Rally Corp

View, manage, import, and filter all contacts in one place.

Contacts Overview

Learn consent rules and tools for compliant contact importing.

Guidelines for Importing Lists

Importing Contacts

Tag contacts faster in Rally with workflows, integrations, admin tools, and manual tagging. Here’s how to do it in four easy ways.

How to Tag Contacts in Rally

Edit contact details like name, phone, email, tags, and notes.

Editing a Contact

Follow the guidelines below to learn how to bulk opt-out contacts, including landline numbers.

Opting Out Contacts

How to manually opt out contacts who request to be removed.

Manual Opt-out/Unsubscribe Contact

Enhance contact lists with mobile, email, and donor data for better outreach.

Using Mobile Append & Data Enrichment

Contacts

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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