💡 Learn how to Set Up Incentives and add funds to Incentive Budgets.
Teammates that share ownership of a Study can send, resend, or cancel incentives for that Study's Participants easily. Export a CSV file of Incentive activity to share and report outside of Rally.
Send Incentives to Participants
After completing research where Participants have been offered an incentive, close the loop by sending incentives to Participants individually or in bulk.
When building a Study, during the Plan section of the Study builder, remember to include the incentive component and specify the amount you will pay to your Participants. Check the amount carefully to ensure accuracy before contacting Participants.
Once the scheduled interview is complete, the Participant Status will automatically change to "Incentive Not Sent".
From the Study Overview, under the Participants section in the sidepanel, select 'Done' to view Participants who have completed the required activity.
Participants who have completed the qualifying activity may have a Participant Status of "Survey Completed", "Test Completed", or "Interview Completed".
Survey Completed
Test Completed
Interview Completed
To send incentives, select one or more Participants using the checkboxes.
Select 'Actions' and 'Send Incentives'.
Choose the desired amount for the incentives and select 'Next'.
Include an email thanking Participants for their participation, which also includes the incentive amount and button with a unique link to claim their incentive.
Carefully review the email for accuracy, and optionally select 'Preview Email'.
Select 'Send to # Participant(s)' to send the incentive email.
Once incentives are sent, the Participant Status will automatically update to "Incentive Sent", and your task is complete!
Resend or Cancel Unclaimed Incentives
Send a reminder email to Participants who haven't claimed their incentives, or cancel unclaimed incentives.
Resend Unclaimed Incentives
Send a reminder email to Participants who haven't claimed their incentives.
Navigate to the Incentives page in Rally.
Select the 'Recipients' tab.
Search or filter for Participant(s) with "Unclaimed" Incentive Status.
Resend unclaimed incentives individually or in bulk.
Individually:
Hover over a person's name, select the three dots ... and select 'Resend Incentive'.
In bulk:
Select the checkboxes next to each person, and then select the 'Resend Incentives' button at the top of the table.
In the popup, select 'Resend Incentive(s)' to confirm.
Cancel Unclaimed Incentives
If you've already sent reminder emails and Participants still haven't claimed their incentives after an extended period of time defined by your organization, such as 1 year, and you don't plan to resend them, you can reclaim them by canceling them. The funds from canceled incentives will be returned to your budget. You can also cancel incentives that were mistakenly sent by accident.
🚨 If a Participant has already claimed their incentive, it cannot be canceled.
Cancel Unclaimed Incentives in Bulk
Navigate to the Incentives page in Rally.
Select the 'Recipients' tab.
Search or filter for Participant(s) with "Unclaimed" Incentive Status.
Add another filter for the incentive sent at date you will be canceling, such as:
"Incentive Sent At" is before "One year ago".
"Incentive Sent At" is before "Custom" and use the calendar to set a past date.
Select the relevant Participant(s) using the checkboxes.
You cannot cancel incentives for all rows but can select multiple simultaneously by making your first selection and then holding the shift key when making your last selection.
At the top of the table, select the 'Cancel Incentive(s)' button.
In the popup, select 'Cancel Incentives' again to confirm.
The canceled funds will be immediately returned to your budget.
Cancel Unclaimed Incentive for an Individual Participant
Select the three dots ... next to a person's name and select 'Cancel Incentive'.
In the popup, select 'Cancel Incentives' again to confirm.
The canceled funds will be immediately returned to your budget.
Export a CSV File of Incentive Activity
Navigate to the 'Incentives' tab in Rally.
Select the 'Recipients' tab at the top.
Customize your download using filters and columns to show the desired data.
There are many ways to filter the table depending on the data you're seeking. You may wish to filter by:
"Incentive Status" is "Claimed"
"Incentive Sent At" is within "the past month"
"Incentive Study" is "[Study Name]"
Select the Participants you wish to include in the download using the checkboxes, or select the top checkbox to select all Participants included in your filters.
Select the 'Export' button at the top and select 'Export' in the pop-up window to download the CSV file report to upload into GSheets or Excel as a spreadsheet.
Save the file to your computer, editing the name if desired to easily distinguish.
View Incentives Per Incentive Budget
View all incentives sent per each Incentive Budget to track funds and usage or follow up.
Navigate to the 'Incentives' tab in Rally.
By default, the 'Budgets' tab at the top is selected.
Select the name of the Budget you wish to view to open it.
From the Budget page, you can follow the steps in the sections above to resend incentives or export an incentive report.
Incentives FAQ
ℹ️ After a Study is closed, can Participants still claim incentives that were sent?
Yes! If incentive emails were sent to Participants within a Study before the Study Status was updated to Closed (or Closed and then Archived), they will still be able to claim the incentive from the unique incentive email.
You can also resend unclaimed incentives or cancel unclaimed incentives after a set time period.