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Campaign workflows

Workflows in Sona let you automate marketing processes and connect your Sona data to powerful actions, all without leaving the platform. Workflows are powered by a flexible automation engine that we have embedded directly into Sona. This means you can create, run, and manage workflows in the same place where your customer and marketing data already lives. Whether you are sending follow-up emails to new leads, enriching contact data, or syncing information to other systems, Workflows make it possible to design automated sequences that respond to the events and data in your Sona account.

How Workflows Work in Sona​

1. Workflow Engine​

Sona uses a powerful open-source automation platform as the underlying engine for workflows. We run this engine on our own servers so your workflows execute securely within the Sona environment.

2. Creating a Workflow​

A workflow is built by connecting nodes. Each node represents an action, trigger, or piece of logic.

  • Some workflows require no coding at all, using only prebuilt nodes and configuration.
  • Others may include simple code snippets for more advanced logic.

3. Triggers and Actions​

Workflows can start from a variety of triggers inside Sona, such as:

  • A new contact is added
  • A contact reaches a specific stage in the journey
  • A certain attribute is updated Once triggered, the workflow runs through its connected nodes to complete the desired actions.

4. Sona Integration​

Workflows in Sona are specifically designed for marketing workflows that integrate directly with Sona data, including contacts, tracking activity, campaigns, and more. This makes it possible to:

  • Use live Sona data as triggers
  • Update Sona records as part of the workflow
  • Combine Sona actions with third-party app integrations

Step-by-Step: Creating Your First Workflow​

Step 1: Open the Workflows Page​

Open the Workflows page in your Sona workspace.

Step 2: Launch a New Workflow​

Click “New Workflow” to open the workflow editor within Sona.

Step 3: Add a Trigger Node​

Add a trigger node such as “Contact Created” or “Tracking Event Received.”

Step 4: Add Action Nodes​

Add action nodes to define what should happen next, for example:

  • Send an email
  • Update a profile
  • Call a webhook

Step 5: Connect Your Nodes​

Connect your nodes to form the logical flow from trigger to outcome.

Step 6: Save and Activate​

Save and activate your workflow so it starts running immediately.