Participant Management
Add, view, sync, and manage all people & participants.
Participant ProfileView a Participant's complete history of outreach, participation, submissions, documents, governance updates, and more.
Participant StatusesLearn what each Participant Status means, when and why they update, and how to manually update as needed.
Add People to RallyUtilize Salesforce or Snowflake integrations, CSV uploads, or manual entry to add people into Rally.
Add People ManuallyAdd individual people to your Rally CRM.
Add People via CSV ImportQuickly add many participants and their property data to your Rally CRM database.
Add People to a PopulationMove or sort existing participants into Populations.
Add People to an Exclusive PopulationProtect valuable participants to control access and prevent them from being added to other populations.
Move People to PopulationMove people into a population while removing them from all other populations; includes move to exclusive population.
Remove People from a PopulationRemove people from a population.
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.
Merge Participant RecordsCombine 2 participant profiles into 1 if someone signs up with an alternate email.
People, Panelists, ParticipantsLearn the difference between People, Panelists, and Participants.
Manage People in RallyCustomize the layout of all Participant tables across Rally.