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Technical setup checklist for My Effectory

Effectory requires a few technical preparations to ensure smooth delivery of emails, surveys, results, and coordinator access. Please share this checklist with your IT team.

If you're navigating to the Getting ready tab on the Home Screen in My Effectory, you'll find a task called Assign tasks to your IT team. This article is designed for IT teams and contains all the information needed to complete that step. It's structured as a to-do list to keep the process clear and efficient.

This article covers:
  • Checklist for IT: technical setup for Effectory
    1. Setup email delivery
    2. Allow access to required web addresses
    3. Check browser settings
    4. Optional: set up Single Sign-On (SSO)
    5. Optional: configure Multi-Factor Authentication (MFA)
    6. Optional: set up HR system integration
  • Supported browsers
  • Test access to questionnaire
  • Need help?

 

Checklist for IT: technical setup for Effectory

1. Set up email delivery

To make sure all emails (including invitations, reminders, results notifications, and coordinator updates) reach the right people:

  • Whitelist Effectory’s sending domains and IPs:

    • @effectory.com

    • mail3.effectory.com (185.211.120.208)

    • mail4.effectory.com (87.253.233.35)

  • Disable spam filters for these addresses

  • Set rate limiters to at least 300

  • Set connection limits to minimum 40

  • Check for greylisting issues

  • Prevent filtering by Outlook Focused Inbox / Gmail tabs if applicable

 

2. Allow access to required web addresses

Employees and coordinators need to access various Effectory domains. Make sure these are accessible through your network:

Core domains:

  • survey.effectory.com

  • login.effectory.com

  • signin.effectory.com

  • my.effectory.com

  • myfeedback.effectory.com

  • my-reporting.effectory.com

  • questionnaire-webapi.effectory.com

  • reporting-webapi.effectory.com

  • widget.effectory.com

  • dc.services.visualstudio.com

  • participant-exchange.service.signalr.net

  • results.service.signalr.net

  • coremailings.blob.core.windows.net

If you're using InternetSpiegel: also allow access to all .internetspiegel.effectory.com domains.

 

3. Check browser settings

Make sure the following settings are enabled:

  • Third-party cookies: must be enabled for full platform functionality.

  • Local storage: required for saving progress and preferences in surveys and the portal.

  • Web content filtering: ensure filtering does not block resources from Effectory domains.

  • Trusted sites: add Effectory domains to the trusted list in your browser or security settings.

 

4. Optional: set up Single Sign-On (SSO)

Using Single Sign-On makes it easier and safer for users to access My Effectory without needing separate login details. It’s the most seamless way to manage access across your organization.

  • Effectory supports Azure AD (Microsoft Entra ID), OpenID Connect, SURFconext

  • Effectory does not support SAML or ADFS 3.0 or below

To get started:

 

5. Optional: configure Multi-Factor Authentication (MFA)

Multi-Factor Authentication (MFA) helps prevent unauthorized access to My Effectory, even if someone’s login credentials are compromised. It adds an extra layer of protection to your environment, especially for coordinators handling sensitive data.

Some organizations prefer to manage MFA through their own identity provider or reduce login friction for specific user roles. That’s why we offer the option to disable it for certain roles.

  • MFA is required by default for Central and Employee Coordinators

  • It’s also enabled for other roles but can be disabled by a Central Coordinator in the MFA settings

  • If you're using SSO, MFA must be managed by your own identity provider

To get started:


6. Optional: set up HR system integration

While not required, we strongly recommend setting up an HR system integration to streamline your survey setup and keep your data up to date.

An HR system integration connects your organization's HR Information System with My Effectory. This connection enables a seamless and continuous flow of up-to-date employee data, providing a strong foundation for your employee listening journey.

Setting up an HR system integration makes your survey process faster, more reliable, and more secure. By syncing employee data automatically, it removes the need for manual updates, helps avoid errors, and keeps your dataset consistent. It also supports stronger data protection through encrypted transfer and access controls.

What you need:

  • A single HR system that includes all employees

  • Up-to-date employee information

  • To involve someone from your IT team to help make the connection

To get started:

 

Supported browsers

To ensure employees can access the Effectory platform and surveys without issues, make sure everyone is using a supported browser.

Desktop:

  • Edge (latest 2 versions)

  • Chrome (latest 2 versions)

  • Safari (latest 2 versions)

  • Firefox (latest & ESR)

Mobile & tablet:

  • Chrome and Safari (latest 2 versions)

  • Firefox (latest & ESR)

 

Test access to questionnaire

Before going live, it's a good idea to test if everything works in your browser and network. Use the links below to confirm that surveys display and function correctly.

Use these links to test compatibility:

 

Need help?

For any assistance or clarifications regarding technical requirements, your Customer Success Manager and our Helpdesk are here to help. Reach out to us for more support and guidance!