A Panel (or Population) in Rally is a powerful tool that allows you to build a database of Participants who have voluntarily opted in to participate in future research Studies. Different types of Panels can be created in Rally depending on the specific needs and goals of the organization.
Some organizations, like GitLab, use Panels for Participants who are difficult to recruit.
Types of Panels
There are two main types of Panels commonly used by our customers. Let's explore some examples from GitLab:
Short-term/temporary: The GitLab UX Research Growth team, for instance, builds Panels of Participants who have used GitLab for less than three months. These Panels have a specific time frame requirement and become obsolete after the designated period. They are often used for purposeful recruiting of specific types of users.
Evergreen Panels: On the other hand, GitLab has an ongoing Panel that is their largest and continuous Panel. Participants sign up with a general interest in participating in any research at GitLab. Recruiting for evergreen panels can be more broad and less targeted compared to short-term panels.
Other Panel types include automatically populated Panels where the entire user base is considered part of the Panel, as well as Panels that are constantly refreshed and overhauled.
Why Build a Panel?
Building a Panel in Rally offers several advantages and benefits:
Quick access to engaged Participants: Panels allow you to easily access Participants who have already opted in to Participate in research, saving you time and effort in recruitment.
Community building: Panels help create a community of users who are interested in providing feedback and participating in research activities. This fosters a sense of engagement and loyalty among Participants.
Longer-term research Studies: Panels are particularly useful for Studies that have a longer timeline, allowing you to engage with Participants over an extended period.
Access to difficult-to-recruit users: Panels provide access to users who might be challenging to recruit through other means, enabling you to gather insights from a diverse range of Participants.
Study complex behavior or usage: With a Panel, you can study complex user behavior or usage patterns by having a dedicated group of Participants who are familiar with your product or service.
Building Panels in Rally
💡 In the Rally Product, Panels are called Populations. Navigate through the articles below to learn more about building panels in Rally.
CREATE - Build a Panel (Population)
Build dynamic panels of your own users in Rally.
Capture, screen, and qualify new participants. Once submitted, profiles are instantly populated in your panel.
SEGMENT - Set and forget adaptive user segments
Create multiple segments of users within a panel using Rally’s robust filtering and segmentation. Rally automatically adjusts each segment by adding users who meet the criteria, and excluding those who no longer qualify.
ENGAGE - Run a panel refresh survey
After building a Panel in Rally, you may wish to periodically run a Panel refresh Survey to ensure your Panelist data stays fresh and updated or to capture a few new data points on Panelists to enrich your Participant database.