Engagement Trend
In the Intent Signal dropdown, select the signal you want to track
Choose signals that indicate high purchase intent, like pricing page views or demo requests
In the Occurrences field, enter the minimum number of times an intent signal needs to be triggered to qualify as a trend
Example: Enter 3 if you want to catch visitors who trigger the signal 3+ times
In the Recency field, enter the lookback period in minutes to specify the timeframe
Example: 10080 minutes = 1 week, 43200 minutes = 1 month
Step 3: Create Additional Engagement Trends
Step 3: Create Additional Engagement Trends
Use the + button to add additional intent signals to this trend if needed
Use the - button to remove any intent signals you don't want to include
In the Engagement Trend name field, enter a clear, descriptive name for your trend
Example: "High Intent - Repeated Pricing Research"
In the Description field, add a detailed explanation of what this trend identifies
Example: "Visitors who viewed pricing pages 3+ times in the past week"
Perfect! You've created an Intent Trend that will automatically identify your most engaged prospects.
Step 4: Save and Activate
Step 4: Save and Activate
Click Save to activate your Engagement Trend
Repeat the process to create additional trends for different intent patterns
Key Concepts / Best Practices
Key Concepts / Best Practices
Engagement Trends vs. Intent Signals Distinction: Intent Signals capture individual behaviors (like downloading a whitepaper or visiting a pricing page), while Engagement Trends identify patterns of sustained interest by tracking the recency, frequency, and intensity of multiple intent signals over time. Use Engagement Trends to find prospects who are actively in research mode and showing increasing purchase intent.
Threshold Setting: Start with lower thresholds (2-3 triggers) and adjust based on your results. Too high and you'll miss engaged prospects; too low and you'll get false positives.
Lookback Period Strategy: Align your lookback periods with your typical sales cycle:
B2B software: 2-4 weeks
High-ticket services: 1-2 months
E-commerce: 1-7 days
Complex enterprise sales: 2-3 months
Signal Combination: Combine complementary intent signals in a single trend. For example, pair "pricing page views" with "case study downloads" to identify prospects doing product and pricing research.
Naming Conventions: Use descriptive names that clearly indicate the behavior pattern and urgency level. This helps your marketing and sales teams understand the context when they receive alerts.