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Create an Interview Study

Learn how to build an Interview Study in Rally.

Sophie avatar
Written by Sophie
Updated this week

There are 6 key steps to complete when setting up an Interview Study, detailed below.

Create new Studies much faster and more reliably by setting up custom Email Templates and Question Templates (used in screeners and surveys) that can be leveraged by your team. This saves you significant time and allows you to ensure the right questions are being asked, pre-define mapping between questions and custom Properties to automatically enrich Participant Profiles, and use professional, consistent, approved communication in all email outreach.

After completing all Study setup steps, you can either:

  • Publish it to an Active status to proceed with the next steps to add and invite Participants and begin research.

  • Save and exit to keep it in a Draft state to return later.

Learn more about Study Statuses.

Create an Interview Study

  1. Navigate to the Studies page and select '+ New Study'.

  2. Enter a Study Name.

  3. Recruitment defaults to In-house (recruit Participants from your own database in Rally).

  4. Select the Study Type 'Interviews'.

  5. Select 'Continue' to open the Study Builder.

Plan

Start by setting up the key details of your Study.

  1. Study Name: Give your study a clear and descriptive name to easily identify it in your workspace.

  2. Study External Name (optional): If you have an external name for your Study, you can add it here. The external Study name is what Participants will see.

  3. Research Goal (optional; internal): Define the specific goal or objective of your research study to guide your team.

  4. Research Plan (optional; internal): Provide additional details about your research plan, such as methodology or target audience.

  5. Study Type: Confirm the Study type is 'Interview' before proceeding.

  6. Participant Limit: Set a maximum number of Participants for your Study or choose to allow unlimited Participants for continuous research.

  7. Consent (optional): You can add a consent form to ensure Participants understand and agree to Participate in your Study. You can also choose the type of consent form and its placement within the signup process.

  8. Incentive (optional): Specify the amount or reward you will provide to Participants for their participation.

    • Users can 'Add Funds' to the selected Incentive Budget here, or wait to add funds before sending incentives later. This may require manager approval.

    • Learn how to set up, send, and manage Incentives.

  9. Branding: Personalize your Study with your company's logo and brand colors to create a cohesive experience.

    • Set up and manage Brands for your workspace.

  10. Language (optional): Select from the options to translate your Study into another language. Currently, each Study can only have 1 language set; for example, choosing Spanish will not show an English option for users.

    • Note: Web pages and automated emails will be translated by Rally to your selected language, but any customizable elements that your team creates or includes (such as custom screener and survey questions or question templates, custom emails or email templates, and consent forms) will not be automatically translated by Rally and should be prepared in advance by your team.

Screener

Ask the right questions to keep your Participants engaged and gather the best feedback.

  1. Survey tool: Select your preferred survey tool. Rally's native survey tool is recommended for seamless integration with Properties and automated follow-ups, but you can also choose from our Survey integrations with Qualtrics, SurveyMonkey, Typeform, or UserTesting.

  2. Qualification: Choose your preferred qualification method to streamline the workflow for qualified Participants:

    • Complete screener without being disqualified: With this option, Participants who complete the screener without encountering any auto-disqualifying answers will automatically qualify for the study.

    • Have a qualifying answer to specific questions: With this option, you can set specific questions in the screener that will automatically qualify Participants based on their answers.

  3. Immediate scheduling (optional): Allow qualified Participants to book interviews after completing the screener, without waiting for you to follow up.

  4. Build Screener: Create your screener by adding questions and implementing conditional logic to tailor the screening process. Select '+ Add Question' and either:

    • 'Create New Question'

      • Learn how to create new questions, map questions/responses to Properties, and optionally save them as new Question Templates as you go.

    • 'Add From Question Templates'

      • We recommend creating custom Question Templates in advance to allow your team to quickly and easily build quality screeners.

  5. Screener endings: Customize messages for Participants based on their qualification status.

    • Standard: A general message that Participants see after they submit the screener.

      • Example: "Thank you for taking the time to fill out the screener survey. If you match our criteria, you will receive an email from us."

    • Qualified: A message that Participants see after they submit the screener with auto-qualifying answers.

      • Example: "Thank you for choosing to participate. We think you'd be an awesome fit for our study, and we will reach out to you when there are opportunities for you to participate in."

    • Disqualified: A message that Participants see after they submit the screener with auto-disqualifying answers.

      • Example: "Thank you for taking the time to fill out the survey."

💡 Screeners cannot be submitted twice by a Participant for the same Study. This avoids overwriting original responses or any Participants attempting to bypass a disqualification with an additional submission attempt.

Scheduling

Set your calendar event details and manage availability for your team with Rally's robust Scheduler - please visit the full article for complete steps and additional information.

