SideDrawer Creation from Your Website

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How to set this up:

1. Use this Tally form template that SideDrawer created: SideDrawer's template. It can be modified to meet your needs.

2. Once your've made any changes to this template, go to the "Share" menu within Tally and follow the instructions under Embed Form by clicking on Popup.

3. Click on "Get the code" and ask your web developer to incorporate this code into your website wherever you'd like to include the link. Your web developer can also turn this into a button following Tally's instructions.

4. Use this Zap template which connects the Tally to the SideDrawer automation: Zapier template. To learn more about Zapier, please visit our dedicated Help article. 

Our recommendation:

1. Since this will create a SideDrawer for users who enter their email addresses on your website, you may want to monitor the follow through and delete any that have not been activated in some time. 

2. We suggest creating a new Info Request that is more of a prospecting type that is not as detailed. You can select which Info Request to include in the automation.

3. Under the FREE Tally plan, any emails submitted do not automatically get deleted (only under a paid subscription). Please review the submissions and delete them from their dashboard if you wish.