🚨 Managing Billing and Budgets requires an Admin role type.
When getting started with budgets and incentives, we suggest following this order of operations for the quickest and easiest setup.
Set Up Budgets
Get started with incentives or external panel recruitment by setting up budgets within your Rally workspace.
Every Rally Workspace includes a default budget named "Workspace Budget." For companies using Rally to conduct research for different teams or initiatives with separate budgets, an Admin can create and manage additional Budgets to keep funds separate and allow for easier tracking and reporting.
From the sidebar, navigate to Budgets.
To create a new budget, select + New Budget in the top right.
Enter a name for the new budget and select Create.
Add Funding Methods
Review the two options to decide the best method for adding Budget funds to Rally. We suggest setting these up in advance so your team is ready to go when it's time to fulfill incentives or recruit from an external panel.
Add funds instantaneously any time (with 3% processing fee from Stripe).
Add a credit card in the steps below before you Add Funds via Credit Card.
💡 Recommended: Most customers opt to avoid the 3% processing fee by requesting an invoice quarterly, adding $5-15k+ at a time to cover incentives and external panel recruitment for longer. Simplify the process by planning ahead to request and get approval for budget amounts to limit process roadblocks and keep research rolling.
Request an Invoice within Rally to send finance an invoice to add funds.
Add Credit Card
If you have not yet added a credit card to Rally, you'll have the option from the Budgets page to select 'Add Payment Method' which will take you to Billing in Settings.
In the top left corner of Rally, select your workspace name and select Settings.
From the sidebar, select Billing.
In "Add New Card", enter all required details for the credit card you'd like to use to add money to your Budget(s):
Full name of the cardholder
Credit card number
Expiration Date (MM/YY)
CVC
Confirm all details are correct and select Save.
After adding a credit card, follow the steps to add funds.
🚨 Funding your Budgets with a credit card adds a 3% processing fee. To avoid the 3% fee, easily fund your Budgets via ACH transfer below instead.
Add Funds to Budgets
Add funds in advance to have funds ready when it's time send participants incentives or launch external panel recruitment.
Add Funds via Credit Card
💡 Funding budgets with a credit card adds a 3% processing fee. Avoid this fee by funding your budgets via ACH transfer using the steps in the next section.
Navigate to Budgets from the sidebar.
Select the 3 dots ... to the right of a Budget and select Add funds.
Select a credit card on file to use as your payment method.
Enter the amount to add in USD.
Review carefully before selecting Confirm and Add Funds to complete!
Receipts for credit card charges are emailed from Stripe to the person who added the funds to Rally. If you need an additional copy of a receipt, please contact support.
Add Funds via ACH Invoice
Request an Invoice in Rally to send finance an invoice to add funds and track status.
💡 Most customers remove the overhead and avoid the 3% processing fee required for credit cards by requesting an invoice for incentives and external panel recruitment funds quarterly, adding $5-15k + at once to cover a longer period.
Plan ahead to request and get approval for budget amounts to limit process roadblocks and keep research rolling.
💡 Funds will be added to your workspace shortly after the invoice payment is sent to Rally. Check with your finance team for confirmation payment was sent.
Learn more about Budgets and Incentives
Budgets Understand budgets, view all payment activity, and export a .csv file.
Invoices for Budget Funds Request invoices to add funds and track requests.
Manage Budgets Manage budget access, transfer or add funds, or archive.
Incentives Learn more about our flexible incentive options to send thank-yous.
Enable Incentives on a Study Increase response rates by offering rewards.
Send Incentives For in-house participants, including Charity Donation only.