- 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
- Captcha
- List Box
- Rating Drop Down
- Rating Radio Button
- Attachment
- Numeric Allocation
- Drill-Down
- Signature
- Re-use Questions and Answers
- Project Logic
- Advanced Design Options
- Page Action
- Project Tools
- Project Options
- Question Sequence
- Introduction to Project Options
- Project Details
- Add Languages
- Anonymous Project
- Display Options
- Event Messages
- Save and Continue Later
- Thank You Message
- Reopen Submitted Responses
- URL Redirect: Static and Dynamic
- Print Options
- Expiry Rules
- Switch Project Type
- Use Chain Invitations to Share Surveys
- Enhanced Participation
- Automatic Email Alerts
- Question Features
- Project Branding and and White Labeling
- Project Customization
- Good to Know
- Distribute
- Introduction
- Publish Project
- Other Publishing Options
- Automated Distribution
- Invitation Templates
- Contact Lists
- Reminders
- Customizing Participation
- Good to Know
- Participation
- Track
- Report
- Introduction to Reports
- Run a Report
- Omni All in One Report
- Text Analysis
- Frequency Reports
- Individual Responses
- Raw Data
- Special Reports
- Legacy Reports
- Charts and Graphs
- Save, Export, Share Reports
- Filter Manager
- Good to Know
- Data & Security
- Cookie Policy
- Import Options
- Export Data
- GDPR
- HIPAA
- Integrations and API
- Account Administration
- Account Settings
- Account Settings
- Update Personal Information
- Update Company Information
- Account Notifications
- Review Account Usage
- Customize Survey Labels
- Project Allocation
- Linked Account
- View Product Details
- Referral Program
- Payment History
- Billing Information
- Two-Step Authentication
- Account Security
- Recent Account Activity
- Single Sign-On (SSO)
- Outbound Email Settings
- Compliance
- Email Settings
- Project Branding
- Manage Sub-Users
- Good to Know
- Account Settings
- Billing
- Introduction
- Sign Up and Upgrade
- Acceptable Payment Methods
- Upgrade a Paid Account
- Payment Receipts
- Change Billing Information
- Upgrade Using Purchase Order
- Referral Benefits Program
- Sogolytics Plans
- Payment Methods Available
- Failed Payment
- Switch to Annual Billing
- Upgrade a Basic/Trial Account
- Sign Up for a Paid Account
- Sogolytics Standard Support
- Downgrade or Cancel Account
- 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
- User Groups
- Landing Pages
- Tab Editor
- Critical Alerts
- Enable Browser Based Notifications
- Customer Feedback Preferences
- Turn Emails into Dialogues
- Account Activity Log
- Define Dialogue Aging
- Create Tags
- Comparison Overview
- Raise a Dialogue with Sogolytics
- Safelisting
- Inbox
- Dialogues
- News
- SogoConnect Dashboard
- Campaigns
- Help
- Getting Started!
- Assessment Question types
- Score and more
- Quiz participation
- Get Results
- Introduction to Poll
- Build your Poll
- Launch your Poll
- Analyze your Poll
- Build Project
- Project Style
- Launch Project
- Analyze Project
- Account Settings
- Good to Know
Before you set up your automation rules within the Sogolytics platform, you’ll need to configure and connect the SFTP (Secure File Transfer Protocol) server.
This feature is available only in our Enterprise plan. Contact us to take advantage of this option.
Here’s how you can get started:
- Connect with your account manager to share your request.
- Once your request is received, we will start configuring your server.
- Your account manager will follow up with you to share your connection credentials.
- Use these credentials to connect through your SFTP client (WinSCP, FileZilla, etc.).
- Once successfully connected, check your Sogolytics account to confirm:
- Click on the Utilities icon in the top right of your screen.
- Select Integrations.
- Choose Secure File Transfer Protocol from the left panel.
- Review your connection details.
- As needed, unlink from this same location.
- A new automated distribution option will be displayed on the Publish menu at the bottom of the Email column.
Learn more about creating folders and uploading files for automated distribution.
FAQ
Q: I used to see “IP address” here but now I see a domain. What’s changed?
A: You may have originally connected to the SFTP server by IP address, but we have switched to a domain-based connection.
Q: What’s the difference? What’s so great about a domain?
A: Domains are easier to remember and provide greater flexibility for potential future migrations.
Q: Can I still connect through an IP address?
A: To avoid any disruption in connection or delivery, please connect through the domain (FQDN) below. If you need to connect by IP, please find the details below.
FQDN: sharefl.sogosurvey.com:7135
IP: 52.226.149.176; port:7135 (new)