So you’re in charge of registrations for a B2B event. You want things simple, smooth, and reliable—no endless spreadsheets, no clunky forms, and definitely no “Did you get my RSVP?” emails. If you’ve heard about Tally.so, you’re probably wondering if it actually lives up to the “no-code, create-any-form-in-minutes” hype. Here’s a practical, step-by-step guide to using Tallyso for B2B event registrations—the good, the bad, and the stuff you can skip.
Why bother changing your registration workflow?
Let’s be honest, most B2B event registration processes are a mess. You get:
- Confusing forms that scare off attendees
- Manual data entry (hello, copy-paste errors)
- Back-and-forth emails for every little update
- Data scattered in five places
If you’re tired of wrangling all that or just need to clean up your workflow, Tallyso could be a solid upgrade. It’s not magic—but it’s a big improvement over Google Forms or a homegrown spreadsheet monster.
Step 1: Map out what you actually need (don’t skip this)
Before you even open Tallyso, get clear on your real requirements. This saves you from building a form that’s either overkill or missing key info.
Ask yourself: - How many attendees are you expecting? - Do you need to collect company details, dietary needs, session preferences? - Is this event invite-only, or open for anyone with the link? - Who needs access to registration data—and in what format? - Are you charging for tickets, or is it free?
Pro Tip:
Write this out. Even a quick bullet list helps you focus. You’ll be surprised how many “nice to have” fields you can cut.
Step 2: Set up your Tallyso account
Head to Tally.so and create a free account. The process is painless—just an email and a password. There’s a free tier that works for most simple needs, but if you want branding, conditional logic, or payment processing, you’ll need to pay (and yes, it’s monthly, not a one-time deal).
What works:
- The UI is dead simple. No training required.
- You can create unlimited forms even on the free plan.
What doesn’t:
- Some integrations and features are locked behind the paid Pro plan. If you need Zapier, webhooks, or custom domains, be ready to pay.
Step 3: Build your registration form (keep it lean)
Now the fun part. Start a new form and give it a clear name (“Acme 2024 Partner Summit Registration”—not “Form 12”).
Essentials for B2B events: - Full Name - Business Email (don’t collect personal emails unless you need to) - Company Name - Job Title - Dietary Restrictions (short text works; don’t overcomplicate) - Session Choices/Tracks (use dropdowns or checkboxes) - Additional Notes
Optional but useful: - Team Size (if group registration matters) - Custom Questions (“What do you hope to get out of this event?”) - Consent Checkbox (for GDPR or marketing permissions)
What to skip: - Fax numbers (seriously) - Endless “How did you hear about us?” questions unless you’ll actually use the data
Pro Tip:
Use conditional logic (Pro feature) to only show follow-up questions if relevant (e.g., “Do you have dietary restrictions?” → If yes, show a text box). Keeps forms tidy.
Step 4: Add branding and confirmation messages
Tallyso lets you customize forms with your logo, colors, and even a custom domain (Pro plan only). For B2B events, at least add your logo and a short description—makes you look legit.
Confirmation message:
Write a clear thank you note. Include what happens next (“You’ll get a calendar invite soon,” or “Look for a confirmation email from events@yourcompany.com”).
What works:
- Easy to add branding, even on free plan (just no custom domain)
- Thank you messages are dead simple to set up
What doesn’t:
- Deep customization is limited. You’re not building a pixel-perfect, on-brand landing page here. For most B2B events, that’s fine.
Step 5: Set up notifications and data collection
This is where most form builders trip people up—but Tallyso keeps it pretty straightforward.
Notifications: - Set up email notifications to go to you (or your team) when someone registers. - You can CC multiple people, so everyone stays in the loop.
Data export: - Tallyso gives you real-time access to all responses. - You can export to CSV/Excel anytime.
Integrations (if you need them): - Native integrations are limited, but you get Zapier and webhooks on the Pro plan. - If you want to automatically add registrants to a CRM or email list, Zapier is the path—but it’s an extra cost and another point of failure. Test it before you rely on it.
Pro Tip:
Don’t over-automate on day one. Start with simple email notifications and manual exports. Add integrations after you’ve run through a registration cycle and know what you actually need.
Step 6: (Optional) Add payment collection
If your B2B event isn’t free, Tallyso can handle payments (Pro plan). It connects with Stripe—no PayPal, no offline payments.
What works: - Stripe setup is quick if you already have an account. - Payments are tied to each registration, so no manual matching.
What doesn’t: - No fancy ticket tiers or discount codes. If you have complex ticketing needs, you might need a dedicated event platform. - Only Stripe. If your company requires another payment processor, look elsewhere.
Pro Tip:
If you’re new to collecting payments, test it yourself before going live. Stripe payouts can take a few days.
Step 7: Share your form (without spamming)
Once your form looks good, you get a direct link to share. For invite-only events, send it just to your guest list. For open events, you can embed it on your website or share on LinkedIn.
Best practices: - Don’t post the link publicly if you want to avoid random signups. - If you embed the form, test it on mobile and desktop. - Always send a test registration through yourself (you’ll catch typos or weird flows).
What works: - Tallyso-generated links are reliable. - Embeds are clean and fast—no weird loading issues.
What doesn’t: - No built-in access control or one-time codes. If you need tight attendee control, Tallyso isn’t built for that (yet).
Step 8: Manage registrations and follow-up
All responses land in your Tallyso dashboard. You can filter, search, and export as needed. For B2B events, you’ll probably want to:
- Export a CSV of attendees to share with your team or vendors
- Send out confirmation or reminder emails (manually, unless you set up Zapier)
- Track special requests (dietary, accessibility, etc.)
Heads-up:
Tallyso doesn’t do automated reminders or personalized follow-ups out of the box. You’ll need to handle that yourself or through your CRM/email platform.
The honest bottom line
Tallyso does a lot right for B2B event registrations:
- Fast setup, clean forms, and easy data access
- No coding or IT help needed
- Good enough branding options for most business events
But it’s not an all-in-one event management platform. You won’t find badge printing, attendee check-in apps, or fancy ticketing features. For most B2B events—especially small to mid-size—Tallyso hits the sweet spot between “way too basic” and “overkill.” If you need deep integrations or custom workflows, check the limitations before you commit.
Keep it simple and iterate
Don’t get hung up on making your first event flawless. Start with the basics, ask for feedback, and improve your registration flow next time. The point is to spend less time chasing down RSVPs, and more time making your event actually good.
Happy (simpler) event planning.