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Setting up Tally forms for Marketing Attribution and UTM Tracking

Step-by-step setup to add Madlitics fields to Tally to see which channels bring in your customers.
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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.

1. Create a form to capture attribution data

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.

Use a new or existing form and set it up as usual

Build forms as usual
Madlitics multi-channel attribution visualization, showing marketing platforms like TikTok, Instagram, Google, and Facebook. The graphic highlights how different sources contribute to high-performing marketing channels.
Screenshot of a form builder interface with a highlighted 'Hidden Input' field. Accompanied by text explaining how to install and set up Madlitics by adding hidden fields to capture marketing attribution data.
CRM interface showing a detailed view of captured attribution data, including marketing channels, segments, and landing pages. A business profile of a lead is displayed, highlighting how Madlitics enriches lead data for sales and marketing teams.
Graph showing new customer growth from TikTok, Instagram, Snapchat, and Google over time, with social media icons surrounding the chart and a callout for social revenue impact.

2. Configure your Tally form to collect attribution data

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.


Add a hidden field

I like to use the 3 dots to add additional fields in the same group

Once these are in place, click Publish to get the embed code

Congratulations! That's essentailly all the configuration that's required. Once your Tally form is published and embedded on your site, Tally will start collecting attribution data along side your customers' information.

Make sure Madlitics is installed on the domain that hosts your Tally forms otherwise these fields won't collect any information.

Madlitics field values

Field

Name

Description

Hidden Field

channel

Categorizes the visit’s marketing channel based on traffic type, referring domain, and known platforms.

Hidden Field

segment1

Identifies the traffic source. For paid traffic this records utm_source, for organic traffic the platform, for referrals the referring domain.

Hidden Field

segment2

Captures campaign-level details. For paid traffic this records utm_campaign, for organic traffic the referring domain.

Hidden Field

segment3

Captures keyword or content-level detail. For paid traffic this records utm_term, for organic traffic the full referring URL when available.

Hidden Field

segment4

Captures audience or variation details. For paid traffic this records utm_content.

Hidden Field

lp

Captures the exact page where the visitor first entered your site.

Hidden Field

lpg

Captures the category or grouping of the landing page for reporting.

Field

Name

Hidden Field

channel

Hidden Field

segment1

Hidden Field

segment2

Hidden Field

segment3

Hidden Field

segment4

Hidden Field

lp

Hidden Field

lpg

3. Embedding your Tally form

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.

Select the Embed option 'Standard'

Click 'Get the code'

Copy the embed code and paste it into your website where you want the form to appear

4. Tally captures marketing data

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.

Captured attribution data will populate in your Tally submissions page
Stacked bar chart showing lead generation by marketing channel over time, comparing sources like Paid Search, Paid Social, Organic Search, Direct, and Email. Helps visualize which channels drive the most traffic.
Stacked bar chart illustrating lead volume across different marketing campaigns, including Black Friday, Retargeted, Spring Promo, Referral, and SEO. Highlights trends in campaign effectiveness.
Line chart displaying lead-to-customer conversion rates by channel, comparing Google Ads, Facebook Ads, LinkedIn Ads, Organic Search, and Email. Shows how different sources drive qualified leads over time.
Line chart showing revenue performance by marketing campaign, comparing Google Ads, Facebook Ads, and LinkedIn Ads. Helps identify top-performing and underperforming campaigns.

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.

Related articles to get you started with Madlitics

Frequently asked questions

Answers to your top questions about our UTM parameters
Everything you need for reliable lead attribution
Accurate, persistent, and automated tracking — so your campaigns perform at their best.
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Outperforms basic UTM tracking
Madlitics captures, categorizes, and persists attribution data across sessions, giving you a complete, structured view of what’s working in your marketing. Say goodbye to losing attribution when users navigate your site, struggling with formatting inconsistencies, and ingored non-UTM traffic.
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Capture all traffic
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Attribution across pages and sessions
A LinkedIn ad click should be attributed correctly—even if the visitor signs up on a different page later. If someone clicks an ad, browses multiple pages, then submits a form later, Madlitics persists attribution data across sessions, ensuring your reports reflect true performance.
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Cleaner, more reliable data
Duplicate UTMs and inconsistent formatting break reports and mislead teams. Madlitics cleans and organizes attribution data before sending it to your CRM, giving you accurate insights.
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See which content converts
Attribution isn’t just about where visitors came from—it’s about what convinced them to convert. By capturing landing page data alongside UTM parameters, Madlitics shows you which blog posts, case studies, or pricing pages drive the most revenue, helping you scale content that works.
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Transform form submissions into actionable insights
Madlitics connects marketing touchpoints to lead generation, ensuring every form submission is fully attributed — optimize ad spend by identifying high-ROI channels, refine messaging based on what content drives engagement, make data-driven decisions with clean, structured reports, and more.