- 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
- Directory
- Introduction to Directories
- Build Your Directory
- Activity in Directories
- 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
- Custom Dashboard
- Introduction to Custom Dashboard
- Build Your Custom Dashboard
- Dashboard Options
- Widgets
- Filter
- Segmentation
- 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
- 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
- Poll Project
- Good to Know
- FAQs
- 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
Once you have finished designing your project, it’s time to publish. Sogolytics covers all the channels you could possibly require to distribute your project. Whether you’re sending out a single-use participation link through email or SMS or posting a public link to a website or social media, there are plenty of options to meet your needs.
Publish Project
To get started with distribution, select your project and click on the Publish icon. All available publishing methods will be displayed as shown below.
Email Templates
If you’re planning to send email invitations, be sure to customize both the content and the visuals. A polished invitation that reflects your brand and the perfect message that conveys your purpose can lead to increased response rates. Within your account, choose a default template as a starting point and then make it your own.
Send Test Invitation
Before proceeding with sending out an actual invitation, we recommend sending out Test Invitations. Test Invitations can be sent to your team members to help you review both the invitation and your project. This is especially useful when using features like Mail Merge, Data Population, and Branching.
Contact Lists
Manage contact information conveniently within the system and share with colleagues, as needed. In a few simple steps, Contact Lists allows you to create and manage lists of email addresses or unique IDs, as well as additional fields for Mail Merge and Data Population. These lists will be instantly rated on quality and updated with information on current Opt-out and Bounced Email reports.
Track Participation
Track provides both an overview and details of your project’s distribution by publishing method. Responses are shown in an interactive graph view to collect all the required information in a single instance.
All publishing methods used in a particular project will be displayed along with the number of completed responses. Further, the ‘Detailed log’ allows you to review information about each response in detail.
Subscribe for tips and insights to drive better decisions!
