Need to weed out weak leads before your sales team wastes time? Want your form to act more like a smart conversation than a dumb questionnaire? If you're using Tally.so and want to qualify leads automatically—without duct-taping together a dozen tools—this guide's for you.
Conditional logic is the not-so-secret weapon here. It lets your form react to what people say, show or hide follow-ups, and score leads right in the form. But there's a right way and a wrong way to set this up. Let's cut through the fluff and get your sales qualification working better, step by step.
What is Conditional Logic in Tallyso (and Why Bother)?
Conditional logic lets your Tallyso form show, hide, or skip certain questions based on a person's previous answers. For sales qualification, this means you can:
- Ask follow-ups only if someone meets your criteria (e.g. budget, company size).
- Avoid wasting time on unqualified leads by ending the form early or redirecting them.
- Score or tag leads as they fill out the form—no manual sorting later.
Why bother? Because generic forms waste everyone's time. Smart forms save time and improve lead quality. But don’t expect magic: conditional logic can’t fix a bad qualification process or answer ambiguous questions for you.
Step 1: Map Out Your Sales Qualification Criteria
Before you touch Tallyso, get clear on what makes someone "qualified." This is where most forms go wrong—they ask a lot, but don't know what they’re looking for.
Typical sales qualification criteria:
- Company size or revenue
- Industry or niche
- Budget or purchase timeline
- Decision-maker status
- Specific needs or pain points
Pro tip: Don’t ask for info you won’t actually use. Every extra question drops your completion rate.
Action: Sketch the flow. If answer is X, show question Y. If answer is Z, end or redirect. Pen and paper works fine.
Step 2: Set Up Your Form Structure in Tallyso
Now, create your core questions in Tallyso. Don’t worry about logic yet—just get the bones in place.
How to do it: 1. Log in to Tallyso. Start a new form or edit an existing one. 2. Add your sales qualification questions—one per block. 3. Use clear, direct language. No one wants to read a novel in a form. 4. Add any optional questions last (so you can hide them later if needed).
Things that work: - Multiple choice, dropdown, and yes/no for easy logic. - Short answer for things like "What's your role?"
Things that don’t: - Open-ended essay questions—hard to use in logic. - Overloading the first page—people bail fast.
Step 3: Add Conditional Logic to Guide the Flow
Here’s where the magic happens. In Tallyso, you can add logic to almost any question using the "Logic" feature.
How to add logic:
1. Click on the question block you want to make conditional.
2. Hit the “Logic” button (it looks like a branching arrow).
3. Set your conditions. Example:
- “If answer to ‘Company size’ is ‘10-50’ or ‘50-200’, show ‘Budget’ question.”
- “If answer to ‘Budget’ is ‘Less than $1,000’, skip to ‘Sorry’ page.”
4. Repeat for each fork in your flow.
Pro tip: Use “skip to page” or “end form” actions to fast-track unqualified leads out politely.
What works: - Keeping logic simple. If you need a whiteboard to explain it, it’s too complex. - Testing as you go—Tallyso lets you preview with different answers.
What to ignore: - “Advanced” logic that only impresses your boss, not your users. - Nesting more than 2-3 layers deep. It gets messy, fast.
Step 4: Score or Tag Leads (Optional, But Powerful)
Want to go beyond just showing/hiding questions? Conditional logic can also help you score or tag leads for your CRM.
How to:
- Use hidden fields to assign a score or tag based on answers.
- Example:
- If “Budget” is “$5,000+”, add 10 points.
- If “Timeline” is “Immediate”, add 5 points.
- At the end, use a calculation block or hidden text to show a summary or send data to your CRM with Zapier.
Caveats: - Don’t get hung up on scoring if you don’t actually use the scores. - Keep it transparent—don’t trick people with invisible logic.
Pro tip: If you use automation (e.g. Zapier), make sure field names and tags are consistent. Otherwise, your CRM will be a mess.
Step 5: Test Every Path (Seriously, Every Path)
Most form issues come from missed logic or dead ends. Tallyso’s preview lets you run through every branch—use it.
Checklist: - Try every major answer combination. - Make sure unqualified leads don’t see unnecessary questions. - Check that qualified leads always reach the right end page or thank-you message. - Test on mobile—logic can break in weird ways.
What works: - Having a coworker or friend stress-test the form. They’ll break it in ways you didn’t expect.
What to ignore: - “It’s probably fine.” If you’re thinking that, it’s not.
Step 6: Go Live—But Keep It Flexible
Once you’ve tested the form, embed it on your site or share the link. But don’t treat it as done and dusted.
Tips: - Watch where people drop off—Tallyso gives you basic analytics. - If unqualified leads keep slipping through, tweak your logic. - If too many people bail, you’re probably asking too much or your questions are unclear.
Don’t: - Expect your first version to be perfect. - Ignore feedback from sales—these are the people using the leads.
Pro Tips and Honest Takes
- Keep logic simple. The more complicated, the more breaks. Simple rules = fewer headaches.
- Don’t try to automate everything. Some edge cases need a human touch.
- Be upfront with people. If they’re not a fit, say so politely and end the form. Don’t waste their time.
- Use Tallyso’s integrations wisely. It’s easy to hook into Slack, email, or your CRM—but only set up what you’ll actually use.
Wrapping Up
Conditional logic in Tallyso won’t turn your sales process into a robot that closes deals in its sleep. But it will save time, cut down on junk leads, and make your sales team’s life easier—if you keep it simple and tweak as you go. Don’t overthink it: start basic, watch how people use your form, and improve from there. That’s where the real results come from.