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Workspace Settings: Contact Journey

Updated this week

Contact Journey attributes help you track and analyze the touchpoints that lead visitors to convert on your website. By setting up these attributes, you'll capture valuable URL parameters like UTM values that reveal which marketing channels, campaigns, and content drive the most conversions. This guide will walk you through configuring these attributes so you can gain deeper insights into buyer journeys and optimize your marketing performance with confidence.

When to Use This

Use Contact Journey attributes when you need to:

  • Track marketing campaign performance across different channels

  • Analyze the path visitors take before converting

  • Identify which touchpoints contribute most to conversions

  • Build comprehensive reports on buyer journey data

Prerequisites:

  • Access to Sona's Path to Conversion configuration settings

  • Understanding of your URL parameter structure (UTM codes, custom parameters, etc.)

Step-by-Step Instructions

Step 1: Access Contact Journey Settings

  1. Navigate to the Contact Journey settings page in your Sona dashboard

  2. Locate the Path to Conversion configuration section

Step 2: Add New Attributes

  1. Click the +Add button to create a new Contact Journey attribute

  2. From the Field dropdown, select Params

  3. From the Filter dropdown, select querystring

    • Note: Other filter options are available for specific use cases

Step 3: Configure Your Attribute

  1. In the Value/Transformation column, enter the specific URL parameters you want to extract from the querystring

    • Example: utm_source, utm_medium, utm_campaign

  2. Enter a descriptive name for the attribute in the designated field

    • This name will appear as column headers in your reports and visitor profiles

  3. Click Save to finalize your new attribute configuration

You're almost there! Repeat steps 3-8 for each additional parameter you want to track.

Managing Existing Attributes

  • To remove an attribute, click the - sign next to the attribute you want to delete

  • To modify existing attributes, make your changes and click Save to apply them

Best Practices

Attribute Naming: Choose clear, descriptive names for your attributes that your team will easily understand in reports. For example, use "Campaign Source" instead of just "source."

Parameter Selection: Focus on the URL parameters that matter most to your business goals. Common valuable parameters include:

  • UTM parameters (utm_source, utm_medium, utm_campaign)

  • Custom tracking codes

  • Referral identifiers

Data Quality: Ensure your marketing campaigns consistently use the same parameter naming conventions to maintain clean, analyzable data.

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