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v1.0

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v1.0GuidesAPI ReferenceChangelogDiscussions

Introduction

  • Welcome to Rally
  • Key concepts in Rally

Getting Started

  • Getting Started in Rally
  • Email best practices
    • Custom email domains
    • Branded emails
    • Email templates
    • Managing opt-outs and unsubscribes
  • Workspace branding
  • User roles & permissioning
  • Integrations
    • ⚛️ Google
    • 👔 Office 365
    • 🏎 Zoom
    • 📆 Calendly
    • ☁️ Salesforce
    • 👩‍🔬 Qualtrics
    • SurveyMonkey
    • Typeform
  • Setting up SSO
  • Governance

Participant Management

  • Adding Participants into Rally
  • Segments
  • Filters, Columns & Saved Views
  • Participant Profiles
  • Property Management

Study Management

  • Building a Study
    • Step 1: Details
    • Step 2: Welcome Page
    • Step 3: Screener
    • Step 4: Consent Form
    • Step 5: Scheduling Calendar
    • Step 6: Incentive
    • Step 7: Email Templates
    • Step 8: Review & Publish
  • Managing a Live Study
    • Step 1: Invite Participants
    • Step 2: Review Screener Responses
    • Step 3: Schedule Interviews
    • Step 4: Send out Incentives

Panel Management

  • What is a Panel?
  • Building & Managing a Panel

Incentive Management

  • How incentives work in Rally
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Managing a Live Study

Suggest Edits

Upon launch, the status of your study has officially moved from Draft to Active — the new study page is your “Control Center” for managing your participants during the study.

Step 1: Invite Participants

Step 2: Review Screener Responses

Step 3: Schedule Interviews

Step 4: Send out Incentives

Updated 3 months ago


  • Table of Contents
    • Step 1: Invite Participants
    • Step 2: Review Screener Responses
    • Step 3: Schedule Interviews
    • Step 4: Send out Incentives