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Project Basics
- Getting Started!
- Getting Started with SoGoSurvey
- Why SoGoSurvey
- Tour
- Home
- Verify My Account
- Account Creation
- Introduction to Packages
- Design
- Introduction to Project Design
- Create a Project
- Question Types
- Question Types
- Add a Question
- Edit a Question
- Introduction to Simple Question Types
- Descriptive Text
- Text Box
- Radio Button (Single-Select)
- Check Box (Multi-Select)
- Drop Down
- Demographic
- Rating Scale
- Symbol Rating Scale
- Like/Dislike
- Ranking
- Date
- Image Choice
- Net Promoter Score (NPS)
- Introduction to Grid Questions
- Multiple Text Box
- Multiple Drop Down
- Radio Grid
- Check Box Grid
- Rating Radio Grid
- Rating Drop Down Grid
- Rating Scale Grid
- Matrix Grid
- Advanced Questions and Elements
- Numeric Allocation
- Attachment
- Drill Down
- Horizontal Radio Button
- Rating Radio Button
- Rating Drop Down
- List Box
- Captcha
- Page Break
- Mobile Friendly Questions
- Re-use Questions and Answers
- Project Logic
- Advanced Design Options
- Page Action
- Project Tools
- Project Options
- Introduction to Project Options
- Project Details
- Add Languages
- Question Sequence
- Anonymous Project
- Display Options
- Event Messages
- Save and Continue Later
- Thank You Message
- Use Chain Invitations to Share Surveys
- Reopen Submitted Responses
- URL Redirect: Static and Dynamic
- Print Options
- Expiry Rules
- Switch Project Type
- Enhanced Participation
- Automatic Email Alerts
- Question Features
- Project Branding
- Project Customization
- Good to Know
- Distribute
- Introduction
- Publish Project
- Other Publishing Options
- Automated Distribution
- Email Templates
- Contact Lists
- Reminders
- Track Participation
- Customizing Participation
- Good to Know
- Participation
- Report
- Introduction to Reports
- Run a Report
- Omni All in One Report
- Text Analysis
- Frequency Reports
- Cross Tabulation
- Individual Responses
- Raw Data
- Special Reports
- Legacy Reports
- Charts and Graphs
- Save, Export, Share Reports
- Filter Manager
- Good to Know
- Data & Security
- Import Options
- Export Data
- GDPR
- HIPAA
- 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
- 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
- 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!
- Building CX Surveys
- CX Metrics
- CX Dashboard
- CX Dashboard Settings
- Analyze your drivers
- Good to know
- Getting Started
- Account Set-up
- Introduction to Account Set-up
- Creating and Managing Interest Areas
- Response Templates
- Form Messages
- Account Administration
- Introduction to Account Administration
- Managing Users
- User Groups
- Landing Pages
- Tab Editor
- Customer Feedback Preferences
- Turn Emails into Dialogues
- Account Activity Log
- Define Dialogue Aging
- Create Tags
- Comparison Overview
- Raise a Dialogue with SoGoSurvey
- Whitelisting
- Inbox
- Dialogues
- News
- SoGoConnect Dashboard
- Campaigns
- Help
- 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.
