Skip to main content
All CollectionsIncentives
Set Up and Fund Incentive Budgets
Set Up and Fund Incentive Budgets

Add and manage incentive budgets, and add payment methods and funds to easily fulfill incentives right in Rally.

Sophie avatar
Written by Sophie
Updated this week

Rally is integrated with Tremendous, offering a global, flexible, scalable incentive system for research studies. Utilizing Tremendous provides various benefits, including:

  • International Participant Support: Tremendous allows you to send incentives to participants in 200+ countries worldwide, ensuring they receive incentives in their local currency.

  • Diverse Incentive Options: With Tremendous, you can select the desired incentive amount to send, and give participants the flexibility to choose from over 2000 options, including gift cards, prepaid cards, and charitable donations.

Note: While Tremendous supports 200+ countries, covering most use cases, some countries may be unavailable for Tremendous incentives and could require alternative incentive fulfillment methods. Visit the Tremendous Catalog for a full list of countries.

🚨 Managing Billing and Incentive Budgets requires a Super Admin role type.

Rally's Tremendous integration streamlines your workflow by allowing your team to set up, fund, and send incentives to Participants in one place - all without ever leaving Rally. When getting started with incentives and budgets, we suggest following this order of operations, detailed fully in this article, for the quickest and easiest setup.

  1. Set Up Incentive Budgets

  2. Add Funding Methods for Incentives

  3. Add Funds to Incentive Budgets

  4. Manage Incentive Budgets

    1. Transfer Funds

    2. Rename Budget

    3. Archive Budget

Later, learn how to Manage Incentives to send, resend, or cancel incentives for Participants right in Rally, or download an Incentive Report to track.

Set Up Incentive Budgets

Get started with Incentives by setting up Incentive 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, a Super Admin can create and manage additional Incentive Budgets to keep funds separate and allow for easier tracking and reporting.

  1. In the top right corner of Rally, select your user icon and select 'Settings'.

  2. From the sidebar, select 'Incentive Budgets'.

  3. Every Rally Workspace includes a default budget named "Workspace Budget."

  4. To create a new budget, select '+ Add Budget' in the top right.

  5. Enter a name for the new budget and select 'Create Budget'.

Add Funding Methods for Incentives

Review the two options to decide the best method for adding funds for Incentives in Rally. We suggest setting these up in advance so your team is ready to go when it's time to fulfill incentives for Participants.

  1. Add Credit Card(s) to Fund Incentive Budgets

    • Using a credit card allows you to add funds instantaneously at any time, but each transaction to add funds will incur a 3% processing fee from Stripe.

    • If you choose to use a credit card to fund incentives, begin by adding a credit card using the steps below and then Add Incentive Funds via Credit Card.

  2. Add Incentive Funds via ACH Invoice

    • 💡 We recommend this option. Most customers opt to remove the overhead while also avoiding the 3% processing fee required for credit cards by requesting an invoice for incentives every quarter, adding $5-15k or more at a time to cover incentives for longer. This simplifies the process by allowing your team to plan ahead to determine, request, and get approval for budget amounts, and limits the number of invoices and people involved.

Add Credit Card(s) to Fund Incentive Budgets

  1. In the top right corner of Rally, select your user icon and select 'Settings'.

  2. From the sidebar, select 'Billing'.

  3. In "Add New Card", enter all required details for the credit card you'd like to use to add money to your Incentive fund(s):

    1. Full name of the cardholder

    2. Credit card number

    3. Expiration Date (MM/YY)

    4. CVC

  4. Confirm all details are correct and select 'Save'.

  5. After adding a credit card, follow the steps to add funds.

🚨 Funding your incentives with a credit card adds a 3% processing fee. To avoid the 3% fee, easily fund your incentives via ACH transfer below instead.

Add Funds to Incentive Budgets

Add Incentive Funds via Credit Card

💡 Funding incentives with a credit card adds a 3% processing fee. Avoid this fee by funding your incentives via ACH transfer using the steps in the next section.

  1. Navigate to the 'Incentives' tab in Rally and select 'Add funds'.

    • If you have not yet added a credit card, you'll be redirected to the Billing section of your Workspace Settings to complete this step first.

