Optimize your efficiency by connecting the tools you use daily to unlock the full potential of Rally within minutes.
Connected Accounts
In the top right corner of Rally, select your user icon and select 'Settings'.
From the sidebar, select 'Connected Accounts'.
Select 'Connect' next to each account you plan to use with Rally and follow the steps in the popups. Complete steps are included in each section linked below.
Enable email sending and automatic interview scheduling.
Automatically add a Zoom meeting once an interview is scheduled.
Enable participants to schedule interviews through your Calendly Pro account. Alternatively, use Rally's native Scheduling features for increased calendar, scheduling, and interview customization and management.
Stay informed about participant engagement in your Studies and Panels by receiving Notifications directly in your Slack app.