Onboarding Guide
A few quick steps to get things rolling
Step 1: Integrate your website
Connect Sona to your website traffic to collect first-party tracking data that reveals information about your website visitors. You can integrate your website with Sona using several supported methods:
Website Tag (Recommended)
Install the Sona SDK by copying the tracking script and adding it to your website's HTML code
Google Tag Manager
Install the Sona SDK through Google Tag Manager
Zendesk
Install the Sona SDK to capture intent signals from your Zendesk support docs
Intercom
Install the Sona SDK to capture intent signals from your Intercom support docs
Step 2: Connect your CRM
Connect your CRM to get going with your existing data, find new opportunities, spot visitors ready to convert, and other benefits
Step 3: Turn on website intent data
Step 4: Connect ad platforms & email sequencers
Google Ads
LinkedIn Ads
Meta Ads
Microsoft Ads
Smartlead
