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.
Forms are a powerful research tool designed to seamlessly bring your customers (or prospects, and beyond!) into Rally as participants for future research. Capture participants with digital sign-up forms to easily grow your audience.
Use Forms to share a link anywhere you want to capture new participants from.
When participants submit a Rally Form, their profiles are populated in the CRM.
Build dedicated research panels/programs, or just grow your participant count.
💡Embed a Rally Form on your webpage or in-app to generate opted-in participants by inviting people to join your user experience research program.
💡Display a QR code created from a Form link at a conference to engage and collect attendees for future research or sales lead follow-ups.
Build research panels/programs
Forms act as an entry point for growing and maintaining a sustainable database of participants, creating an ongoing pool ready for future research with minimal ongoing effort. These can be specific use-case panels, or general opt-in.
Track sign-ups from a specific source or channel
Forms generate a unique Rally URL that can be attached to QR codes, emails, social media posts, websites and more to reach participants through various channels.
Use different forms for different channels to tailor the experience for each source, and track the success of each recruitment channel.
Create a Form
Share or embed the signup link
Watch new signups roll in
Invite new participants to research studies