Panel Management

Build Panels of Your Own Users

Rally empowers leading research teams at HelloFresh, Weblow, EZCater and more to recruit panelists for ongoing research, while centralizing the end-to-end recruitment process for studies in one place.

Craft A Personalized Panelist Experience

Nurture your community of panelists with custom, branded outreach, intuitive sign-up forms with consent, and guardrails to prevent over contacting.

Granular Screening and Segmentation

Build custom screeners to find the perfect match for specific panels - plus, save responses as custom attributes to filter with for future studies.

Comprehensive Participant Profiles = Better Research

Recruit panelists using custom attributes, survey results, research engagement history, demographic information, and more. Or, use an integration partner like Qualtrics to create panel screeners and map panelist data back to Rally.

Why do leading research teams use Rally for panel management?

Keep Panelists Engaged, Not Overwhelmed

Easily manage consent when participants join a panel. Configure cool-down periods, opt-out rules and guardrails to ensure that no one is over-contacted.

Track Panelist Activity

Automatically document every interaction with participants across all screeners, studies, incentives, email history, consent submissions and more.

Increase Participation With Branded Communication

Give participants a unique experience with personalized, branded emails. Create multiple sign-up pages for participants to opt-in to research.

Set Auto-Qualification Rules

Automatically qualify (or disqualify) panel members based on screener responses, or review potential panelists manually.

Diverse and Representative

Rally’s recruitment features, such as random sampling, allow you to take an intentional approach to ensuring that every corner of your participant database is represented.

Bulk Edit Panelists

Save time by easily updating thousands of panelist’s properties in just a few clicks.

Explore Rally's Features

Participant Management

Build rich participant profiles using data from every participant touchpoint across your research efforts.

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Study Management

Manage the end-to-end Research process from initial invites to incentives, all in one tool.

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Create a frictionless and happy scheduling experience for participants and team members with Rally.

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Send thank-yous to participants around the globe, regardless of your research method.

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Panel Management

Recruit panelists for ongoing research while centralizing the end-to-end research process in one place.

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Governance & Compliance

Your customers are your best asset. Protecting them is core to Rally’s DNA.

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External Recruitment

Recruit from an external panel of over 3 million engaged and diverse participants.

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The “Don’t Be Shy, We Know You’re Curious” List

A list of the most frequently asked questions about Rally:

How does Rally handle recruitment?

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.

Can Rally integrate with our existing tools and systems?

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.

Visit our Integrations page to learn more.

What security measures are in place to protect participant data and privacy?

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. 

Is Rally scalable to accommodate the growth of our research initiatives?

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. 

What kind of support, training, and resources are available to help our team get started?

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.

Read more about our Commitment to Support here!

Where can I learn more about Rally’s Security?

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.

How does Rally protect researchers' privacy?

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

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.

Visit our Security page to learn more.

What is HIPAA Compliance?

HIPAA (Health Insurance Portability and Accountability Act) compliance signifies that Rally adheres to strict security and privacy standards set by the U.S. Department of Health and Human Services. This compliance ensures that protected health information (PHI) is handled and stored securely, safeguarding participant confidentiality and privacy.

Rally has signed BAAs with all third party integrations & vendors that process PHI.

What is the difference between PHI and PII?

PII refers to any information that can be used to identify an individual. This includes things like names, email addresses, phone numbers, social security numbers, and even IP addresses. Essentially, if the data can be linked back to a specific person, it's considered PII.

Protected Health Information (PHI) is a subset of PII, but it specifically pertains to health information that is linked to an individual's medical history, diagnosis, treatment, or payment for healthcare services. This could include things like medical records, lab results, insurance information, and even conversations about health conditions.