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Popl Mobile App Walkthrough: Event Lead Capture

Learn more about how to use the Popl App within the ELC Tier!

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Overview

Required Subscriptions: This article is geared towards Popl Teams admins and members using the Popl app for lead capture.

This article guides Popl Teams admins and members on how to use the Popl app for high-volume lead collection and qualification.

You’ll learn how to scan badges and cards, customize lead capture forms, use lead qualifiers, and sync your data post-event.

Section

Topics Covered

Use the Universal Lead Scanner

  • How to scan badges and business cards

  • Adding context notes during or after scan

  • Consider segmenting longer video to include badge scanning portion

Add Lead Qualifiers

  • Using drop-downs or checkboxes to qualify leads

  • Examples of qualifiers

Offline Mode

  • Capturing leads without internet connection

Additional Lead Capture Methods

  • Business card scanner

  • Lead capture form

Manage and Sync Leads

  • Accessing leads in the app

  • Tagging, notes, reminders

  • Exporting to CRM

Edit and Preview Your Card

  • Updating profile fields

  • Previewing the card as others see it

In-app Support

  • How to access support from within the app

Overview Video


Use the Universal Lead Scanner

This section explains how to quickly scan badges and traditional business cards at events.

With the AI powered scanner is equipped with:

  • Badge Scanner for name badges and lanyards

  • Card Scanner for paper business cards

  • QR code scanner for digital business cards

Tip: Add notes for each scan (e.g., "Requested quote")


How to scan badges

  1. Open the app

  2. Tap the Scan icon

  3. Choose Badge Scanner or Card Scanner

  4. Point the camera and capture

  5. Add optional notes, then tap Save


Customize your lead capture form

This section covers how to tailor your lead capture form to collect key data.

Capture form fields can include:

  • Name

  • Email

  • Phone

  • Company

  • Job title

  • Intent or interest areas

Note: You can only edit the lead capture form in your Popl Dashboard, not the mobile app.

How to edit your form

  1. Log in to your Popl dashboard

  2. Go to Card Settings

  3. Add or remove fields

  4. Choose which ones are required


Use lead qualifiers

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.

Add drop-downs or checkboxes 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)

Note: These fields must be added to your form via the dashboard before the event. Once set up, they’ll appear in the app during or after a scan.

How to add qualifiers

  1. Go to your card's capture form settings

  2. Add dropdown or checkbox fields

  3. Label options for internal clarity

  4. Save and test your form


Offline Mode and Additional Capture Tools

Popl’s mobile app works even when offline. Captured data will sync automatically once the device reconnects to the internet.

Use the following tools on mobile:

  • Offline badge scans: Stored locally, enriched when online

  • Business Card Scanner: Snap and upload paper cards

  • Digital Business Card QR: Share your info when others scan your QR code

Tip: Test your scan tools and internet connection before your event begins.


Manage Leads from the Mobile App

All captured leads are accessible via the mobile app.

From the app’s Leads tab:

  • Tap on a lead to review or update contact details

  • Tag or score leads

  • Add notes

  • Set follow-up reminders

  • Export or sync to CRM platforms

Note: If your team uses CRM integrations, syncing will be handled post-event via the dashboard. Lead review and tagging can be done entirely in-app.

How to sync leads

  1. Open the Popl dashboard

  2. Go to Leads

  3. Connect your CRM

  4. Select and sync leads


Edit and Preview Your Card

Make sure your profile is accurate before every event to represent your brand and content correctly.

How to update your card from the app:

  • Open the Popl app

  • Tap the profile icon (top left corner)

  • Edit fields such as name, title, photo, and links

  • Tap Preview Card to check how it looks to others


In-app support

Need help during the event?

  • Tap Support in the app

  • Or go to Settings → Help & Support to contact us

Common issue: If scanning isn’t working, check camera permissions in your phone’s settings.


💡 Tip

Need more help? Get support from our team

Chat with usor email us at [email protected]

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