Overview
Required subscription: Event 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 |
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Add Lead Qualifiers |
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Offline Mode |
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Additional Lead Capture Methods |
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Manage and Sync Leads |
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Edit and Preview Your Card |
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In-app Support |
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Video Walkthrough
Use the Universal Lead Scanner
This section explains how to quickly scan badges and traditional business cards at events.
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
Open the app
Tap the Scan icon
Choose Badge Scanner or Card Scanner
Point the camera and capture
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
Log in to your Popl dashboard
Go to Card Settings
Add or remove fields
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: Add these fields 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
Go to your card's capture form settings
Add dropdown or checkbox fields
Label options for internal clarity
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
View the total number of leads in the Leads tab. The count is displayed in the search bar at the top of the screen.
Save a lead to your phone contacts by selecting the lead and choosing the appropriate option.
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
Open the Popl dashboard
Go to Leads
Connect your CRM
Select and sync leads
Troubleshooting Lead Access Issues
If you are unable to see your leads in the Popl app, follow these steps to resolve the issue:
Verify Your Account:
Ensure you are logged into the same Popl account on your mobile app as on your web dashboard.
To check your account on a mobile phone:
Open the Popl app.
Navigate to Settings and confirm the email/account displayed.
If the account is incorrect, log out and sign in with the correct email.
Once logged into the correct account, your leads will sync automatically, and you can access them in the app.
Reinstall the App:
If your leads still do not appear, uninstall and reinstall the Popl app. This can resolve issues related to data display or access.
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 us or email us at [email protected]