Rally Properties
Last updated: October 29, 2026
Rally adds built-in properties to every workspace that record each person's details and research activity. Use them to see someone's history at a glance and avoid over-contacting people. To track anything else, create custom properties.
To see a person's values, select their name to open their person profile. To see the full list, go to Settings > Properties (under Data) and open the Rally Properties group. You can use these properties in filters and views to find the right people to invite to your studies.
Rally tracks most of these properties automatically, and they can't be edited. You can edit First Name, Last Name, Email, and Phone on a person's profile. You can also update those, plus Opted Out and Last Contact Date, in bulk with Import and update property data or a data sync. Membership properties like Populations, Lists, and Studies change when you add or remove people.
Property List
Person details
You can edit these on a person's profile, or update them in bulk with Import and update property data.
Property | What it shows |
Person | The person's full name. If the first or last name is missing, their email is shown instead. |
First Name | The person's first name. |
Last Name | The person's last name. |
The person's email addresses. A person can have a primary email and additional emails on one profile. | |
Phone | The person's phone number. |
Person ID | Rally's unique ID for the person. |
Import Source | How the person was first added to Rally, such as CSV import, sign-up form, or a data sync. |
Import Date | When the person was first added to Rally. |
Import Lists | Import Lists displays the file uploads a person was imported into Rally through. |
Last Changed Date | Last Changed Date shows the most recent date and time a person's record was modified in Rally. |
Status and membership
Property | What it shows |
|---|---|
Opted Out | Whether the person has opted out of all emails from Rally. |
Contact Status | Whether you can contact the person right now (for example, Free to Contact or In Cooldown), based on your governance rules. See Contact statuses. |
Contact status update date | When the person's contact status last changed. |
Populations | The populations the person belongs to. |
Lists | The lists the person belongs to. |
Views | The saved views the person matches. Available as a filter only. |
Studies | The studies the person has been added to. |
Consent Submissions | The consent forms the person has signed. |
All Referral Codes | Every referral code the person has signed up with. See Track signups with referral codes. |
Contacts
Contacts count the study emails Rally sends to a person, such as screener, scheduler, reschedule request, unmoderated test, incentive, and custom emails. Interviews themselves don't count as contacts, and scheduled emails only count once they're sent.
Property | What it shows |
|---|---|
Last Contact Date | When Rally last sent the person a study email. |
Contacts | All-time number of contacts. |
Contacts last 30 days | Number of contacts in the last 30 days. |
Contacts last 90 days | Number of contacts in the last 90 days. |
Contacts last year | Number of contacts in the last 365 days. |
Study invites
Study invites count the screener, scheduler, and unmoderated test emails a person is sent. Custom emails don't count as invites.
Property | What it shows |
|---|---|
Study invites | All-time number of study invites. |
Study invites last 30 days | Number of study invites in the last 30 days. |
Study invites last 90 days | Number of study invites in the last 90 days. |
Study invites last year | Number of study invites in the last 365 days. |
Interviews
Interview counts include completed interviews only. Scheduled, canceled, and no-show interviews don't count.
Property | What it shows |
|---|---|
Last Interview Date | When the person last completed an interview. |
Interviews | All-time number of completed interviews. |
Interviews last 30 days | Number of interviews in the last 30 days. |
Interviews last 90 days | Number of interviews in the last 90 days. |
Interviews last year | Number of interviews in the last 365 days. |
No Shows | How many interviews the person didn't attend. |
Show Rate | Show Rate displays the percentage of scheduled interviews a person has attended. |
Unmoderated tests and surveys
Property | What it shows |
|---|---|
Last Unmoderated Test Date | When the person last completed an unmoderated test. |
Unmoderated tests | All-time number of unmoderated tests completed. Also available for the last 30 days, last 90 days, and last year. |
Last Survey Date | When the person last completed a survey. |
Surveys | All-time number of surveys completed. Also available for the last 30 days, last 90 days, and last year. |
Ratings
Property | What it shows |
|---|---|
Participant Rating | Participant Rating displays the average rating interviewers have given a person across their sessions. |
Total Ratings | How many times the person has been rated. |
Incentives
Incentive totals are shown in USD.
Property | What it shows |
|---|---|
Incentives sent in past year | Total sent in the last 12 months. |
Incentives sent this calendar year | Total sent since January 1. |
Total Incentives | Total sent all time. |