Get an overview of Rally's features, integrations, and how to use them. This page outlines the key areas of the product to help you understand what you can learn more about and where to go.
Learn how to set up your workspace in Rally and configure essential settings to customize your research environment, including connecting app integrations to streamline and maximize your research.
Set up your user profile in Rally, including your name, email, availability, and other relevant information. Customize your profile settings to tailor your experience.
Discover how properties in Rally can help you gather and analyze personal data, preferences, and research interactions to gain insights about your research participants.
Understand how Rally functions as a CRM (Customer Relationship Management) tool and learn how to add and organize participants in Rally to streamline your recruitment process. Explore effective strategies for managing your participant database.
Integrations in Rally help to simplify your research workflow, enhance collaboration, and improve efficiency. Whether managing email and calendars, syncing data with Salesforce or Snowflake, or leveraging best-in-class research tools, Rally provides a seamless and integrated experience to support your research endeavors.
Dive into the world of Studies in Rally to easily connect and gain insights from your own user base. Learn how to manage the end-to-end recruitment process for your research Studies, including email automation, screening, scheduling, consent management, interview recording and live-streaming, and incentives.
Take your research capabilities to the next level by tapping into Respondent’s multi-million engaged participant database to recruit non-users, prospects, and lookalikes from 150+ countries for any research method – on any tool – and be assured of quality participants all without leaving Rally - and without needing another account.
Explore the power of screeners in Rally and how they help you qualify and disqualify participants based on specific criteria. Learn how to create effective screeners to target the right participants for your Studies.
Master the art of scheduling in Rally. Discover how to efficiently manage interview scheduling for your research Studies, ensuring seamless coordination between participants and researchers.
Flexibly fund research budgets and fulfill participant incentives and external panel recruitment without ever leaving Rally. Understand how Budgets work in Rally to add and manage funds and distribute participant incentives. Learn how to track incentive and payment transactions in your workspace using Rally's Budgets.
Delve into the concept of Panels in Rally. Learn how to create and utilize Panels as a database of potential research participants who have expressed interest in joining Studies. Understand how Panels can enhance your recruitment process.
Report on specific metrics with Rally Dashboards to gain insight into your Studies and Participant activities over time. Create and customize your own Dashboards to view and display specific data and report on research impact.