How to add and edit Categories & Tags
There are a number of places where Sonas captures information related to an event with a drop down menu. These category menus allow for personalisation to enable you to capture things that matter to you. Personalising the options allows you to us...
How to use Categories for marketing purposes
There are many different categories that you can personalise under Company > Categories , see Editing Categories & Tabs . In this article we will deepdive into the categories that can be used to optimise sales and marketing related reports. Each...
How to create and edit your Dashboard
The Dashboard is the area of Sonas which can be populated with the key reports that you wish to view each time you login. The company admin can create a standard dashboard for the whole company or each individual user can choose to personalise th...
Which reports can be generated in Sonas?
Below is a list of the basic reports that can be created and individually tailored in Sonas. Each report has a number of different parameters that can be amended to highlight the key performance indicators that you wish to analyse. These paramete...
How to create Reports in Sonas
There are a number of reports that can be generated within Sonas to allow you to analyse the information inputted into the system. You can find a basic list of the type of report that can be created in Sonas here , including sales, marketing and...
How to Send Bulk Emails
Sonas supports the sending of bulk emails with a Sparkpost integration, or exporting targeted emails lists to an external tool. This article reviews what bulk emails are and why using a bulk email tool is important, followed by links to show you h...
How to export customer data to Mailchimp
Sonas will produce a CVS (comma-separated value) file to allow you to export emails to Mailchimp with ease. In fact, this type file can be used for a multitude of marketing purposes. This article will show you how to produce the file and then impo...
How to manage Open Days
Do you host an occasional Open Day to invite potential customers to view your venue? If so, there is a workflow within Sonas to capture enquiries and Open Day attendee lists. Here is a step-by-step guide to schedule an Open Day, capture enquiries,...
How to use Marketing Permissions
Sonas provides you with a way to manage the permissions granted by your contacts to send marketing material. Meaning, that enquiries and events can give you permission to send marketing emails that are not directly related to their original enquir...
How to send bulk email using Sparkpost
Sonas assists in sending bulk emails to a targeted contact list in two ways: through a Sparkpost integration (owned by bird.com), or by exporting the targeted list to an external tool. This article will provide you with the step by step to sen...