{"id":52002,"date":"2020-08-15T04:54:02","date_gmt":"2020-08-15T04:54:02","guid":{"rendered":"https:\/\/www.sogolytics.com\/help\/?page_id=52002"},"modified":"2026-01-05T18:50:38","modified_gmt":"2026-01-05T18:50:38","slug":"introduction-to-automated-distribution","status":"publish","type":"page","link":"https:\/\/www.sogolytics.com\/help\/introduction-to-automated-distribution\/","title":{"rendered":"Introduction to Automated Distribution"},"content":{"rendered":"<p>Got an ongoing project that requires regular distribution? Save time and improve efficiency by setting up automatic distribution. While Sogolytics offers a wide variety of choices to improve delivery and participation, one of the smartest choices you can make is to set up automatic delivery &#8212; and then put your feet up!<\/p>\n<div class=\"example-block-container blue-shade\">\n        <span class=\"example-block-content\"><span class=\"example-block-header\">For example:<\/span>Every Wednesday you send a pulse survey to newly updated groups of employees at different locations, using different invitations in different languages. Plus, of course, you\u2019d like to send automatic reminders on Thursdays and expire the surveys on Fridays. Simple enough, right? <\/span>\n  <\/div>\n<p>Rather than sorting and sending all of these manually, set up automatic distribution to achieve your goals and timeline efficiently.<\/p>\n<p><img decoding=\"async\" src=\"\/help\/wp-content\/uploads\/2026\/01\/Automated-Distribution-Selection.png\"><\/p>\n<p>At a glance, you\u2019ll need to:<\/p>\n<ol>\n<li><a href=\"\/help\/how-to-connect-to-sftp-server\" target=\"_blank\" rel=\"noopener\">Connect to Sogolytics SFTP (Secure File Transfer Protocol) server.<\/a><\/li>\n<li><a href=\"\/help\/how-to-Create-sftp-folders-and-files\" target=\"_blank\" rel=\"noopener\">Create folders and upload contact files.<\/a><\/li>\n<li><a href=\"\/help\/how-to-automate-distribution\" target=\"_blank\" rel=\"noopener\">Set up automated distribution rules.<\/a><\/li>\n<\/ol>\n<div class=\"sogo-help-info-box\"><i class=\"fal fa-info-circle\"><\/i><\/p>\n<p class=\"sogo-info-text\">This feature is available only in our Enterprise plan. <a class=\"button-demo-form exclude_class_load\" href=\"javascript:openRequestDemoForm()\">Contact us<\/a> to take advantage of this option.<\/p>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Got an ongoing project that requires regular distribution? Save time and improve efficiency by setting up automatic distribution. While Sogolytics offers a wide variety of choices to improve delivery and participation, one of the smartest choices you can make is to set up automatic delivery &#8212; and then put your feet up! Rather than sorting and sending all of these manually, set up automatic distribution to achieve your goals and timeline efficiently. At a glance, you\u2019ll need to: Connect to Sogolytics SFTP (Secure File Transfer Protocol) server. Create folders and upload contact files. Set up automated distribution rules. This feature is available only in our Enterprise plan. Contact us to take advantage of this option.<\/p>\n","protected":false},"author":26,"featured_media":0,"parent":0,"menu_order":483,"comment_status":"closed","ping_status":"closed","template":"sogo_new_design.php","meta":{"footnotes":""},"categories":[298,231],"tags":[293,280],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v19.7.2 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>How to Set Up Automated Distribution | Sogolytics<\/title>\n<meta name=\"description\" content=\"Sogolytics offers ways to automate the distribution of your projects. 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