How to track lead source in Tally
Tie every Tally form submission back to the marketing channel that drove it, complete with the visitor's pre-submission journey.
On this page
Tally has quietly become the form-builder that minimalists, indie founders, and Notion power-users gravitate toward, free, clean, and Notion-ish in feel. The missing piece is the same one every form tool ducks: which marketing channel drove each submission. This guide adds that context to every Tally form fill.
Three steps, around five minutes start to finish.
What SourceLoop captures from Tally
Each Tally submission lands in SourceLoop alongside:
- Acquisition source with the full UTM parameter set
- Browsing sequence before the form was submitted
- Time invested on your site before the submission
- Visit count before the prospect finally submitted
- Email and name captured from Tally’s fields
- Original landing page and the referring URL
- Source of the converting session
- Device, country, and browser
Before you start
You’ll need:
- A SourceLoop workspace (free trial)
- Edit access to the website where you’ll embed the Tally form
- A Tally account with at least one form published
Step 1: Install the SourceLoop tracking script
Sign in to SourceLoop, head to Setup -> Tracking code in the left sidebar, and copy the snippet.
Paste the snippet inside the <head> of your site. Site-wide install is best, especially the page where you’ll embed Tally.
Step 2: Embed your Tally form on a tracked page
In Tally, open your form and go to Share -> Embed. Tally offers a few placement options:
- Inline embed: drops the form directly onto your page
- Popup: opens the form as a modal
- Slider: slides in from the side
- Full-page: takes over the whole viewport
Pick what fits your design. Copy the embed code Tally generates and paste it on your site where the form should appear. The page must also have the SourceLoop snippet from step 1.
Step 3: Verify it’s working
Open the page with your Tally form in an incognito window, add ?utm_source=test&utm_medium=verify&utm_campaign=tally-check to the URL, and submit a test entry.
Within a few seconds, the submission should appear on the Contacts Hub in SourceLoop with the test UTM values populated on the contact record.
Where to see Tally submissions in SourceLoop
Contacts Hub
Every Tally submission is a row at app.sourceloop.ai/contacts. Click into a row to see the visitor’s complete pre-submission timeline.
Attribution dashboard
app.sourceloop.ai/dashboards/traffic rolls up Tally submissions by source, medium, and campaign for a quick read on what’s working.
Funnel reports
Build a funnel in app.sourceloop.ai/funnels ending in “Tally submission” and slice by source or landing page to identify your highest-converting paths.
For paid acquisition, forward Tally submissions to Google Ads, Meta, and LinkedIn as offline conversions so the bidding algorithms learn from real form fills. Connect your Google Ads account covers that setup.
Frequently asked questions
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Does this work on Tally's Free plan?
Yes. Tally is generous with what its free plan includes, and SourceLoop attaches attribution to submissions made through any Tally form, regardless of which Tally plan you're on.
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Will tracking work on Tally's popup, slider, and full-page embed modes?
Yes. Whichever embed mode you use, inline, popup, slider, or full-page, the submission event is captured the same way as long as the embed loads on a tracked page.
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I share my Tally form via tally.so/r/... link in newsletters. Will those submissions be attributed?
No. Submissions through Tally's direct tally.so URL won't carry attribution because the visitor never lands on a tracked page first. Embed the form on a landing page that has SourceLoop installed.
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Tally has a "Notion-style" workflow with calculations and logic. Does any of that affect tracking?
No. The calculations, conditional logic, and dynamic fields inside Tally all run independently of SourceLoop. The submission event fires at the end the same way regardless of form complexity.
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Can I use this with Tally's Notion, Airtable, or Slack integrations?
Yes. Tally's connectors continue to deliver responses to their destinations. SourceLoop runs alongside without conflict.
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