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.
Create A Form
Forms are used to grow your participant database and group participants for research:
Participants that sign-up using your Form will be added to the Population you select when creating the Form.
When you create a new Form, a List will be created for it within the associated Population.
Before creating a Form, decide which Population to add new sign-ups to or create a new Population for a special use case, such as a Beta Program for testing new features.
🚨 Creating Forms requires the "Create and modify signup forms" permission. This includes the Rally default roles Admin, Ops Manager, or Researcher.
From the navigation sidebar, select Forms.
Select + New Form.
Enter a Name.
Optional: change the Language to translate non-customizable elements.
Select a Team that will have access to the form.
Select a Population that team has access to, where new participant sign-ups will be added to.
Select Create to open and configure.
Forms consist of 5 easy steps: Details, Welcome Page, Screener, Email, and Review.
Details
Edit the Name.
Enter a Description to provide internal context how it should be used.
Select the Language.
Webpages, buttons, and some automated emails will be translated into your selected language, but custom text elements must be translated by your team.
Elements to manually translate during setup include the welcome page, consent form, screener questions and responses, and welcome email.
Select Branding for a consistent look and feel.
To hide branding, select None.
Optionally, enable Consent to require participants to sign a consent form.
Select which Consent Form to use.
Create, view or edit your workspace's Consent Forms in Templates.
Decide When to capture consent:
After participants submit the screener, or
Before participants start the screener
Consent after the screener may increase your total signup rates, but may result in new signups without a consent submission included.
Collect people data at sign-up:
Collect first name & last name: Optional but recommended; enabled by default and requires a person to enter their first name & last name to sign-up.
Collect Email: Email is required by default to sign-up. Decide whether to allow:
Personal or work emails (default)
Work emails only
Select Next to continue.
Welcome Page
Introduce your research program to participants and what they can expect.
Logo: Include your Brand logo, or optionally remove it.
Headline: Enter a short, inviting headline, such as "Join our Beta Testing Panel! 🚀."
Description: Enter a description for the body of the welcome page to introduce people you recruit to your program, such as an external description of the people this panel is intended for, the type of research you plan to conduct, and the benefits of joining.
At the bottom of the text box, use the customization toolbar to edit your font style and formatting, add a photo, or add links as a link or customizable button.
CTA Button: Edit the text and color of the signup button at the bottom. This defaults to Use brand color and can be changed.
Preview the welcome page on the right as you edit. Use the icons at the bottom of the preview to compare desktop, mobile, and webpage views.
Select Next to continue.
Screener
Screening helps ensure that the people who take part in your research are the right fit. Shorter screeners may result in higher response rates; consider your specific use case.
Select + Add a screener to begin (screeners are optional).
Select which screening tool to use:
Rally's native screener tool is recommended to seamlessly map properties.
Or, select your Qualtrics integration to use an existing Qualtrics survey.
Select + Add question.
Select Create new question or Add from question templates.
Save time by setting up Question Templates in advance to use consistent, approved questions, and optionally set up property mapping in advance.
Create new question: See how to create a new question for complete steps.
We strongly recommend using property mapping to associate question responses to specific Properties to enrich Participant Profiles continuously.
Save a new question as a Question Template for future use: select the 3 dots ... in the top right corner of a question and Save as new question template.
Add from question templates: Save time with premade Question Templates.
Select the question template(s) you'd like to add, then Add # questions below.
Select an added question template to open and edit as needed.
Remove a question by selecting the 3 dots ... in the top right corner of a question and Remove from screener.
Screener endings: Edit the message shown to participants who complete the screener. Rally prefills standard messaging, but encourages you to edit this as needed to better reflect your company voice.
Scroll up to Preview the participant screener experience.
Select Next to continue.
Edit the welcome email automatically sent to people who sign-up via your Form.
Select the pencil icon to edit the Welcome Email.
Send from Address: Select the email address to send from.
Email Template: Edit the prefilled message, or select from an email template.
Email Layout: Select Plain Text or Branded.
Use a branded layout for more professional outreach, and plain-text for a more personal approach.
Subject: Enter the subject line.
Body: Enter the body of the email.
Where relevant, we suggest using Personalization Tokens, such as including the participant's First Name to enhance engagement.
Use the customization options at the bottom to edit your font style and formatting, add a photo, or add links as a link or customizable button.
Include Unsubscribe Link: Enabled by default; required for branded emails. We recommend always keeping this option enabled to allow recipients to unsubscribe and to help you stay compliant with local spam laws and improve deliverability.
Select Send test to send yourself a copy.
Select Save as new template to add to email template for future use.
Preview the welcome page on the right as you edit. Use the icons at the bottom of the preview to compare desktop, mobile, and webpage views.
Select Done.
Select Next to continue.
Review
Review key details to ensure everything looks correct.
Check for any issues
Rally will alert you if any issues are found so you can correct them.
Preview key components
Use the Previews links to see how each page will appear to participants, such as the Welcome Page, Consent Form, and Screener. Feel free to submit each one to test, as responses are not recorded for Preview links.
This is a great change to go back and made any additional edits.
Review settings
Review internal form name & description, the associated Team that will have access, and the associated Population new signups will be added to.
Everything looking good? Select Create form!
Next, start recruiting new research participants anywhere by sharing your form.
Edit, pause or restart recruitment, change team access, duplicate, & delete Forms.