Tally is an amazing form builder and one of my favourite tools of all time. They also natively integrate with Notion, which makes Tally a great choice if you need to add powerful forms to your workspace. In this tutorial, you’ll learn seven different use cases to combine Tally with Notion and how to make the most out of Tally’s advanced features.
How To Build Contact Forms using Tally
Every website needs a contact form — to gather feedback or collect emails from visitors. But what if your website is built in Notion?
With Tally, you can quickly create a contact form and embed it directly into your Notion site.
To get started, visit Tally.so and create a free account. Tally’s incredible free plan is more than sufficient for this use case and the others in this post.
The best part? Tally offers a Notion-like user experience, so if you’re familiar with Notion, using Tally will be super easy.
Once you’ve created your free account, click the + New Form button to begin building your form in Tally.
Type a forward slash (“/”) to access a variety of blocks (just like Notion) that allow you to create powerful forms for free!
Let’s say you want to create a contact form for your personal website. For this, you’ll need the following fields:
- Name
- Comment
To add the Name field, type “/” and select Short Answer. In the question field, type What’s your name?.
Next, add another block — @Email — and update the question to What’s your email?.
For Comment, add the Long Answer block and rename it to Why are you reaching out?.
You can customise other questions based on your needs and even add a Thank You page at the end.
To embed the form into Notion, click Publish and copy the Share link.
Then, head back to Notion and paste the link as an embed to have a seamless contact form in Notion
Quick Tip: You can customise your Tally form’s appearance by going to Settings > Design, where you can choose between light or dark mode and even select a font that matches your style.
And that’s it! You’ve successfully added a contact form to your Notion site. Now, when visitors want to reach out, they can fill out the form in the Notion site and submit their message.
All submissions will be visible in the Tally dashboard. However, Tally also allows you to send responses directly to a Notion database (or other platforms).
To do this, create a new database in Notion and name it Form Submissions. For this example, use the following properties:
- Name (Text property)
- Email (Email property)
- Comment (Text property)
Next, connect this Notion database to your Tally form. Go back to Tally and click on the Integrations tab.
You’ll see a list of integrations that Tally supports. Select Notion (click Connect under Notion).
If this is your first time using Notion with Tally, you’ll need to link your Tally workspace to your Notion account.
Click Connect, and you’ll be prompted to authenticate. Follow the steps — it’s quick and easy! After the authentication, a Connect with Notion page will open.
Now you need to give Tally access to your Notion database. Go to the Form Submissions database in Notion, click the three-dot menu, and under Connections, select Connect to > Tally.
Now, when you return to the Connect with Notion page on Tally, you should be able to select the correct database. Under Select a database, choose Form Submissions.
To map the responses to the corresponding Notion properties, match the fields like this:
- What’s your name? (Form field) >> Name (Notion property)
- What’s your email? >> Email
- Why are you reaching out? >> Comment
You can also add other fields or customise the content on your Notion page as needed.
Once you’ve completed the mapping, click Connect with Notion.
Now, whenever someone fills out the form, Tally will automatically create a new entry in your Form Submissions database with the corresponding responses.
Validate Data Entry for teams in Notion
If you’re using Notion for business, it’s crucial that only the correct information goes into your databases. This becomes especially important for larger teams, where not everyone might be fully familiar with the database they’re working on.
Take for example this scenario: a team member wants to open a ticket with the Engineering Team to inform them about a bug or to suggest a feature. In order to handle this request efficiently, the team member should provide certain information.
Using Tally with Notion can help you streamline this process. By using the Conditional Logic block, you can ensure that the right information is requested and captured.
To set this up, start by creating a new form in Tally and adding the necessary fields. For this example, let’s include the following:
- What’s the ticket about? (Multiple choice)
- Please upload a screenshot of the issue (File upload)
- Expected Behaviour (Long answer)
- Actual Behaviour (Long answer)
- Desired Outcome (Long answer)
- How can we help you? (Long answer)
For the first question “What’s the ticket about?”, you should have these options:
- 🐞 Bug Report
- 🚀 New Feature
- 🤯 I need help
The subsequent questions will only be shown depending on the option selected.
For example, if it’s a Bug Report, only the File Upload, Expected Behaviour, and Actual Behaviour fields will be displayed. If it’s a New Feature Request, the form will only show Desired Outcome.
Start by hiding all the questions except for What’s the ticket about?. Then type “/” and select the Conditional Logic block. Here’s where you’ll set the rules. In total, you’ll need three conditional blocks since there are three options.
For the first Conditional Logic block, set the following rule:
- When “What’s the ticket about?” is “🐞 Bug Report”
- Show fields: File Upload, Expected behaviour, Actual behaviour
Now, duplicate this block twice more. For the second logic:
- When “What’s the ticket about?” is “🚀 New Feature”
- Show field: Desired Outcome
And for the third:
- When “What’s the ticket about?” is “🤯 I need help”
- Show field: How can we help you?
That’s it — the setup is ready! Now, connect this form to your Notion database and map the responses to the appropriate database properties.
This way, whenever a user submits a ticket, Tally will only show the relevant questions based on the ticket type. Once the form is submitted, the information will automatically populate the correct fields in your Notion database, without any manual work.
Now, let’s learn how to automate your marketing reporting using Tally and Notion.
How To Automate Your Marketing Reporting
Let’s say you run a marketing agency and need your clients to send you their campaign reports.
Oftentimes, this process is far too manual.
Clients send in their reports as screenshots, PDFs or emails and someone on the team copy pastes the information in a spreadsheet.
It doesn’t have to work this way. Instead, you can set up a simple Tally with Notion automation and capture reporting on autopilot.
