Typeform & Tally for Smart Forms

This workbook turns the course into a set of forms you can actually ship: a tool-choice decision, a branded conversational form, a branching logic map, a scored quiz or lead grade, a website embed, and an integration that routes every response into your stack. Work through one section per module, building in both Typeform and Tally as you go and filling each worksheet with your real project. By the end you will have a working form, an automated follow-up flow, and a completion-rate checklist you can reuse for every future form.

Decide between Typeform and Tally for your project, then build a complete conversational form with the right field types.

Fill this in for one real form you need to build. Weigh cost, branding, volume, and polish, then commit to Typeform or Tally with a one-line reason. Revisit it whenever you start a new form.

Recreate one three-question form in Typeform and in Tally so you feel both editors. Use a welcome screen, three questions, and an ending or thank-you page, then preview each as a respondent on desktop and mobile.

For each question you plan to ask, choose the field type that gives clean, analyzable data. Prefer closed types when you will count or branch on the answer and open types only when the wording is the value.

Add branching logic, personalize with recall and hidden fields, and build a scored quiz or lead grade.

Map your form's branches on paper before building. List the deciding question, each answer, where it routes, and the ending it reaches. Branch only on single-select questions and always include a default path.

Personalize your form by recalling an earlier answer and passing data in through the URL. Add a first-name question, recall it later, then define hidden fields and build a link that fills them.

Write your scoring rubric before you build it. List each answer, the points it earns, the result bands, and what each band means. Test the all-low and all-high extremes once built.

Brand the form, embed it on your site with the right placement, and add Stripe payments and file uploads.

Record your exact brand settings so every future form starts consistent. Save one form as your reusable theme or starter, and decide whether removing the third-party badge is worth a paid plan for this project.

Choose an embed type that matches the form's job, generate the snippet, and paste it into your site builder. Test the live page on desktop and mobile and confirm the form loads, submits, and redirects correctly.

Plan a form that takes money or files. Define the amount logic, where the payment step sits, and what files you accept, then test the paid flow in Stripe test mode before going live.

Route responses into your tools, automate follow-up with Zapier or Make, and lift completion rate with analytics.

Decide where each response should go and how fields map. Cover your spreadsheet log, CRM, and team notification at minimum, and note whether to create or update records.

Create a Zapier Zap or Make scenario triggered by a new form entry, then chain the steps that should run automatically. Test with one real submission and confirm every downstream step fired.

Record your form's key numbers from the analytics view, find the highest drop-off question, form one hypothesis, and plan a single change. Re-check after the change to see if completion rose.