This guide walks you through configuring your CRM contact profiles in Sona. By properly setting up your contact profiles, you'll be able to import and map your existing CRM data, creating a unified view of your contacts across all your marketing activities. With a well-configured contact profile, you'll gain deeper insights into your customer journey and enable more effective targeting.
Prerequisites
Prerequisites
Active Sona account with appropriate permissions
At least one connected CRM data source
Basic understanding of your CRM data structure
Step-by-Step Instructions
Step-by-Step Instructions
Step 1: Selecting Your Profile Source
Step 1: Selecting Your Profile Source
Navigate to the Contact Profile settings page
In the Profile Source section, select your CRM data source from the dropdown
Choose the specific contact list you want to import
Click Filters if you need to import only a subset of your contacts
Step 2: Mapping Your Data Fields
Step 2: Mapping Your Data Fields
Locate the Mapping section on the page
For each Sona field listed on the left, select the corresponding data column from your source report
Ensure critical fields like email, name, and company are properly mapped
Verify all mappings before proceeding to the next step
Step 3: Managing Custom Attributes
Step 3: Managing Custom Attributes
Find the Attributes List section
Review which additional attributes you want in your Sona CRM contact profiles
Click +Add to create new custom attributes
Click the - Sign to remove any unnecessary attributes
For each new attribute, specify the data type and source field
Step 4: Saving Your Configuration
Step 4: Saving Your Configuration
Review all your selections and mappings
Click Save to apply your changes
Wait for confirmation that your settings have been saved successfully
Best Practices
Best Practices
Map your most important customer data points first
Use consistent naming conventions for custom attributes
Consider which attributes will be most valuable for segmentation
Regularly review your mapping as your CRM data structure evolves
Only import the data you need to keep your profiles focused and relevant