Rally allows you to track where participants sign up from by appending a `&ref=[code]` query parameter to your signup form or public study share link URLs. Rally will then capture this information as a `referralCode` property.
To track signup sources, add `&ref=[code]` to the end of your signup form URL and replace `[code]` with a unique identifier for each source, like facebook, linkedin, etc.
Example:
Original Signup URL:
Signup URL with Source Attribution (Newsletter):
Signup URL with Source Attribution (Social Media):
How It Works
When a participant signs up through a URL with the `ref` parameter, Rally will automatically record the value of `[code]` in the All Referral Codes property associated with that participant's signup.
🚨 Before sharing, always make sure to test each referral link you create to ensure it's set up correctly and works as expected!
The All Referral Codes property is a multi select property that captures all the referral codes a person signed up with across all studies and forms in the workspace.
Rally also provides two additional referral code properties in people tables in a study or form. These properties track the first referral code the person encountered when they first signed up for a study or form, and the last referral code used to sign up to a study or form.
Study:
Form:
Best Practices
Unique Codes: Ensure that each source has a unique `ref` code.
Consistent Naming: Use a consistent naming convention for `ref` codes.