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The Universal Badge Scanner Guide

Scan any event badge in seconds with Popl. Train your team, capture smarter leads, and sync clean data, no clunky tools needed.

Updated over a week ago

Overview

Required subscription: The Universal Badge Scanner is only available to Teams within the Event Lead Capture Tier.

Popl's Universal Badge Scanner is your one-stop solution to capture leads from any event badge - no special hardware, no clunky apps. Just scan, enrich, save, and sell.

By mastering this tool:

  • Reps can work smarter, not harder - scanning leads quickly with rich, clean data every time.

  • Admins ensure consistency, scalability, and CRM-ready info for seamless follow-up.


Quick-start: Universal Badge Scanner in under 30 seconds

  1. Open the Popl app, tap the Scan icon, and select Event Badge.

  2. Scan the full badge, not just the QR code.

  3. Fill in qualifiers and notes while chatting.

  4. Wait 5–15 seconds for AI enrichment.

  5. Save the lead once the info is complete, or manually enter if needed.

  6. Offline? Popl still saves the lead - just reopen the app when you're back online.

Watch a quick demo here:


How to use the universal badge scanner

Step 1: Open the scanner

  • Open the Popl App.

  • Tap the Scan icon at the bottom center.

  • Select Event Badge from the scanner menu.

Step 2: Scan the entire badge

  • Position your phone so the entire badge is visible, not just the QR code.

  • The scanner uses AI to extract contact details from the full badge image.

  • Badge images are saved to your phone’s camera roll automatically.

Important: Scanning just the QR code will not work.

Full badge = full enrichment.

Step 3: Add qualifiers + notes

  • After the scan, the app will prompt you to complete any lead qualifiers.

  • Use the voice-to-text feature to quickly add notes.

Pro Tip: Scan the badge early in the conversation so you can qualify while talking.

Step 4: AI Enrichment & saving the lead

  • Within 5–15 seconds, Popl enriches the contact with:

    • Name, Title, Company, Email, Phone, LinkedIn, Location, etc.

  • A banner will indicate enrichment is in progress - once it disappears, you’re good to save.

Important AI Enrichement notes:

If AI Enrichment finds an email:

If no email is found:

If no email or predictions:

1. The email will auto-fill.

1. Popl may show predicted emails below the field.

1. The email field will be flagged.

2. Simply verify all fields and tap Save.

See it in action here.

2. Confirm with the lead, tap the correct one, and Save.

See it in action here.

2. Ask the lead directly or let them type it into your phone.

See it in action here.

Offline Mode

No service? No problem.

Popl stores badge scans and enriches them once you're back online.

See it in action here.

Note: You must reopen the app to trigger enrichment/export.

Pro Tip: If the event Wi-Fi is slow, switch to cellular for faster enrichment.


For Admins: Enable Team Success

Distribute this guide before the event.

Host a quick training using our demo badge tool.

Shadow new reps for the first few leads to build confidence.

Use your Popl Dashboard to monitor adoption and set up custom follow-ups and integrations.

Pair with Campaign setup: When launching an Event Campaign, make sure your team is trained on the Universal Badge Scanner as part of pre-event prep. This ensures lead data is accurate, enriched, and ready to sync with campaign performance tracking.


FAQs

What if I only scan the QR code?

Popl won't be able to enrich the lead. Always scan the full badge.

Can I upload a badge photo from my camera roll?

Yes. Tap the upload option in the badge scanner.

What do I do if enrichment fails completely?

Ask for the email manually before saving the lead.

Where can I test it?

Test the badge scanner using different badge types:

  • Normal: Full enrichment

  • Partial Match: Predicted emails

  • Gibberish: No email found


Summary

Popl’s Universal Badge Scanner gives you:

  • One lead capture tool for every event

  • Faster enrichment and follow-up

  • More accurate data for your CRM

Say goodbye to unreliable scanners and hello to smarter selling.

Admins: This tool scales with your team. Make sure they understand the value, and you'll unlock cleaner pipelines and faster conversions.

For best results, scan early, scan fully, and confirm key info before saving!


💡 Tip

Need more help? Get support from our team

Chat with us or email us at [email protected]

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