Hi there,

When you decide to roll out Rally for Teams, your entire team can access powerful new features like:

👥 Teams and user permissions for precise access control

✨ Unique and flexible templates for screener questions, emails, brands, and more

💸 Custom incentives (like discount codes and coupons)

📊 Participant populations to better organize and recruit the right users

✅ Rally for Teams readiness checklist

1️⃣ Set up new teams

Navigate to Teams to organize your Rally users into teams that have controlled access to templates and populations. Create teams by business units (for example, Uber may set up separate teams for UberEats, UberFreight and Uber Rides), or by Rally user types (for example, PMs, designers, product marketers, etc).

2️⃣ Configure user roles and permissions

Navigate to Settings > Roles. Start with Rally’s default roles for a seamless setup, and duplicate them to customize permissions. Create unique roles and assign users to them.

3️⃣ Manage participant populations

Review your user Populations and assign them to the appropriate teams, so that only users within those teams have access to view and recruit participants from those Populations.

👋 When you’re ready, contact Leon via Slack or email to opt-in your workspace to Rally for Teams.

Resources

Rally for Teams Getting Started Guide for admins

Rally for Teams overview video - 3 minutes

Rally for Teams demo and Q&A with Stephanie Pratt at Blackbaud - 30 minutes

The fine print

• Once you decide to roll out Rally for Teams to your workspace, there’s no going back. Unless you really, really need to. Contact us to do so.
• On February 28th 2025, all workspaces will be migrated to Rally for Teams and Rally V1 will no longer be supported.

Imagine a company like Uber, with a sprawling set of products like UberEats, UberFreight, and UberRides. Each product has unique user types—think drivers and riders for UberRides, or couriers, consumers, and restaurant owners for UberEats. Naturally, each of these product pillars has its own dedicated team of researchers, PMs, and designers.

For companies like Uber, managing research with these diverse user types and product pillars can get messy. They face big challenges when it comes to recruiting participants and setting up studies.

Questions pop up, like:

“Who are the right people to recruit?”

“How do we ensure UberEats drivers don’t get contacted for an UberRides study?

“How do we ensure that different team members (UXRs, PMs, Designers) for each product pillar have the right access to the right research tools and participants?”

You can probably imagine the chaos and anxiety this can cause – or maybe you've lived it.

Today’s UXR platforms aren’t built to accommodate this type of research at scale.

Read the rest of this article on our Changelog.

Hi there,

With fall in full swing, we’re excited to roll out some fresh updates in Rally. Read on to see how you can schedule group interviews, recap our API, and add new options to screeners. Let’s take a look at what’s new this season! 🍁

Check out our Changelog for the details.

Watch this 1 minute overview video.

Hi there,

We have exciting new product updates to report! 🚨

We've teamed up with Ballpark for seamless usability testing, and added Dashboards for clearer insights into your research. You can now recruit participants from Respondent's engaged panel and easily connect Rally with other tools using our updated API.

Check out our Changelog for the details.

The world’s best Research teams use Rally’s Research Operations Platform to automate research safely and at scale. As a command center for all things ReOps, Rally automates the entire research process from recruitment and scheduling, all the way to incentives.

What happens if you need to recruit participants who haven’t purchased or used your product?

Introducing external panel recruitment in Rally, powered by Respondent. This integration allows you to recruit from Respondent’s panel of over 3 million engaged and diverse participants, without leaving Rally.

‍

Here’s how it works:

Read the full Changelog and access new resources for Recruitment success here.

Hi there,

We’ve got hot news to share that’s made our summer even brighter…

Rally has just been awarded G2 badges for Best Support, Easiest to do Business With, High Performer in Enterprise User Research and more! This achievement is a major milestone for us, and we couldn’t have done it without the incredible support and feedback from our customers, who are really the ones driving innovation in Research and Research Operations.

Check out our Changelog for the details.

Watch this 1 minute thank you message from Oren and Alec, co-founders at Rally.

