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Description

Facilitate ongoing discovery within your product team through a robust participant management platform tailored for UX research. Effortlessly monitor all participant interactions by utilizing a personalized CRM system. Organize your participants with the use of tags, notes, segments, and filters, ensuring that crucial engagement records are always accessible. Participants can easily select from a range of available times and schedule their sessions through a weekly overview, eliminating the need for unnecessary account creation. Additionally, provide a Combined Calendar that consolidates all studies in one location, enabling stakeholders to participate in ongoing, individual, or multiple studies seamlessly alongside Zoom or other venue information. Offer incentives in over 140 countries and currencies while implementing limits to prevent tax implications for recipients. Manage finances through invoices or credit cards, ensuring that all rewards are securely tracked and accounted for, thereby enhancing the overall efficiency of your research process. By streamlining participant management and engagement, your team can focus on deriving valuable insights from user experiences.

Description

UX researchers and designers often find themselves dedicating countless hours each week to manually handling tasks like sending emails, coordinating calendars, purchasing gift cards, and managing disorganized spreadsheets, all for the purpose of engaging with users. Rally simplifies the research process by automating outreach efforts, scheduling tasks, and managing incentives efficiently. By eliminating the burdensome manual recruitment work, you can concentrate on what truly counts: conducting impactful research. With Rally, all your participants and studies are organized in one place, and you are alerted when participants qualify for new studies, making it effortless to initiate your next research project with assurance. You can establish templates for various outreach types and schedule and sequence emails seamlessly. The platform also incorporates screeners with skip logic and auto-qualification to swiftly identify the most suitable participants. Furthermore, it features team scheduling that dynamically adjusts your availability and accommodates moderators and observers effectively. In addition, managing incentives becomes a breeze, ensuring that both you and your participants can easily navigate the process of claiming rewards. Ultimately, Rally transforms the research landscape, allowing you to invest more time in valuable insights and less in administrative tasks.