People, Panelists, Participants


In Rally, individuals you add are managed on the People page. People can be added manually, uploaded through CSV, synced via our Salesforce Integration, or voluntarily through study screeners or panel sign-up pages. Once added, each person is automatically assigned a Profile.


When a person is added to a panel, they become a Panelist. Panelists can join a panel through a sign-up page or be assigned to one from the People page.


A person who takes part in a study is referred to as a Participant. Participants can be added to a study through the People page, Panelist page, or study screener.