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                                        • Good to Know

                                          Add SFTP Folders and Files

                                          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.