• 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 use the information in different areas such as reports. There are different Categories and the item options within each category are called Tags. Although the uses are different, they are edited in the same place. Here is a guide to understanding CategoriFew readers

• 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 of these categories can be reported on using the Report type: Event Marketing. Enquiry Source  Predefined Sources. Depending on how an enquiry is created it may come with a enquiry source predeFew readers

• How to manage Open Days

  Do you host an occasional Open Day to invite potential customers to view your venue and meet suppliers? If so, there is a workflow within Sonas to capture Open Day enquiries and Open Day attendee lists. Here is a step-by-step guide to schedule an Open Day, capture enquiries, and email all attendees with ease after the Open Day. Step-by-Step Guide: 1. Schedule your Open Day in the Sonas calendar by creating a new calendar event. From your main menu, select Calendar. Create a New CalendFew readers

• How to use Marketing Consent

  Sonas provides you with a way to manage the consent 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 enquiry. This article will show you where customers can provide marketing consent, how to import consent already received, and how to manage permissions in Sonas. Additionally, you will see how to set the Marketing Mode for your Company.  If you cannot see anFew readers

• 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 how to export an email list and how to send in Sonas with the Sparkpost integration.  What are bulk emails? Bulk emails are messages sent to a multiple recipients at once, usually for marketing, announcements, newsletters, or promotions. Instead ofFew readers