Abbreviated Table of Contents
Helpful Guides:
Reach the Right Audience without Leaving Rally
Take your research capabilities to the next level by tapping into Respondent’s multi-million participant database to recruit non-users, prospects, and lookalikes from 150+ countries for any research method – on any tool – and be assured of quality participants all without leaving Rally. No Respondent account needed!
Flexible Fund Management
Rally's Respondent integration allows for flexible fund management with no upfront commitments, meaning you avoid getting locked up with prepaid credits. Use Rally’s Research Budgets to manage and apply funds any way you want to across both internal incentives and Respondent recruitment fees. Learn more about recruitment pricing.
With our Respondent integration, you can recruit B2B & B2C participants in:
150+ countries
146 industries
689 occupation categories
138,652 job titles
70,000 skills
Target participants by job title, industry, skills, demographics, location, and more to ensure you do research with only the perfect participants.
💰 Incentive Calculator Calculate the right incentive amount to recruit high quality participants for your user research study.
📖 Panel Book Get an understanding of the audience types in Respondent's panel.
Rally Unmoderated Test Study + External Panel Recruitment Flow
Recruiting Unmoderated Test Study Participants with Rally's Respondent integration is quick and easy, allowing you to streamline researching with non-users. This entire process is completed in Rally. Learn more about the general workflow in the steps below.
In Rally: Create an Unmoderated Test Study with Respondent Recruitment.
In Rally: Review billing & start recruitment on your Study to go live in Respondent.
Funds will be "reserved" in the selected Budget when you start recruitment.
In Respondent: Relevant applicants submit screener responses to be reviewed.
In Rally: Review applicant profiles and screener responses and invite or reject.
In Respondent: Invited applicants complete the unmoderated test with Rally.
In Rally: Track test completion and watch your Study progress update.
In your testing tool: Review all completed tests.
In Rally: Update successful Participants to "Complete & Send Payment".
In Respondent: Incentives are automatically paid to Participants 24 hrs after test completion if no action is taken by the researcher in Rally.
Note: After test completion, there is a 24 hour window for you to reject or report bad responses before a Participant is marked as completed in Respondent.
In Rally: Update Study status to "Closed" to finalize payment & stop access.
Any unused reserved funds are released and returned to "Available" in the selected Budget after Closing the Study and finalizing payment.
💡 Create new Studies much faster and more reliably by setting up custom Question Templates (used in screeners and surveys) that can be leveraged by your team. This saves you significant time and allows you to ensure the right questions are being asked, connecting you with the most relevant Participants and delivering better insights.
Create an Unmoderated Test Study + Recruit from External Panel
There are 5 key steps when setting up an Unmoderated Test Study, detailed below.
After completing all Study setup steps, you can either (1) publish it to an "Active" status to start recruitment and begin receiving applicants or (2) save and exit to keep it in a "Draft" state to return later. Learn more about Study Statuses.
Navigate to the Studies page and select '+ New Study'.
Enter a Study Name.
Set Recruitment to 'External Panel' to recruit participants from an external panel integration, like Respondent.
Select the Study Type 'Unmoderated Test'.
Select 'Continue' to open the Study Builder.
Plan
Start by setting up the key details of your Study.
Internal Study Name: Give your study a clear and descriptive name to easily identify it in your workspace.
Internal Research Goal (optional): Define the specific goal or objective of your research study to guide your team.
Internal Research Plan (optional): Provide additional details about your research plan, such as methodology or target audience.
External Panel: This Study will recruit external participants from Respondent's panel.
External Study Name: A short, informative name describing the ideal participants.
External Study Description: A clear description of the ideal participants you are looking for and a summary of the research being conducted in the Study.
Examples of successful external Study Names and Study Descriptions:
External Study Name: Seeking IT Experts for cutting edge product development
External Study Description: We are a multi-national IT company that would like to receive feedback from people who work in the IT, DevOps, and Operations spaces. Your feedback will help us develop the next generation of cloud operations software!
