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Translate Studies

Use Rally's localization to create studies in different languages and conduct research far and wide with ease.

Sophie avatar
Written by Sophie
Updated over 5 months ago

With Rally, you can create Studies in 10 different languages to better conduct research around the world. Select a language during the "Plan" step when creating a new Study to have Rally automatically translate web pages, screener endings, and uneditable elements of emails to your selected language. You can check your work each step of the way by using the 'Preview' buttons in the Study Editor.

Languages currently available for Rally Studies include:

  • English

  • French

  • Italian

  • Polish

  • Portuguese

  • Romanian

  • Spanish

  • German

  • Dutch

  • Japanese

You will need to translate customizable content or information within your Study yourself, such as the external study name, screener or survey questions and descriptions and question response options, scheduling event name and event description, scheduling advanced confirmation messages, and the welcome page if you choose to include one. Keep reading to learn more!

Prepare Ahead to Create Translated Studies

You can save yourself and your team time creating translated Studies by preparing some key components in advance.

    • Prepare translated versions of Consent Forms and any Documents included within them ahead of time by uploading or building these out in your Rally Settings. These custom components will not be translated by Rally.

    • Prepare translated questions ahead of time to quickly build screeners or surveys with question templates. Questions, question descriptions, and question response options will not be translated by Rally.

    • Prepare translated email templates ahead of time to ensure approved, professional, and consistent communication for participants.

    • The email templates required will vary depending on the Study type used (Interview, Survey, Unmoderated Test).

      • Prepare translated Email Templates in advance for the following Email Types:

        • Interview Screener

        • Interview Scheduler

        • Interview Request Reschedule

        • Interview Confirmation

        • Interview Reminder

        • Interview Cancellation

        • Incentive

        • Unmoderated Test Screener

        • Unmoderated Test

        • Survey

Create a Study in Another Language

Many steps will be the same when creating a Study in another language, but please pay attention to the fields discussed in this article. Some customizable areas will require you to translate the text yourself to ensure the right information is provided to Participants.

Navigate to Studies and select the '+ New Study' button in the top right corner to get started. Enter a clear internal name for the Study and select the Study type. We strongly recommend including the language within the Internal Study name, such as "New Feature X Feedback - Q3 2024 (Spanish)".

Plan

  • Translate the External Study Name into the chosen language.

  • If you'll require Consent, select a Consent Form that is already translated into the chosen language - the text and content within Consent Forms or the Documents attached to them will not be translated for you. You can upload additional Consent Forms and Documents in other languages.

  • If your organization has different Brands for different countries or languages, you can select the correct Brand at this time. More Brands can be created in Settings.

  • Select the correct Language for Rally to translate this Study into. Very important!

Screener or Survey

If you're including a screener or survey, every question, question description, and question response option will need to be translated by your team. Prepare translated Question Templates ahead of time to quickly build screeners or surveys.

The questions, descriptions, and options below were manually translated during question template creation.

Rally-provided instructions for questions will be auto-translated to the chosen language, such as the calendar shown for date selections and the prompts displayed in text fields for short form text or number type questions.

Screener endings ^ will be automatically translated by Rally to the chosen language as seen in the preview below. You can choose to edit these messages in advance to further customize.

Scheduling

For Interview type Studies, customizable text within Scheduling must be translated to the chosen language.

  • In Event Setup, translate the text used in your Event Name and Event Description to the chosen language.

  • In Advanced, translate the Confirmation Page Message and the Fully Booked Page Message and Additional Note to the chosen language.

Select the 'Preview' button to see how the Rally Scheduler will appear to Participants.

Test

For Unmoderated Test type Studies, you'll need to ensure that the test used has already been translated to the chosen language. Select your preferred testing tool and enter the URL of the translated test.

Emails

Study emails must be translated in advance by your team. We highly recommended preparing translated Email Templates ahead of time to ensure approved, professional, and consistent communication for participants, allowing you to work faster when setting up new translated Studies. The email templates required will vary depending on the Study type used (Interview, Survey, Unmoderated Test).

  • Prepare translated Email Templates in advance for the following Email Types:

    • Interview Screener

    • Interview Scheduler

    • Interview Request Reschedule

    • Interview Confirmation

    • Interview Reminder

    • Interview Cancellation

    • Incentive

    • Unmoderated Test Screener

    • Unmoderated Test

    • Survey

Email templates translated in advance can make the Emails setup step lightning fast!

If you're translating emails when setting up your Study, take care to update every field, including the editable text shown on buttons in email body by clicking on the button.

Note: Rally will auto-translate fields and content that cannot be edited, such as the Rally-generated Reschedule or Cancel interview links included in automated emails, and Personalization Tokens such as Interview Start Date, Interview Start Time, and Interview Length. See the example Participant email below and the template it was created from to see examples of translated fields.

Share

  • If you choose to enable a Welcome Page for Participants (whether via email or share links) you must select 'Edit Page' and translate the Headline and Description to the chosen language.

  • The CTA (call to action) button will be automatically translated by Rally by default.

Review

Take some time to verify everything is correct before creating your Study.

  • Use the Quick Previews links to review core elements by previewing the Participant's experience.

After reviewing setup and selecting 'Create Study' you can get started with your research. Visit our Manage Studies article and learn to manage the next steps!

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