Plan

Start by setting up the key details of your Study.

1. Study name: Give your study a clear and descriptive name to easily identify it in your workspace.
2. Study external name (optional): If you have an external name or code for your study, you can add it here for reference.
3. Research Goal (optional): Define the specific goal or objective of your research study to guide your participants and team.
4. Research plan (optional): Provide additional details about your research plan, such as methodology or target audience.
5. Study type: Select the 'survey' study type to continue with building this style of research study.
6. Participant limit: Set a maximum number of participants for your study or choose to have an unlimited amount of participants.

7. Consent (optional): You can add a consent form to ensure participants understand and agree to participate in your study. You can also choose the type of consent form and its placement within the signup process.
8. Incentive (optional): Specify the amount or reward you will provide to participants for their participation.
9. Branding: Personalize your study with your company's logo and brand colors to create a cohesive experience.

Screener

Ask the right questions and keep your Participants engaged to gather the best feedback.

1. Survey tool: Select your preferred survey tool. While Rally's native survey tool is recommended for seamless integration with properties and automated follow-ups, you can also choose from one of our survey tool integrations: Qualtrics, SurveyMonkey, or Typeform.
2. Build Survey: If you use Rally' survey tool, create your survey by adding questions and implementing conditional logic to tailor the screening process.
3. Survey endings: Customize messages for participants based on their qualification status.
   1. Standard: A general message that participants see after they submit the screener.
      • Example: "Thank you for taking the time to fill out the screener survey. If you match our criteria, you will receive an email from us."
   2. Qualified: A message that participants see after they submit the screener with auto-qualifying answers.
      • Example: "Thank you for choosing to participate. We think you'd be an awesome fit for our study, and we will reach out to you when there are opportunities for you to participate in."
   3. Disqualified: A message that participants see after they submit the screener with auto-disqualifying answers.
      • Example: "Thank you for taking the time to fill out the survey."

Emails

Preparing your emails upfront saves you time and keeps your messaging consistent. You can edit them later as well. You can also select from existing Email Templates.

1. Study Invitation:
   1. Study Invitation: Send an invitation to potential participants to participate in your survey.
2. Incentive Invitation: Thank participants for taking part in the survey and confirm the incentive details.

Sign Up

Create a welcome page for Participants.

1. Choose page layout:
   1. Branded: Present participants with a welcoming, branded message that includes study details and more information.
   2. Basic: Provide a simple signup form to collect participants' contact information.
2. Collect contact information: Gather participants' email addresses (required for study participation) and optionally request their first and last names.

Review

Confirm everything is correct and add any missing info to ensure your Study is fully set up.

1. Review the components of your study: Check for any errors or missing details in your study setup and make necessary edits. Preview your entire study from the participant's perspective to ensure a seamless experience.
2. Click 'Create Study' to launch the Study.