All Collections
Conducting Research
Everything to know about conducting research with Rally's powerful native research tools.
Studies
Build and manage Studies, invite Participants, stream and record interviews, and much more.
Creating Studies in RallyA guide for the suggested workflows for creating studies with in-house recruitment & conducting user research.
Create an Interview StudyLearn how to build an Interview Study in Rally.
Observer RoomsDemocratize research by inviting observers to view live interviews without overwhelming users, and store recordings.
Create A Survey StudyLearn how to build a Survey Study in Rally.
Create an Unmoderated Test StudyLearn how to build an Unmoderated Test Study in Rally.
Add Participants to a StudyUse your Rally CRM, a CSV upload, or manual entry to add relevant Participants to a Study before inviting them.
Invite Participants to a StudySend emails or share links to invite Participants to a Study after adding Participants relevant to your research.
Qualify ParticipantsAutomatically qualify or disqualify Participants by using Conditional Logic in Screeners.
Study StatusesDetermine when Studies are accessible to Participants and manage your team's Studies table.
Record InterviewsRecord user interviews to review, share, and download.
Duplicate A StudySave time and remain consistent by duplicating an existing Study.
Translate StudiesUse Rally's localization to create studies in different languages and conduct research far and wide with ease.
Manage StudiesUnderstand how to navigate and manage Studies, add teammates, track progress, and more!
Studies with External Panel Recruitment
Recruit from a diverse panel of over 3 million engaged participants without leaving Rally.
Creating Studies with External Panel RecruitmentA guide for the suggested workflows for creating & conducting external panel studies.
How Recruitment Works & Best PracticesUnderstand how external panel recruitment works and learn best practices to expertly conduct research.
Create an Interview Study + Recruit from External PanelRecruit from a diverse panel of over 3 million engaged participants without leaving Rally.
Create an Unmoderated Test Study + Recruit from External PanelRecruit from a diverse panel of over 3 million engaged participants without leaving Rally.
External Panel Screener Best PracticesTips, best practices, and how to create a screener for external panel recruitment studies.
Start & Manage External Panel RecruitmentLearn to start and manage recruitment, review applicants, see estimated costs and track spend.
Screeners
Source relevant Participants, save time using Question Templates, and auto-qualify or disqualify with Conditional Logic.
Create a ScreenerSource relevant Participants, save time using Question Templates, and auto-qualify or disqualify with Conditional Logic.
Screener Conditional LogicUse Conditional Logic to auto-qualify, disqualify, or redirect Participants to specific questions in Screeners and Surveys.
Screener StatusesLearn what each Screener Status means and where to view them.
Screener and Survey ResponsesView and export screener and survey responses.
Scheduling
Book, manage, and conduct interviews easily with Rally's robust native Scheduler and configuration features.
Rally SchedulerEasily schedule interviews in Rally to customize scheduling options, streamline research, and never miss a beat.
Book Manual InterviewsManually book interviews, bypass limits or host availability, and log past interviews or interviews outside of Rally.
Scheduled InterviewsUnderstand interview scheduling, interview scheduling statuses, and actions to take.
Manage InterviewsLearn to manage, update, and take actions on interviews of any status.
Schedule Conflicts and OverridesUnderstand schedule conflicts or override host availability to add timeslots for Participants to book interviews.