Overview

Required Subscriptions: This article provides best practices for Popl Teams admins and members to maximize success with Popl’s core features

This article provides best practices for introducing team members to Popl when using the Digital Business Card (DBC) tier. 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 guidance? 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 DBC 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 Example Email Template

Subject: Your Popl Digital Card is Live - Make an Impression Instantly

Hello [first name]!

You’re getting access to Popl, our new digital business card platform- trusted by 2M professionals and 90% of Fortune 500 companies.

No more outdated paper cards. With Popl, you can:

Instantly share your contact info, links, and materials with a tap
Keep your information up to date without reprinting

Capture leads via custom lead forms or paper business card scanning
Let Popl auto-upload leads to our CRM with zero manual entry!

Next steps:

Download the Popl app
Sign in with SSO on your phone
See how to 3X your leads

“Popl makes networking effortless and professional—we love how it keeps our teams connected.” - Internal Communications Lead

Sales Team Template

Subject: You Can Get 3X More Leads with Popl!

Hi [First Name],

You’re getting access to Popl- trusted by 2M sales leaders- to help you connect and convert leads faster.

With Popl, you can:

Capture leads efficiently by scanning paper business cards and QR codes using the AI powered scanner (it even works offline!)
Automatically enrich contact data with AI (email, job title, and more)

Instantly sync new leads to our CRM with zero manual entry

Share marketing materials like decks, demos, or case studies through your digital card

Next steps:

Download the Popl app
Sign in using SSO on your phone
See how to follow up faster!

“Popl helped our reps impress prospects and eliminate manual follow-up steps.”

- Sales Enablement Manager

HR Team Template

Subject: Meet Your New Recruiting Edge - Popl Digital Cards

Hi [First Name],

We’re giving you access to Popl, our new digital business card tool built for HR teams- used by over 2M professionals and 90% of Fortune 500 companies.

Use Popl to:

Seamlessly share your professional profile at job fairs and conferences
Save time by collecting contact info using a form, badge scanner, or paper card scan

Automatically sync leads to our CRM with optional follow-up email automation

Next steps:

Download the Popl app
Sign in using SSO on your phone
See how to boost your recruiting impact

“We look more modern and organized at every recruiting event now.” - Head of University Relations

Marketing Team Template

Subject: Your Branded Content can be Shared to Newly Captured Leads in Seconds

Hi [First Name],

With Popl, our Marketing team can instantly share branded materials and collect new contacts in real time!

Use your digital card to:

Share brand kits, campaigns, and analytics on the spot

Collect leads by scanning paper business cards or sharing your profile

Automatically sync new leads into our CRM

Modernize how we show up, go fully digital, and impress prospects, partners, and peers at every event.

Next steps:

Download the Popl app
Sign in using SSO on your phone
See how to streamline your events

“Popl gives us instant credibility and saves us hours of manual lead uploads.”

- Field Marketing Manager

What Not to Do

Avoid common pitfalls when introducing Popl to ensure your team activates and uses their new tool correctly.

What Not to Do	Why It Fails	What to Do Instead
Send one generic email	Overwhelms users with irrelevant info	Use department- or tier-specific messaging
Skip visuals	Users don’t understand how Popl works	Include images or GIFs of Popl in action
Leave out CTA or personal benefit	Team won’t see why they should use it	Include a strong CTA and value proposition per user