Your contacts, their journeys, and the moments that shape them, all in one living hub. Every response arrives with its full context, and every dashboard finally has an answer to why.
check_circleOne home for contacts, activities, and context
check_circleEvery response enriched, attributed, and routed
check_circleDashboards that answer the why in two clicks
Ana R.Member since 2023
workspace_premiumTier, Platinum,Derived from spend + tenure
languagePrefers Spanish,es-MX · every touchpoint
Ana Rstarstarstarstarstar_half
qr_code_2QR scan matched,Anonymous · linked in 2s
sync_altSalesforce sync,Upsert · 2 min ago
schoolClass attendedSunrise HIIT · 42 YTD
Your data lives in four systems, and someone stitches it together every Monday.
Salesforce holds the accounts. Zendesk holds the tickets. Your HRIS holds the employees. Your survey tool holds the responses. Every quarter you export, merge, and pretend it’s fine. Meanwhile your scores move and nobody can say why.
Latealarm
Feedback that asks about a ticket last week, or a purchase two months ago.
Blindvisibility_off
Scores that move but nothing that says which product, branch, or agent moved them.
Orphanedperson_cancel
A detractor arrives and no one owns them. It stays in the dashboard.
Manualdescription
A weekly CSV merge and someone else’s inbox becomes the source of truth.
Most tools stop at “upload your contacts.” Sogolytics Directories starts there.
The rest of the market treats contacts like a spreadsheet you drop in once and forget. Sogolytics Directories was built for what happens after the response arrives, the routing, the enrichment, the segmentation, the second and third survey that don’t need to ask the same question twice.
Directories by Sogolytics
Contacts
Living record, always fresh
Activities
Modeled as first-class events
Response
Enriched, attributed, routed
Follow-up
Automatic, closed-loop
Most platforms
Contacts
Upload once, static
Activities
Not modeled
Response
Just a row in a report
Follow-up
Manual, out of band
Everything you need behind every response.
Sogolytics Directories is not one feature, it is a set of them working together. Click through to see what each one looks like in practice.
Customer, employee, custom
Directories
Built-in Customer and Employee directories, plus up to eight more of your own. Members, patients, partners, alumni, anyone your programs touch.
Event modeling
Activities
Real business events modeled as first-class objects. Purchases, tickets, appointments, onboarding, service visits. Every event carries its own attributes and its own trigger.
Compounding segments
Derived fields
Define a segment once, inherit it everywhere. Change the formula in one place and the whole system updates. The compounding one.
Path over time
Journeys
See the sequence of activities that lead up to a response. Where a contact paused, where a member accelerated, where a patient dropped off. Trends with the arc attached.
Identity linking
Attributed anonymous
A QR code, a receipt number, a member ID typed into a website form. One identifier turns an anonymous response into a full profile, with all prior visits still attached.
Per-contact language
Multi-language
A preferred language stored on the contact. Every survey, every reminder, every follow-up sends in the language they read, without a separate campaign per locale.
Seven lifecycle types
Sync rules
The full lifecycle of a contact, not just the first import. Runs on schedule, on demand, or via the real-time API.
Region and role scoping
Data Visibility Rules
A report viewer in West never sees a record from East. Not hidden, not there. Scope by region, business unit, role, or any field on the contact.
Ask half the questions. Get twice the answers.
A survey that already knows who you are is a survey worth finishing.
Pipe what you already know. Tier, product, branch, tenure, and account owner flow into questions and logic. No more asking respondents what your system already knows.
Send at the moment of truth. A support ticket closes, a purchase clears, an appointment ends, and the right survey goes out inside minutes.
Attribute every response to a person. Feedback lands with the exact rep, agent, physician, or manager who owned the moment. Close the loop without the forwarding chain.
Load it, stream it, or capture it as it happens.
Not every source of truth wants to be treated the same way. Sogolytics Directories takes contacts and activities in through the door that fits, so the loop starts wherever the moment does.
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Scheduled sync
Salesforce, Workday, SFTP, or a CSV in a shared folder. Sogolytics Directories pulls on the cadence you set, all seven sync-rule types on the table, no engineering rebuild each quarter.
