If you just want to slap a form on your site, you don’t need a guide. But if you care about getting more signups, leads, or sales—without annoying your visitors—this is for you. We’ll cover exactly how to embed Tally.so forms the right way, what actually helps conversions, and which “best practices” you can skip.
Let’s get your form out of the way and working hard for you.
Step 1: Get Your Tallyso Form Ready
Before you even think about embedding, make sure your form is worth embedding. A messy or confusing form won’t convert, no matter how slick your website is.
Keep it simple: - Only ask for what you really need. Every extra field drops completion rates. - Use clear, plain labels. “Your email” beats “Electronic Mail Address.” - Break up long forms. If you need more than 5 questions, use pages or sections.
Pro tip: Preview your form on a phone. If it’s clunky there, fix that first. Half your visitors are on mobile.
Step 2: Find the Right Place on Your Website
Where you put your form matters as much as what’s in it.
What works: - Above the fold on landing pages (visible without scrolling). - In the middle of content, if the form is directly related (like a newsletter signup in a blog post). - As a pop-up or slide-in—but only if you don’t annoy people. Trigger it after a delay or on scroll, not immediately.
What to skip: - Burying the form at the bottom of a page. Most people never see it. - Multiple forms on one page (unless you really know what you’re doing). - Auto-triggering pop-ups on mobile. Google hates it, users hate it.
Pro tip: If you’re not sure where to put your form, watch a few people use your site (real users, not coworkers). You’ll spot the right spot fast.
Step 3: Grab the Tallyso Embed Code
Here’s how to get the code you need:
- Go to your form in Tally.so.
- Click the “Share” button at the top right.
- Choose “Embed on website.”
- Select your embed type:
- Inline: Sits right in your content. Best for most situations.
- Popup: Opens when someone clicks a button or link.
- Full page: Takes over the whole page—rarely a good idea unless you want zero distractions.
Tallyso will generate a snippet of HTML (an <iframe>). Copy it.
Step 4: Embed the Code on Your Site
How you add the form depends on your website builder or CMS. Here’s how to handle the common ones—and what to avoid.
For WordPress
- Use a Custom HTML block if you’re on Gutenberg.
- In Classic Editor, switch to Text mode and paste the code.
- For page builders (Elementor, Divi, etc.), look for an “HTML” or “Embed” widget.
Don’t: Paste the code into a “Visual” block or widget—it’ll just show up as text.
For Squarespace, Wix, Webflow, etc.
- Look for an “Embed” or “Code” block/section. Paste the code there.
- Preview before publishing. Some builders show a gray box in the editor, but it works on the live site.
For plain HTML sites
- Just drop the code where you want the form to appear.
- Save and refresh.
Pro tip: If your form looks cut off or squished, check the width/height in the <iframe> tag. Adjust as needed (go for 100% width and at least 600px height for comfort).
Step 5: Make Sure the Form Fits Your Site
A form that looks out of place kills trust. Spend a few minutes making it blend in.
Do: - Set the iframe width to “100%” so it works on all devices. - Adjust colors in Tallyso to match your branding. - Remove any Tallyso branding if you’re on a paid plan and want it to feel native. - Add a clear headline or intro above the form (“Sign up for updates,” etc.).
Don’t: - Stack multiple forms back-to-back. - Embed in a tiny sidebar—people won’t bother.
Pro tip: Test different copy above the form. Sometimes changing “Subscribe” to “Get updates” or “Start free trial” can bump conversions.
Step 6: Optimize for Conversion (What Actually Works)
Most “conversion hacks” are noise. Here’s what actually moves the needle:
- Short forms win. Every extra field drops completions.
- Clear value. Tell people what happens when they submit. (“We’ll send 1-2 emails a month, no spam.”)
- Visible privacy info. Even a simple “We respect your privacy” link helps.
- Fast loading. If your form loads slowly, people bail. Tallyso is pretty fast, but test it yourself.
- Mobile friendly. Never skip this.
Ignore These (You’ll Hear Them Anyway)
- “Gamify your forms!” (Unless you’re in a very playful niche, most people just want to get it done.)
- Auto-playing video backgrounds behind your form.
- Multiple steps for simple signups. Only use multi-step if you really need to qualify leads.
Step 7: Track, Test, and Tweak
Don’t just set it and forget it. You’ll never get it perfect on the first try.
- Check your analytics. How many people see the form? How many finish it?
- Make one change at a time. Tweak the headline, button text, or field order.
- Test again. If completions go up, keep the change. If not, try something else.
Pro tip: The best forms are boringly simple. Fancy animations rarely help.
Step 8: Troubleshooting (What If It’s Not Working?)
If the form doesn’t show up: - Double-check you pasted the code in an HTML/embed block, not a text or visual block. - Some site builders block iframes by default—check their docs. - Try in a private/incognito window to rule out caching.
If it looks bad on mobile: - Set the iframe width to 100% in the code. - Make sure your site theme isn’t squishing it in a tiny column.
If submissions don’t go through: - Test the form directly on Tallyso. If it works there but not on your site, it’s usually a script conflict or iframe issue. - Contact Tallyso support if all else fails.
Keep It Simple, Then Iterate
Don’t overthink it. Put your best Tallyso form on your site, make it easy to find, and keep it short. Tweak one thing at a time and watch what happens.
Most “conversion optimization” is just common sense: ask less, promise more, respect your visitors’ time. You don’t need a fancy setup—just a form that works and a willingness to keep improving. That’s how you actually get more conversions.