Send a reminder email to Participants who haven't claimed their incentives, or cancel unclaimed incentives.
Take individual actions or in bulk for multiple participants as once.
Take action from Budgets > Payments, or from within a specific Study.
Resend Unclaimed Incentives
Send a reminder email & link to Participants who haven't claimed their incentives yet.
Resend Incentives from Budgets > Payments
Navigate to the Budgets page in Rally and elect the Payments tab.
Search or filter for Participant(s) with "Unclaimed" Payment Status.
Resend unclaimed incentives individually or in bulk.
Individually: Hover over a person's name, select the three dots ... and select 'Resend Incentive'.
In bulk: Select the checkboxes next to each person, and then select the 'Resend Incentives' button at the top of the table.
Tip: Quickly select multiple consecutive rows simultaneously by making your first selection and then holding the shift key when making your last selection.
Note: The select all checkbox in the top corner of the table will disable the action to resend incentives to all rows.
In the popup, select Resend Incentive(s) again to confirm.
Participants will receive a new email with their unique incentive redemption link.
Resend Incentives from a Study
Navigate in a Study to the Incentives page from the side nav bar.
Search or filter for Participant(s) with "Unclaimed" Payment Status.
Individually: Hover over a person's name, select the 3 dots ... and select Resend Incentive.
In bulk: Select the checkboxes next to each person, and then select the Resend Incentives button at the top of the table.
In the popup, select Resend Incentive(s) to confirm.
Cancel Unclaimed Incentives
If you've already sent reminder emails and Participants still haven't claimed their incentives after an extended period of time defined by your organization, such as 1 year, and you don't plan to resend them, you can reclaim them by canceling them. The funds from canceled incentives will be returned to your budget.
You can also cancel incentives that were mistakenly sent by accident, or if you need to cancel an incentive to send a new one or a different amount.
🚨 If a Participant has already claimed their incentive, it cannot be canceled.
Cancel Incentives from Budgets > Payments
Navigate to the Budgets page in Rally and select the Payments tab.
Search or filter for Participant(s) with "Unclaimed" Payment Status.
Optionally add more filters, such as the Sent At date you will be canceling, ex:
"Sent At" is before "One year ago".
"Sent At" is before "Custom" and use the calendar to set a past date.
Cancel unclaimed incentives individually or in bulk.
Individually: Hover over a person's name, select the 3 dots ... and select Resend Incentive.
In bulk: Select the checkboxes next to each person, and then select the Cancel Incentives button at the top of the table.
Tip: Quickly select multiple consecutive rows simultaneously by making your first selection and then holding the shift key when making your last selection.
Note: The select all checkbox in the top corner of the table will disable the action to cancel incentives for all rows.
In the popup, select Cancel Incentive(s) again to confirm.
The canceled funds will be immediately returned to your budget.
Cancel Incentives from a Study
Navigate in a Study to the Incentives page from the side nav bar.
Search or filter for Participant(s) with "Unclaimed" Payment Status.
Individually: Hover over a person's name, select the 3 dots ... and select Cancel Incentive.
In bulk: Select the checkboxes next to each person, and then select the Cancel Incentives button at the top of the table.
In the popup, select Cancel Incentive(s) to confirm.
Learn more about using Rally Incentives
Set up and fund Budgets to manage and apply funds any way you want to across both internal incentives and external panel recruitment fees and incentives.
Enable incentives on a Study to increase response rates by offering rewards.
Send incentives for in-house participants individually or in bulk.
View and export incentive activity to track funds, usage, and payment status per Workspace or Budget, filter by Study, Participant, and more, and pull reports.
Conducting research with external panel recruitment? Learn more about Rally's full integration with Respondent in our collection on external panel recruitment in Rally.