How to make lead generation forms with Tally for free

Karlgusta Esimit
4 min readSep 9, 2024

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Lead generation forms with Tally

Introduction

Lead generation is a crucial aspect of business growth and marketing.

In today’s digital age, having an effective way to capture potential customer information is essential.

This guide will walk you through the process of creating lead generation forms using Tally, a free and user-friendly form builder. We’ll explore what lead generation forms are, introduce Tally and its features, and provide a step-by-step tutorial on how to create your own lead generation form.

By the end of this guide, you’ll be equipped with the knowledge to start collecting valuable leads for your business without any coding skills or financial investment.

What are lead generation forms

Lead generation forms are online forms designed to collect information from potential customers or clients, typically in exchange for something of value like a newsletter subscription, whitepaper, or free trial. These forms help businesses:

1. Gather contact details (e.g., name, email, phone number)

2. Qualify leads based on specific criteria

3. Build a database of potential customers

4. Initiate the sales process or nurture marketing campaigns

What is Tally

Tally is a user-friendly, no-code form builder platform that allows users to create various types of online forms, including lead generation forms, without requiring programming skills. Key features of Tally include:

1. Drag-and-drop interface for easy form creation

2. Customizable templates for quick starts

3. Conditional logic for dynamic form behavior

4. Integration with popular tools like Zapier, Notion, and Google Sheets

5. Basic analytics and reporting

6. GDPR compliance and data security measures

7. Free tier available for basic usage

Tally is designed to be simple enough for beginners while offering advanced features for more complex form needs, making it a popular choice for individuals, small businesses, and organizations looking to create professional-looking forms quickly.

How to make a lead generation form in Tally

Creating a lead generation form in Tally is straightforward. Follow these steps.

Sign up and log in

Go to tally.so and create a free account or log in.

Start a new form

Click on “New form” or choose a template.

In our case, we will go with one already created by Marie from Tally.

Click on Templates.

Select the Lead gen template.

We are going to use this template. Click the blue button on your top right.

It looks good as it is. We are going to now publish.

Click the publish button at the top right.

It is now published.

Let’s see how it looks by using the link provided.

This is how it looks.

That is how to make a lead generation form using Tally.

Remember to keep your form concise and only ask for essential information to maximize completion rates.

Testing the form to see it works

Now, let’s test it out to see how it works.

Fill out all the details then click submit.

On submitting, it takes us to the second page of our form.

See our submissions

To see our submissions, we can go to the submissions tab of our form on our workspace. Click on lead generation form. That is the name we gave our form. You can change it to any other name.

Go to submissions to see the data that we have collected.

And we now have our submissions.

You can transfer the submissions to Google sheets, which I’ll show you here.

Conclusion

Tally offers a user-friendly, free solution for creating effective lead generation forms. By following the steps outlined in this guide, you can quickly set up professional-looking forms to capture valuable leads for your business. Remember to keep your forms concise, mobile-friendly, and aligned with your overall marketing strategy. With Tally’s features and integrations, you can streamline your lead generation process and focus on nurturing those potential customers into loyal clients.

If you like this, remember to follow me on X for more.

Happy creating!
Karl

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