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Rally’s 2025 Summer Release

August X, 2025

The infrastructure behind effortless research

We’re building a future where research scales without friction. Rally gives Research Ops the control they need, while letting PWDRs hit the ground running on day one. Here's how we're building that future.

Recruit with structure and speed

With better tools for targeting and communication, these updates help you find the right people and get research started, quick.

Hit your target with participant quotas

Divide and conquer your study with precise quotas. Rally keeps score, fills the spots, and closes the list automatically.

‍Craft your own custom emails

Send repeatable messages like nudges, reminders, consent notes, and more, without rewriting them each time.

Outreach on autopilot

Schedule recruitment and reminder emails to send at the right time, no matter where your participants are or when you’re working.

Marie Kondo your user panels 🧘

Great research starts with great data, but managing participant info across tools, systems, and sign-ups can get messy fast. These updates help you keep your CRM in sync.

Rally 🤝 Marvin integration

Keep your participant data in lockstep. Rally syncs your participant data and Marvin brings the AI heat. Smarter insights, no copy-pasting required.

De-dupe like a pro

When participants sign up with different emails, you can now merge their records in Rally. Keep your panel clean and avoid duplicates in studies or analysis.

2-way sync with Snowflake

With two-way sync across Snowflake data tables, Rally now keeps your participant info fresh and in flow. Plus, if someone drops out of Snowflake or Salesforce, Rally can automatically opt them out.

Guardrails that keep ReOps in control

These updates ReOps the confidence that self-serve research won’t compromise compliance, data quality, or participant experience.

Team-based data isolation

Separate participants, studies, templates, consent forms, and communications by team – ideal for global companies and regulated research environments.

Custom user roles & permissions

Create granular roles that define what each user can see or do. Lock down incentive access, change who can modify or edit studies, let PMs or designers in to collaborate, and more.

ReOps oversight on studies

Admins can see what’s happening across all studies (or just team ones) without being added to each one.

And that’s our Summer Release