Hi there,

From our shiny new Rally Help Center to Observer Room magic tricks, we've got a wave of new enhancements to make your support and outreach experience as breezy as a day at the beach. Sorry (not sorry) for the summer puns.

Check out our Changelog for the details.

TLDR - Watch this 1 minute recap video!

We are introducing a new in-app support widget that’s powered by AI, and our brand new Rally Help Center, to help you get faster answers to your support questions. 🎉

💜 TL;DR: We are not getting rid of Slack!

We are introducing a new in-app support widget that’s powered by AI and our brand new Rally Help Center. The support widget will seek to be your “first line of defense” for all product questions, issues, feature requests, etc. We believe that Slack is still an important channel for us to communicate together — from more casual thoughts to group brainstorms, and as a fall-back in case of emergency, so we won’t be getting rid of Slack. Alongside all of this, it’s time to introduce some SLAs so you know what you can expect from us in terms of response times moving forward.

🎓 Help Center

Firstly, we are excited to launch our brand new Help Center! You can visit the Help Center here, or access it through the chat icon in your Rally workspace.

Our Help Center is full of new and improved support docs, and serves as an up-to-date resource for everything you need to know about our platform.

Within the Help Center, you can also chat with our new AI bot, Fin (more below), and check on the status of your various support tickets, feature requests, product questions and more.

💬 In-App Support Widget

You’ll notice a new chat bubble on the bottom right hand corner of your Rally app. The widget is deeply connected with our new Help Center and opens a new channel for you and your colleagues to:

• Report product issues
• Ask general questions
• Submit feature requests
• Chat with our team

Our AI bot, Fin, will be your first “line of defense” to answer some of the more straightforward questions that are found in our Help Center. Fin is continuously learning and improving over time, so feedback on its performance is more than welcome.

Of course, AI does not solve all problems, so if you’re not satisfied with the response, you can always opt to talk to a real Rally human 🙋 and one of us will respond directly in-app.

☎️ Slack Support Updates

Don’t worry - we’re not getting rid of Slack! We're still dedicated to providing the best possible support to our customers. However, as we've grown, maintaining sub-one-minute response times on Slack has proven challenging 😅.

Generally, we suggest using our In-App Support Widget before reaching out on Slack. That being said, we understand there are some topics that are better to discuss in Slack, and we want to stay flexible to keep this channel available to you. In our eyes, Slack is still great for:

• Group discussions where you need to @mention your colleagues
• Casual conversations, spur of the moment ideas, and musings
• Emergencies that you want to make sure we see ASAP
• Questions for your Customer Success Manager
• General praises and love letters for Rally 😉

⏰ Updated SLAs

Our support hours are Monday through Friday, from 9am - 7pm EST, excluding US National Holidays.

With our new in-app support widget, when you start a conversation with us, you’ll be prompted to either report a problem, ask a product question, or submit a feature request.

If you are reporting a problem during business hours, you can expect the following response times, depending on the level of priority you indicate:

🚨 Critical: Response time within 30 minutes

Critical issues that are extremely time-sensitive.

Examples include:

• Rally not loading
• Scheduling page down
• Page crash

🔥 High: Response time within 2 hours

Significant issues that are time-sensitive but not urgent.

Examples include:

• Broken experience on a non-critical task
• Isolated failures such as interview booking failing
• Unable to send emails

🔔 Medium: Response time within 8 hours

Issues that affect UX but the system is still functional. Workarounds are available.

Examples include:

• Non-breaking bugs
• Minor UI/UX issues

ℹ️ Low: Response time within 1 business day

Minor issues and general comments that do not significantly affect functionality.

Examples include:

• Display bugs
• General inquiries or feedback

📝 Note that you can always default back to Slack if something is extra urgent and you want to get our attention. We want to make sure you still have a channel to reach us in case of emergency.

Reach out to your Customer Success Manager, Leon, with any questions you have about the updates we’re making to support at Rally.

Let us know what you think of the new Help Center, and thank you for your ongoing support!

April showers bring…May product updates! 🌸This month, we achieved HIPAA compliance, streamlined interview scheduling, and enhanced email functionality.

Read more here