Share a Form

Last updated: June 4, 2026

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.