Screener and Survey questions are commonly reused in different Studies, and Rally provides Question Templates to save you time. Instead of writing a new question each time, simply add a Question Template. You also have the option to map the question to an existing Property or create a new Property right at the same time. Save any newly created question as a Question Template for reusing and sharing with your team.
Create a New Question Template
Creating new Question Templates can be done in advance from the Question Templates page in Settings, or added on the spot when creating a Screener or Survey.
🚨 Creating Email Templates requires an Ops Manager, Researcher, or Super Admin role type.
From Question Template Settings
In the top right corner of Rally, select your user icon and select 'Settings'.
From the sidebar, select 'Question Templates'.
From the top right, select 'Add Template'.
Enter the desired Template Name.
We suggest using description naming conventions to make your Question Templates easily recognizable and distinguishable for yourself and your team's future use.
Enter the Question to be shown to Participants. Be clear and concise.
Select the appropriate Question Type. More info on Question Types down below.
Short Form Text
Date
Number
Single-Select
Multi-Select
Dropdown
Optionally, enable Required Response checkbox to always require responses to this question.
Optionally, enter a Question Description to provide more context to Participants, while keeping the actual Question concise.
Depending on the Property Type you select, there may be additional options to set.
For Single-Select, Multi-Select, or Dropdown Question Types, add the available options for Participants to choose from.
Add another option by selecting the '+' on the right side.
Remove an option by selecting the trash icon on the right side.
Select '+ Add New Option' to add more options.
Select '+ Bulk Add New Options' to create multiple options simultaneously by pasting comma-separated values or by typing and pressing enter after each option to save time.
Select 'Add "Other" for Custom Response' to allow Participants to type in an alternative answer.
Associate Question responses to specific Properties by enabling the 'Assign Response to Property' toggle and selecting 'Select a Property'. Using this feature enriches Participant Profiles continuously as any time a Participant takes a Screener or Survey and answers questions with Property mapping enabled, their responses automatically update the values in their Properties with any new or updated information, providing you with more data to better tailor your recruitment outreach.
Select an existing Property from the drop-down to map the question to it. If the selected Property has options, you can also map each question option to the corresponding Property option.
Select 'Create Property' to create a new Property to map to this question.
After entering all the necessary information and confirming everything is correct, select 'Save Question Template' to save.
From a Screener or Survey
Create new Question Templates as you go whenever you create a new Screener or Survey. After creating the question and selecting 'Done' to add the question to the Screener or Survey, simply select the three dots in the top right corner of the question and select 'Save as Question Template'.