Create SFTP Folders and Files

Once you have successfully linked your SFTP server with your Sogolytics account, it’s time to organize and create folders to set up your automation. To keep your content organized and make publishing easier, create a folder for each project.

Here’s How:

1. Using WinSCP, FileZilla, or a similar tool, access the SFTP server with the credentials provided.
2. Add a new folder for each project. This will allow you to streamline the process of uploading contact files from your own sources and selecting and using the right contacts within your Sogolytics account. Consider giving each folder the same name as its matching project to keep things simple.
3. Add the relevant files to each relevant folder. You may start by uploading a sample file of dummy data that can be used to help set up your mapping rules. Ensure all files in the same folder include the same columns in the same order for successful mapping and distribution.

Upload Files

Once your folders are ready within the SFTP server, it’s time to upload your participant contact lists. The files you upload should include recipients’ email addresses as well as any additional fields to be mapped for Mail Merge, Data Population, or distribution rules (e.g., participant language).

A few items to keep in mind while uploading your files:

• Files must be in .xls, .xlsx, or .csv.
• All files uploaded should be in the same file format.