Dynamic participant management doesn’t happen in spreadsheets.
Every touchpoint across the entire research lifecycle builds one governed participant profile, so nobody on your team ever wonders who's been contacted, what they opted into, or when they're off-limits.
Turn scattered users into a living panel.
Import customer data from CSV, Salesforce, or Snowflake to build a dynamic panel of your own users. Rally maps properties automatically, removes duplicates, and never overwrites existing contact history.
Create adaptive users segments.
Create multiple segments of users within a panel using Rally’s robust filtering and segmentation. Rally automatically adjusts each segment by adding users who meet the criteria, and excluding those who no longer qualify.
Screen participants and build custom views with precision.
Build a custom screener once, and every response becomes a filterable attribute for every study after it. Connect to the right participants every time and continue to build rich profiles.
Research faster, any way you want.
The infrastructure makes user access trustworthy. Rally Agent makes it easy. Kick off studies, recruit participants, schedule sessions, and send incentives automatically — from Claude, Cursor, Slack or wherever you work.
Turn a list of contacts into a panel you can rely on.
Rally gives every participant relationship a home: qualifications, history, consent, and contact limits, all in one governed view.
Featured Resources
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Built for teams who can’t afford to wait
"Rally has single-handedly taken our confusing and complicated recruitment approach and helped my team build out a well-designed, engaging, and time-saving process."
"Rally has been a game changing tool for our Research Ops team. It's helped us consolidate down from multiple tools and made each step significantly more efficient."
"Rally has rapidly become my favorite UXR tool because of all the capabilities it enables and how surprisingly user-friendly it is, even with all these capabilities."
"Rally has really helped us see a vision where we can start creating panels for different purposes and growing our participant database in house, instead of reaching out to recruiters."
"Rally has reduced the burden on my small research team and opened up the ability to scale research easily within the larger organization. A tool worth the hype."
"Rally offers a centralized platform to manage all aspects of UX research, allowing researchers to focus more on insights and less on logistics."
