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 |
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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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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
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: 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
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
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
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]