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.
Updated 7 months ago