Every person added to Rally is assigned a Participant Profile, which consists of various views that provide an overview of the individual.

Overview

View high-level summary of the Participant, including their name, email, opt-out status, last contact date, Panel membership, Studies they are involved in, and incentives sent.

Properties

View all Property values associated with the Participant and edit any of the Properties.

Studies

View all Studies this Participant has been involved in, including links to the Study, the team, the Study status, and the Participant's status within the Study.

Screener Submissions

View all the past Screener data submitted by the Participant and view the associated Study.

Consent Submissions

View all the consent forms submitted by the Participant, including links to download signed consent forms, information about the Study or Panel from which they originated, and the submission date.

History

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

Governance

This view provides a snapshot of the participant's governance status. This includes the contact status and its update date, a history of contact status changes, opt-out status, cooldown expiration, and any override data, if applicable. You can also add someone to the blocklist here.