Tally 2.3: funnels you can share with a link
Share, embed and comment on any funnel, and see how long people take between steps.
Tally 2.3 is all about sharing. Funnels, the most-used chart in Tally, can now be shared with a link, embedded in your own docs and commented on by your team.
What's new
- New: Share any funnel with a private link. Anyone with the link can see it, without an account.
- New: Embed a funnel in Notion, Confluence or any page that accepts an iframe.
- New: Comments on every step of a funnel, with @mentions.
- Improved: Funnels now show the median time between steps, not just the conversion rate.
- Improved: You can compare two date ranges on the same funnel.
- Fixed: Very long event names no longer break the funnel layout.
- Fixed: Deleted events disappear from the event picker straight away.
Why sharing
When we asked customers where their funnels end up, the answer was almost always "in a screenshot". Screenshots go out of date the day after you take them. They cannot be clicked. And when someone asks "what happened at step three?", the conversation moves to another tool and the context is lost.
Shared links fix all three. A shared funnel is always up to date. Anyone can hover over a step to see the numbers. And the comments live on the funnel itself, next to the data they are about.
How it works
Open any funnel and choose Share. You get a link that looks like this:
https://share.tally.example/f/7Hk2pQAnyone with the link can see the funnel and change the date range. They cannot see anything else in your workspace, and they cannot change the funnel. You can switch the link off at any time, and it stops working immediately.
For embeds, choose Embed instead and copy the code. The embedded funnel is the same as the shared one, but without our header, so it sits neatly inside your docs.
Time between steps
The second change is smaller but, we think, just as useful. Every funnel step now shows the median time people take to reach it from the step before.
| Step | Conversion | Median time from previous step |
|---|---|---|
| Visited pricing | 100% | — |
| Started trial | 18% | 4 min |
| Created first project | 61% | 2 h 10 min |
| Invited a teammate | 34% | 3 days |
A step with a low conversion rate and a long time is a very different problem from a step with a low rate and a short time. The first usually means people are confused or distracted. The second usually means they looked and decided no.
We had been staring at the same 34% for months. Seeing "three days" next to it made the problem obvious: nobody invites a teammate on day one.
Priya Nair
Comments
You can now comment on any step of a funnel. Mention a teammate with @ and they get a notification. Comments stay on the funnel, so the next person to look at it can see what the team already knows.
We kept comments deliberately simple: text, mentions and a resolve button. No reactions, no threads inside threads.
Thank you
Sixty-two customers tested shared funnels over the last month and sent us more than three hundred notes. Many of the details in this release, including the name "Share" instead of "Publish", came from them.
What we left out
The first design for shared funnels had a lot more in it: passwords, expiry dates, custom logos, view counts. We cut all of them before the beta, because every extra option made the share dialog longer and the decision harder. Of the testers who used the simple version for a month, only three asked for any of them. We will add passwords, the most requested of the three, in a later release.
Tips for sharing well
The funnels that got the most useful comments during the beta had three things in common. They had a clear name, such as "Trial to paid, self-serve only", not "Funnel 7". They showed a short date range, usually the last thirty days. And someone had written the first comment, asking a specific question about one step. A funnel shared with a question gets answers; a funnel shared without one usually gets a thumbs-up and nothing else.
For developers
Shared funnels have an API too. You can create a share link, switch it off and list every link in your workspace. Several customers asked for this so they can switch off all links when someone leaves the company, which is exactly the kind of thing that should never depend on someone remembering to do it by hand.