Successful implementation of Tallyfy requires thoughtful planning to ensure strong user adoption across your organization. Here are proven strategies to maximize engagement, based on our adoption best practices ↗:
Key Adoption Principles
Involve actual process users early - Engage the people who will use Tallyfy daily in the implementation process to create a sense of ownership
Choose strategic initial processes - Start with processes that deliver clear value and quick wins to demonstrate Tallyfy’s benefits
Lead from the top - Ensure management visibly uses and champions the platform to signal its importance
Encourage peer success stories - Let users share authentic experiences rather than relying solely on formal communications
Plan your rollout carefully - Work with our team to create a structured implementation plan tailored to your organization
Automated Onboarding for New Members
One of the most effective ways to increase adoption is to create a standardized onboarding experience for new team members. Tallyfy offers an automated template launch feature that can be configured in Settings > Organization > Customization:
Auto-Launch Template for New Members - Select a template that will automatically launch for every new member that joins your organization, creating a custom, multi-step onboarding and self-driven training process
Guided Experience - New members immediately receive tasks that guide them through learning the platform and your organization’s processes
Consistent Training - Ensure all new members receive identical onboarding information and complete the same training steps
Increased Early Adoption - By engaging users with actual tasks from day one, they develop platform familiarity quickly
Tallyfy offers powerful personalization tools called “Universal Snippets” that help drive adoption by providing contextual guidance. Administrators can configure these in Settings > Organization > Personalization:
Guest View Snippets - Create custom content that all guests see when viewing their tasks, providing context and guidance for external collaborators
Member Homepage Snippets - Set permanent snippets that appear on all members’ homepages, perfect for announcements, tips, or company resources
New Member Onboarding Snippets - Configure one-time messages that only display when a new member first joins Tallyfy, ideal for welcome information and initial training
Light Role Template Editing Snippets - Add explanatory messages that appear when users in Light roles attempt to edit or create templates (which they cannot do), clarifying permissions and redirecting them appropriately
These customizable snippets allow you to embed your organization’s guidance directly into the user experience, accelerating adoption and reducing support needs.
Tallyfy offers comprehensive support through email and chat alongside professional services including dedicated account management process optimization template creation testing integration assistance and change management training.
Support team assistance requires sharing the full URL of relevant tasks and the Organization ID which can be accessed through the Settings > Organization menu in Tallyfy.
A collection of supplementary features including support troubleshooting browser compatibility system functionality account management tools and legal documentation to optimize the Tallyfy platform experience.
A streamlined process for creating Tallyfy accounts and organizations with automated onboarding tasks plus centralized identity management at account.tallyfy.com enables seamless access across multiple organizations.
