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.
Connecting a custom email domain allows you to send bulk emails and set up custom personal and team sender email addresses with personalized From Name, From Email, and Reply to Email. With a custom domain like "[email protected]" using your company domain, you can establish a professional and branded presence in your email communications. This also improves your Participant experience and decreases the rate of emails marked as spam.
🚧 Your company's IT support is required to assist in configuring the Domain. Create a new Rally user with a Developer role type to allow IT limited setup access. Follow the steps below to set up the custom domain.
Custom Domains
Domain authentication is necessary to send emails from your own company email address instead of a generic Rally email address. This process is applicable only to domains and subdomains owned by your team or company (e.g., "example.com" and "mail.example.com"). Personal addresses like Gmail, Yahoo, or AOL cannot be authenticated and will have stricter limitations of 700 emails sent daily, while custom domain emails can send exponentially larger numbers of emails daily.
💡 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 Up Custom Domains
In the top right corner of Rally, select your user icon and select 'Settings'.
From the sidebar, select 'Domains'.
Select 'Add Domain' at the top right.
In the panel that opens, enter your domain. For most customers, this will be your company name as listed at the end of your work email, such as "rallyuxr.com" or "company.com".
Confirm accuracy and then select 'Add Domain' to continue.
During the next step, share the provided information with IT to verify the domain.
To authenticate your domain ownership, your IT support will need to add both the DKIM (DomainKeys Identified Mail) and Return-Path records to your DNS (Domain Name System) records. Copy the Hostname and Value of each record provided by Rally and add them to your DNS configuration. We recommend sharing a screenshot of the DKIM and return path, and this support doc with your IT department.
DKIM records are added as a TXT record, and Return-Path records are added as CNAME records to your DNS configuration. If your DNS is managed by a hosting provider, add these records there. However, if you use a DNS provider like DNSimple, add the DKIM and Return-Path records there.
Below are some links to instructions provided by our email provider Postmark on how to add DNS records for common hosts and DNS providers.
5. After adding the records, click 'Verify' in Rally to authenticate your domain. It may take a few minutes for the verification process to complete. If you are waiting on your IT support, you can click 'Close' and return to these steps later by clicking on the three dots and 'Verify domain'.
Team Sender Address
Once you have set up a custom domain, you can create team sender addresses. These addresses are used for automated and transactional emails, such as confirmation messages, reminders, or reschedule notifications. Team members in your workspace can also send emails using these sender addresses.
If you set up a shared inbox alias that your team can all use, you can set the Reply To address for any custom domain email sender to that (ie. [email protected]). As there’s not an "Inbox" experience in Rally, any incoming emails/replies will be sent to the Reply To email set up in your personal or team sender address.
Setup Team Sender Addresses
In the top right corner of Rally, select your user icon and select 'Settings'.
From the sidebar, select 'Domains'.
Under the Team Sender Address section, select 'Add Sender'.
From Name
Customize the name shown to Participants receiving your emails. Most customers prefer to use their company name or research team name, such as "Rally", "Rally Research", or "Rally User Research".
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. If you create a shared research email, such as
💡 Learn about our best practices to improve spam rate and email deliverability and how Rally protects your email-sending reputation and ensures deliverability with Email Health Thresholds.
Rally for Teams
The steps above are for customers using Rally V1. The section below includes specific instructions for customers using Rally for Teams.
🚧 Your company's IT support is required to assist in configuring the Domain. Create a new Rally user with a Developer role type to allow IT limited setup access. Follow the steps below to set up the custom domain.
Connecting a custom email domain allows you to send bulk emails and set up custom personal and team sender email addresses with personalized From Name, From Email, and Reply to Email. With a custom domain like "[email protected]" using your company domain, you can establish a professional and branded presence in your email communications. This also improves your Participant experience and decreases the rate of emails marked as spam.
🚧 Your company's IT support is required to assist in configuring the Domain. Create a new Rally user with a Developer role type to allow IT limited setup access. Follow the steps below to set up the custom domain.
Custom Domains
Domain authentication is necessary to send emails from your own company email address instead of a generic Rally email address. This process is applicable only to domains and subdomains owned by your team or company (e.g., "example.com" and "mail.example.com"). Personal addresses like Gmail, Yahoo, or AOL cannot be authenticated and will have stricter limitations of 700 emails sent daily, while custom domain emails can send exponentially larger numbers of emails daily.
Set Up Custom Domains
In the top left corner of Rally, select your workspace name and select Settings.
From the sidebar, select Email Domains.
Select Add Domain at the top right.
In the panel that opens, enter your domain. For most customers, this will be your company name as listed at the end of your work email, such as "rallyuxr.com" or "company.com".
Confirm accuracy and then select Add domain to continue.
During the next step, share the provided information with IT to verify the domain.
To authenticate your domain ownership, your IT support will need to add both the DKIM (DomainKeys Identified Mail) and Return-Path records to your DNS (Domain Name System) records. Copy the Hostname and Value of each record provided by Rally and add them to your DNS configuration. We recommend sharing a screenshot of the DKIM and return path, and this support doc with your IT department.
DKIM records are added as a TXT record, and Return-Path records are added as CNAME records to your DNS configuration. If your DNS is managed by a hosting provider, add these records there. However, if you use a DNS provider like DNSimple, add the DKIM and Return-Path records there.
Below are some links to instructions provided by our email provider Postmark on how to add DNS records for common hosts and DNS providers.
5. After adding the records, click Verify in Rally to authenticate your domain. It may take a few minutes for the verification process to complete. If you are waiting on your IT support, you can click 'Close' and return to these steps later by clicking on the three dots and 'Verify domain'.
Team Sender Address
Once you have set up a custom domain, you can create team sender addresses. These addresses are used for automated and transactional emails, such as confirmation messages, reminders, or reschedule notifications. Team members in your workspace can also send emails using these sender addresses.
If you set up a shared inbox alias that your team can all use, you can set the Reply To address for any custom domain email sender to that (ie. [email protected]). As there’s not an "Inbox" experience in Rally, any incoming emails/replies will be sent to the Reply To email set up in your personal or team sender address.
Setup Team Sender Addresses
In the top left corner of Rally, select your workspace name and select Settings.
From the sidebar, select Email Domains.
Under the Team Sender Address section, select Add Sender.
From Name
Customize the name shown to Participants receiving your emails. Most customers prefer to use their company name or research team name, such as "Rally", "Rally Research", or "Rally User Research".
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. If you create a shared research email, such as
💡 Learn about our best practices to improve spam rate and email deliverability and how Rally protects your email-sending reputation and ensures deliverability with Email Health Thresholds.