- 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
While you’ll find just about everything you need while working through a project flow, sometimes it’s useful to jump directly to a specific location – from anywhere in the platform. The Resource Hub provides quick access to a range of useful tools within your account.
To access the Resource Hub, click on the monitor icon in the top right corner of your account. Here, you’ll be able to navigate to the following:
Template Bank
With survey templates covering a wide range of topics and purposes, our Template Bank can help you to kickstart your next project. Whether you’re looking for inspiration or seeking ready-to-use questions, the user-friendly interface allows easy customization to meet your project needs. Learn more about the Template Bank.
Invitation Templates
Sending email invitations? Start with our beautifully designed templates and customize to match your brand and project goals. Learn more about Invitation Templates.
Contact List
Whether you’re sending a single batch of invitations or automating distribution, Contact Lists help you streamline your publishing process. Efficiently distribute to large groups, use Mail Merge in invitations, and pre-populate surveys with Contact Lists. Learn more about Contact Lists.
Emailed Reports
Emailing real-time reports makes it easy for your team members and other contacts to keep up with projects in real time, and the Emailed Reports tool makes it easy for you to track their engagement! Learn more about emailing dynamic reports.
Saved Reports
Once you’ve customized your report just the way you want it, including colors, graphs, filters, and properties, save it – then retrieve it quickly and easily under Saved Reports. Learn more about saving reports.
Filter Manager
The Filter Manager simplifies data analysis across your account. With this intuitive feature, it’s easy to manage and customize the filters you need to drill down on the data slices that matter most. Learn more about the Filter Manager.
File Library
Need to share documents within your survey projects? Make it easy for participants to access important files by utilizing our secure File Library. Learn more about the File Library.
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