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RALLY 101

  • Welcome to Rally
  • Rally 101
  • Onboarding

WORKSPACE Setup 101

  • Workspace 101
  • Account
  • Users, Roles, and Permissioning
  • Inviting Your Colleagues
  • Connected Apps
  • Property Manager
  • Email Templates
  • Question Templates
  • Documents
  • Consent Forms
  • Branding
  • Domains
  • Billing
  • Governance
  • Setting up SSO
  • Notifications

profile Setup 101

  • Profile Setup 101
  • Profile
  • Connected Accounts
  • Availability
  • Email

Properties 101

  • Properties 101
  • What is a Property?
  • Out-the-Box Properties
  • Creating Custom Properties
  • Updating Property Data
  • Filters, Segments, Columns, & Saved Views

People 101

  • People 101
  • Adding People to Rally
  • People, Panelists, Participants
  • Participant Profile

Studies 101

  • Studies 101
  • Building An Interview Study
  • Building A Survey Study
  • Inviting Participants to a Study
  • Adding Participants to a Study
  • Qualifying Participants
  • Scheduled Interviews
  • Study Statuses

Screeners 101

  • Screeners 101
  • Building a Screener
  • Screener Conditional Logic

Scheduling 101

  • Rally Scheduler
  • Conflicts and Overrides

Panels 101

  • Panels 101
  • What is a Panel?
  • Building & Managing a Panel

Incentives 101

  • Incentives 101
  • Incentive Setup
  • Managing Incentives

Integrations

  • Integrations Overview
  • Google
  • Office 365
  • Zoom
  • Calendly
  • Slack
  • Salesforce
  • Snowflake
  • Qualtrics
  • SurveyMonkey
  • Typeform

Participant Experience

  • Screener Experience
  • Interview Scheduling and Rescheduling
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Workspace 101

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  • Account
  • Users, Roles, and Permissions
  • Adding New Users
  • Connected Apps
  • Property Manager
  • Email templates
  • Question Templates
  • Documents
  • Consent Forms
  • Branding
  • Domains
  • Governance
  • Setting up SSO

Updated 2 months ago