Rally equips your workspace with a selection of pre-defined properties that contribute to building comprehensive participant profiles. These properties are automatically updated continuously with data reflecting a person's activity and interactions within Rally. View these properties by selecting a person's name to open their Participant Profile.
See the complete list of Rally's pre-defined properties for your workspace.
Person: This property is auto-generated and combines the "First Name" and "Last Name" properties (or the email if either the first name or last name is missing).
First Name
Last Name
Email: Add and manage multiple emails for participants in one profile. Assign primary and secondary email addresses to one participant profile so that screener and survey responses are automatically mapped to that participant. Improve communication and reduce no-shows with the ability to contact participants through their professional and personal emails.
Import Source
Import Date
Opted Out: Indicates whether the participant has manually opted out or unsubscribed from emails.
Panels: Membership in specific panels.
Segments: Belongs to certain segments defined in your workspace.
Contact Status: Determined by the governance rules established by your team.
Contact Activity: Tracks participant contact through email, including study invitations, panel invitations, and incentive collection. The following sub-properties are included:
Last Contact Date
Total # of Contacts (All Time)
Total # of Contacts in Last 30 Days
Total # of Contacts in Last 90 Days
Study Activity: Tracks participant activity related to studies, including study participation, overall study invitations received, and frequency. The following sub-properties are included:
Total # of Study Invites (All Time)
Total # of Study Invites in Last 30 Days
Total # of Study Invites in Last 90 Days
Total # of Study Invites Last Year
Interview Activity: Tracks participant interview history, including the number of interviews participated in and the date of the last interview. The following sub-properties are included:
Last Interview Date
Total # of Interviews (All Time)
Total # of Interviews in Last 30 Days
Total # of Interviews in Last 90 Days
Total # of Interviews Last Year
Incentive Activity: Tracks participant incentive history, including the total amount of incentives paid and the frequency of payments. The following sub-properties are included:
Total Incentives Sent in Past Year
Total Incentives Sent in Calendar Year
Total Incentives Sent (All Time)
Take your research further by creating Custom Properties to capture and track any data points relevant to your users or research.
Continue your learning with the various methods you can use to Import and Update Property Data.
Become an expert on Filters, Segments, Columns, & Saved Views to filter, sort, and organize tables, allowing you to create custom People segments to invite the right Participants to Studies.