✅ What You’ll Learn in This Article
Where to find the Chat tab in your Study
How to send messages to Respondent participants
Best practices for using Chat
Permissions and troubleshooting
🌟 Before You Start
After you create your study in Rally and begin recruiting via Respondent, you’ll start receiving applicants from the external panel inside your Rally workspace.
Once you review and approve participants, you can immediately start chatting with them directly in Rally.
The Chat feature keeps everything centralized so you can review, reschedule, share resources, and communicate all in one place.
🔍 Where to Find the Chat Tab
After your study is launched and you’ve approved Respondent participants, open your Study workspace in Rally.
Look at the left-hand panel of the Study navigation. You’ll see a Chat tab (near Participants, Schedule, and Overview).
Click the Chat tab to open the chat interface for your Study.
💬 How to Send Messages and Use Chat
In the Chat tab, select the participant you want to message.
Type your message in the message field. You can use Chat to:
Share links or instructions
Ask clarifying questions
Reschedule or coordinate timing
Send study updates or reminders
Click Send to deliver the message. The participant will receive it through their account in Respondent.
Continue the conversation as needed. Every message stays in Rally as part of your Study record.
📌 Best Practices for External-Panel Chat
Keep messages short and actionable.
Tell participants what a link or request is for.
Share the direct scheduling link when rescheduling.
Keep all communications inside Rally for consistency.
Follow Respondent’s participant etiquette guidelines.
🔐 Permissions & Access
Only users that are owners or teammates in the Study and have external panel permissions will see the Chat tab.
The Chat feature appears only for studies that recruit participants from Respondent.
🧩 Troubleshooting
Chat tab missing: Confirm the study uses Respondent recruitment and that you have the right permissions.
Participant not responding: Send a gentle follow-up, or trying sending them a direct email.
Link issues: Share full URLs and test before sending.