Once you create a Sona account and set up tracking, you can start identifying your anonymous website visitors and tracking customer journeys in just a few simple steps.
Our Quick Start guide will walk you through the essential steps.
Step 1: Create an Account
To start, create an account and verify your email address. If you already have an account, you can log in and start with step 2.
Step 2: Connect your CRM
Connecting your CRM to Sona is not mandatory, but we highly recommend doing so to gain access to numerous benefits, such as:
Understand engagement and intent for accounts: Synchronize activity data with the contacts and companies in your CRM. Account owners can then view and filter their target accounts along with corresponding intent signals, key milestone events, and engagement levels.
Identify new accounts visiting your website: By de-anonymizing your website traffic, Sona allows you to identify net-new accounts that fit your Ideal Customer Profile (ICP). You can then synchronize these new accounts with your CRM and assign account owners.
Gain insights into the impact of marketing channels on contacts and target accounts: After adding the Sona SDK, you’ll be able to see how marketing touches impact both existing accounts and net-new ones that are browsing your website.
Click Connectors from the main menu to set up new integrations. In the Connectors page, click New Connector or click Connect if the list of available platforms is already displayed.
If you didn't connect your HubSpot account during the onboarding steps, you can do so now. You can also connect your Slack account to get notifications about identified visitors.
In the standard Sona integration, both Salesforce and HubSpot are supported. Sona supports a range of CRM platforms. In addition to Salesforce and HubSpot, Sona additionally supports Microsoft Dynamics 365 CRM, Close, Pipedrive, and even spreadsheets. If you want to enable any non-standard CRM connector, please contact [email protected].
Step 3: Install the Sona SDK
We highly recommend installing the Sona tracking script in places where users interact with your business, including all pages on your marketing website, web application, and documentation website. By doing so, Sona will be able to surface intent and the corresponding engagement of individual visitors and their associated accounts.
Although the tracking script can be installed using Google Tag Manager, we recommend installing it manually by pasting it between the <head> tags on different pages of your website. This ensures that the script isn't disabled by ad blockers.
If you don't have the ability to edit the HTML code of your website, you will need to ask your web developer to make the changes.
We also recommend setting up a Custom Tracking Domain with your current domain name provider to load the tracking script from your own subdomain instead of a Sona domain. This also helps keep ad blockers from disabling the tracking script.
What Next?
After Sona starts collecting your visitor data using the tracking script, you will be able to see all tracked visitor profiles in the Web Visitors page. Sona also looks for each visitor's associated company, and lists all identified accounts in the Accounts page. Each account profile is further enriched with more associated employees and key people, including their contact information, giving you more potential leads.
Once Sona pulls in data from the tracking script, you’ll see a graph that compares tracked visitors with the accounts that Sona identified. Below the graph, you can invite your team members to sign up for Sona.
Click the question mark icon on the bottom left will show or hide the help sidebar. Click the left arrow to collapse or expand the main menu.
To further familiarize yourself with the Sona platform, check out the Essential Tips and Platform Overview pages.