Out-the-Box Properties

Rally equips your workspace with a selection of pre-defined properties that contribute to building comprehensive participant profiles. These properties are automatically updated with data reflecting a person's activity and interactions within Rally. The following are examples of these properties:

• Person: This property is auto-generated and combines the "First Name" and "Last Name" properties (or the email if either the first name or last name is missing).

• First Name

• Last Name

• Email

• Import Source

• Import Date

• Opted Out: Indicates whether the participant has manually opted out or unsubscribed from emails.

• Panels: Membership in specific panels.

• Segments: Belongs to certain segments defined in your workspace.

• Contact Status: Determined by the governance rules established by your team.

• Contact Activity: Tracks participant contact through email, including study invitations, panel invitations, and incentive collection. The following sub-properties are included:

  • Last Contact Date
  • Total # of Contacts (All Time)
  • Total # of Contacts in Last 30 Days
  • Total # of Contacts in Last 90 Days

• Study Activity: Tracks participant activity related to studies, including study participation, overall study invitations received, and frequency. The following sub-properties are included:

  • 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: Tracks participant interview history, including the number of interviews participated in and the date of the last interview. The following sub-properties are included:

  • 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: Tracks participant incentive history, including the total amount of incentives paid and the frequency of payments. The following sub-properties are included:

  • Total Incentives Sent in Past Year
  • Total Incentives Sent in Calendar Year
  • Total Incentives Sent (All Time)