Utilize Salesforce or Snowflake integrations, CSV uploads, or manual entry to add People to your Rally CRM.

Create custom Properties to enrich Participant Profiles and narrow your ideal Participant groups for Studies and Panels.

Upload and manage custom Consent Forms and NDAs used for research Participant agreements.

Create custom Consent Forms and Opt-In Forms for Participant agreements to include in Studies, Email Templates, and custom emails.

Add Brand logos and colors to Rally to provide a better Participant experience with a consistent, professional look and feel.

Send bulk emails and provide a professional, branded experience for Participants by connecting custom domains.

Create custom, personalized email templates with branded communication for all email outreach and reminders used in Studies.

Create and save question templates to quickly and confidently build screeners and surveys in Studies.

Prevent over-contacting or over-incentivizing automatically with outreach and participation limits and rules, including preset and custom rules.

Learn how to build an Interview Study in Rally.

Helpful references:

Use your Rally CRM, a CSV upload, or manual entry to add relevant Participants to a Study before inviting them.

Send emails or share links to invite Participants to a Study after adding Participants relevant to your research.

Automatically qualify or disqualify Participants by using Conditional Logic in Screeners. Learn what each Screener Status means and where to view them.

Book, manage, and conduct interviews easily with Rally's robust native Scheduler and configuration features.

Understand how to navigate and manage Studies, add teammates, track progress, and more.

Send or resend incentives for Participants in Rally.

Determine when Studies are accessible to Participants and manage your team's research plans and priorities. Close Studies to disable editing, participant scheduling and participation once all research and follow-up tasks are complete, then Archive Studies after closing to keep your Studies page organized and up to date.

Learn how to build a Survey Study in Rally.

Helpful references:

Use your Rally CRM, a CSV upload, or manual entry to add relevant Participants to a Study before inviting them.

Send emails or share links to invite Participants to a Study after adding Participants relevant to your research.

Understand how to navigate and manage Studies, add teammates, track progress, and more.

Send or resend incentives for Participants in Rally.

Determine when Studies are accessible to Participants and manage your team's research plans and priorities. Close Studies to disable editing, participant access and participation once all research and follow-up tasks are complete, then Archive Studies after closing to keep your Studies page organized and up to date.

Learn how to build an Unmoderated Test Study in Rally.

Helpful references:

Use your Rally CRM, a CSV upload, or manual entry to add relevant Participants to a Study before inviting them.

Send emails or share links to invite Participants to a Study after adding Participants relevant to your research.

Automatically qualify or disqualify Participants by using Conditional Logic in Screeners. Learn what each Screener Status means and where to view them.

Understand how to navigate and manage Studies, add teammates, track progress, and more.

Send or resend incentives for Participants in Rally.

Determine when Studies are accessible to Participants and manage your team's research plans and priorities. Close Studies to disable editing, participant access and participation once all research and follow-up tasks are complete, then Archive Studies after closing to keep your Studies page organized and up to date.

Learn how to build a Group Interviews Study in Rally.

Helpful references:

Use your Rally CRM, a CSV upload, or manual entry to add relevant Participants to a Study before inviting them.

Send emails or share links to invite Participants to a Study after adding Participants relevant to your research.

Automatically qualify or disqualify Participants by using Conditional Logic in Screeners. Learn what each Screener Status means and where to view them.

Book, manage, and conduct interviews easily with Rally's robust native Scheduler and configuration features. (Not specific to Group Interviews).

Understand how to navigate and manage Studies, add teammates, track progress, and more. (Not specific to Group Interviews).

Send or resend incentives for Participants in Rally.

Determine when Studies are accessible to Participants and manage your team's research plans and priorities. Close Studies to disable editing, participant scheduling and participation once all research and follow-up tasks are complete, then Archive Studies after closing to keep your Studies page organized and up to date.