Setting up Incentives

Rally has integrated with Tremendous to provide a global, flexible, scalable incentive system. Some benefits of Tremendous include:

• Ability to send incentives to international participants and have them receive money in their local currency
• Ability to select a $ amount of incentive to send, and for the participant to choose amongst 700+ different options amongst gift cards and charities

How to set up incentives (if through Credit Card):

1. Go to Incentives tab
2. Press Add Funding Source
3. Enter your credit card information
4. Press Add Funds and choose a $ amount to add into your Rally wallet

How to set up incentives (if through invoice):

• Reach out to the Rally team and let us know how much $ we should invoice you for
• We will issue the invoice, and once it is paid will add the balance into your Rally workspace

Sending Incentives to participants

• Check out these help docs to learn more

Resending or Canceling Incentives

• At any point, you can track the Status of your incentives under the Incentives tab
• If a participant has already Claimed their incentive, you cannot cancel
• For any Incentive that remains Unclaimed you can Cancel or Resend the incentive by the relevant Participants -> Actions -> Cancel incentive or Resend incentive

Exporting an Incentive report

• Under the Incentives tab, you can apply Filters & Columns to create the exact report you would like to download
• Select the at the top-left of the Participant table, hit Actions -> Export as csv