External Study Name: Chatting to Brides and Grooms to-be!
External Study Description: Are you getting married in the next 12 months? Are you considering doing the invitations (Save The Date, RSVPs, etc) online instead of in the mail? We want to talk to you about your plans and designs!
External Study Name: Calling all Managers, VPs, and Directors in the Travel & Hospitality Industry!
External Study Description: We are a well-established website testing tool to help companies create great user experiences, but we’re considering some new services and features aimed at managers in your role. We’d like to talk with you about your priorities and challenges, to explore whether we’re on the right track.
Study Type: Confirm the Study type 'Unmoderated Test' is correct before proceeding.
Participant Limit: Set a maximum number of Participants for your Study.
Note: Participation limit cannot be changed after you start recruitment. Consider setting the limit to the highest potential number of participants you may wish you invite, as you can always close your study early before the limit is met to stop recruitment, finalize payment, and release the remaining unused reserved funds.
Consent (optional): You can add a consent form to ensure Participants understand and agree to Participate in your Study. Choose which consent form to use and determine its placement within the signup process by selecting when to capture consent as "Before the test starts" or "After the test is completed".
Upload Documents, such as NDAs, and create custom Consent Forms to select from in Studies.
Incentive: Specify the amount or reward you will provide Participants for their participation. Incentives are required for external panel recruitment. The incentive amount is at your discretion between $5min-1000max, though higher incentives typically receive faster response rates, especially for B2B audiences.
Users can 'Add Funds' to the selected Budget here, or wait to add funds before starting recruitment later. This may require manager approval.
Use Rally's Incentive Calculator to calculate the right incentive amount to recruit high quality participants for your Study.
Branding: Personalize your Study with your company's logo and brand colors to create a cohesive experience.
Set up and manage Brands for your workspace.
Language (optional): Select from the options to translate your Study into another language. Currently, each Study can only have 1 language set; for example, choosing Spanish will not show an English option for users.
Note: Web pages and automated emails will be translated by Rally to your selected language, but any customizable elements that your team creates or includes (such as custom screener and survey questions or question templates, custom emails or email templates, and consent forms) will not be automatically translated by Rally and should be prepared in advance by your team.
Review everything carefully before selecting the 'Next' button in the top right corner to continue.
Audience
Define who you want to recruit from the external panel to target by location, job title, industry, skills, demographics, and more to reach the ideal audience. This step is important to receive the best possible applicants for the specific research being done.
Respondent uses the audience filters you select in the Study builder to match you with the best applicants. Applicants will see your Study details and apply for your Study, going through your screener. Depending on your needs, you may consider setting the audience filters more broadly and use your screener questions to more precisely qualify applicants. Visit Rally's Panel Book to get an understanding of the audience types in Respondent's panel.
For guidance deciding between Industry Professionals (B2B) or General Population (B2C) Participants, and to learn best practices for recruitment, visit our guide:
Audience Type: Select your preferred audience type:
General population (B2C)
Industry professionals (B2B)
Note: Some target characteristic options will change depending on the Audience Type selected.
Approximate total time required from participants (minutes): Set the total amount of time required to participate, including an estimated time for completing the screener plus the length of the interview.
Some additional target characteristics are available only for the "General Population (B2C)" Audience Type:
Project Topics (min 1 - max 2): Select 1-2 topics from Respondent's available options that best relate to the Study context to find the best Participants.
Some additional target characteristics are available only for the "Industry professionals (B2B)" Audience Type:
Industry (max 5): Select up to 5 industries, or leave this as "Any industries" to broaden your search.
Job Title (min 1 - max 10): Select "+ Add job title" to add at least 1 job title. Click "see all job titles" to browse the list of over 5000 available job titles.
Seniority: Allow participants to apply only if they meet the selected criteria, or leave this as "Any" to broaden your search.
