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

Open the app
Tap the Scan icon
Choose Badge Scanner or Card Scanner
Point the camera and capture
Add optional notes, then tap Save

Learn more about badge scanning →

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.