For a more general approach, here’s how to automatically add data to Notion without typing
This workflow leverages one of Tally’s advanced features: hidden fields that get filled by UTM parameters.
In case you’re not familiar, UTM is a snippet of text after the URL (introduced by a “?”) that browsers ignore, but websites can use to capture certain details.
For example, you can autofill the Tally form with a respondent’s name and email using UTM. So if you share a form link like “?name=Matthias&email=hello@matthiasfrank.de” Tally will autofill the form with the name and email extracted from the UTM.
To get the name and email from the UTM, first create two Hidden Fields in Tally. Then fill the two fields with the same text from UTM parameters — name and email.
Now, when you share a link with these parameters (?name=Matthias&email=hello@matthiasfrank.de), Tally will autofill the relevant information.
Even better, you can use Notion to automatically create these UTM links for you instead of having to manually type them out for every client.
To do so, it’s time to use a Notion formula. All you need is a Notion database containing the client names and email addresses.
Then, create a new formula property in your Notion database and use the following formula:
“TALLY LINK”+”?name=”+Name+”&email=”+Email
The Tally link is the unique form link. Just replace it with your actual form link, and you’re all set! With this setup, whenever you add a new influencer to the database, it will automatically generate a form link with the proper UTM parameters.
To share it, simply copy the link from the Formula property and send it to the client.
How To Segment Your Email List using Tally with Notion
This is an automation that I use for my own newsletter (which you should definitely subscribe to if you haven’t already!)
It’s a welcome survey (using Tally) that my subscribers receive after they subscribe to my email newsletter.
This Tally form contains a series of questions designed to help me understand their current situation better — what they do and what their current Notion skill is.
Just like in the previous workflow, we’re using Tally’s hidden field feature to automatically capture the email of the subscriber.
That way, they don’t have to manually enter it again.
Once filled out, an automation workflow automation using Make takes the information and updates their ConvertKit account.
How To Build Your Own NFC Business Cards using Tally
Do you attend business conferences or community meetups? Or just want a fun little use case for some spare NFC tags? Then this is the perfect use case for you!
With the help of Tally and a cheap NFC tag, you can create your own digital business card. And, it’s super easy to set up.
In the Tally form, include a brief introduction about yourself, your social links, and fields for visitors to input their Name and Email address.
Once your form is set up, use a tool like NFC Tools to assign that URL to your NFC tag.
Next time, whenever someone taps their phone on your NFC tag, the Tally form link will open in their browser.
To take it a step further, you can create a Notion database to collect all the responses, gradually building a personal CRM directly in Notion.
Pro Tip: Before each event, include the event name as a UTM parameter in the Form link and add a hidden field to automatically categorise people based on the event they attended.
How To Build A Hiring Pipeline in Notion
Looking to streamline your hiring process? With Tally and Notion, you can build a fully automated hiring pipeline, making it easy to manage job openings and applications.
First, create a Job Openings page in Notion, where anyone can browse through your available positions. Each job listing should include the Job Title, Description, Responsibilities, Requirements, and Tally Form Link (for submitting applications).
Then, you can use a Tally form to take applications.
In order to streamline this process, you can use a combination of hidden fields, variables and utm parameters to customise the tally form based on the job someone is applying for and make sure that the application is correctly registered and tagged.
Here’s an example of how this would look like in tally:
This way, when someone clicks to apply, the form will display job-specific information.
You can automate the link creation to prefill the job-specific fields.
In order to do so, set up a Notion database for your job openings and add the matching properties to it:
- Role (Text property)
- Salary (Number property)
- Remote/In-Person (Select property)
- Start Date (Date property)
- Job Link (Formula property to generate the form URL with UTM)
- Apply Now (Formula property that creates a button-like link)
The Job Link property will be a Notion formula that automatically generates Tally links with UTM parameters for each job:
“https://tally.so/r/mOLZDK”+”?job=”+Role+”&salary=”+Salary+”&type=”+Remote/In-Person+”&start=”+Start Date
The Apply Now formula simply takes this link and attaches it to a text that is styled like a button:
“Apply Now”.link(Job Link).style(“b”,”c”)
With this setup, you already automatically label and categorise each application – but you could take it one step further and use an automation (built in Make or Relay.app) to connect the applications to the relevant job opening in your Job Openings Database.
Whether you take it this far or just use the simpler method, combining Notion and Tally allows you to set up a hiring pipeline that makes it easy to post jobs, gather applications, and manage everything in one place.
How To Build A Quiz In Tally
Now for the last use case, let’s do something fun.
You can create a quiz in Tally using its Calculated Fields and Conditional Logic blocks.
To get started, you need a few elements:
- A set of questions
- Two calculation fields to set the values for your variables initial score (which should start at 0) result (which should start as empty)
- Conditional logic blocks to calculate total scores (based on the answers)
- Conditional logic blocks to show the result (Based on the total score)
Start by creating your questions with the Multiple Choice block. You can add as many questions as needed to cover all the areas you want to assess.
Then you need to add two Calculated field blocks:
- Score > Number > 0
- Result > Text > Initial value
This will set the score to 0 (zero) and the result to empty and help you get the total score and display the final result.
With your questions and fields in place, use Conditional Logic blocks to calculate the total score based on the answers.
For example, assign points to each choice and tally them up.
This will give you a dynamic score based on user responses. Check out the image below to see how this setup looks:
Once you calculated the total score, it’s time to show the results.
Again, use Conditional Logic blocks to display outcomes based on the score.
You can set ranges for different results, like showing a specific Tag (like Architect, Minimalist, or collaborator) if the score falls within a certain range.
Here’s an example of how to set this up:
Finally, you can embed this quiz into your Notion document.
This is a great way to share it with your team or clients, making it easy for them to engage and participate within Notion workspace.