Company Size: Allow participants to apply only if they meet the selected criteria, or leave this as "Any" to broaden your search.
Skills (max 25): Add skills to refine your participant search. Click "see all skills" to browse the list of over 74,000 available skills.
Country (max 25): Select up to 25 specific countries to refine the geographic location of your Participant pool, or simply leave this as "Worldwide" to allow Participants from any country to apply.
Past Participation: Select an option to allow participants to apply only if they meet the following criteria:
Has never participated in a project with your organization
Any
Household Income: Specify which income ranges to allow, or leave this as "Any" to broaden your search. Participants that do not match the criteria you set for this field can still apply, but will appear as "Partial Match" in your participant table.
Gender: Allow participants to apply only if they meet the selected criteria, or leave this as "Any" to broaden your search.
Education: Allow participants to apply only if they meet the selected criteria, or leave this as "Any" to broaden your search.
Ethnicity: Allow participants to apply only if they meet the selected criteria, or leave this as "Any" to broaden your search.
Age Group: Allow participants to apply only if they meet the selected criteria, or leave this as "Any" to broaden your search.
Review everything carefully before selecting the 'Next' button in the top right corner to continue.
Screener
Ask qualifying questions to gather more information and "pre-qualify" or "disqualify" applicants for your Study before inviting them. Quality screeners are important to receive the best possible applicants for the specific research being done.
The screener must have at least two questions for external panel recruitment, but Respondent has found that around 10 questions works best.
💡 You may want to include at least one open-ended question in order to assess how articulate and expressive a participant can be on your topic.
💡 Tip: Use conditional logic in screener questions to automatically label applicants that should potentially be invited or rejected at a quick glance. Conditional logic in external panel recruitment Studies will not invite or reject applicants, but can help to prioritize reviewing "auto-qualified" applicants first.
Survey tool: Rally's native survey tool is used by default for a seamless experience.
Build Screener: Create your screener by adding questions and implementing conditional logic to tailor the screening process. Select '+ Add Question' and either:
Create New Question: Learn how to create new questions and optionally save them as new Question Templates as you go.
Add From Question Templates: We recommend creating custom Question Templates in advance to allow your team to quickly and easily build quality screeners.
When editing or creating new questions, mark questions as Required to ensure a response.
Add conditional logic to skip questions and "auto-qualify" or "disqualify" applicants based on their answers to speed up the applicant review process. Note: Multi-select question conditional logic does not allow skip logic or 'end screener' at the moment.
Review everything carefully, making sure all relevant questions are included and conditional logic is set before selecting the 'Next' button in the top right corner to continue.
💡 Screeners cannot be submitted twice by a Participant for the same Study. This avoids overwriting original responses or any Participants attempting to bypass a disqualification with an additional submission attempt.
Test
Set up the testing tool and the test URL.
💡As we currently do not support Respondent's in-app messaging feature, there is not yet a defined method for Participants to contact the researcher(s) if they encounter issues. We recommend including the email address of the main Study owner/creator in the intro description of your unmoderated test when setting it up to allow invited applicants to reach out should they encounter issues with testing.
Select the tool: Choose from our unmoderated testing integration partners: UserTesting, UserZoom, Maze, or Ballpark. Alternatively, insert a custom link to your testing tool.
Enter Test URL: Once the test is set up in the external platform, copy the link to the test and paste it into Rally. Depending on the testing integration you use, there may be additional steps to complete the test setup.
Note: If you’re using Maze, you’ll need to add a redirect link to your Maze test.
In Maze: Open the Thank You screen of your draft Maze. This is the final screen that testers will see upon completion.
Click the toggle Post-maze redirection to redirect your testers to a different page once they have completed the maze.
Enter the call-to-action (CTA) text in the Button text field — e.g. “Get your reward”.
Enter the redirect URL in the URL link field.
