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Project Basics
- Getting Started!
- Building EX Surveys
- EX Metrics
- EX Dashboard
- EX Dashboard Settings
- Analyze your drivers
- Good to know
- Getting Started!
- Why Sogolytics
- Getting Started with Sogolytics
- Tour
- Home
- Verify My Account
- Account Creation
- Introduction to Packages
- Mobile App
- Design
- Introduction to Project Design
- Project Types
- Create a Project
- Question Types
- Question Types
- Add a Question
- Mobile Friendly Questions
- Edit a Question
- Introduction to Simple Question Types
- Introduction to Grid Questions
- Horizontal Radio Button
- Descriptive Text
- Text Box
- Radio Button (Single-Select)
- Drop Down
- Check Box (Multi-Select)
- Demographic
- Rating Scale
- Symbol Rating Scale
- Like/Dislike
- Ranking
- Date
- Image Choice
- Net Promoter Score (NPS)
- Multiple Text Box
- Multiple Drop Down
- Radio Grid
- Check Box Grid
- Rating Radio Grid
- Rating Drop Down Grid
- Rating Scale Grid
- Matrix Grid
- Advanced Questions and Elements
- Page Break
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- List Box
- Rating Drop Down
- Rating Radio Button
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- Project Logic
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- Introduction to Project Options
- Project Details
- Add Languages
- Anonymous Project
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- Thank You Message
- Reopen Submitted Responses
- URL Redirect: Static and Dynamic
- Print Options
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- Switch Project Type
- Use Chain Invitations to Share Surveys
- Enhanced Participation
- Automatic Email Alerts
- Question Features
- Project Branding and and White Labeling
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- Good to Know
- Distribute
- Introduction
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- Other Publishing Options
- Automated Distribution
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- Customizing Participation
- Good to Know
- Participation
- Track
- Report
- Introduction to Reports
- Run a Report
- Omni All in One Report
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- Filter Manager
- Good to Know
- Data & Security
- Cookie Policy
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- Integrations and API
- Account Administration
- Account Settings
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- View Product Details
- Referral Program
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- Two-Step Authentication
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- Single Sign-On (SSO)
- Outbound Email Settings
- Compliance
- Email Settings
- Project Branding
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- Good to Know
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- Introduction
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- Getting Started!
- Building CX Surveys
- CX Metrics
- CX Dashboard
- CX Dashboard Settings
- Analyze your drivers
- Good to know
- Getting Started
- Account Set-up
- Account Administration
- Introduction to Account Administration
- Managing Users
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- Landing Pages
- Tab Editor
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- Getting Started!
- Assessment Question types
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- Get Results
- Introduction to Poll
- Build your Poll
- Launch your Poll
- Analyze your Poll
- Build Project
- Project Style
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- Account Settings
- Good to Know
By default, all emails are sent using Sogolytics’s mail servers, but you can choose to send them through your mail servers, too.
You may use your mail servers when participants are not able to receive emails from an outside server. However, when using your own mail servers, you will not be able to track who the emails have been delivered to.
To configure your mail server to send emails, follow the steps listed below:
- Click on your account initials in the top right corner, then choose Account Settings from the dropdown menu.
- Click Outbound Email Settings from the menu on the left.
- Click on “Click here to send from your own mail server”.
- Click Edit.
- Configure Server Settings.
- Outgoing Mail Server(SMTP): Provide details of the outgoing mail server, i.e. SMTP details provided by your company or the third party tool used for sending invites.
- Port: This represents the port number for the outgoing server provided by your company or the third party tool used for sending invites.
- Specify Login Information
- Account Name/Password:The account name entered below should exist on the outgoing mail server. Some users have an email address as their account name while others use the name before the ‘@’ sign. Review details with the email account administrator for accurate information.
- Email Confirmation
- Email Address: The Email Address provided here receives the first email letting you know that the email relay has been configured. You must authenticate the relay settings for activating the setup using the activation link provided in the email.
Learn more about best practices in email delivery.
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