Setting up Tally for Marketing Attribution and UTM Tracking


Tally is a flexible, no-code form builder designed for simplicity and speed. Whether you’re capturing leads, running surveys, or collecting detailed submissions, Tally’s intuitive editor lets you create and customize forms directly from your browser — no plugins or coding required. Its rich design options, logic rules, and integrations make it easy to fit into any workflow.
By pairing Tally with Madlitics, every form submission is automatically enriched with marketing attribution data — including the channel, campaign, and landing page that brought your visitor in. You’ll see exactly where each lead originated without adding friction for your respondents.
In this guide, we’ll walk through creating a new form in Tally, adding Madlitics fields, and publishing it so you can start collecting clean, first-party attribution data in minutes.
💆 Heads-up: Make sure Madlitics is installed on the domain that hosts your Tally forms. The form alone won’t capture attribution data — Madlitics needs to be active on the page to pass visitor details into submissions.
With Tally, getting started is fast and intuitive. From your dashboard, click “+ New form” to begin. You can start from scratch or use one of Tally’s templates; either option works for collecting attribution data.
Give your form a title, then start building by adding blocks or using Tally’s inline notation to create questions, fields, etc as needed.
When you’re done, your form will be ready for customization just like any other Tally form — we’ll add the Madlitics fields next to capture attribution data automatically.


Once you’ve built your form, it’s time to add the hidden fields Madlitics will use to write attribution data. In Tally, click 'Add block' and choose search for a Hidden field or use the inline notation /hidden.
Name the first field channel which will tells Madlitics where to store the visitor’s source data. Repeat this process for the six additional Madlitics fields: segment1, segment2, segment3, segment4, lp, lpg.
Once these are in place, every Tally form submission will automatically include both your lead information and the attribution data from Madlitics. Configure additional Madlitics field value pairs for deeper customization and richer insights.



Once your form is ready, it’s time to publish and embed it so Madlitics can capture attribution data from every submission.
Click 'Publish', then choose how you’d like the form to appear — Tally offers several options including a standard embed, popup, or full-page form.
Select your preferred display style and click 'Get the code'. Copy the embed code and paste it into your website where you want the form to appear.
Your form will be live and ready to collect Madlitics attribution data automatically with each submission.



Test your form by visiting your site, using a url with unique utm parameters. Captured attribution data will populate in your Tally submissions page which can then be passed to CRMs, Intelligence tools, etc. for advanced reporting.


https://yoursite.com/?utm_source=linkedin&utm_medium=paidsocial&utm_campaign=q1_promo

With Madlitics now activated and your forms ready to accept marketing attribution data, you can start tracking valuable insights immediately, and pass attribution data into your CRM, email marketing platform, business intelligence tool or more for advanced reporting.