Views and lists are two different ways of organizing people within a population in Rally, and can improve the speed and quality of study recruitment. Views update dynamically using saved filters, whereas lists are updated manually or by new signup form submissions.

Both views and lists can be used as filters, for example when adding people to a study or searching within a population.

What are the differences between views & lists?

Views are dynamic groups of people created from saved filters or criteria, like specific properties, engagement history, or demographics. They automatically update as people's data changes, including property updates that come in from integrations such as Salesforce or Snowflake.

• View examples: "Active Customers within Last 30 Days" or "North America Customers"

Lists are static groups of people. They're typically created for specific purposes and don't automatically update, except when people who submit a signup form are added to the form's dedicated list.

• List examples: "2024 Conference Attendees" or "Research Program Panel"

Where can I find views and lists for my populations?

Navigate to People and open a population. Then select the Views or Lists dropdown above the people table to see the views or lists for that population.

You can also create and use views on the All People table, so you can save a filtered view of everyone in your workspace without picking a population first.