Where research takes flight
Easily recruit your own users
Build & manage research panels
Streamline research across teams
Stay compliant & keep user data safe
Ready, set, launch.
Speedier, smarter participant recruitment
Seamlessly segment your audience, send out emails, screen participants, capture consent, schedule interviews, and send out incentives. All from one streamlined tool that’s purpose-built for the UXR workflow.
Email automation
Create personalized email templates for every type of outreach, and automate sending.
Smart screeners
Screeners with skip logic and auto-qualification to find your best fit participants, fast.
Robust team scheduling
Scheduling that connects to your team’s calendars and dynamically updates availability for participants.
Cross channel
Share your study and reach your users wherever they are, with public study links.
Leave the paperwork to us
Rally takes care of the admin work so you can take care of research. Get consent and distribute incentives, with just a few clicks.
Consent
Automatically capture consent for new participants or each study. Centralize where you manage your consent forms, opt-outs, and research agreements.
Incentives
Securely send incentives that your participants can claim worldwide. Track who’s claimed them and manage your incentives budget.
Do research your way
Our study builder lets you set up and run a variety of study types. It’s flexible and integrated with popular research tools, so you can streamline your workflow.
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Mixed methods
Run interviews, surveys, unmoderated tests, and configure the workflow to match.
Plug and play
Use tools you already have with Rally, like Qualtrics, Zoom, Calendly, and more.
Ditch the spreadsheets
Rally brings all of your past participants and studies together, and makes it easy for you to launch your next study with confidence. Your users are no longer lost among spreadsheets or mixed up between deals & leads in sales and marketing tools.
Rich contact profiles
See every interaction a participant had with your brands across all your studies.
Stay in sync
Keeps participant records up to date with customer data sources across your company.
Advanced segments
Quickly target the right users with powerful filters, and save segments for your teams to use.
Dynamic properties
Auto-enrich participant properties with every screener, keeping your segments accurate.
Build diverse panels
Streamline your recruitment by organizing people into panels. Panels let you separate user populations, centralize recruitment efforts, and more easily apply governance.
Multiple Panels
Build out your primary research panel, a group of beta testers, or a voice of the customer group. All while keeping your database free from duplicate contacts.
Targeted signups
Recruit your customers to join a research panel with sign up pages tailored for each audience.
Unlock research for all
Whether your goal is to democratize or centralize, Rally’s CRM platform helps you scale up research processes. Empower teams to engage with their users responsibly. And grow the impact of User Research across your company.
Eliminate the siloes
Make research instantly more visible across teams and departments. Teams can see all their studies in one place.
Promote good habits
Set up templates to make it easier to do better research, and more often.
Measure activity
Track research activity by users and teams, and see how just much more research got done.
User roles
Set up SSO & user permissions that give each user the right level of access.
Governance rules
Create rules around contact frequency, research participation, total incentives paid out, and more.
Free to contact
Easily see who’s free to contact for studies and audit contact status history.
Pll masking
Keep sensitive user data private, while still allowing research to happen.
Opt-outs and blocklists
Sync opt-outs across your customer data sources. Use a blocklist to enforce do not contacts.
A great participant experience every time
Deep integrations
Rally is a platform that connects to your favorite tools and key customer data sources. We integrate deeply, and believe your tools work better together.
