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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

Complete the following steps before your survey launch to help ensure that employees and coordinators can receive emails, access surveys, view results, and use My Effectory without interruptions. 

1. Set up email delivery

Effectory sends invitations, reminders, results notifications, and coordinator updates by email. Complete the following checks to help ensure that these messages 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)

Also:

  • Disable spam filters for these addresses where appropriate

  • Set rate limiters to at least 300

  • Set connection limits to minimum 40

  • Check for greylisting issues

  • Where applicable, prevent Outlook Focused Inbox or Gmail tabs from filtering or redirecting Effectory emails

Good to know

Why does Effectory ask you to whitelist these domains and IP addresses?

Some organizations are concerned that whitelisting email domains can reduce the effectiveness of certain email security controls.

Some customers have historically used highly restrictive on-premises mail environments. Although this is less common with modern cloud-based email services, we still recommend verifying your email configuration to ensure that Effectory can deliver the contracted services without interruptions.

When common email security best practices are in place, we do not expect delivery issues. If preferred, Effectory can perform a test mailing before launch to confirm that our emails are delivered correctly. In most cases, this makes it unnecessary to whitelist the entire @effectory.com domain.

Note: Whitelisting requirements depend on your organization’s email configuration. A test mailing can help you determine whether additional configuration is needed.

 

Can Effectory send emails through your organization’s mail server?

Effectory can support sending emails through your organization’s mail server so that messages are sent from your own domain instead of @effectory.com. However, very few customers choose this approach in practice.

Before selecting this option, consider the following:

  1. Survey independence and trust
    When survey invitations are sent from your organization’s domain, employees may perceive the survey as being fully managed internally. This can affect the perceived independence of the research and may reduce employees’ willingness to provide open and honest feedback.

    Emails sent from @effectory.com reinforce Effectory’s role as an independent external research partner and support the perception of confidentiality and objectivity. A clear communication campaign before launch can help employees recognize and trust these emails.
  2. Additional technical configuration
    Sending emails from your domain requires additional DNS configuration within your organization. Although this can be arranged, it introduces additional maintenance and complexity.

Effectory uses a dedicated email service provider for all customer mailings. Because only one return path is supported, SPF alignment is available only for @effectory.com domains. Even when an SPF record is added to your DNS configuration, SPF alignment may still fail when your organization’s domain is used as the sender.

Tip: For most customers, Effectory’s standard email configuration provides the simplest setup and supports reliable email delivery with minimal administration.

 

2. Allow access to required web addresses

Employees and coordinators need access to several Effectory domains. Make sure these addresses are accessible through your organization’s network, firewall, proxy, and web security controls.  

Core domains:

  • survey.effectory.com

  • login.effectory.com

  • signin.effectory.com

  • my.effectory.com

  • widget.effectory.com

  • dc.services.visualstudio.com

  • participant-exchange.service.signalr.net

  • sigr-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!