Understand the various elements of each Study Overview page and manage your Studies with various actions, such as adding people, adding teammates to collaborate, sharing links to the study, and more.
Study Overview
Navigate to Studies and select a Study Name to open the Study Overview. This provides a comprehensive look at the core setup details, availability, and progress for a Study. Available options will vary by Study Type (Interview, Survey, or Unmoderated Test).
Sidepanel Navigation
The sidepanel on the left allows you to navigate between different Study elements:
Participants: View and manage all Participants in the Study, or by their progress level and Participant Status.
Not Started
Invited
In Progress
Done
Canceled
Interviews: View and manage all interviews, including Upcoming, Completed, No Showed, or Canceled.
Survey Responses: View survey responses from Participants.
Observer Rooms: View Observer Rooms if they are enabled for this Study.
Incentives: View incentives sent to Participants.
Outbox: View emails sent to Participants in bulk with 'Insights' or individually with 'All Emails'.
Progress
The Progress section shows how close you are to achieving the research goals set for this Study:
# Invited (Participants)
# Interviews Booked
# Interviews Completed
# Surveys Completed
# Tests Completed
Study Details
The Study Details panel on the right shows you the core setup details, and can be opened or closed by selecting the panel icon in the top right:
Status: The Study Status (Draft, Active, Paused, Closed).
Team: Which Teammates are involved.
Type: The Study Type (Interview, Survey, Unmoderated Test).
Dates: The dates for this Study (fixed or rolling date range).
Length: The length of the interview (time in minutes/hours) or survey (# questions).
Limit: The set # of interviews, surveys, or tests required.
Quick Previews: Links to preview the Participant's experience when viewing the scheduler, survey, test, or incentive.
The Follow Up Tasks section shows any actions you need to take, such as viewing survey, screener, or test responses, or sending incentives.
Study Actions
Select the three dots ... in the top right corner to complete the following actions:
Edit Study
Delete Study
Share Links
Share links are located in the top right corner of a Study Overview. The options shown will vary depending on the Study Type and settings.
Select the 'Share' button in the top right corner.
In this section, you will find two types of links:
Invite Link: This link can be shared to recruit anywhere online and allows Participants to sign up and qualify for the Study through a screener.
Scheduling Link: This link invites Participants to directly schedule an interview for the Study, and is only included in Interview type Studies. This link bypasses the screener.
Unmoderated Test Link: This link invites Participants to begin the test for the Study, and is only included in Unmoderated Test type Studies. This link bypasses the screener.
Interview Type Study Share Links
Survey or Unmoderated Test Type Study Share Link
Copy and share the appropriate link with Participants via email, messaging platforms, in-app popups, or any other desired communication channels.
If public links have not been turned on for a Study, you can 'Enable Links' to edit the Study and enable this feature.
Add People
Select the 'Add People' button in the top right corner of a Study Overview to add Participants to your Study. Add people from your Rally CRM, a CSV upload, or manual entry to add relevant Participants to a Study before inviting them. Learn about the various methods for how to Add Participants to a Study.
Outbox
Select 'Outbox' from the left sidepanel to see all emails sent to Participants in a Study. See the total number of emails sent by your team and the total number sent within the context of the study including automated emails, review open rate, click rate, bounce rate, and spam complaint rate. These metrics can be viewed at the Study level at the top of the table, or within the table to see the metrics for each bulk email send.
The number shown next to Outbox in the left sidepanel represents the total number of all emails sent within a Study, including any automated emails such as interview booking or rescheduling confirmation, interview reminder or cancellation, as well as emails your team sent.
Switch between the tabs at the top to view 'Insights' which groups bulk email sending or view 'All Emails' to see every single email that has been sent to Participants in a Study.
In the 'Insights' tab, the Sent # at the top represents the number of emails your team has sent out from the Study. This does not include automated emails.
In the 'All Emails' tab, the count at the bottom of the table represents the total number of emails sent to Participants in the Study. This includes automated emails.
💡 Tip: Visit the 'All Emails' tab in a Study Outbox to investigate any concerns around email sending and delivery. Check the "Email Status" column to confirm email sending success, track sending errors, and use the searchbar to look at all emails sent to a specific Participant.
Select the Email Subject cell for any Participant email to preview the actual email that was sent to that Participant. Use the searchbar to search by Participant name or email to see every email sent to someone, review email content, and check for sending errors.
Email Statuses
Check the "Email Status" column in the Outbox > All Emails tab to see whether your email was sent successfully. As emails are sent, delivered, and interacted with, their statuses will automatically update to the following:
Scheduled
Sending
Send Pending
Sent
Opened
Clicked
Spam Complaint
Canceled
Hard Bounced
Soft Bounced
Error
Note: Soft-bounced emails will update participant status to "Canceled," while hard-bounced emails will update participant status to "Opted Out."
Why are emails in the Study Outbox showing a "Scheduled" Email Status?
While Rally doesn't allow you to schedule emails to be sent later, when you send an immediate email, we schedule/enqueue it for sending. These emails are sent out accounting for your email provider rate limits and Rally’s email providers rate limits. In most cases, these emails are sent out within a few seconds.
