There are 2 ways to screen participants to join your study in Rally, auto-qualification, and a review process
Auto-qualification is the fastest, and most frictionless way to screen participants, capture consent, and schedule them for interviews in a singular flow.
Based on screener logic in the
Study Builder, you can set certain responses to
Qualify and turn on
Once participants complete a screener, if they have qualified or not, scheduled time with you or not, their responses will appear under
Screener Responses for your review.
In the case where you'd rather review each screener response before scheduling your participants (e.g. need to reach specific quotas), you'll go through the following process:
- New screener responses will appear under
- On this screen, you’ll see a table of all the responses that have come in
- From here, you can
Disqualifyparticipants by pressing
Change Screener Status
- You can also invite participants to book time with you by pressing
Send Scheduler Emailand sending out the email on the right-hand side
Updated 2 months ago