No tricks, just treats 🎃

Witch, please. Rally’s not scared of messy governance rules or time-zone confusion. We brewed up fresh integrations with AI-moderated interview tools, smoother scheduling, on-the-fly observer invites, and more. You could say our product team’s been working the night shift. 🕸️

Watch this quick recap video:

🤖New integrations: Outset.ai + ListenLabs for unmoderated testing

You can now run unmoderated studies right from Rally using Outset.ai or ListenLabs. Just drop your test’s share link into your Rally Study and you’re good to go. Rally will handle recruitment, tracking, and incentives automatically, while Outset or ListenLabs collect your insights. When participants finish their test, they’ll be marked as complete in Rally. 

And while AI-moderated studies are here to stay, they’re not replacing real human research – they’re adding to it. With Rally, you can now run both human-led and AI-assisted studies side by side, freeing up your time for deeper analysis and higher-value work. Check out our AI philosophy for more on this! 

Run a study with ListenLabs here. 

Run a story with Outset here. 

Dial in your recruitment with SMS reminders

With SMS reminder notifications, participants who opt in will get timely updates like confirmations, schedule changes, and interview reminders, all sent automatically from a Rally-managed number. It’s one more way to reduce no-shows without you lifting a finger.

Plus, collect phone numbers on panel sign up forms to recruit participants through SMS in the future. 

Add observers on the fly

Need to add (or remove) someone from an observer room last minute? You can now update an interview’s observer list anytime from the Interviews tab in your study. Rally will automatically refresh the calendar invite and send the right emails to everyone (new guests get an invite, removed guests get a cancellation). 

‍Make your emails more personal with 'Sender' personalization tokens

Add a personalization token that automatically grabs your name (or whoever’s sending) so messages come straight from a real human.

Use it to sign off with your name and title, or personalize messages like “Your interview with [Sender Name] starts at [Interview Time].”

💡 Pro tip: Add it to your email templates – the sender token will automatically match the sender’s email address.

All your governance rules, all in one place 

We’ve combined what used to be two different Settings pages (Cooldown Rules and Custom Governance Rules) into one sleek, easy-to-use page. Now all your governance and contact settings live together under Settings → Governance → Engagement Rules. 

Need some inspo on custom governance rules? Here are some examples that customers are using: 

• Place executive or high value participants on an extended cooldown. 
• Put customers in a blocklist temporarily if they are approaching renewal. 
• Block competitive domains from participating in your research studies. 
• Put US customers in a blocklist if they are approaching $500/year in incentives.

Branded email addresses for outreach

Running studies for multiple brands? Now you can assign unique email addresses for each one, so every message comes from the right place.

For example:

research@zoobereats.com = for Zoober Eats studies 🍔

uxr@zooberrides.com = for Zoober Rides 🚗

It’s simple, organized, and keeps your outreach perfectly on-brand.

Time zone switcher for interviews

No more mental math or changing your default browser time zone 👀You can now switch between time zones right on your Upcoming Interviews page – perfect for global teams or participants across regions. Quickly see how your schedule looks in different time zones so you can plan smarter, avoid mix-ups, and keep everyone in sync (without pulling up a world clock!).

New participant status: ‘Incentive Skipped’

The ‘Incentive Skipped’ status exists to capture scenarios where your participant is in the “Completed” stage of an incentivized study, but isn’t eligible for or cannot accept an incentive. 

Copy incentive links to share with participants

Quickly copy the unique incentive link right from the Incentives or Budgets tab when you need to share a participant’s incentive directly with them. Super handy for follow-ups or if a participant misses their original email.