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Participant Management
Participant Management
Import and manage people and their Property data.
Properties
Import, create, and use Properties to learn more about users and narrow ideal Study or Panel Participant groups.
What Are Properties?Use Properties to enrich Participant Profiles and narrow your ideal Participant groups for Studies and Panels.
Out-The-Box PropertiesRally's pre-defined Properties track participant activity and interactions to keep you informed and avoid over-contacting.
Import and Update Property DataKeep Participant data fresh by updating Properties manually, with CSVs, Salesforce or Snowflake syncs, and response mapping.
Benefits of Using Unique PropertiesLearn about use cases for utilizing Unique Properties in Rally.
Filters, Segments, Columns, & Saved ViewsFilter, sort, and organize tables, and create custom People segments to invite the right Participants to Studies.
People / Participants
Easily add, view, sync, and manage all People & Participants in one place with Rally.
Add People to RallyUtilize Salesforce or Snowflake integrations, CSV uploads, or manual entry to add people into Rally.
People, Panelists, ParticipantsLearn the difference between People, Panelists, and Participants.
Participant ProfileView a Participant's complete history of outreach, participation, submissions, documents, governance updates, and more.
Manage People in RallyCustomize the layout of all Participant tables across Rally.
Participant StatusesLearn what each Participant Status means, when and why they update, and how to manually update as needed.
Add People ManuallyAdd individual people to your Rally CRM.
Add People to a PopulationMove or sort existing participants into Populations.
Add People via CSV ImportQuickly add many participants and their property data to your Rally CRM database.
Participant ID in StudiesFind the unique Participant ID for anyone in a study to share with support.
Differences between Segments & ListsSegments update dynamically by set filters; Lists are updated manually or by new Forms signups.
Segments in PopulationsUse filters to create dynamically updated groups of people in a population.
Lists in PopulationsCreate and manage static lists of people in populations and participants recruited via signup Forms.