Triggers > Launch via a kick-off form
Kick-off forms collect information before a Tallyfy process starts and can be shared publicly so external people can launch trackable workflows.
Email campaigns vs task reminders
Tallyfy is a workflow management platform - not an email marketing tool. It doesn’t send broadcast email campaigns like Mailchimp or HubSpot would.
However, Tallyfy’s built-in task reminders serve a similar purpose for your existing contacts. When someone has an assigned task, they receive:
- Daily digest emails summarizing their pending tasks and upcoming deadlines
- Task-specific reminders when deadlines approach or tasks are overdue
- Step completion notifications when upstream tasks finish and new work is ready
These reminders go out on a regular cadence, keeping people engaged without you manually following up.
| Need | Use |
|---|---|
| Broadcast marketing to thousands of contacts | Email campaign tool (Mailchimp, SendGrid, etc.) |
| Reminding known contacts to complete specific tasks | Tallyfy task reminders |
| Collecting information from clients or vendors | Tallyfy public kick-off forms |
| Sending a one-time notification within a workflow | Tallyfy email step type |
| Nurturing leads with drip sequences | Email campaign tool |
Tallyfy is built for warm, known connections - clients, partners, vendors, and team members who need to complete work. For cold outreach or mass marketing, use a dedicated email platform and connect it to Tallyfy via middleware if you need the responses to trigger workflows.
Seven ways to launch Tallyfy processes - manual, API, email, magic links, schedules, task completion triggers, and kick-off forms.
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