Overview
Required Subscriptions: Lead qualifiers are available exclusively with the
Event Lead Capture plan for teams.
Lead Qualifiers empower teams to collect rich, contextual information about a lead at the moment of capture. This added insight helps streamline lead qualification, improve prioritization, and ensure smarter routing for faster follow-up.
Keep in mind: Lead qualifiers are custom questions added during lead capture to help teams understand and prioritize leads.
How Lead Qualifiers Work
Popl Teams Admins configure Lead Qualifiers at the Campaign Level, ensuring they apply to leads captured during that campaign.
Note: Lead qualifiers are currently only available as a section accessible within the Campaign.
Popl Teams End Users, input responses to the qualifiers when capturing leads via the Popl mobile app.
These end users will fill out qualifiers on the Popl mobile app's lead types: badge scans, paper card scans, and manually added leads.
Keep in mind: Popl Teams End Users are team members who use the Popl mobile app to capture and manage leads during events or campaigns.
Examples of Lead Qualifiers
Popl Teams Admins can create lead qualifiers such as:
Product of Interest (Lead Capture, Digital Business Card)
Is a decision maker? (Yes, No)
Status of this lead (Hot, Warm, Cold)
Number of employees (3,000)
Lead Qualifier Settings
Lead Qualifiers can be required or optional, and responses can be of different types.
Required: The lead cannot be saved until a response is provided, except for leads captured via a Lead Capture Form.
Note: For leads captured via the Lead Capture Form, their basic information is saved first, and the user is then prompted to complete the qualifiers.
Optional: Users can save the lead without responding to the qualifier.
Response Types
Lead Qualifiers support these different response formats:
Single Select: User selects one response (UI: Circle selection - radio button).
Multi Select: User selects multiple responses (UI: Square selection - checkbox).
Free Text: User can enter any text (letters or numbers).
Numeric: User can only enter numbers.
Example: A new qualifier is created as required and as a single select type:
Map Lead Qualifiers to a CRM
Admins can map Qualifiers to specific fields on the lead in their CRM.
This is done via the Custom Mappings section in the CRM configuration settings.
User Experience on Mobile
After scanning a lead, whether by badge or paper, qualifiers appear while lead enrichment is processing.
They’re displayed below the scanned image and above the enriched contact details, making it easy to capture context right away.
Note: Required qualifiers must be completed before a lead can be saved.
Summary
✔ Lead Qualifiers capture structured, contextual data at the moment of lead capture.
✔ Admins configure them at the campaign level; end users complete them during lead collection.
✔ Qualifiers can be required or optional and support various response types: single-select, multi-select, free text, and numeric.
✔ They can be mapped to CRM fields ahead of time for seamless data integration.
💡 Tip
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