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.
You can customize your Rally Studies and emails by incorporating your brand's logo and color. Your brand can appear on welcome pages, email templates, and schedulers. If you have multiple company brands, Rally allows you to add and choose between them based on the specific Study or email.
Add Branding
🚨 Adding and managing Brands requires an Ops Manager or Admin role type.
In the top right corner of Rally, select your user icon and select 'Settings'.
From the sidebar, select 'Branding'.
In the top right, select '+ Add Brand'.
Enter the Name of the Brand for internal use.
Select Upload Logo and carefully choose the correct logo. The maximum logo size is 300 x 150 pixels.
Select your Brand's Primary Color.
Enter the Company Name to be shown to Participants.
Ensure compliance with CAN-SPAM email laws by including your physical company address. The Brand's location will be displayed in email footers.
By following these steps, you can enhance your Studies and emails in Rally with your brand's visual identity, creating a consistent and professional look and feel to provide a better Participant experience.
Manage Brands
Manage your Brands easily from the Brands section in Settings by selecting the three dots on the right of any Brand and selecting from the options.
Select Set as Default to make this your Workspace's default Brand.
Select Edit to make changes, and select 'Save Brand' when complete.
Select Delete and then 'Delete Brand' in the confirmation pop-up to remove it from your Workspace.
Preview How Branding Appears Across Rally's Platform
Welcome Pages
Email Templates
Schedulers
Rally for Teams
The steps above are for customers using Rally V1. The section below includes specific instructions for customers using Rally for Teams.
You can customize your Rally studies and emails by incorporating your brand's logo and color. Your brand can appear on welcome pages, email templates, and schedulers. If you have multiple company brands, Rally allows you to add and choose between them based on the specific study or email.
Add Branding
🚨 Creating and managing Brands requires the "Create and modify brands" permission. This includes the Rally default roles Admin or Ops Manager.
From the navigation sidebar, select Templates.
Select Brands from the tabs at the top to switch between template types.
Select + New in the top right to create a new brand.
Enter the Brand Name for internal use.
Select Upload Logo and carefully choose the correct logo. The maximum logo size is 300 x 150 pixels.
Select your Brand's Primary Color; we suggest entering the hex code. This is used for buttons, links, and accents in landing pages and emails.
Enter the Company Name to be shown to Participants.
Include your physical company address to ensure compliance with CAN-SPAM email laws. This location will be displayed in email footers using this brand.
Address
Address line 2 (optional)
City
State
Postal code (optional)
Country
By following these steps, you can enhance your Studies and emails in Rally with your brand's visual identity, creating a consistent and professional look and feel to provide a better Participant experience.
Manage Brands
Manage existing brands easily from Templates; select the Brands tab.
Set Default Brand
Select the 3 dots on the right of any brand and select Set as default to make this your workspace's default brand. Select Set as default in the confirmation popup to apply.
Edit Brands
Select the name of a brand to open it and begin editing. Upload a new logo, change the brand color or office location, or select the Permissions tab to change which teams have access to it. Save changes to apply.
Duplicate Brands
Select the 3 dots on the right of any brand and select Duplicate to make a copy. Select the name to open and begin editing. Select Save changes to apply.
Delete Brands
Select the three dots on the right of any brand and select Delete and then select Delete in the confirmation pop-up to remove it from your workspace.
Preview How Branding Appears Across Rally's Platform
Welcome Pages
Email Templates
Schedulers