  2. Select the budget to add funds to.

  3. Select the payment method/preferred credit card.

  4. Enter the amount to add to the budget.

  5. Select 'Confirm and Add Funds'.

Receipts for credit card charges will be emailed from Stripe to the person who added the funds to Rally. If you need an additional copy of these receipts, please contact us. Most customers instead opt to remove the overhead while also avoiding the 3% processing fee by requesting an invoice for incentives every quarter, adding $5-10k or more at a time to cover incentives for a longer period of time.

Add Incentive Funds via ACH Invoice

💡 Most customers opt to use ACH Invoice to remove the overhead while also avoiding the 3% processing fee required for credit cards by requesting an invoice for incentives every quarter, adding $5-15k or more at a time to cover incentives for longer. This simplifies the process by allowing your team to plan ahead to determine, request, and get approval for budget amounts, and limits the number of invoices and people involved.

  1. Contact Rally Support using the support widget in the bottom right corner of Rally to request to add Incentive funds via ACH Invoice, specifying the amount you would like to add and which Workspace Budget to add them to.

    • Invoicing is only done in USD. Please specify the dollar amount in USD.

  2. The Rally team will issue the invoice based on the provided details.

  3. Once the invoice is generated, proceed with the payment.

  4. After the invoice is paid, the corresponding balance will be added to your Rally workspace, ready to be used!

💡 Funds will be added to your workspace after invoice payment. It may take 1-4 weeks depending on how quickly your finance team processes the request.

Manage Incentive Budgets

  1. In the top right corner of Rally, select your user icon and select 'Settings'.

  2. From the sidebar, select 'Incentive Budgets'.

  3. On the right side of a budget, select the three dots ... to take the following actions, which are explained more in the following sections:

    • Transfer Funds

    • Add Funds

    • Rename Budget

    • Archive Budget

Transfer Funds

Transfer funds between budgets (only available when there are 2 or more budgets).

  1. Select the three dots ... to the right of the budget you wish to transfer funds INTO.

  2. Select 'Transfer Funds'.

  3. In the popup, select the budget you wish to use as the source to transfer funds OUT of.

  4. Enter the amount of funds to be transferred and carefully review your selections to ensure everything is correct.

  5. Select 'Transfer Funds' to instantly transfer and see the changes applied.

Add Funds

Add funds to any budget via a credit card on file, or add funds via ACH Invoice by contacting Rally Support.

Rename Budget

Change the name of a budget. "Workspace Budget" cannot be changed.

  1. Select the three dots ... to the right of the budget.

  2. Select 'Rename Budget'.

  3. In the popup, enter the new name for the budget.

  4. Select 'Update Name' to confirm.

Archive Budget

Hide a budget that is no longer in use. Archived budgets will be hidden but kept around for historical accounting purposes. Budgets with funds cannot be archived without first being depleted to a balance of 0. To archive a budget, withdraw all funds or transfer any remaining funds to another budget first.

  1. Select the three dots ... to the right of the budget you wish to archive.

  2. Select 'Archive Budget'.

  3. In the popup, select 'Archive Budget' to discontinue access to this budget.

Keep the learning going! Next, learn how to Manage Incentives to send, resend, or cancel incentives for Participants right in Rally, or download an Incentive Report to track.

Tremendous Incentive Supported Countries

For a complete and up-to-date list of all 200+ countries supported by Tremendous for incentive fulfillment through Rally, and a list of all 2000+ available incentive options (options vary by country), please visit the Tremendous Catalog. Below is a list of known supported countries.

