Enhance your CRM Contact profiles by incorporating data from multiple sources beyond your primary report. By connecting different data sets, you'll create comprehensive customer profiles that combine engagement metrics, demographic information, and behavioral data in one unified view. With this guide, you'll transform basic contact records into rich profiles that drive better customer insights and more targeted marketing strategies.
When to Use This
When to Use This
When you need to incorporate additional customer data not found in your primary CRM report
When you want to build more comprehensive customer profiles by combining multiple data sources
When you need to see website engagement data alongside CRM information
When building advanced segments based on multiple data points
Prerequisites:
You must have already configured a CRM Contact profile source report in the Contact Profile settings
You need access to additional reports containing the data you wish to incorporate
Step-by-Step Instructions
Step-by-Step Instructions
Step 1: Configure Your Data Source
Step 1: Configure Your Data Source
Navigate to the Attributes settings page in your Sona dashboard
In the Attributes Source section, click the dropdown menu to select your Report Type
Choose the specific source report you want to pull data from (this can be either a saved report or audience)
Step 2: Connect Data to Existing Contact Profiles
Step 2: Connect Data to Existing Contact Profiles
Locate the User Identifier section
Select a column from your source report that will serve as the connection point to your existing CRM Contact profiles
This is the field that Sona will use to match data between your sources
Typically, this would be an email address, customer ID, or another unique identifier
Step 3: Refine Your Data (Optional)
Step 3: Refine Your Data (Optional)
Click the Filters button to open the filtering options
Set up conditions to include only the most relevant information from your source report
Apply your filters to ensure only high-quality data is added to your contact profiles
Step 4: Define Your Custom Attributes
Step 4: Define Your Custom Attributes
In the Attributes List section, click the +Add button to create a new attribute
Select which fields from your source report you want to include in the CRM profiles
Specify a clear, descriptive name for each new attribute/data column
Repeat for each additional attribute you wish to add
Review your selections to ensure all necessary data points are included
Best Practices
Best Practices
Choose meaningful attributes: Focus on data that will actually inform your marketing decisions
Use consistent naming: Create attribute names that clearly describe the data they contain
Limit to essential information: Too many attributes can create clutter—focus on what matters
Update regularly: Set a schedule to refresh your attribute sources as your data changes
Document your attribute sources: Keep track of which reports provide which data points