When looking in your study Outbox, if an email status is "Scheduled" you should be able to scroll to the right on that table view and see "Email Send Date" as a column for when it's queued to go out. If you're sending low-volume outreach, emails shouldn't be in the "Scheduled" status for more than a few minutes, so please reach out to Rally Support if you experience a longer delay with the email status update.
💡 Optimize your outreach by learning how to Decrease Spam Rate and Improve Email Deliverability. Learn how Rally protects your email-sending reputation and ensures deliverability with Email Health Thresholds.
Add Teammates to a Study
Collaborate on Studies by adding teammates to allow them to take action. A user must be added to a Study as a teammate have the ability to make any changes to a Study, like adding or removing teammates, changing Study settings, sending emails or incentives, and updating the Study status.
Teammates can be added from the Studies page or any specific Study Overview.
From the Studies Page
Navigate to the Studies page.
Locate the relevant Study and hover over the name.
Select 'Actions' and 'Add Teammates'.
Type the teammate's name or email to narrow your results, or select from the list.
Select the add person icon to add them and select 'Update' to apply your changes.
From a Specific Study Overview
Navigate to the Studies page.
Locate the relevant Study and select the Study Name to open the Study Overview.
In the top right, select the three dots ... and select 'Add Teammates'.
Type the teammate's name or email to narrow your results, or select from the list.
Select the add person icon to add them and select 'Update' to apply your changes.
Remove Teammates from a Study
Follow the Add Teammates to a Study steps above, but instead of selecting the add person icon, select the remove person icon next to the relevant teammate to remove. Select 'Update' to apply your changes.
Manage Next Steps
Add Participants to a Study
Add Participants to a Study: Use your Rally CRM, a CSV upload, or manual entry to add relevant Participants to a Study before inviting them.
Invite Participants to a Study
Invite Participants to a Study: Send emails or share links to invite Participants to a Study after adding Participants relevant to your research.
Sending Scheduler or Unmoderated Test emails will bypass the screener, if one is enabled in the study, allowing them to begin the activity immediately without submitting a screener response. Please proceed with caution!
Qualify Participants
Qualify Participants: Automatically qualify or disqualify Participants by using Conditional Logic in Screeners to allow Participants to schedule interviews or begin tests without waiting for you to follow up, or choose to review screener responses and manually qualify or disqualify. Learn what each Screener Status means and where to view them.
Scheduling
Scheduling: Learn everything you need to know about scheduling with Rally. Book, manage, and conduct interviews easily with Rally's robust native Scheduler and configuration features, or manually book interviews as needed. Learn about each scheduling status and actions to take, as well as schedule conflicts or overrides.
Send Incentives
Send Incentives: Add funds to budgets, send Participants incentives directly from Rally through our Tremendous integration, send reminders for unclaimed incentives, and more.
Study Statuses
Study Statuses: Determine when Studies are accessible to Participants and manage your team's research plans and priorities. Close Studies to disable scheduling or Archive Studies after all research and follow-up tasks are complete.
Export Data
Export Data: Learn how to export data from various Rally tables to create or add to spreadsheets/workbooks. This can be useful for reporting to stakeholders, cross-functionally collaborating teams, or reporting on research progress and success.
Remove Participants from a Study
If you wish to remove Participants from a Study, this can be done individually or in bulk. Upon removal, these Participants will no longer be able to take actions related to this Study such as scheduling time to meet, and any data collected from the Participants will be deleted, such as screener submissions.
🚨 We recommend exercising extreme caution and using the Remove Participants feature sparingly to avoid accidentally losing valuable Participant data.
Navigate to the Studies page.
Locate the relevant Study and select the Study Name to open the Study Overview.
Select 'Participants' from the sidepanel.
Remove Participants from the Study individually or in bulk.
Individually:
Hover over a Participant's name, select the three dots ... and select 'Remove From Study'.
In bulk:
Select the checkboxes next to each Participant you wish to remove from the Study, select the three dots ... at the top of the table, and select 'Remove From Study'.
💡 If you accidentally remove Participants from a Study after capturing data from them and wish to re-add them to the Study with their original submissions preserved, please contact Rally with all relevant details so that we can restore the Participants to the Study with their data preserved.
Send Manual Reminder Emails
Rally sends automated reminder emails to Participants in Interview Studies before their interview. The timing of these reminders is set during the Email step of Study setup. You can easily send "manual" reminder emails to Participants in a Study to encourage engagement, such as inviting them again to participate if they have not engaged yet.
Within your Study, select 'Invited' from the left sidepanel to see Participants that have been invited but have not yet began. Select the Participants you wish to email using the checkboxes, or select the checkbox at the top to select all. You can filter by Participant Status if needed to only select those with the Participation Status of "Study Invite Sent". Next, select the 'Compose email' button at the top and select from the available options depending on the Study type. Choose Survey, Scheduler, or Test to send the same invite email from your study setup and complete the rest of the prompts to send the email.
You can also choose 'Custom email' to draft a custom email with different language. Note that the custom email will not automatically include any personalization tokens or the Start Survey button with the link, so those will need to added manually.