Rally allows the flexibility to use custom test tools in Rally Studies, but our dedicated testing integration partners are recommended for the most seamless experience. When using an alternate test tool, please reference your test tool's support documentation for specific instructions on how to successfully set up the redirect link that Participants must click after completing the test in order for Rally to know to mark them as 'Test Completed.' Full compatibility for this feature may vary depending on the tool used.
Review everything carefully before selecting the 'Next' button in the top right corner to continue.
Review
Confirm everything is correct or add any missing info to ensure your Study is complete.
Review the core components of your Study: Rally will check for any known errors or missing details in your Study setup for you to make necessary edits.
Important core components to review for accuracy include team (which Rally users are included as teammates that can collaborate on this Study), recruitment type, study type, dates, # of tests limit, selected consent form, and incentive amount and type.
Review estimated payment: A calculation of the incentive and recruitment costs for the set participant limit number. You will only be charged for participants you've accepted who completed the Study, and you can close the Study at any point to stop recruiting.
Recruiting Participants via Respondent requires:
Incentives: The incentive amount is at your discretion, though higher incentives typically receive faster response rates, especially for B2B audiences.
Recruitment: A recruitment fee for every Participant you accept who completes the Study.
Available Funds: If the selected budget does not contain the required amount for this Study, you may select a different budget now, or wait to add funds via a credit card on file when you start recruitment in the next steps.
Quick Previews: You can preview different elements of your Study, such as the Consent Form or Scheduler, from the Participant's perspective by selecting the "Quick Previews" links at the bottom of the page.
Select 'Create Study' in the top right to launch the Study as "Active" and get started! This will not start recruitment or reserve funds yet.
If you're not ready to Publish it, select 'Save & Exit' to save it in a Draft state to return later.
Recruitment
🚨 Starting recruitment on an external panel study can only be done by any Super Admin user, or by an Ops Manager user added to the study as a teammate.
Recruiting with Rally's Respondent integration allows you to configure the audience your Study is shared with in order to target participants by job title, industry, skills, demographics, location, and more, ensuring only the best participants. Building comprehensive and high quality screeners and using conditional logic in screener questions can help to prioritize reviewing "auto-qualified" applicants first when inviting applicants to a Study.
Review the general workflow in the steps below to familiarize yourself with the process.
In Rally: Create an Unmoderated Test Study with Respondent Recruitment.
In Rally: Review billing & start recruitment on your Study to go live in Respondent.
Funds will be "reserved" in the selected Budget when you start recruitment.
In Respondent: Relevant applicants submit screener responses to be reviewed.
In Rally: Review applicant profiles and screener responses and invite or reject.
In Respondent: Invited applicants complete the unmoderated test with Rally.
In Rally: Track test completion and watch your Study progress update.
In your testing tool: Review all completed tests.
In Rally: Update successful Participants to "Complete & Send Payment".
In Respondent: Incentives are automatically paid to Participants 24 hrs after test completion if no action is taken by the researcher in Rally.
Note: After test completion, there is a 24 hour window for you to reject or report bad responses before a Participant is marked as completed in Respondent.
In Rally: Update Study status to "Closed" to finalize payment & stop access.
Any unused reserved funds are released and returned to "Available" in the selected Budget after Closing the Study and finalizing payment.
Start Recruitment
Once your Study has been published, you may be ready to start recruitment. Once recruitment starts, you can't change the audience targeting configurations or incentive amount or increase the participation limit, so thoroughly review your selections in the Study editor before proceeding. Starting recruitment immediately reserves the total estimated costs from the Budget. When you update the status to "Closed" to complete your Study, any unused reserved funds will be restored to available Budget funds.
🚨 You must have enough funds in the selected Budget to cover the total estimated costs for this Study in order to start recruitment and reserve funds.
From the Study Overview, select 'Review & Start'.
Review the estimated recruitment costs before proceeding. If everything looks correct, select 'Start Recruitment' to launch your Study on Respondent and begin allowing applicants.
