August 5, 2024

Ballpark Integration, Dashboards, External Recruitment, and API Updates

August 5, 2024

We've teamed up with Ballpark for seamless usability testing and added Dashboards for clearer insights into your research. You can now recruit participants from Respondent's engaged panel and easily connect Rally with other tools using our updated API. 

Cover all your bases with Rally and Ballpark 

Our integration with Ballpark usability testing is now live! Capture usability and design insights through Ballpark’s unmoderated tests, while managing the end-to-end study process from recruitment to incentives in Rally.

👉 Empower UXRs & Designers to run their own research while maintaining company-wide brand and security standards. 

👉 Templatize screeners, studies, consent forms, and email outreach to ensure participants have a consistent experience with your brand.

👉 Lean on Rally’s default governance rules or create custom rules to ensure participants aren’t over-contacted by your team.

👉 Recruit from an external panel or from your own user database for Ballpark usability tests.

👉 Send incentives through Rally to thank participants who complete usability tests.

Communicate research impact with Dashboards

View all research activity happening in your organization, understand trends over time, and communicate Research value and impact. For the first time ever! 

👉 See your entire research program from a birds-eye-view. Dashboards facilitate efficient oversight of research operations by providing an at-a-glance summary of study activity, volume and research throughput. 

👉 Get actionable insights into various research activities, such as the number of completed studies, participant engagement, no-shows and opt-outs. 

👉 Quickly demonstrate the ROI of research efforts, aiding in informed company-wide decision-making and project tracking.

Reports include: 

  • Studies Closed Over Time
  • Studies Published Over Time
  • Completed Surveys Over Time
  • Completed Screeners Over Time
  • Completed Unmoderated Tests Over Time
  • Interview Invites Over Time
  • Scheduled Interviews Over Time
  • Completed Interviews Over Time
  • Canceled Interviews Over Time
  • Interview No Shows Over Time
  • Opt Outs Over Time
  • Average Time To Recruit

Read more about Dashboards here, or visit our help center.

Recruit from Respondent’s panel of 3M+ engaged and diverse participants for any Rally study. 

The world’s best Research teams use Rally’s Research Operations Platform to automate research safely and at scale. As a command center for all things ReOps, Rally automates the entire research process from recruitment and scheduling, all the way to incentives.

What happens if you need to recruit participants who haven’t purchased or used your product?

Introducing external panel recruitment in Rally, powered by Respondent. This integration allows you to recruit from Respondent’s panel of over 3 million engaged and diverse participants, without leaving Rally. 

Here’s how it works:

Watch our Launch Party Recap: Get a deep dive into the panel, watch an integration demo, and listen to Allison Hall, UX Research Manager at Checkr share her recruitment best practices.

New API Endpoints for importing and exporting data

We're excited to announce recent updates to our API. It is designed to enhance data interoperability by enabling import and export of People, and export of Studies and Panels. 

Here are some common use cases we are excited to support: 

✅ Import participant information from external sources, such as marketing platforms, event registrations, or customer success tools.

✅ Integrate with internal platforms to keep participant data synchronized across systems.

✅ Integrate with internal project management or communication tools, enabling automated notifications and updates for research team members when participants are added, studies are created, or status changes occur.

Visit our developer documentation to use Rally's API. 

Customize when to capture consent for each study

You now have a choice of when in the opt-in process you want to capture consent from the participant. Select from:

  • Before the participant starts the screener
  • After they submit the screener
  • Before the study starts
  • After the study is completed
  • Or, you'll share the consent form with the participant manually.

Randomize screener options to remove bias

When participants encounter screener questions with randomized answer choices, it prevents them from subconsciously favoring or dismissing specific options due to their order. This randomization helps to eliminate the primacy effect, where respondents might choose the first options simply because they see them first, and the recency effect, where they might select the last ones because they're most recent in their memory. By reducing these biases, researchers can gather more accurate and representative data in screeners.

Improvements and Fixes
  • Streamlined Preview Experience: The consent form will now only appear once when previewing a screener or study, saving you time and providing a smoother setup process.
  • Accurate Interview Booking: We've fixed bugs in the interview booking system to ensure available times are accurately displayed, eliminating confusion and ensuring a seamless scheduling experience for participants.
  • Accurate Email Status Updates: Soft-bounced emails will now correctly update participant status to "Canceled" instead of "Opt-out," ensuring contact statuses remain accurate. 
  • Save Email Edits Prompt: When editing an email template, you'll be prompted to save or discard changes, helping you prevent accidental loss of updates and ensuring your emails remain as you intended.
  • Enhanced Participant Clarity: External study names are now required to improve participant clarity and experience, providing clear and relevant information right from the start.
  • Clear Interview Cancellation Info: Our updated confirmation modal now clearly explains what happens when an interview is canceled: the interview will be marked as canceled in Rally, and the calendar event will be deleted from all attendees calendars.
  • Personalized Email Outreach: Add even more personalization in email communication, as all study variables are now available in survey emails, allowing you to tailor messages for each participant.
  • Improved Screener Visibility: We've enhanced screener readability with black text and better contrast, ensuring participants can easily read and respond to questions.