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Getting Started

Begin your journey with the modern User Research CRM.

Workspace Setup

Set up your Rally workspace and manage data for your use case.

Templates

Ensure best practices are easily replicated across your team and save time.

User Settings

Set up all user account settings and connected accounts.

Integrations

Streamline research workflows by leveraging our key integrations.

Properties / Data

Import & create Properties and use participant data to target research.

Participant Management

Add, view, sync, and manage all people & participants.

Create Studies

Learn how to build studies with our core study types.

Manage Studies

Conduct and manage studies.

Observer Rooms

Livestream and record interviews without overwhelming participants.

External Panel Recruitment

Recruit from a diverse panel of over 3 million engaged participants without leaving Rally.

Screeners

Screen participants, save time with question templates, conditional logic, and auto-qualification.

Scheduling

Book, manage, and conduct interviews with our robust & flexible scheduler.

Dashboards

Report on study and participant metrics to gain insight.

Panels

Build opted-in participant groups for ongoing research through various channels.

Signup Forms

Seamlessly recruit & manage new participants for future research.

Budgets

Flexibly fund research budgets and fulfill Participant incentives without ever leaving Rally.

Guides

Best practices, common workflows, and use cases.

Participant Experience

Understand the participant experience with Rally research.

Newest Articles

New features, workflows, and actions to keep you up to date!

New & Popular Articles