RECRUITMENT

Better participants. Fewer no-shows. Faster research.

Rally gives you every tool to find, qualify, and confirm the right participants from your own user base. 

Talk to users in minutes

Centralize participants for quick recruiting: import a list, connect to your company CRM, share sign-up links, capture participants in-app, or supplement recruitment through external panels.

AI-powered filtering

Rally's AI-powered filtering analyzes your participant database and surfaces the best-fit candidates for your study automatically.

Participant profiles get richer over time

Research responses and engagement are automatically saved within participant profiles, so every study makes your future recruitment more accurate.

Why do leading research teams use Rally for recruitment?

Diverse and representative 

Ensure every corner of your audience is represented with random sampling.

No more no-shows

Participant ratings give your team a track record to recruit from so you can prioritize reliable, high-quality participants.

Automated email outreach

Rally automates the reminders, confirmations, and follow-ups that keep participants accountable. 

Protect your participants

Configure cool-down periods, permissions, and guardrails to ensure that no one is contacted when they shouldn’t be. 

Supplement recruitment

Recruit from Respondent and User Interviews external panels, giving you access to over 9 million combined verified participants across 150+ countries.

Searchable and filterable

Filter by custom attributes, screener responses, demographic data, research engagement history.

Explore Rally's Features

Participant CRM

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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Recruitment

Find, qualify, and confirm the right participants for every study across your entire research program.

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Incentives

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

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

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FAQs

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 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.

Visit our Security page to learn more.