If the selected budget does not contain the required amount for this Study, you cannot start recruitment. Select 'Add Funds' to add funds via a credit card on file, or select 'Edit Budget' to select another Budget.
Once you start recruitment, you will see an alert and a banner that recruitment is in progress. Come back soon to review applicants and begin your research.
Estimated Payments & Running Total Spent
View the total estimated payment and breakdowns by incentives and recruitment fees from the bottom of your Study Overview.
From the Study Details right sidepanel throughout the Study, view the set incentive amount, amount of reserved funds, amount spent, and the associated Budget.
Note: After completing your research and closing this Study, the Study Overview will update automatically to show the final billing details and a receipt will be emailed.
Note: Studies will stop accepting participants once the participant limit is met. (# of Participants that have completed the Study matches the participation limit)
Stop Recruitment
Studies will automatically stop accepting new applicants once the participation limit is met. You can also stop recruitment at any time by updating the Study Status to Paused (temporary) or Closed (permanent). Please learn more about these updates in the Manage Study Status section below.
Review Applicants
Once you've started recruitment, you'll begin receiving applicants from Respondent. You will only be charged for Participants you've accepted who complete the Study. Invited applicants will receive an invitation email to begin the unmoderated test.
Review screener responses to determine who to invite and reject.
Review external profile details in Participant Profiles to verify applicants. Hover over Recruitment Criteria Match results for a quick-glance.
Navigate to your Study Overview and select 'Applicants' from the left sidepanel.
Hover over anyones Recruitment Criteria Match result to see at a glance which core demographics they do and do not match. Note: Any audience filters that you set to "Any" during Study setup will show as a match for all applicants.
Scroll to the side to view all screener responses.
Select a name to view an applicant's external profile and personal information.
Select the 'Screener Submissions' tab and select 'View Responses' to view an applicant's complete screener submission.
After reviewing all available information, invite or reject each applicant - one at a time, or carefully in bulk.
Invite Applicants
✓ Invited applicants will have their Participant Status in Rally updated to "Test Invite Sent". This will update to "Test Completed" once they finish the test.
Invite 1 applicant: Hover over their name to select the ✓ and select 'Invite applicant' in the popup to confirm.
Invite multiple applicants: Select the checkboxes next to each applicant.
Select the 'Invite to study' button at the top of the table and select 'Invite applicants' in the popup to confirm.
Reject Applicants
✕ Rejected applicants will be removed from your Study and no longer be visible in Rally.
Reject 1 applicant: Hover over their name to select the ✕ and select 'Reject applicant' in the popup to confirm. Rejecting an applicant is final.
Reject multiple applicants: Select the checkboxes next to each applicant.
Select the 'Reject from study' button at the top of the table, type in the number of applicants to reject for safety, and select 'Reject applicants' in the popup to confirm.
Reject Participants
💡 Rejecting applicants or participants can be done at any point, even if they've already been invited to the Study and began. Please note that rejecting a participant cannot be reversed. We will not be able to issue refunds for participants rejected after being paid.
Review and Manage Test Submissions
Respondent Participants will stay informed through email notifications from Respondent when they are invited to take the test.
When a Participant begins the unmoderated test, their Participant Status in Rally will update to "Test Started" (depending on the integration used) and upon completion will update to "Test Completed". If you do not take any additional action, the incentive and recruitment fee for each Participant will be automatically logged and sent 24 hours after test completion.
Review completed tests directly in the preferred testing tool used in the Study. Completed tests should be reviewed within 24 hours to ensure no issues are found.
🚨 After a test is completed, there is a 24 hour window for you to reject or report a Participant for submitting bad or incomplete tests. You will not be charged an incentive or recruitment fee for Participants rejected or reported during this 24 hour window.
