Typeform

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How does the Typeform Integration work?

The Typeform integration in Rally is managed by the Rally UXR developer application in Typeform.

Connecting your Typeform account to Rally can unlock the following use cases:

Screening with a Typeform survey

Build your screener in Typeform and send it out through Rally to leverage more complex screener questions, and track study sign-ups in Rally.

Survey study type (coming soon)

Build your survey in Typeform and recruit your participants through Rally to automate and track outreach, participation, and close the loop with an incentive.

Panel sign-up forms with Typeform

Build your panel via a Typeform sign-up form and automatically ingest those participant profiles into your Panel in Rally.

Setting up the Typeform integration

To get started, you can navigate to Settings > Data Connections , click “Connect to Typeform”, and follow the steps in the connection panel.

Using the Typeform integration in a study

Now that you have connected your Typeform account to Rally, you are ready to use their surveys (typeforms) in Rally studies.

  1. Head on over to the studies page in Rally and create a new study with a screener.

  2. In the screener page, click the Survey tool menu and select Typeform

  3. Select a Typeform survey using the “Select a survey” menu.

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    Only publicly accessible surveys in Typeform will display in the menu. You can make you surveys publicly accessible by publishing them in Typeform.

  4. Click the Preview button to Preview the Typeform survey in Rally.

  5. Finish up filling in the rest of the your study information and Voila! You now have a Rally study with a survey powered by Typeform.

Now that you have a study with a Typeform survey, you can share the link to the study landing page with your participants and prospects and gather some responses. To view the responses follow these steps:

  1. Head on over the the screener responses page for your study.
  2. Click the “View Responses” button next to a participant name.

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We do not support all Typeform question types in Rally at the moment. If you see a question that is not present in the responses panel, then head to Typeform to view the response.

Typeform FAQ

  1. I responded to a Typeform survey using Rally, why is it not showing up in the responses tab?

It may take a few minutes for survey responses to make their way from Typeform into Rally. Try refreshing the screener responses page in a few minutes. If you still cannot see them, please reach out to us and we will take a look.

  1. Why are some of my Typeform questions not displaying in the responses panel?

We do not support all Typeform question types in Rally at the moment. If you see a question that is not present in the responses panel, the please head on over to Typeform to view the responses.

  1. What Typeform question types are supported in Rally?
    1. Short & Long Text
    2. Number
    3. Multiple Choice
    4. Opinion Scale
    5. Email
    6. Phone number
    7. Website
    8. Dropdown
    9. Yes/No
    10. Legal
    11. NPS
    12. Rating
    13. Date / Time
  2. What Typeform question types are NOT supported in Rally?
    1. File upload
    2. Picture Choice
    3. Calendly
    4. Payment
    5. Matrix

Updated 18 days ago