This article provides instructions for customers using Rally for Teams (Rally V2). Your Rally admin will let you know when it's time to switch to Rally for Teams.
Explore Using Populations for Your Organization
Populations allow you to group people together for research programs, and give teams access to people by assigning populations to specific teams.
As an Admin, you can manage your entire participant database by navigating to Workspace > People > Database. Your Database includes every participant in Rally.
Database: Root level of your workspace that includes all your person records. A workspace only has 1 database, and only Admins have access to the full database.
Population: Bucket the people in a database into high level groups. These are manually updated. Configure permissions to determine whether the entire workspace has access to a population, or assign access only to specific team(s).
Our Exclusivity Restriction setting for populations allows you to prevent people in that population from being added to any other population, such as only allowing a specific team access to participants in a custom exclusive population. This setting can only be turned on when there are no people in the population.
Segment: Bucket the people in a population into sub groups with a saved filter or set of filters.
Dynamically updated by filters, such as custom attributes, survey results, research engagement history, demographic information, and more.
List: Bucket the people in a population into a sub group.
Manually updated by adding participants from existing records, manually creating a new person, or via .csv upload. New participants who sign up for research through sign-up forms are added directly to a list.
Person (or person record): An individual unique record, or row, in your database. The person record contains the properties that serve to define an individual in Rally. A person record can have associations (sometimes called memberships) to other data objects in Rally. For example, Bob has an association to Population A which means Bob is a member of that population. Select a person's name to open their Participant Profile.
Participant Profiles can be updated manually individually or in bulk in Rally, via .csv uploads, and via API, as well as automatically via Salesforce or Snowflake integrations, from screener or survey responses, and research engagement activity.
Every population consists of 5 main sections:
People
Segments
Lists
Imports
Exports
People | All participants that belong to this population. |
Segments | Dynamic lists of participants with a saved filter or set of filters, such as custom attributes, survey results, research engagement history, demographic information, and more. (Ex: Active Customers within Last 30 Days, Accounts Over 100 Employees, US Customers, etc.) |
Lists | Lists are replacing Panels as they are static lists of participants recruited through signup forms or added directly. (Ex: 2024 Conference Attendees, Beta Testing Panel, etc.) |
Imports | All historical .csv file imports to this population, including file name, upload status, # of people included, created by (who uploaded it), and imported at (date and time). |
Exports | All historical .csv file exports from any Rally tables within the selected team and population. |
Our new Exclusivity Restriction setting for populations allows you to prevent people in that population from being added to any other population, such as only allowing a specific team access to participants in a custom exclusive population.
This setting can only be turned on when there are no people in the population.
Explore Populations
Select People from the side nav bar - select from within your assigned Team.
Select a population name to open a table view of all people in the population.
There are tabs to switch between People, Segments, Lists, Imports, and Exports.
Visit each tab to view the data subsets within.
Organize participants by type for streamlined research recruitment.