Mark as Complete & Send Payment to Participants
Manage your Study by tracking which tests have already been reviewed and verified, and then optionally manually mark participants as complete and send payment immediately after reviewing and verifying their test submission. Be cautious as this action is irreversible and we cannot issue refunds if you report or reject the Participant after payment has been made.
Review a Participant's test submission in the testing tool used in the Study.
Select the three dots ... next to their name and select 'Complete & Send Payment'.
Carefully review the confirmation message before selecting 'Send Payment'.
If the Participant submitted an erroneous or false test, be sure to reject them from your Study immediately. After a test is completed, there is a 24 hour window for you to reject a Participant for submitting bad or incomplete tests. You will not be charged an incentive or recruitment fee for Participants rejected or reported during this 24 hour window.
Report Participant
If you would like to remove an applicant or Participant from your Study, we strongly suggest using the "Reject Participant" action to remove them without payment.
If needed, you can anonymously report a Participant for misrepresenting themselves or providing false information. This Participant will be removed from this Study and will not appear in future projects with your workspace. Additionally, their account may be subject to disciplinary action by Respondent, which could include suspension or permanent removal.
🚨 Please exercise caution and discretion before reporting Participants as this action cannot be reversed and requires a valid reason and justification.
Select the three dots ... next to a person's name and select 'Report'.
Carefully review all warnings and instructions in the popup to definitively confirm that reporting this participant is the appropriate action to take.
Select at least one (or more) of the following reasons for reporting this Participant:
Participant intentionally gave false or misleading information
Participant exhibited inappropriate language or behavior
Participant attended project late or not at all
Participant provided invalid response(s)
Other (please specify)
Provide a written justification for reporting in the text box.
Carefully review everything before selecting 'Report Participant' to confirm. This action cannot be reversed.
Completed Payments Per Study
While a combined total spent so far on this Study is visible from the Study Details right sidepanel throughout, you can also view all completed payments within the Study.
Select 'Payments' from the left sidepanel to view a complete log of payment activity, including the person, participant status, payment status, amount, sent at, and payment sender.
Select 'Columns' to search and add the "Payment Type" column to see which payments are incentives and which are recruitment fees.
Budgets: View all payments & reservations by workspace, or by Budget or Study.
Manage Study Status
Note: This Study will stop accepting Participants once it reaches the limit.
Update a published Study's Status to pause recruitment without closing the Study, return to Active to resume recruitment if the participation limit has not yet been met, or permanently close the Study to stop recruitment and access to the test and release any remaining unused reserved budget funds. Follow the steps below to change the status of a Study, then keep reading for more information on each Status.
From the Study Overview, select the three dots button ... in the top right corner.
Select 'Change Status'.
In the popup, select an option from the Study status dropdown:
Continue reading each section below for more important information and warnings.
Confirm your choice by selecting 'Update'.
Pause Study
If you'd like to stop recruitment without closing your Study, you can update the Study Status to "Paused".
Changing to “Paused” will tell the external panel to pause recruiting for this Study. You can always restart recruiting by changing the status back to “Active”.
Reserved budget funds will remain reserved while paused.
Select the three dots button ... in the top right corner and select 'Change Status'.
In the popup, select 'Paused' from the Study status dropdown.
Select 'Update' to confirm and pause recruiting.
Close Study
After your participation limit has been met and all research is completed, you can update the Study Status to "Closed".
Changing to “Closed” will tell the external panel to stop recruiting for this Study, and will stop access to the test. This is not reversible so make sure you really are ready to close the Study.
Closing an external panel recruitment Study before the participant limit is met will release the remaining unused reserved budget funds for the # of participants not not met.
Select the three dots button ... in the top right corner and select 'Change Status'.
In the popup, select 'Closed' from the Study status dropdown.
Select 'Update' to confirm and irreversibly end this Study.
Unpause Study
If you paused your Study to stop recruitment without closing the Study, you can update the Study Status to "Active".
Changing to Active will tell the external panel to resume recruiting for this Study if you have not reached the participation limit.
