Participant Management

Dynamic Participant Management Doesn’t Happen In Spreadsheets

Automatically build rich participant profiles using data from every participant touchpoint across your research efforts. Use data points from screeners, surveys, incentive history and email engagement to target the perfect participants for future studies.

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 participant 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.
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Upload a list of opted-in customers or integrate with your company’s CRM to start recruiting ideal participants.
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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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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. Rally doesn’t recruit on your behalf, nor do we have our own panel of participants to recruit from. 

Import your database of opted-in customers and continue building a diverse and representative pool of participants. Recruit using custom attributes, survey results, or research engagement history. 

View 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.