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.
Share a Form
When you create a new Form, the Form management page will open. Copy the unique share link to invite people to sign up. If your Form has already been shared and has sign-ups listed, copy the unique link from the Share button in the top right corner.
Attach a Form link to QR codes, emails, social media posts, websites and more to reach new participants through any channel, or build a list of existing users that are fully opted in to research and ready to go.
Use different forms for different channels to tailor the experience for each source, and track the success of each recruitment channel, such as a Form used for in-app intercepts with existing customers vs a Form used for recruitment on LinkedIn.
Use the Previews links in the right side details panel any time to review the experience.
Learn more about using Rally Forms
Forms Learn to bring new participants into Rally and build your research database.
Create a Form Create a signup Form to capture new participants from any source.
Manage Forms Edit, pause or start recruitment, change team access, duplicate, & delete Forms.
Form Signups and Screener Responses View all new research participant signups.