🚨 Managing Billing and Budgets requires an Admin role type.
Rally's Tremendous and Respondent integrations streamline your workflow by allowing your team to set up, fund, and send incentives to participants in one place and without any additional accounts needed - all without ever leaving Rally. When getting started with incentives, external panel recruitment, and budgets, we suggest following this order of operations for the quickest and easiest setup.
Set Up Budgets
Get started with incentives or external panel recruitment by setting up Budgets within your Rally Workspace.
Every Rally Workspace includes a default budget named "Workspace Budget." For companies using Rally to conduct research for different teams or initiatives with separate budgets, an Admin can create and manage additional Budgets to keep funds separate and allow for easier tracking and reporting.
From the sidebar, navigate to Budgets.
To create a new budget, select + New Budget in the top right.
Enter a name for the new budget and select Create.
Add Funding Methods
Review the two options to decide the best method for adding Budget funds to Rally. We suggest setting these up in advance so your team is ready to go when it's time to fulfill incentives or recruit from an external panel.
Using a credit card allows you to add funds instantaneously at any time, but each transaction to add funds will incur a 3% processing fee from Stripe.
If you choose to use a credit card to fund Budgets, begin by adding a credit card using the steps below and then Add Funds via Credit Card.
💡 We recommend this option. Most customers opt to remove the overhead and avoid the 3% processing fee required for credit cards by requesting an invoice quarterly, adding $5-15k or more at a time to cover incentives and external panel recruitment for longer. Simplify the process by planning ahead to request and get approval for budget amounts to limit process roadblocks and keep research rolling.
Add Credit Card
If you have not yet added a credit card to Rally, you'll have the option from the Budgets page to select 'Add Payment Method' which will take you to Billing in Settings.
In the top right corner of Rally, select your user icon and select 'Settings'.
From the sidebar, select 'Billing'.
In "Add New Card", enter all required details for the credit card you'd like to use to add money to your Budget(s):
Full name of the cardholder
Credit card number
Expiration Date (MM/YY)
CVC
Confirm all details are correct and select 'Save'.
After adding a credit card, follow the steps to add funds.
🚨 Funding your Budgets with a credit card adds a 3% processing fee. To avoid the 3% fee, easily fund your Budgets via ACH transfer below instead.
Add Funds to Budgets
Add funds in advance to your Rally Research Budgets to have funds ready when to:
Send incentives to research participants from your Rally People database.
Cover incentives and recruitment fees for external panel recruitment studies.
Add funds for external panel research: After building an external panel study, you'll see the total estimated costs required. Select a workspace budget to fund the study. If you do not have enough available funds in the budget, use the steps below to add enough funds. When you start recruitment, the study's estimated costs amount will be reserved from the budget. After reviewed and directly invited participants complete the research activities, incentive and recruitment fee payments will be processed on a per participant basis until the participation limit is met. Close the study to permanently stop recruitment and release any remaining unused reserved funds.
Add Funds via Credit Card
💡 Funding budgets with a credit card adds a 3% processing fee. Avoid this fee by funding your budgets via ACH transfer using the steps in the next section.
Navigate to the 'Budgets' tab in Rally and select 'Add Funds'.
This can also be completed from Settings > Budgets by selecting the 3 dots ... next to a budget and selecting 'Add Funds'.
If you have not yet added a credit card, you'll be redirected to the Billing section of your Workspace Settings to complete this step first.
Select the budget to add funds to.
Select the payment method/preferred credit card.
Enter the amount to add to the budget.
Select 'Confirm and Add Funds'.
Receipts for credit card charges are emailed from Stripe to the person who added the funds to Rally. If you need an additional copy of these receipts, please contact us. Most customers opt to avoid the 3% processing fee by using ACH Invoice in the steps below.
Add Funds via ACH Invoice
💡 Most customers remove the overhead, and avoid the 3% processing fee required for credit cards, by requesting an invoice for incentives and external panel recruitment funds quarterly, adding $5-15k or more at once to cover a longer period.
Contact Rally Support using the support widget in the bottom right corner of Rally to request to add Budget funds via ACH Invoice, specifying the amount you would like to add and which Budget to add them to.
Invoicing is only done in USD. Please specify the dollar amount in USD.
The Rally team will issue the invoice based on the provided details.
Once the invoice is generated, have your finance team proceed with payment.
After the invoice is paid, the corresponding balance will be added to your Rally workspace, ready to be used!
💡 Funds will be added to your workspace after invoice payment. It may take 1-4 weeks depending on how quickly your finance team processes the request.
Learn more about Budgets and Incentives
Budgets Understand budgets, view all payment activity, and export a .csv file.
Manage Budgets Manage budget access, transfer or add funds, or archive.
Manage Incentives Send, resend, or cancel incentives for in-house participants.