Automation Tools
Typeform & Tally for Smart Forms
Build forms people actually finish
12 lessons4 modules9h 30m durationbeginner level
About this course
This course teaches Typeform and Tally side by side so you pick the right tool for each job and stop fighting either one. You will master the one-question-at-a-time experience, build Logic Jumps and conditional branching, pipe earlier answers into later questions with recall, score answers to build quizzes and lead grades, take Stripe payments, and embed forms as inline, popup, and full-page placements. The final modules connect forms to Google Sheets, HubSpot, Slack, and Zapier or Make so a submission triggers real work, and cover measuring and lifting completion rate. Every lesson is concrete: named features, real field types, pricing numbers, and a worked example you can rebuild in minutes.
Curriculum
Module 1: Choosing Your Tool and Building Your First Form
- Typeform vs Tally: Picking the Right ToolPreview
- Building Your First Conversational Form🔒
- Choosing the Right Question Types🔒
Module 2: Logic, Branching, and Personalization
- Logic Jumps and Conditional Branching🔒
- Recall and Hidden Fields for Personalization🔒
- Building Scored Quizzes and Lead Grades🔒
Module 3: Branding, Embedding, and Taking Payments
- Designing and Branding Your Form🔒
- Embedding Forms on Your Website🔒
- Collecting Payments and File Uploads🔒
Module 4: Integrations, Automation, and Optimization
- Connecting Forms to Your Tools🔒
- Automating Follow-Up with Zapier and Make🔒
- Measuring and Improving Completion Rate🔒
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