  1. Event Setup: Choose your preferred calendar app, customize the event name, description, duration, and location (eg. Zoom, Google Meet, or Microsoft Teams). You must select either Zoom, Google Meet, or Microsoft Teams as the interview Location to enable Observer Rooms in a later step.

  2. Assignment: Select the Scheduling Type (Standard 1:1, Collective, or Round Robin). Add Interviewer(s) to ensure their availability is considered during interview scheduling. Optionally, add Guests to include as attendees on all bookings.

  3. Availability: Set specific time slots when interviews can be scheduled based on team availability.

  4. Limit: Include buffer times and additional parameters to fine-tune the scheduling process.

  5. Advanced: Customize the Participant's view after booking an interview or when the interview limit is reached and your Study is fully booked.

  6. Observer Room (optional): Enable a virtual Observer Room for scheduled interviews to invite teammates and stakeholders to livestream user interviews without intimidating or distracting the participant. Observer Room links are automatically generated and included in a separate calendar invite to observers. This feature can also be used to record interviews without inviting observers.

💡 Visit Rally Scheduler for complete steps and additional important information.

Emails

Preparing your emails upfront saves you time and keeps your messaging consistent. You can always return to edit them later or edit them when sending. We highly recommend setting up custom Email Templates for your team in advance to save significant time and ensure professional, consistent, approved communication is used in all email outreach. Email Templates can be selected when reviewing and editing messages during the Email setup step.

  1. Core Messages:

    1. Interview Screener: Send an invitation to potential Participants to participate in your Study by taking the screener. Not included for Studies without screeners.

    2. Interview Scheduler: Invite Participants to book an interview using the Study scheduler.

    3. Interview Request Reschedule: Ask Participants to reschedule an interview by returning to the scheduler.

    4. Incentive: Thank Participants for taking part in the Study and send them an incentive via Tremendous. Confirm the incentive amount before saving. Not included for Studies without incentives enabled.

  2. Automated Messages:

    1. Interview Confirmation: Automatically confirm the interview details to the Participant after successful scheduling. Includes links to cancel or reschedule.

    2. Interview Reminder: Schedule reminders to Participants to ensure they don't miss their upcoming interviews. Includes links to cancel or reschedule.

    3. Interview Cancellation: Inform Participants if their interview was canceled.

Edit and Preview Outreach Emails

Select the pencil icon next to each email to customize and carefully preview each one.

💡 Visit Email Templates for complete steps and additional important information.

  1. Select Template: Select from pre-made Email Templates for consistency.

  2. Layout: Select Plain Text or choose Branded for more professional outreach.

  3. Subject: Edit the email subject as needed. Optionally, include Personalization Tokens to auto-populate such as Participant's First Names.

  4. Body: Edit the email body as needed (less relevant for Email Templates). Optionally, further customize formatting and add Personalization Tokens to auto-include relevant information, such as Study Name or Incentive Amount.

  5. Include Unsubscribe Link: Include a link at the bottom of your emails allowing recipients to stay unsubscribed. It will help you stay compliant with local spam laws and improve deliverability. Unsubscribe links are required for branded emails.

  6. Send Test: Optionally, send yourself a test email.

  7. + Save As New Template: Save any new email you create as an Email Template for later reuse.

  8. Done: Select Done to close the editor.

Share

Choose how you'll recruit Participants and share your Study.

  1. Select Recruitment Channels:

    1. Send Emails: Emails are always enabled.

    2. Share a Public Link: Toggle on 'Share a Public Link’ if you’d like to invite Participants via a share link.

  2. Recruitment Preferences:

    1. Welcome Page: Create a custom Welcome Page for Participants by selecting 'Edit Page'. Check the corresponding boxes to decide whether the welcome page will be shown to Participants invited via Email or Share Link, or neither.

    2. Contact Information: Confirm which information will be required from Participants when they sign up.

      1. First Name & Last Name: This setting is enabled by default and requires a person to enter their first name & last name to join this Study. Optionally, disable this setting for Participants invited via Email.

      2. Email Address: This setting is enabled by default as an email address is required to join a Study. Decide whether to allow 'Personal or work emails' or 'Work emails only'. This defaults to 'Personal or work emails'.

Review

Confirm everything is correct or add any missing info to ensure your Study is complete.

  1. Review the components of your Study: Rally will check for any known errors or missing details in your Study setup for you to make necessary edits. Preview your entire Study from the Participant's perspective to ensure a seamless experience.

  2. Select 'Create Study' in the top right to launch the Study and get started!

    • If you're not ready to Publish it, select 'Save & Exit' to save it in a Draft state to return later.

Next, add Participants to your Study before sending email invitations or sharing links.

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