Every person added to Rally is assigned a Participant 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.

Access a person's Participant 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.

View a high-level summary of the Participant, including their name, email(s), opt-out status, last contact date, Panel membership, Studies they are involved in, contact status, import source, and incentives sent. Add notes about this Participant.

Depending on your role permissions, some available actions from the Overview tab of a Participant Profile may include but are not limited to:

Streamline Participant outreach by managing multiple email addresses in one profile.

✨ Assign primary and secondary email addresses to one Participant Profile so that screener and survey responses are automatically mapped to the same Participant.

✨Improve communication and reduce no-shows with the ability to contact Participants through their professional or personal emails.

✨Retain historical participation data by adding the Participant’s new email address to their existing profile.

✨Automatically CC secondary emails when sending out a bulk email from Rally. Note: Automatically CC'ing secondary emails when sending bulk emails a workspace-wide setting and is off by default. Contact Rally to enable this feature for your workspace.

Note: If an email doesn’t exist in your Rally database yet when a Participant interacts with Rally (such as through submitting screener or survey responses from a different email than the one in your database), a new Participant Profile will be created.

On the Overview or Properties tabs of a Participant Profile, select the 'Edit' button next to their email to make changes. Here, you can edit their existing primary email or select '+ New Email' to add additional email addresses (all additional emails are considered "secondary" emails). Select the three dots ... next to any secondary email to select 'Mark as Primary' making this the primary contact method for this Participant, or select 'Delete' to remove any secondary emails.

View and edit all Property values associated with the Participant, including adding values for Properties not yet captured or included for a Participant.

View all Studies this Participant has been involved in (including links to the Study, the Study creation date/time, and their invited to Study date/time), the team, the Study status, and their Participant Status within the Study.

View all the past Screener data submitted by the Participant, the associated Study or Panel name, whether the submission came from a Study or Panel, 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 or Panel to open it in a new tab. For Panel screener submissions, you can also see which signup page they used where relevant.

View all the consent forms submitted by the Participant, including links to download signed consent forms, links to the Study or Panel from which they originated, and the submission date/time.
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Easily download any signed consent form from a person's Participant Profile.

View a comprehensive overview of the Participant's outreach, Study invitations, interviews, unmoderated test participation, survey participation, and incentive history. This shows the most recent occurrence of each of these touchpoints and provides a timeline of touchpoint volume over time.

This view provides a snapshot of the Participant's governance status. This includes their contact status and its update date, opt-out status, cooldown expiration, a history of contact status changes, any manual contact override data if applicable, and system checks. You can also add someone to the blocklist here. See when a person's cooldown expires from the Governance tab in their Participant Profile.

Under the Governance Activity section, select the different tabs to view Status Changes, Overrides, and System Checks.