After publishing a Study, decide how you want to add people into a Study before sending email invitations or using Share Links to invite Participants through other channels. This step is crucial to ensuring your Study includes the most relevant Participants for the research being done.
Add Participants Via Your Rally CRM
After publishing your study, you will be redirected to the Study Overview page.
On the Study Overview page, select the 'Add People' button. This will give you access to your workspace's CRM, where you can manage Study Participants.
Use Filters to ensure you have the right audience for your Study. These filters allow you to narrow down Participants based on demographics, past participation, or other custom properties.
Review the filtered list of Participants to ensure they match your desired audience for the Study. This step is essential to make sure you are inviting the right Participants for your research. You can also filter by any Segments you've created.
Next, select the Participants you want to add to the Study. You can do this by checking the corresponding checkboxes next to their names.
If you want to add a specific number of Participants randomly, you can use the 'Select' option and input the desired sample size.
Once you have made your selections, select the 'Add Selected (#)' button to add them to your Study. After adding the Participants, they will be eligible to receive Study invitations based on your Study settings.
Add Participants Via CSV Import
Prepare and format your CSV file for import using our best practices.
After publishing your Study, you will be redirected to the Study Overview page.
On the Study Overview page, select the 'Add People' button from the center of the page or the top right corner.
In the popup, select 'Import People' from the top right corner.
Select the 'Upload list of people' button.
Select the plus sign button or drag and drop the CSV file into the designated area.
Review the data presented and select 'Next' to proceed.
Map your CSV columns to the corresponding Participant Properties in Rally.
Select 'Next' to review and fix any potential errors or mismatches.
Once everything is reviewed and confirmed, select 'Import' to add the Participants to your Study.
Once the import begins processing, you can safely close the window while Rally continues processing your upload in the background.
Check the upload status of your new import or review historical imports from Imports.
Add Participants Manually
After publishing your Study, you will be redirected to the Study Overview page.
Select the 'Add People' button from the center of the page or the top right corner.
In the popup, select '+ New Person' from the top right to create a new person to add to this Study.
Fill out the Participant's email, first name, and last name. You can also add other Property values if desired if you have them.
Once you are done, save the Participant's information by selecting 'Add To Study' or save and add another Participant by selecting 'Create and Add Another'.
💡 After adding Participants, Invite Participants to a Study with email invitations or share links.