Overview
Required Subscriptions: This article provides best practices for Popl Teams admins and members to maximize success with Popl’s core features
This guide covers:
Best practices for introducing team members to Popl when using Event Lead Capture. This guide includes example email templates, messaging tips, and common pitfalls to avoid.
Why This Guide Matters for Teams Using Event Lead Capture
Rolling out Popl across a team may leave you asking:
“How do I get my team members to actually use this?”
“What do I say to make the value of Popl clear to different roles?”
“How do I avoid low activation rates or confusion about what Popl is for?”
This guide is designed to answer exactly those questions.
It provides clear, role-specific communication strategies that help admins onboard team members with confidence and consistency.
What This Guide Helps You Do | Why It Matters |
Set expectations by explaining how Popl fits into your existing event or lead workflows | Helps team members understand the why behind Popl, reducing friction and resistance to adoption |
Deliver value early with proven, concise messaging tailored to each department | Boosts initial engagement by showing team members how Popl helps them specifically |
Avoid confusion and drop-off by highlighting common onboarding mistakes and how to prevent them | Prevents low activation rates by ensuring emails are clear, targeted, and actionable |
Speed up adoption with ready-to-send email templates tailored to different roles and Popl tiers | Saves admins time while ensuring consistency and professionalism in rollout communications |
Tip: Looking for onboarding and branding tips? Be sure to check out our Best Practices Guide for Popl Teams.
Communicating Popl to Your Team
Effectively launching Popl starts with targeted communication. This section covers how to present Popl to your team using simple, role-relevant messaging.
How to Position Popl for ELC Teams
Popl Digital Business Cards allow members to:
Instantly share contact information and key resources like sales decks or calendars
Update their profiles without needing to reprint cards
Capture leads using custom lead forms or business card scanning
Automatically sync leads to your CRM with no manual entry
Note: Messaging should always include a clear call to action, setup links, and role-specific value.
Example Email Templates by Department
View example email invitation templates for:
General
Subject: You Can Get 3X More Leads with Popl!
Hi [First Name],
You’re getting access to a powerful new tool: Popl- trusted by over 2M event professionals and 90% of Fortune 500 companies.
You told us it’s hard to stay organized after meeting tons of contacts at an event. Popl makes it easy.
You’ll use Popl at [Event Name] to:
Leads automatically synced to our CRM
You could capture 3X more leads and follow up faster than ever.
Next steps:
Sign in using SSO on your phone
See how to 3X your leads
“Popl helped us collect and follow up on 3X more leads without any extra tools or spreadsheets.” - Event Ops Director
For Sales Teams
Subject: Close Deals Faster With Instant Follow-Up From Popl
Hi [First Name],
You’re getting access to Popl- trusted by 2M sales leaders- to help you connect and convert leads faster.
Following up quickly is everything in sales. Popl enables you to:
Instantly capture leads with a badge, QR code, or card scan (even offline!)
Automatically enrich contact data with AI (email, job title, and more)
Sync leads straight into our CRM fast follow-up
Sales reps who follow up within 5 minutes are 100X more likely to connect. Popl helps you do that- automatically.
Next steps:
Sign in using SSO on your phone
See how to follow up faster!
“Our reps increased meeting bookings by 40% with Popl’s automated follow-ups.” - VP of Sales Enablement
For HR Teams
Subject: Attract Top Talent Faster With Your New Digital Card
Hi [First Name],
We’re giving you Popl to help you stand out at job fairs, networking events, and university expos. It’s already trusted by 2M HR professionals across the globe.
Popl makes it easy to:
Share your contact info, calendar, and open roles with a single tap
Seamlessly capture and store candidate details- no paper or spreadsheets
(collect leads with a custom lead capture form, badge scanner and paper business card scanner)
Sync leads to our CRM
Automate follow up emails
You’ll look polished and stay organized- while creating a consistent, branded candidate experience.
Next steps:
Sign in using SSO on your phone
See how to simplify your recruiting
“We captured 5X more qualified candidates and simplified follow-up across our entire recruiting team.” - Head of Talent Acquisition
For Marketing Teams
Subject: Sync Event Leads To Your CRM In Seconds With Popl
Hi [First Name],
You’re getting Popl- a tool designed to eliminate manual lead uploads and help you prove ROI on every event.
With Popl, you can:
Add our brand kit, campaigns, and analytics to your profile and instantly share with new prospects
Auto-enrich new contact details with job titles, emails, and more
Automatically sync new leads to our CRM with no manual entry!
No more messy spreadsheets or lost leads. Just clean, connected data from event floor to follow-up.
Next steps:
Sign in using SSO on your phone
See how to streamline your events
“We cut lead upload time by 90% and gave Sales visibility into every conversation.”
- Director of Field Marketing
Add-On: DBC Block for All Roles
Use this block below any of the role-specific emails if your team also uses Popl digital business cards.
Bonus: Share Your Digital Business Card
With your Popl card, you can:
Instantly share contact info and resources with one tap
Update your info in real time- no reprints needed
Your Event Lead Capture Tool:
Scan event badges, QR codes, or physical business cards to collect lead info
NOTE: for the badge scanner to work, the event badge only needs a full name and company!
Capture leads offline and sync them when back online
All leads are automatically enriched and sent to our CRM in real time
Next steps:
Click here to download the Popl app and sign in with SSO
Learn more about how to set up your profile using the Getting Started with Popl Guide
Email Template Donts
From previous experience with customers we've learned what doesn't work well when inviting your team to Popl. We've collated these tips for you so you can have a seamless onboarding experience!
What not to do | Why it fails | What to do instead |
Send a single, long-form email to all team members | Overwhelms users, lacks focus | Keep messaging short and targeted |
Send a generic email without role-specific details | Lacks personalization, clear value, or CTA | Focus on value by role or use case |
Skip visual aids | Doesn’t demonstrate how Popl works | Use visuals to show what Popl does |
Use a one-size-fits-all approach | Leads to low activation rates and confusion about Popl’s purpose | Leverage targeted templates for Sales, HR, and Marketing teams |
Fail to explain “what’s in it for me” | No user buy-in or motivation to activate Popl | Always include a clear CTA and real-world examples |
Supporting Your Rollout
Integrate ELC onboarding into pre-event prep and follow up with post-event analysis using Popl insights.
Recommended actions:
Include badge scanning tips in event briefs
Assign campaign tags before event day
Use roleplay or live demos during prep meetings
Summary & Next Steps
Tailor your email based on the user’s department
Always include a CTA
Embed relevant visuals
Link to the Getting Started with Popl Guide where appropriate
💡 Tip
Need more help? Get support from our team
Chat with us or email us at [email protected]