How to Use Tally for Marketers

Marketers need fast, flexible forms that capture leads without slowing down a campaign. Tally delivers a no‑code solution that blends design, logic, and integrations. This guide shows you, step by step, how to build a high‑converting lead form, a product survey, and a payment‑enabled checkout using Tally. Follow the instructions, copy the code blocks, and watch your conversion rate rise.

Table of contents

• 1. Setting up a Tally account
• 2. Building a lead‑gen form
• 3. Creating a product survey with conditional logic
• 4. Adding Stripe payments for a paid offer
• 5. Embedding the form on a website
• 6. Tally vs. Google Forms vs. Typeform
• 7. Frequently Asked Questions

1. Setting up a Tally account

1.1 Create a free account

Go to tally.so and click “Sign up for free”. Use your Google or email address. After verification you land on the dashboard.

1.2 Choose a workspace

The dashboard lets you create multiple workspaces. For marketing projects, name the workspace “Campaign Forms”. This keeps your lead forms separate from internal surveys.

1.3 Enable integrations

Click “Integrations” in the left menu. Connect your email service (Mailchimp, HubSpot, or ConvertKit) and your CRM (HubSpot or Pipedrive). The free tier supports Zapier for extra automation.

2. Building a lead‑gen form

2.1 Start a new form

Click “+ New Form”, then select “Blank”. Give it a title like “Free eBook Download”.

2.2 Add fields

• Name – Short answer, required.
• Email – Email field, required, with validation.
• Company – Optional short answer.

Drag each field from the left panel to the canvas. Use the right‑hand settings to toggle “Required”.

2.3 Set up a thank‑you page

Under “After submission”, choose “Show custom message”. Insert a link to the eBook:

Thank you, {{name}}! 🎉
Your eBook is ready: Download here

2.4 Connect to email marketing

In “Integrations”, click “Mailchimp” → “Add subscriber”. Map the email field to Mailchimp’s EMAIL field and the name field to FNAME. Save.

3. Creating a product survey with conditional logic

3.1 Add a multiple‑choice question

Question: “Which feature matters most to you?” Options: “Speed”, “Design”, “Analytics”.

3.2 Add conditional sections

Click the three‑dot menu on the question and enable “Show follow‑up based on answer”. Create three hidden sections, each with two follow‑up questions specific to the chosen feature.

3.3 Test the logic

Click “Preview”. Choose “Design”. The form should reveal only the design‑related follow‑up. Repeat for the other options.

3.4 Export results

In the dashboard, click “Responses” → “Export CSV”. You can also sync to Google Sheets via Zapier for real‑time analysis.

4. Adding Stripe payments for a paid offer

4.1 Upgrade to a paid plan

To enable Stripe, you need at least the “Growth” plan ($19/month). Upgrade from the “Billing” tab.

4.2 Insert a payment block

In the form builder, click “+ Add Block” → “Payment”. Choose “Stripe”. Set the amount ($49) and product name (“Premium Webinar Access”).

4.3 Configure success URL

After payment, redirect users to a thank‑you page with a Zoom link:

https://example.com/webinar-success?email={{email}}

4.4 Test the checkout

Use Stripe’s test mode. Enter card number 4242 4242 4242 4242, any future date, and CVC 123. Confirm the redirect works.

5. Embedding the form on a website

5.1 Get the embed code

Open the form, click “Share”, then “Embed”. Choose “Iframe” and copy the HTML snippet.

<iframe src="https://tally.so/r/mYbK5N" width="100%" height="800" frameborder="0"></iframe>

5.2 Add to a WordPress page

In the WordPress editor, add a “Custom HTML” block and paste the iframe code. Publish the page.

5.3 Responsive styling

If the form height is too large on mobile, add a small CSS tweak in your theme:

.tally-iframe{height:100vh;max-height:600px;}

6. Tally vs. Google Forms vs. Typeform

Feature	Tally (Free)	Google Forms (Free)	Typeform (Basic)
Unlimited forms	✓	✓	✗ (10 forms)
Submission limit	1,000/mo	Unlimited	100/mo
Custom branding	✓	✗	✓
Conditional logic	✓	✗	✓
Stripe/PayPal integration	✓ (paid plan)	✗	✓ (paid plan)
Native Zapier	✓ (free)	✗	✓ (paid)
Export CSV	✓	✓	✓

For most marketers, Tally offers the best balance of design freedom and cost. Use Google Forms only for internal data collection. Typeform shines when you need a highly interactive experience and are willing to pay.

7. Frequently Asked Questions

Is Tally free for marketers?

Yes. Tally’s free tier includes unlimited forms, 1,000 submissions per month, and basic integrations. Paid plans start at $19/month for higher limits and advanced features.

How does Tally compare to Google Forms?

Tally provides more design control, conditional logic, and native integrations with marketing tools. Google Forms is free but limited to basic layouts and lacks branding options.

Can I embed a Tally form on WordPress?

Yes. Copy the embed code from the Share tab and paste it into a WordPress Custom HTML block or use the Tally WordPress plugin.

Does Tally support payment collection?

Tally integrates with Stripe and PayPal on paid plans, allowing you to collect one‑time or subscription payments directly inside the form.

Is there a limit on the number of questions per form?

No. Tally does not impose a hard limit on fields. The practical limit is the submission quota of your plan.

Using Tally, marketers can launch polished forms in minutes, capture qualified leads, and even sell products without writing code. Follow the steps above, test each element, and start measuring conversion improvements today.