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Project Basics
- Getting Started!
- Getting Started with SoGoSurvey
- Why SoGoSurvey
- Tour
- Home
- Account Creation
- Introduction to Packages
- Design
- Introduction to Project Design
- Create a Project
- Question Types
- Re-use Questions and Answers
- Project Logic
- Advanced Design Options
- Page Action
- Project Tools
- Project Options
- Automatic Email Alerts
- Question Features
- Project Branding
- Project Customization
- Good to Know
- Distribute
- Introduction
- Publish Project
- Other Publishing Options
- Email Templates
- Contact Lists
- Reminders
- Track Participation
- Customizing Participation
- Good to Know
- Participation
- Report
- Introduction to Reports
- Project Reports
- Project Reports Overview
- Engagement Report: Measure Engagement Scale
- Text Analysis: Measure Response Sentiment
- Bar Graph: Quick Data Overview
- Conditional: Subset of Data
- Frequency Table: Response Counts
- Advanced Frequency: Data Dive
- Verbatim: Open-Ended Text Analysis
- Response Table: Tabular Display of Responses
- Cross Tabulation: Multi-level Correlation
- Comparison: Compare Data Sets
- Statistical: Numeric Calculations
- Response Trend: Participation Over Time
- Response Rate: Participation By Group
- Attachment: Download Participant Files
- Segmentation Report: Divided Data
- Ballot Box Stuffing Report
- Charts and Graphs
- Omni All in One Report
- Individual Responses
- Save, Export, Share Reports
- Filter Manager
- Good to Know
- Data & Security
- Import Options
- Export Data
- GDPR
- Integrations and API
- Account Administration
- Account Settings
- Account Settings
- Update Personal Information
- Update Company Information
- Linked Account
- Review Account Usage
- Project Allocation
- Customize Survey Labels
- Outbound Email Settings
- Payment History
- Billing Information
- View Product Details
- Account Security
- Recent Account Activity
- GDPR Compliance
- Single Sign-On (SSO)
- Account Notifications
- Referral Program
- 2-Step Authentication
- Email Settings
- Project Branding
- Manage Sub-Users
- Good to Know
- Account Settings
- Billing
- Introduction
- Sign Up and Upgrade
- Sign Up and Upgrade
- SoGoSurvey Plans
- SoGoSurvey Standard Support
- Sign Up for a Paid Account
- Upgrade a Paid Account
- Acceptable Payment Methods
- Upgrade a Basic/Trial Account
- Switch to Annual Billing
- Payment Receipts
- Change Billing Information
- Upgrade Using Purchase Order
- Referral Benefits Program
- Payment Methods Available
- Failed Payment
- Downgrade or Cancel Account
- Getting Started!
- CX Dashboard
- CX Metrics
- Analyze your drivers
- 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
Within Account Settings, you’ll find numerous account customization options, controls, and account management details. Any settings updated here will be reflected all across your account.
To access these options, click on your initials in the top right corner of your account and select Account Settings from the dropdown menu. Review the menu panel on the left to navigate through your choices, including editing personal and organization information, adding a logo, managing sub-users, and much more.
Details managed here are applied to activities throughout the platform, including:
- Account Logo: Uploading an image here allows you to consistently use the same logo while designing a survey, distributing, and sharing reports.
- Personal/Organization Information: These details are used to personalize email invitations during distribution, saving you from making manual updates each time.
- Custom Labels and Text: Updates to the buttons, labels, and instructions in this section are applied to all surveys in the account and are seen during participation.
