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Add guidance text to a step

Adding guidance text to form fields

Want to help users fill out forms correctly? Add guidance text directly below any form field in Tallyfy - it shows up as helpful instructions right where people need them. This makes a huge difference when you’re asking for specific formats or examples.

Here’s how to add guidance text to a form field:

  1. Open the template in Edit mode.
  2. Click on the step containing the form field you want to add guidance to.
  3. In the step details panel (usually on the right), go to the Form Fields tab.
  4. Click on the specific form field to open its settings.
  5. Click to expand the Advanced section within the field settings.
  6. Type your instructions or hints into the Guidance text box.
  7. Tallyfy saves your changes automatically.
Image showing where to enter guidance text in the Advanced section of field settings

When someone’s working through the process, your guidance text shows up in italics right below the field label. Pretty handy. If you include any web links (URLs) in your guidance text, they’ll automatically become clickable - perfect for pointing people to additional resources or examples.

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