Understand the various elements of each Panel overview and manage your Panels and signup pages with various actions, such as duplicating or deleting them, adding teammates to collaborate or removing teammates, copying shareable invite links, approving or removing Panelists, and recruiting Panelists into Studies.
Manage Panels
Learn how to manage any existing Panel in Rally with the actions available. If you're just getting started with Panels, learn how to Create a Panel in Rally.
Panel Management Actions
Panel management actions can be taken from the main Panels overview page while viewing all Panels, or from within a specific Panel.
From the Panel overview page:
Select 'Panels' from the top nav bar and then select the three dots ... next to a Panel name to open the Action menu. Choose an action and follow the steps in the relevant section below.
From within a specific Panel:
Select 'Panels' from the top nav bar, select the relevant Panel name to open it, and then select the 'Action' button in the top right to open the Action menu. Choose an action and follow the steps in the relevant section below.
Edit Panel Details
From the actions menu, select 'Edit Panel Details'.
Update the Panel Name and/or Panel Description as desired.
Select 'Save Panel' to apply your changes.
From the Panel overview page
From within a specific Panel
Edit Teammates
From the actions menu, select 'Edit Teammates'.
Type the Teammate's name or email to narrow your results, or select from the list.
To add a Teammate, select the add person icon to add them.
To remove a Teammate, select the remove person icon next to the relevant teammate to remove.
Select 'Update' to apply your changes.
From the Panel overview page
From within a specific Panel
Create New Sign Up Page
From the actions menu, select 'Create New Sign Up Page'.
A new page will open with your new sign up page.
At the very top, select the pencil icon to give a name to your new Untitled Page.
Follow the complete setup steps in the Create a Signup Page section above.
From the Panel overview page or from within a specific Panel
Duplicate Panel
From the actions menu, select 'Duplicate Panel'.
In the popup, decide whether to enable to option to 'Include Panelists'. Note that only approved Panelists will be copied over.
Select 'Duplicate Panel' to create a copy, which will be given the same name as the Panel it was duplicated from + (copy), such as "Enterprise Customers (copy)".
From the Panel overview page
From within a specific Panel
Duplicating from the Panel overview page will show a notification that it's been created with a link to go to the new Panel, and it will also be immediately visible on the Panel overview page.
Duplicating from within a specific Panel will take you directly to the new Panel.
Delete Panel
From the actions menu, select 'Delete Panel'.
Confirm you are sure about deleting this Panel and have selected the correct one.
Select 'Delete Panel' to confirm.
From the Panel overview page
From within a specific Panel
Manage Panel Signup Pages
Learn how to manage any existing Panel Signup Pages with the actions available.
Panel Signup Page Management Actions
Signup Page management actions can be taken from within a specific Panel in the Signup Pages tab.
Navigate to the 'Panels' section in the top navigation bar of Rally.
Select the relevant Panel name to open it, then select the 'Signup Page' tab.
Select the three dots ... in the top right corner of any existing signup page to open the actions menu.
Choose an action and follow the steps in the relevant section below.
Stop or Start Accepting Signups
Select 'Stop Accepting Signups' if your signup page is set to "Open to Signups" to disable a signup page from actively accepting signups.
Select 'Start Accepting Signups' if your signup page is set to "Closed to Signups" to resume actively accepting signups.
Copy Link
Select the 'Copy Link' button or select 'Copy Link' from the actions menu to copy the shareable link to your clipboard. Anyone with this link can sign up for your panel.
Edit Page
Select the 'Edit' button or select 'Edit Page' from the actions menu to open the signup page editor to review setup or make changes.
💡 Note: After publishing your signup page, it will no longer be possible to change the selected survey tool. To do this while retaining all other setup you've configured for a signup page, you can duplicate the signup page and then select a different survey tool while it is still in a draft state before publishing it.
Duplicate Page
Duplicate this signup page if you'd like to reuse some setup elements to expedite the creation of your next signup page.
Select 'Duplicate Page' from the actions menu to create a copy.
Duplicating will show a notification that it's been created successfully and it will be immediately visible on the same page.
The copy will be given the same name as the signup page it was duplicated from + (copy), such as "LinkedIn Ad (copy)".
Select the 'Edit' button or select 'Edit Page' from the actions menu to open the new signup page copy and begin editing it. Be sure to carefully review every setting and each component included in the side panel to ensure accuracy before publishing the page.
Delete Page
From the actions menu, select 'Delete Page'.
Be careful when using this action to be sure about deleting this signup page, as there is no additional confirmation message before deletion.
Approve or Remove Panelists
Within your Panel, select the 'New Signups' tab to view Participants who have completed the signup form.
Hover over a person's name, select the three dots ... and select 'View Screener Responses' to review the screener responses.
Approve Panelists individually or in bulk.
Individually:
Hover over a person's name, select the three dots ... and select 'Approve Panelist'.
In bulk:
Select the checkboxes next to each Panelist you wish to approve, and then select the 'Approve Panelists' button at the top of the table.
Remove people from the Panel individually or in bulk.
Individually:
Hover over a person's name, select the three dots ... and select 'Remove From Panel'.
In bulk:
Select the checkboxes next to each Panelist you wish to remove from the Panel, select the three dots ... at the top of the table, and select 'Remove From Panel'.
View Panelist Added Dates
When viewing a Panel on the Panelists tab, there is a column called "Added to Panel Date" whenever they become a panelist, such as:
Date and time of when a person was added directly to a panel from the People database or a Study.
Date and time of when a person signed up via one of the signup pages, at the time they submitted the form.
Click on the column header to sort, or use a filter to only see Panelists added after, before, or within certain dates. Use this to understand your signup rates and most successful signup pages and methods.
Recruit Panelists into Studies
Emailing panelists must be done within the context of a new or existing Study, currently. To contact panelists, recruit panelists into Studies to reach out by email.
When you're recruiting Participants for a Study, you can filter the available Participants by the associated Panel. This allows you to target specific Participants from your Panel for each Study. Panelists can be recruited into new or existing Studies.
Select 'Panels' from the top nav bar and select the name of a Panel to open it.
Select Panelists to add to a Study individually or in bulk. We suggest using filters to narrow your search by selecting the most relevant Participants for the research you'll be running. Optionally, use the 'Select' button to select a random sample of Participants.
Individually:
Hover over a person's name, select the three dots ..., and select '+ Add To Study'.
In the popup, select the desired Study from the dropdown and select 'Add People To Study'.
In bulk:
Select the Participants to add to a Panel by selecting the checkboxes next to each name.
Select the three dots ... at the top of the table and select '+ Add To Panel'.
Select the desired Panel from the dropdown and select 'Add People To Study'.
To add panelists to a new study, instead select the 'Add to new study' button at the top of the table and begin building your new Study.