Property Management

Properties are fields in your Participant Database that are filterable, sortable, and searchable across Rally.

Creating Properties in Rally

Properties can be created and updated the following ways:

• Manually created in your Property Manager
• Uploading participant data via CSV
• Mapping screener responses to Properties
• Syncing Properties to Fields in Salesforce

What types of Properties are supported in Rally?

You can find the Property Manager under Settings. Here are the key types we support:

• Text
• Number
• Date
• Single-Select
• Multi-Select
• Checkbox

Key Properties baked into Rally

There are a lot of very valuable properties that come "out of the box" with Rally. Check out a few below:

• Person -- auto-generated property which combines "First Name" and Last Name properties (or email if there is no First Name or Last Name associated with the Participant)
• First Name
• Last Name
• Email
• Import Source
• Import Date
• Opted Out -- denotes if the Participant manually opted-out/unsubscribed from emails
• Panels -- membership in certain Panels
• Segments -- part of a certain segment defined in your workspace
• Contact Status -- learn more here
• Contact Activity
  • Last Contact Date
  • Total # of Contacts (All Time)
  • Total # of Contacts in Last 30 Days
  • Total # of Contacts in Last 90 Days
• Study Invitation Activity
  • Total # of Study Invites (All Time)
  • Total # of Study Invites in Last 30 Days
  • Total # of Study Invites in Last 90 Days
  • Total # of Study Invites Last Year
• Interview Activity
  • Last Interview Date
  • Total # of Interviews (All Time)
  • Total # of Interviews in Last 30 Days
  • Total # of Interviews in Last 90 Days
  • Total # of Interviews Last Year
• Incentive Activity
  • Total Incentives Sent in Past Year
  • Total Incentives Sent in Calendar Year
  • Total Incentives Sent (All Time)