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Tally
Setup

Create Tally Interactive Forms

Create interactive forms, calculators, and assessments in Tally with conditional logic and result screens

Instructions

Create Tally Interactive Forms

Tally is a free form builder with conditional logic, calculations, and hidden fields — ideal for building interactive tools (ROI calculators, maturity assessments, scoring quizzes) that gate results behind email capture.

Authentication

Tally does not require API auth for form creation — use the web builder at tally.so. For programmatic access (reading responses, embedding), use the Tally API:

Base URL: https://api.tally.so
Auth: Bearer token from Tally dashboard > Settings > API

Step-by-step

  1. Create a new form at https://tally.so/forms/new. Choose "Start from scratch."

  2. Add input fields for the interactive tool. Use field types:

    • Number for financial inputs (revenue, team size, hours spent)
    • Multiple Choice for categorical inputs (industry, company stage, current tools)
    • Linear Scale for self-assessment ratings (1-5 maturity scores)
    • Hidden Fields to pass UTM parameters, referral source, or pre-populated data via URL params

  3. Configure Calculated Fields for tool output:

    • Add a calculated field using Tally's formula builder
    • Reference input fields by their variable names: {field_name} * {multiplier}
    • Chain calculations: use one calculated field as input to another
    • Example ROI formula: ({hours_per_week} * {hourly_rate} * 52) * {automation_rate} = annual savings

  4. Add Conditional Logic to branch the assessment:

    • In form settings, add logic rules: "If [field] equals [value], show [section]"
    • Use this to create different result paths: high-maturity vs low-maturity recommendations
    • Skip irrelevant questions based on prior answers (e.g., skip "team size" questions for solo founders)

  5. Add an Email Capture gate before showing results:

    • Insert an Email field after the input section but before the results/calculation section
    • Make it required
    • Add helper text: "We'll send your full results report to this email"
    • Add a hidden field for consent tracking

  6. Build the Results Screen:

    • Add a Thank You page (or conditional Thank You pages for different score ranges)
    • Display calculated fields in the results: "Your estimated annual savings: ${calculated_savings}"
    • Include a CTA: "Book a call to discuss your results" with a Cal.com link
    • For multi-tier results, use conditional logic to show different recommendation blocks

  7. Configure Webhooks for downstream processing:

    • In form settings > Integrations > Webhooks
    • Add webhook URL pointing to your n8n instance
    • Payload includes all field values, calculated values, and metadata
    • Webhook fires on each form submission

  8. Embed the form on your website:

    • Use Tally's embed code: <iframe data-tally-src="https://tally.so/r/{form_id}" ...>
    • Or use the JavaScript embed for better styling: Tally.loadEmbeds()
    • Pass URL parameters for pre-population: https://tally.so/r/{form_id}?utm_source=linkedin&company=Acme

  9. Enable Partial Submissions in form settings to capture abandonment data — see which questions cause drop-off.

  10. Test the full flow: fill out the form, verify calculations display correctly, verify webhook fires to n8n, verify email field captures, verify result screens show the right conditional content.

Tally API — Reading Responses

GET https://api.tally.so/forms/{form_id}/responses
Authorization: Bearer {TALLY_API_KEY}

Response:
{
  "data": [
    {
      "responseId": "...",
      "submittedAt": "2026-03-30T...",
      "fields": [
        { "key": "question_abc123", "label": "Annual Revenue", "value": 500000 },
        { "key": "question_def456", "label": "Email", "value": "user@example.com" }
      ]
    }
  ],
  "page": 1,
  "totalPages": 5
}

Pricing

Tally free tier: unlimited forms, unlimited submissions, conditional logic, calculated fields, webhooks. Paid plan ($29/mo) adds: custom domains, file uploads, payment collection, remove Tally branding.

Alternative Tools

  • Typeform — similar UX but paid for conditional logic ($29/mo+). Use typeform-survey-setup fundamental.
  • OutGrow — purpose-built for calculators/assessments but expensive ($22-600/mo). Better for complex multi-page tools.
  • Formbricks — open-source, self-hosted. Good for privacy-sensitive use cases.
  • Jotform — wide integration ecosystem, generous free tier (100 submissions/mo).
  • Google Forms — completely free, no conditional result screens. Best for simple surveys only.