Select the three dots button ... in the top right corner and select 'Change Status'.
In the popup, select 'Active' from the Study status dropdown.
Select 'Update' to confirm and resume recruiting.
Complete Study
🚨 Permanently stop recruitment and release any unused reserved funds to make them available again by closing your external panel recruitment Study.
Your Study is completed when you have finished all research activity with Participants, reviewed each Participant's engagement or submissions to verify, and each one has been marked as completed and sent payment. You may decide that your Study is completed before or after your set participation limit is met.
💡 To finalize your Study, you must Close it by updating the Study Status to Closed.
Update the Study Status to "Closed" after all research is completed. This is not reversible so make sure you really are ready to close the Study.
Changing to “Closed” will tell the external panel to stop recruiting for this Study, and will stop access to the test. Your payment will be finalized when you close this Study, and payments will be charged for any remaining Participants with completed tests that were not yet paid.
Closing an external panel recruitment Study before the participant limit is met will release the remaining unused reserved budget funds for the # of participants not not met.
From the Study, select the three dots ... button in the top right corner.
Select 'Change Status'.
In the popup, select "Closed" from the Study status dropdown:
Carefully review the confirmation message before selecting 'Update'. This action cannot be undone.
Once you close your Study, Rally will update your Study Overview with the final billing details. A final billing details receipt will also be emailed to the user who closed the Study. The following details will be included in your Study Overview and email receipt:
Reserved (total reserved when recruitment started)
Recruitment Fees - total deducted from budget
# participants x $ recruitment fee for each
Incentives - total deducted from budget
# participants x $ incentive amount for each
Total Spent (total final costs deducted from budget)
Unused (the unused reserved amount returned to your budget)
Budget associated
Finalized Payment Receipt Email
If you need an additional copy of this receipt, please contact Rally.
Finalized Payment in Study Overview of Closed Study
Recruitment Pricing Guide
Rally offers a straightforward and flexible pricing model for external participant research sessions, eliminating the need for complex credit systems. Once customers have funds loaded into their Rally workspace, they can leverage Respondent recruitment + incentives at the following rates.
Recruitment Fees:
Audience & Study Types | First 100 Sessions | >100 sessions |
Moderated B2B | $65 | $40 |
Unmoderated B2B | $43 | $26 |
Moderated B2C | $39 | $24 |
Unmoderated B2C | $26 | $16 |
Running more than 1000 sessions a year? Contact us for pricing.
Note: Discounted rates applied within a contract period.
Incentive Fees:
The incentive amount per session is also deducted from the overall project fee. Incentive amounts are set by the Rally user.
How It Works:
Funds Management: Set Up and Fund Budgets to load funds into your Rally “workspace budget” via Invoice or via Credit Card.
Study Quote and Budget: When a Study is published, before recruitment is officially launched, Rally provides a quote based on the rate card (above). Choose which workspace budget to pull from during Study setup, and when starting recruitment the quoted amount is reserved from the selected budget.
Session Execution: After Participants are accepted by the user and the sessions occur, the reserved funds are officially deducted on a per participant basis.
Cancellations: If a Study is canceled, the unused reserved funds are released and returned to "Available" in the overall workspace budget.
External Panel Recruitment FAQ
ℹ️ What if my project is not matched with enough participants?
If matches aren’t made in a reasonable amount of time, Respondent’s referral algorithm will find participants beyond its pool of 3 million with a potential reach of over 500 million.
ℹ️ How does Respondent prevent research participant fraud?
Respondent verifies participant work emails every 90 days, detects for screener response inconsistencies, features participant quality scoring and AI-powered monitoring, and more.
ℹ️ Are applicants/participants recruited from an external panel study with Respondent added to our workspace's people database?
No. Respondent applicants that apply to or participate in studies will not be added to your overall participant database. They will have a participant profile in Rally, but it’s only accessible via that specific study and is tagged with the Respondent logo.
