Dynamic Participant Management Doesn’t Happen In Spreadsheets
BYOU (Bring Your Own Users…You Get It)
Securely import customer data via CSV or through our integrations with Salesforce and Snowflake. Rally automatically maps properties to your database, removes duplicates, and ensures that no existing contact data in Rally is ever lost, just updated.
Comprehensive Participant Profiles = Better Research
Store up to millions of participant records in Rally’s flexible database that scales with you. Recruit participants with advanced filtering using custom attributes, survey results, research engagement history, demographic information, and more.
Precision Screening and Segmentation
Build custom screeners to find the perfect match - plus, save responses as custom attributes to filter with for future studies. Connect to the right participants every time and continue to build rich profiles.
Why do leading research teams use Rally for panel management?
Fine-Tuned Participant Tracking
Track participants as they work through your individual research studies with unique, custom statuses that automatically update.
Respect Participant Privacy
Easily manage consent when participants join a panel or start a study. Check back any time to view what consent forms participants have signed. Configure cool-down periods to ensure that no one is over-contacted.
Store Participant Information Securely
Rally's platform complies with the highest industry standards for data protection and privacy, ensuring the trust of both researchers and participants.
Deliver a Memorable Participant Experience
Build welcome pages, manage consent forms, create email templates, set cool-down periods, and pay incentives all in one place.
Track Research Notes
Rally’s comprehensive participant profiles have a spot to make notes on participant engagement, interviews, or anything else so nothing falls through the cracks.
Detailed Participant Activity
Automatically document every interaction with participants across all screeners, studies, incentives, email history, consent submissions and more.
Explore Rally's Features
Participant Management
Build rich participant profiles using data from every participant touchpoint across your research efforts.
Study Management
Manage the end-to-end Research process from initial invites to incentives, all in one tool.
Scheduling
Create a frictionless and happy scheduling experience for participants and team members with Rally.
Incentives
Send thank-yous to participants around the globe, regardless of your research method.
Panel Management
Recruit panelists for ongoing research while centralizing the end-to-end research process in one place.
Governance & Compliance
Your customers are your best asset. Protecting them is core to Rally’s DNA.
External Recruitment
Recruit from an external panel of over 3 million engaged and diverse participants.
Rally by Role
ReOps Managers
Democratize research for your entire team at scale with the right guardrails and governance.
Researchers
Rally is built for researchers. See how research teams easily recruit their users and engage stakeholders for research, no matter the type of study.
PMs & Designers
PMs & Designers use Rally to recruit their own users for interviews, surveys, and unmoderated tests.
The “Don’t Be Shy, We Know You’re Curious” List
A list of the most frequently asked questions about Rally:
Rally provides a robust CRM and powerful recruitment tools for you to manage and recruit your own users for research. Or, recruit from Respondent's panel of over 3M diverse and engaged participants.
Visit Recruitment to learn more.
We integrate with the most popular and widely used tools in the research community. Connect tools like UserTesting, UserZoom, Maze, Qualtrics, SurveyMonkey, Typeform and more. Don’t see your favorite survey or testing tool in that list? Don’t worry - Rally supports custom links to allow you to connect any tool you want, regardless of the study type.
By connecting your preferred tools to your participant database, you can keep doing research with your own real users, using your favorite methodologies and tools.
Securing your customer’s data is core to Rally’s DNA and has been our top priority from day one. Check out all the security and privacy measures that we’ve put in place to protect your data and keep your research process compliant on our Security page.
Rally is engineered from the ground up to accommodate the growth of our customers as they add more participants to their databases. Rally is a CRM to its core, designed for the complex needs of large teams with thousands of studies, and hundreds of thousands of participants.
Our customers have gotten us to where we are today, and we don’t say that lightly. From the moment you talk to a Rally expert, our team is by your side, ensuring you have all the tools and knowledge you need to make informed decisions and get the most out of our platform. We provide personalized guidance throughout your journey.
When you’re up and rolling with Rally, you’ll have access to exclusive resources including customer events, a community of Rally users, comprehensive support documentation, and a dedicated customer success team on-call.
Success of a new platform implementation is so much more than features: with Rally, you're not just adopting a research platform; you're gaining a trusted partner who is committed to empowering your research team to excel.
Visit our Security page here. Visit our Trust Center in Vanta to view our SOC 2 Type II certification, penetration tests, infrastructure security, and more.
Rally prioritizes researchers' privacy by employing robust security measures. All databases and backups are encrypted at rest with AES-256, block-level storage encryption.
Rally uses a third-party to perform annual penetration tests to ensure there are no vulnerabilities in our application. To request a copy of our annual pentest, email security@rallyuxr.com.
Our platform grants Research Operations Managers control over access permissions, ensuring data integrity. Compliant with stringent data protection regulations, we safeguard researchers' confidentiality, fostering a secure environment for seamless research endeavors.