  • Albania

  • Algeria

  • American Samoa

  • Andorra

  • Angola

  • Anguilla

  • Antarctica

  • Antigua and Barbuda

  • Argentina

  • Armenia

  • Aruba

  • Ascension Island

  • Australia

  • Austria

  • Azerbaijan

  • Bahamas

  • Bahrain

  • Bangladesh

  • Barbados

  • Belgium

  • Belize

  • Benin

  • Bermuda

  • Bhutan

  • Bolivia

  • Bosnia and Herzegovina

  • Botswana

  • Bouvet Island

  • Brazil

  • British Indian Ocean Territory

  • British Virgin Islands

  • Brunei Darussalam

  • Bulgaria

  • Burkina Faso

  • Burundi

  • Cambodia

  • Cameroon

  • Canada

  • Cape Verde

  • Cayman Islands

  • Chad

  • Chile

  • Christmas Island

  • Cocos (Keeling) Islands

  • Colombia

  • Comoros

  • Congo

  • Cook Islands

  • Costa Rica

  • Cote d'Ivoire

  • Croatia

  • Cyprus

  • Czech Republic

  • Denmark

  • Djibouti

  • Dominica

  • Dominican Republic

  • East Timor

  • Ecuador

  • Egypt

  • El Salvador

  • Equatorial Guinea

  • Eritrea

  • Estonia

  • Eswatini

  • Falkland Islands (Malvinas)

  • Faroe Islands

  • Fiji

  • Finland

  • France

  • French Guiana

  • French Polynesia

  • French Southern Territories

  • Gabon

  • Gambia

  • Georgia

  • Germany

  • Ghana

  • Gibraltar

  • Greece

  • Greenland

  • Grenada

  • Guadeloupe

  • Guam

  • Guatemala

  • Guernsey

  • Guinea

  • Guinea-Bissau

  • Guyana

  • Haiti

  • Heard Island and McDonald Islands

  • Honduras

  • Hungary

  • Iceland

  • Ireland

  • Isle of Man

  • Israel

  • Italy

  • Jamaica

  • Japan

  • Jersey

  • Jordan

  • Kazakhstan

  • Kenya

  • Kiribati

  • Kuwait

  • Kyrgyzstan

  • Laos

  • Latvia

  • Lesotho

  • Liberia

  • Liechtenstein

  • Lithuania

  • Luxembourg

  • Macao

  • Madagascar

  • Malawi

  • Maldives

  • Malta

  • Marshall Islands

  • Martinique

  • Mauritania

  • Mauritius

  • Mayotte

  • Mexico

  • Micronesia

  • Moldova

  • Monaco

  • Mongolia

  • Montenegro

  • Montserrat

  • Morocco

  • Mozambique

  • Namibia

  • Nauru

  • Nepal

  • Netherlands

  • Netherlands Antilles

  • New Caledonia

  • New Zealand

  • Niger

  • Nigeria

  • Niue

  • Norfolk Island

  • North Macedonia

  • Northern Mariana Islands

  • Norway

  • Oman

  • Pakistan

  • Palau

  • Palestine

  • Panama

  • Paraguay

  • Peru

  • Pitcairn

  • Poland

  • Portugal

  • Puerto Rico

  • Qatar

  • Reunion

  • Romania

  • Rwanda

  • Saint Helena

  • Saint Kitts and Nevis

  • Saint Lucia

  • Saint Pierre and Miquelon

  • Saint Vincent and the Grenadines

  • Samoa

  • San Marino

  • Sao Tome and Principe

  • Saudi Arabia

  • Senegal

  • Serbia

  • Seychelles

  • Sierra Leone

  • Singapore

  • Slovakia

  • Slovenia

  • Solomon Islands

  • South Africa

  • South Georgia and the South Sandwich Islands

  • South Korea

  • Spain

  • Sri Lanka

  • Suriname

  • Svalbard and Jan Mayen

  • Sweden

  • Switzerland

  • Taiwan

  • Tajikistan

  • Tanzania

  • Togo

  • Tokelau

  • Tonga

  • Trinidad and Tobago

  • Tunisia

  • Turkey

  • Turkmenistan

  • Turks and Caicos Islands

  • Tuvalu

  • United Arab Emirates

  • United Kingdom

  • United States

  • United States Minor Outlying Islands

  • Uruguay

  • US Virgin Islands

  • Uzbekistan

  • Vatican City

  • Vietnam

  • Wallis and Futuna

  • Western Sahara

  • Zambia

Related Articles
Billing
Create an Interview Study
Create an Unmoderated Test Study
Send and Manage Incentives
Manage Studies
Did this answer your question?