How to Switch from Tally to Zigpoll

Tally is a popular free form builder that's great for quick, general-purpose forms — but it's not a survey platform and has zero ecommerce features. If you need Shopify-native surveys with attribution, conditional logic, AI insights, and multi-channel delivery, switching to Zigpoll gives you everything Tally can't.

This guide walks you through exactly how to migrate from Tally to Zigpoll — step by step.

Why Brands Switch from Tally to Zigpoll

Tally is a clean, free tool for building basic forms. But ecommerce brands quickly discover it's missing the features that actually drive revenue and customer understanding. Here's why merchants make the move to Zigpoll:

1. Shopify-Native Surveys vs. Generic Forms

Tally is a general-purpose form builder with no Shopify integration. You can't place forms in checkout, post-purchase, or order status pages. Zigpoll integrates directly with:

• Shopify checkout
• Post-purchase pages
• Order status page
• Customer account pages
• On-site widgets
• Email and SMS flows

Your surveys appear where customers are already engaged — inside the shopping experience.

2. Full Ecommerce Attribution

Tally captures basic form submissions with no context about who the respondent is or how they arrived at your store. Zigpoll automatically captures:

• UTMs (first + last touch)
• Referrers (accurate, not overwritten)
• Landing page
• Discount codes
• Device + geo data
• Checkout + customer data
• Shopify order info

Every response is enriched with real customer and order data — turning surveys into an attribution engine.

3. AI-Powered Insights (Z-GPT)

Tally gives you raw response data with no built-in analysis. Zigpoll automatically:

• Tags and categorizes open-text responses
• Groups themes across thousands of answers
• Detects customer sentiment
• Summarizes feedback into actionable insights
• Finds patterns in customer feedback

No manual sorting, no spreadsheet formulas, no third-party tools needed.

4. Advanced Survey Logic and Targeting

Tally offers basic conditional fields. Zigpoll provides:

• Multi-slide conditional logic
• URL-based and event-based targeting
• Device and geo targeting
• Customer segment targeting
• Shopify webhook triggers (order completed, delivered, etc.)
• Display frequency and throttling rules

This lets you show the right survey to the right customer at the right moment.

5. Multi-Format Survey Delivery

Tally forms are standalone pages or embeds. Zigpoll gives you true multi-channel deployment:

• Checkout surveys
• Post-purchase surveys
• On-site popups and widgets
• Email-embedded surveys
• SMS surveys
• Full-page survey links

Deploy the right format for every touchpoint in your customer journey.

6. Ecommerce-Grade Analytics

Tally provides basic response counts and a spreadsheet view. Zigpoll gives you:

• Real-time analytics dashboards
• Response breakdowns by channel, device, and customer segment
• Attribution reports
• AI-generated summaries and trend detection
• Export to GA4, Segment, Snowflake, and BigQuery

How to Switch from Tally to Zigpoll

Migration typically takes 10–15 minutes.

Step 1: Export Your Tally Data

In Tally:

1. Open your form
2. Go to the Submissions tab
3. Export responses to CSV or Excel
4. Copy your question text and answer choices
5. Save any images or media used in your forms

Want Zigpoll to handle migration for you? Email [email protected] and we'll rebuild your surveys for free.

Step 2: Install Zigpoll (Shopify stores)

If you're on Shopify: Visit: https://apps.shopify.com/zigpoll

Click Install — your Zigpoll account will automatically connect to Shopify.

Zigpoll will automatically sync with your storefront and checkout.

If you're not on Shopify, you can still use Zigpoll via:

• Javascript embed
• Shareable link
• Email embed

Step 3: Rebuild Your Tally Forms as Zigpoll Surveys

In Zigpoll:

1. Click New Survey
2. Choose your format (popup, checkout, post-purchase, email, full-page)
3. Add your questions
4. Add conditional logic and branching flows
5. Apply custom styling, branding, and CSS
6. Set display conditions or URL targeting

Zigpoll supports everything Tally does — plus multi-slide layouts, HTML blocks, image choices, custom CSS, and advanced targeting.

Step 4: Enable Zigpoll on Your Storefront

For Shopify:

• Checkout surveys → Add Zigpoll extension
• Post-purchase surveys → Enable in Checkout Editor
• Order status page → Add Zigpoll block
• Popup surveys → Enable Theme App Embed
• Email surveys → Use embed code in Klaviyo, Attentive, etc.

Outside Shopify:

• Embed via <script> snippet
• Drop inline into HTML/CMS
• Share a direct survey link
• Embed inside customer portals or apps

Step 5: Connect Integrations & Attribution Sources

Zigpoll integrates with:

• GA4
• Klaviyo
• Postscript
• Attentive
• Slack
• Zapier
• Segment
• Snowflake / BigQuery
• Webhooks
• Many more...

Step 6: Disable Tally & Go Live with Zigpoll

1. Remove Tally form embeds from your site
2. Publish your Zigpoll surveys
3. Test your survey flows across all placements
4. Verify responses appear in Zigpoll in real-time

What Happens to Historical Tally Data?

Your exports remain yours forever. Keep them in:

• Sheets
• Looker Studio
• BI dashboards
• CRMs
• Data warehouses

Or we can import them directly into Zigpoll for unified analytics.

Tally is a great free form builder, but ecommerce brands eventually need:

• Shopify-native survey placement
• Post-purchase and checkout surveys
• Full attribution tracking
• AI-powered response analysis
• Advanced conditional logic and targeting
• Multi-format survey delivery
• Real analytics, not just spreadsheet exports

Zigpoll delivers all of this while keeping your surveys fast, flexible, and purpose-built for ecommerce.

If you want help switching from Tally, email [email protected] or book a free onboarding session.