Step 3: Screener

You have 2 options currently for building a screener in Rally, using our Qualtrics Integration (link) or the Rally Screener Tool.

Rally Screeners have a few major features:

Question Types

• Short Form Text
• Date
• Number
• Single-select
• Multi-select

Skip Logic

• For any single-select or multi-select question, you can set responses to Continue to X Question

Auto Qualification Logic

• If you would like to reduce friction in your recruitment process, and send qualified participants directly to scheduling, you can toggle on Auto qualification behavior --> Send to scheduling page
• Currently, you can only set auto-qualification behavior for Single-select and Multi-select questions

Assigning Response to Properties

• Allows you to map screener responses to Properties in your participant database
• This enables you to enrich participant profiles with screener data, for use in future studies

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When mapping screener responses to Properties, make sure the question type matches the Property type in Rally. For example, multi-select questions should map to multi-select Properties, and short form questions should map to text Properties.

Question Templates

• Any questions can be created into question templates and re-used across Rally.
• Saving a Question Template: Press Actions --> Save as new question template
• Using a Question Template: Press Add Question --> Add from question templates