This guide walks you through configuring survey tracking or self-reported attribution in your Contact Journey settings. You'll learn how to connect survey data sources, map and set up custom attributes to track survey and self-reported attribution across your contact journey. These touchpoints are automatically added to the Profile 360 buyer journey, giving you a complete view of each customer's interactions.
When to Use This / Prerequisites
When to Use This / Prerequisites
When to use:
Integrating survey responses into contact journey analytics
Tracking survey completion rates and response data
Connecting external survey platforms or reports to Sona
Creating comprehensive contact engagement measurement including survey touchpoints
Prerequisites:
Admin or workspace settings access in Sona
Survey data available through connected platforms or reports
Step-by-Step Instructions
Step-by-Step Instructions
Step 1: Access Survey Configuration
Step 1: Access Survey Configuration
Navigate to Contact Journey Settings
Go to "Workspace Settings" in the left sidebar
Click on the "Contact Journey" tab in the main area
Select Survey Tab
Click on the "Survey" tab from the horizontal menu
You'll see the survey configuration interface with touchpoint information
Step 2: Configure Survey Data Source
Step 2: Configure Survey Data Source
Select Data Source Type
In the "Source" section, click the dropdown
Choose your preferred data source method for survey information
Choose Report Type
Click the "Select Report" dropdown to see available options:
Step 3: Configure Field Mapping
Step 3: Configure Field Mapping
Set Up Data Mapping
In the "Mapping" section, you'll configure how survey data connects to your analytics
Map survey fields to the appropriate columns in your data structure
This ensures survey responses appear correctly in your contact journey
Step 4: Configure Survey Attributes
Step 4: Configure Survey Attributes
Add Survey Attributes
In the "Attributes List" section, click "+ Add" to create new survey attributes
Configure the following for each attribute:
Field: The survey data field you want to track
Filter: Conditions for when this attribute applies
Value/Transformation: How the data should be processed or displayed
Name: A clear, descriptive name for the attribute
Complete Your Configuration
Add all relevant survey attributes that align with your tracking goals
You're almost there! This step brings together all your survey data for comprehensive journey tracking
Key Concepts / Best Practices
Key Concepts / Best Practices
Core Concepts:
Survey Touchpoints: Points in the contact journey where survey interactions occur, timestamped relative to other journey events
Data Source Integration: The method by which survey responses flow into your Sona analytics
Attribute Mapping: Connecting specific survey questions or responses to trackable contact attributes
Journey Context: How survey data fits into the broader contact experience timeline
Best Practices:
Touchpoint Timing: The system automatically adds survey touchpoints with proper timestamps - ensure your survey timing aligns with your journey mapping goals
Comprehensive Attribute Tracking: Map all meaningful survey responses, not just completion status
Data Source Selection: Choose the data source that best matches your survey platform and workflow
Clear Naming: Use descriptive names for attributes that will be easily understood in reports