Building & Managing a Panel
Creating a Panel
- To start building your Panel in Rally, press on
Panelson your top navigation bar.
Create Paneland create a Name and optional Description for your Panel
Creating a Signup Page
- Within your panel, head to
Signup Pagesand press
Create new signup page
- Define an Internal name, and select your page components:
- Welcome page -- tell participants about your research program and what to expect.
- Screener -- qualify participants with a short screener.
- Consent form -- require that participants opt-in to your research.
- Welcome email -- automatically send a welcome email to people who sign up.
- Once your Signup Page is Published, you can start sharing the link externally and let the signups roll in!
- Open the
New Signupstab to see any new Panelists that have completed your Signup form.
- After reviewing their Screener responses, any people that you want to approve and hit
Recruiting your Panelists into Studies
- Every Participant associated with your Panel will filterable when recruiting for a Study.
Updated 3 months ago