Every person added to Rally is assigned a Person Profile, which consists of various views that provide a complete overview of the individual. This information is continuously updated automatically with every new interaction, manual data import or update or automatic sync, and research participation, and includes editable fields and clickable links depending on your role permissions.

View Person Profiles

Access a person's Person Profile from any table they're listed in (such as your People database or a specific Study or Panel) by clicking on their name to open it.

Select from the various tabs to view data, and learn more about each tab in the sections below.

Participant Header

Depending on your role permissions, available actions from the header of a Person Profile may include:

• Editing first and last name

• Editing primary email or adding and managing secondary emails

• Selecting the contact status pill to update their email or SMS opt-out status, or add them to the blocklist

Managing multiple emails

You can assign multiple email addresses to a single Person Profile, keeping participation history consolidated and making it easier to reach participants across different contact methods.

To manage emails, select the participant's email on the Overview tab. From there, edit their primary email or select + New Email to add a secondary email. Select the ... next to any secondary email to Mark as Primary or Delete it.

Overview

View a high-level summary of the Participant, including their participant rating, show rate, upcoming interviews, active Studies they are involved in, and populations they are included in.

Properties

View and edit all Property values associated with a participant, organized by Property Group. You can expand each Property Group to drill into individual properties, including adding values for properties that haven’t yet been captured for that participant.

• Learn more about Properties.

Governance

This view provides a chronological activity log of governance status changes for the participant. Each entry shows when a status was updated, what it changed to, whether the change was applied automatically by a rule or manually by a user, and any associated reasons.

• Learn more about Governance.

Notes

The Notes tab lets you add internal notes about a participant and see notes added by other team members.

Studies

View all studies the participant has been involved in, including the study owner and the participant’s status in each study. Hover over a study to see additional details and quickly navigate directly to the study.

• Learn more about Studies.

Screener Submissions

View all the past Screener data submitted by the Participant, the associated Study name and the Submitted At date/time. Select 'View Responses' to open their responses for any screener without leaving the page, or select the name of a Study to open it in a new tab.

• Learn more about Screeners.

Consent Submissions

View all consent forms submitted by the participant, including the date and time it was submitted. Hover over a consent form to see the associated study or open the submission.

To download a signed consent form, hover over the relevant consent form and select View submission to open it in a new tab. From your browser toolbar, select File > Print (or press Command + P on Mac), set the destination to Save as PDF, and save the file to your device.

• Learn more about Consent Forms.

Incentives

View a complete history of a participant’s sent and pending incentives, including the date and time sent, claim status, and total incentives earned. Hover over an incentive to resend or cancel it.