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People, Panelists, Participants

Learn the difference between People, Panelists, and Participants.

Sophie avatar
Written by Sophie
Updated over 6 months ago

People

Everyone you added to Rally lives on the People page. People can be added to Rally manually, uploaded via CSV, synced through our Salesforce or Snowflake integrations, and voluntarily through a Study screener or Panel sign-up page. Once a person is added to Rally, they're automatically given a Participant Profile that provides a comprehensive overview of all information, submissions, or interactions related to them.

Panelists

A person added to a Panel becomes a Panelist. People can join a Panel via a Panel sign-up page, or you can manually assign them to a Panel via the People page.

Participants

A person who participates in a Study is a Participant. Participants can be added to a Study via the People page, a Panelist page, or a Study screener.

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