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.
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No more outdated paper cards.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:
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:
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:
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:
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 |
Supporting Your Rollout
To support adoption of the DBC tier across your team, incorporate Popl training into your onboarding sessions and share usage examples.
Recommended actions:
Offer department-specific templates
Pre-assign lead tags or campaigns in advance
Provide a live walkthrough or visual demo
💡 Tip
Need more help? Get support from our team
Chat with us or email us at [email protected]