Best for: Steady systems of record
bolt
Real-time APIs
Your POS closes a sale, one API call creates the activity, links it to the member, and fires the survey. No waiting for the nightly job. The moment of truth stays a moment, not a memory.
Best for: The instant a thing happens
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Survey forms as data entry
Call center agents, front-desk staff, or a paper intake replacement can create a contact and log an activity through a form. No CRM seats to buy, no training on a second tool.
Best for: Frontline capture without a CRM seat
Real events. Real triggers. Real owners.
An Activity is any event that happens to a contact, a ticket closing, a purchase clearing, a shift ending, an appointment wrapping. Sogolytics Directories catches it, connects it to the right person, and sets a survey in motion. You never have to build a rule twice.
local_activity
A ticket closes
Support ticket closed in Salesforce, Zendesk, or your own system.
Sogolytics Directories fires a CSAT with the ticket subject piped in.
Response lands on Alex R.’s dashboard, the agent who closed it.
Time from resolution to feedback, under 5 minutes.
stethoscope
A patient walks out
Appointment completed in the practice management system.
A post-visit survey sends by SMS with the physician’s name.
Ratings tag to the physician and clinic location automatically.
Care team sees drivers, not just averages.
person_add
A new hire onboards
Onboarding milestone hit in the HRIS.
Sogolytics Directories triggers a 30-day pulse tuned to that role.
Results flow to the hiring manager, aggregated by cohort.
Retention risks surface before month three.
A different picture, the same engine.
Every team’s data is different. Sogolytics Directories takes yours as it is, and turns it into feedback that fits the way your work actually happens.
Real-time survey the moment the sale closes.
Time to feedbackUnder 1 min vs. 24 hr batch
Every pulse gets shorter because the answers are already known.
Wave 4 vs. Wave 15 Q vs. 15 Q
Define a segment once. Every dashboard and rule inherits it.
Segment maintenanceDefined once vs. rebuilt per campaign
A QR scan turns an anonymous response into a full profile.
Anonymous responsesLinked in seconds vs. untraceable
The physician sees the whole arc, not just the last score.
Provider viewFull journey vs. latest score only
The moments that matter, at the moment they happen.
Sogolytics Directories does not just move data around. It watches for the things that should trigger a response, and then it responds. Three steps, no rulebook to babysit.
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Listen
Events, as they happen
Purchases, tickets, appointments, onboarding steps, service visits, member interactions. Sogolytics Directories streams them in from your systems in near real time.
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Enrich
Context, piped in
Tier, tenure, product, branch, team, manager. Every question, every logic branch, every dashboard filter already knows what your systems know.
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Route
The right hands, automatically
Every response lands with the person who owned the moment. Escalations and thank-you notes go out without a manager forwarding anything.
Answers to the questions your legal team is about to ask.
A directory is only as trustworthy as the controls around it. Sogolytics Directories carries the mechanics your buyer’s committee cares about, not just the badges on the footer.
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Field-level sensitivity
Mark any column, from compensation to health condition to account balance, as sensitive. Users without permission cannot view it, filter by it, or use it in analysis. It quietly disappears from their world.
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Data Visibility Rules
Scope who sees what by region, business unit, role, or any field on the record. A report viewer in the West region simply never sees a record from East. Not hidden, not there.
delete
GDPR erasure on a schedule
Set delete rules that run automatically. When a contact hits the retention window, Sogolytics Directories removes them and writes the action to an audit log you can hand to a regulator. No spreadsheet of pending deletes.
timer
Survey fatigue caps
Set the ceiling once, and every program respects it. One touch per member every 45 days across CX, EX, patient, and everything else. The rule lives on the contact, not on the campaign, so no one has to check twice.
SOC 2 Type II
ISO 27001
GDPR
HIPAA enabled accounts
PCI DSS
Data residency, US · EU · IN · CA · AU
Plug in your systems. End spreadsheet hell for good.
Sogolytics Directories connects to the systems you already run. Load your contacts and events once, then leave the weekly CSV upload behind.
Connect every person to every moment that matters.
You already have the contacts. You already have the events. Directories puts them together and lets your programs speak with the context they were missing.
Available as a premium add-on on SogoCore Ultimate, SogoCX, and SogoEX. Includes your built-in Customer or Employee Directory plus up to 8 custom directories.
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