This article provides instructions for customers using Rally V1. Your Rally admin will let you know when it's time to switch to Rally for Teams. For customers using Rally for Teams, jump to the Rally for Teams section below.
Rally provides the flexibility to personalize and brand your email communications with the option to use personal sender addresses. You can send emails from your linked Google or Microsoft 365 account or from a custom email domain if your workspace has one already set up. By utilizing these features, Rally empowers you to tailor your sender addresses, create a professional email identity, and streamline your email communications according to your preferences.
💡 We recommend authenticating and using your custom workspace domain email as your default sender to allow higher bulk email sending with no daily limit.
Personal connected accounts, such as Google and Outlook, limit daily email sending rates to 700 per day.
Custom domain email senders have no daily email limit, and allow you to send 50K bulk emails at a time, with Rally automatically sending in 10K batches every 30 minutes until done.
Set Your Email Sender Preferences
Custom Domains
If your workspace has a custom domain set up, you can edit the default From Name, From Address, and Reply To Address for your emails. This allows you to personalize and brand your email communications according to your specific domain. This gives your Participants clarity on who is contacting them and reduces the risk of your emails being marked as spam.
In the top right corner of Rally, select your user icon and select 'Settings'.
From the sidebar, select 'Email'.
On the right, select the three dots and select 'Edit'.
Review the sections below to learn more about email sender setup best practices.
Default Address
You can set any of your sender addresses as the default for your workspace. Select the three dots next to an address, then select 'Set As Default'. This ensures that the chosen address will be used as the default sender for your emails unless specified otherwise.
Custom Email Signature
Rally allows you to create a custom email signature for any email sender. You can choose between a plain text format or use HTML to design a more visually appealing signature. This allows you to add a professional touch and provide additional contact information or branding elements in your emails. Customize font type, size, and color, add images, or include links or buttons.
If your workspace has a custom domain set up, you can edit the default From Name, From Address, and Reply To Address for your emails. This allows you to personalize and brand your email communications according to your specific domain. This gives your Participants clarity on who is contacting them and reduces the risk of your emails being marked as spam. Emails sent from custom domains don't go through a typical inbox, so your daily email sending rates are not limited.
From Name
Customize the name shown to Participants receiving your emails. Most customers prefer to use a naming structure of [Your Full Name] + [Role], such as "Jane Deaux UX Researcher" or "Jane Deaux Product Designer" for a more personal approach so that Participants know they're interfacing with a real person.
From Address
Customize the email address your Participants see in their inboxes. Most customers prefer to show this is coming from their research team, such as "[email protected]" by entering "research" in the text field.
Reply To
Customize the reply to address to receive any responses in a specific inbox. Most customers prefer to use a shared research email here to improve visibility and collaboration by allowing all research teammates access to the inbox.
Rally for Teams
The steps above are for customers using Rally V1. The section below includes specific instructions for customers using Rally for Teams.
Rally provides the flexibility to personalize and brand your email communications with the option to use personal sender addresses. You can send emails from your linked Google or Microsoft 365 account or from a custom email domain if your workspace has one already set up. By utilizing these features, Rally empowers you to tailor your sender addresses, create a professional email identity, and streamline your email communications according to your preferences.
💡 We recommend using your custom workspace domain email as your default sender to allow higher bulk email sending. Personal accounts, such as Google and Outlook, limit daily email sending rates to 700 per day.
Set Your Email Sender Preferences
Custom Domains
If your workspace has a custom domain set up, you can edit the default From Name, From Address, and Reply To Address for your emails. This allows you to personalize and brand your email communications according to your specific domain. This gives your Participants clarity on who is contacting them and reduces the risk of your emails being marked as spam.
In the top left corner of Rally, select your workspace name and select Settings.
From the sidebar, select Email.
On the right, select the 3 dots and select Edit.
Review the sections below to learn more about email sender setup best practices.
Default Address
You can set any of your sender addresses as the default for your workspace. Select the 3 dots next to an address, then select Set as default. This ensures that the chosen address will be used as the default sender for your emails unless specified otherwise.
Custom Email Signature
Rally allows you to create a custom email signature for any email sender. You can choose between a plain text format or use HTML to design a more visually appealing signature. This allows you to add a professional touch and provide additional contact information or branding elements in your emails. Customize font type, size, and color, add images, or include links or buttons.
If your workspace has a custom domain set up, you can edit the default From Name, From Address, and Reply To Address for your emails. This allows you to personalize and brand your email communications according to your specific domain. This gives your Participants clarity on who is contacting them and reduces the risk of your emails being marked as spam. Emails sent from custom domains don't go through a typical inbox, so your daily email sending rates are not limited.
From Name
Customize the name shown to Participants receiving your emails. Most customers prefer to use a naming structure of [Your Full Name] + [Role], such as "Jane Deaux UX Researcher" or "Jane Deaux Product Designer" for a more personal approach so that Participants know they're interfacing with a real person.
From Address
Customize the email address your Participants see in their inboxes. Most customers prefer to show this is coming from their research team, such as "[email protected]" by entering "research" in the text field.
Reply To
Customize the reply to address to receive any responses in a specific inbox. Most customers prefer to use a shared research email here to improve visibility and collaboration by allowing all research teammates access to the inbox.
