- 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
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- Project Options
- Question Sequence
- Introduction to Project Options
- Project Details
- Add Languages
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- Event Messages
- Save and Continue Later
- Thank You Message
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- 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
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- Individual Responses
- Raw Data
- Special Reports
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- Save, Export, Share Reports
- Filter Manager
- Good to Know
- Data & Security
- Cookie Policy
- Import Options
- Export Data
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- Integrations and API
- Account Administration
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- Account Settings
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- Project Allocation
- Linked Account
- View Product Details
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- Payment History
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- Two-Step Authentication
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- Outbound Email Settings
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- Project Branding
- Manage Sub-Users
- Good to Know
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- Getting Started!
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- Getting Started
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- Help
- Getting Started!
- Assessment Question types
- Score and more
- Quiz participation
- Get Results
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.
This feature is available only in our Enterprise plan. Contact us to take advantage of this option.
Create Folders
To keep your content organized and make publishing easier, create a folder for each project. Make things simple by giving an SFTP folder the same name as its matching project.
In the past, you may have used a very specific naming convention for these project folders. Now, we’ve simplified the process to enable you to match the right project to the right folder. Questions? Check in with your Account Manager or our support team.
Upload Files
Once your folders are ready, 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).
If you have set up automation rules based on column headers, do not change the column sequence. Rearranging columns may cause the automation to fail.
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.
Learn more about setting up automation rules in the platform.
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