People

Everyone you added to Rally lives on the People page. People can be added to Rally manually, uploaded via CSV, synced through our Salesforce Integration, and voluntarily through a study screener or panel sign up page. Once a person is added to Rally, they're automatically given a Participant Profile that provides a comprehensive overview of all information, submissions, or interactions related to them.

Panelists

A person added to a panel becomes a Panelist. People can join a Panel via a Panel sign-up page or be assigned to one via the People page.

Participants

A person who participates in a Study is a Participant. Participants can be added to a Study via the People page, a Panelist page, or a Study screener.