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SogoConnect
  • Getting Started!
    • Building CX Surveys
    • CX Metrics
      • CX Dashboard
        • CX Dashboard Settings
          • Analyze your drivers
            • Good to know
              • Getting Started!
                • Assessment Question types
                  • Score and more
                    • Quiz participation
                      • Get Results
                      • Introduction to Poll
                        • Build your Poll
                          • Launch your Poll
                            • Analyze your Poll
                              • Build Project
                                • Project Style
                                  • Launch Project
                                    • Analyze Project
                                      • Account Settings
                                        • Good to Know

                                          Introduction to Account Administration

                                          Your SogoConnect account can be fully customized to fit your organization’s needs. We’ve built the platform, but you know your organization best! Account Administration gives you the tools you need to put your house in order.

                                          Lay the Foundation

                                          From adding Users and setting their Permission Levels to creating and editing User Groups, you dictate who’s who and what they can do in your organization’s SogoConnect account.

                                          Prepare to Collect Feedback

                                          Use Landing Pages and the Tab Editor to provide your Customers with a comprehensive and intuitive way to give feedback. Set the conditions to turn direct Customer emails and User forwarded emails into Dialogues. Connect with your Sogolytics account and enable Raise a Dialogue to automatically have Dialogues created based on Customer survey responses.

                                          Define Dialogue Details

                                          Define words and phrases that trigger Critical Alerts to be notified when concerning Dialogues are submitted. Set the hours and days for Dialogue Aging. Create Tags for your Users to sort topics within Dialogues.

                                          Monitor the Account

                                          Define words and phrases that trigger Critical Alerts to be notified when concerning Dialogues are submitted. Check up on User activity and account changes through the Account Activity Log. Keep track of account and User performance via the Overview module.

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