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Start Here 👉 Welcome to Rally!
Start Here 👉 Welcome to Rally!

Get started: setup, contacts, campaigns, workflows, support.

Updated over a week ago

The Rally Corp Brand is a web-based platform that enables you to communicate with your audience through mobile messaging and voicemail drops. This guide will help you get started with your account.

This onboarding checklist will help you get started.

Log In

To log in to your Rally Corp Dashboard, visit https://platform.rallycorp.com with your email and password.

If you need help accessing your account and have forgotten your password, click Forgot Password.

Pick Your Plan

If you have worked with someone on our team and your account set up has been taken care of, feel free to move onto Contacts.

After signing up and logging in, you'll be prompted to choose a plan that best fits your needs. Before subscribing, you'll have limited access to the dashboard, inbox, and contacts. You can import contacts on the free plan, but to access additional features, you'll need to subscribe. You can select either a monthly or yearly payment option. Once your payment is processed, you'll have full access to the features in your plan.

Add a Platform Number & Verify

Select either a Toll-Free or Local number by choosing your area code. If needed, you can purchase additional numbers later.

If applicable, and you are in a trial period, we cannot submit your verification until you are out of the trial period.

Disclaimer for RallyCorp Trial Customers

Thank you for choosing RallyCorp and participating in our 7-day trial period! We’re excited to give you access to our platform and allow you to explore its features. During the trial, you may send up to 50 or so messages to test the platform. However, please note the following important information:

  1. Message Delivery and Filtering:
    Until your number is fully verified, your messages are subject to heavy filtering by mobile carriers, which is entirely beyond RallyCorp's control. While some trial users have been able to send up to 100 messages without significant filtering, others have experienced heavy filtering that resulted in minimal or no message delivery.

  2. Carrier Decisions:
    Carriers have their own policies and processes for determining what messages are allowed through their systems. We regret any inconvenience caused by this filtering during your trial period, but we want to be transparent that these decisions are solely at the discretion of the carriers.

  3. Planning for Larger Campaigns:
    If you plan to send important messages to an audience larger than 50, we strongly recommend signing up for the full platform at least 5-7 business days in advance. This ensures your platform number can be fully verified, minimizing filtering and maximizing your message deliverability.

We apologize in advance if any of our trial customers experience challenges due to carrier filtering. Your success is our priority, and we are here to support you in navigating the verification process to unlock the full potential of RallyCorp.

If you have any questions or need assistance, please don’t hesitate to reach out to our support team.

After selecting your number, have your business details ready to complete the verification form. Click here to learn more about the difference between toll-free and local numbers.

Contacts

The first thing you will want to do is import any current contacts you want to text.

CSV File Import

You can upload your contacts from a formatted .csv or excel file (including First & Last Name, Phone, Email, Tags, etc.) directly to your Contacts by selecting the import button at the top of your Contacts table.

Other Ways of Adding Contacts

  • Integration - If your organization uses CRM or ChMS, you can easily sync your contacts into Rally Corp. Classy will sync directly with Rally Corp, or use Zapier with your current CRM.

  • Keywords - People can opt-in to a list by texting in with a Keyword.

  • Widgets - Create your own widgets by creating a free account at Rally.so

    • Forms - People can sign up through a website form sent in a messages

    • QR Code - People can scan a QR code to trigger a contact form.

Note: If you have over 8,000 contacts that you need to upload, please contact our support team through either the support inbox in the platform or by email [email protected].

Creating a Campaign (Message)

Once you have Contacts in your account, you're ready to send an SMS campaign. You can send a message to an entire list, multiple lists, or individual contacts.

Click CAMPAIGNS (left menu) > NEW (top right) > name your campaign & select your phone number > type your message > select your contacts > select when & how you want your message to send > confirm > send.

Once your message is sent, you will be sent back to that campaign's dashboard, which shows how many people are opening your message, clicking the link, opting out, and more. You can also receive incoming messages in response to your campaign and respond to them individually.

Keywords (i.e., Text HELLO to 555-555-5555)

Keywords are the words or phrases used to trigger a Workflow.

For example, texting the Keyword Rally to 24365 will trigger the associated workflow assigned to the Keyword.

Tip: Keywords are great for capturing contact info from first-time visitors or donors that’s simple and feels less intrusive.

Following up with visitors is the most common way to use Keywords, but they can also be used for special events, follow-up, or sending out information. With each Keyword you create, you can set up a different series of automated messages called Workflows.


Note: Keywords on the 24365 short code are available, on a first come first serve basis, exclusively for accounts on eligible plans for an additional $50/month. If you're interested in accessing keyword functionality, please verify your plan or reach out to our support team to explore upgrade options.

Workflows (Automated Messages)

A Workflow is a message or series of messages triggered by a Keyword, QR Code, or Integration/API interaction. A Workflow can also have multiple triggers, called Prompts before a final response (such as a “thank you” message) is sent.

Workflows are associated with a specific Keyword on a specific phone number (i.e., 24365) or your dedicated Toll-Free number (i.e., 855-555-5555). The most common Workflow trigger event is by someone texting your Keyword to 24365 or by completing an online form.

To get started, simply add your prompts and update your Final Response. Once you are ready, click Publish to activate your workflow. We recommend that you test it to make sure it is working as you want. You can always Unpublish it and edit it again later.

Dashboard & Metrics

On the main Dashboard, you’ll see data and graphs pertaining to your Contacts, Conversations, and Conversions (how many people clicked a link from your Campaigns or Workflows).

Below that, you’ll see all your messages split into a Workflow Inbox and a Campaign Inbox. If a contact responds to a Workflow or Campaign, you can track and even respond individually here. You can use various filters to narrow your focus on what you need to find or accomplish.

For any questions or additional training, reach out to [email protected] with your questions.

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