Overview
Required Subscriptions: This article is for Popl Teams admins and members on the Digital Business Card (DBC) tier using the Popl app.
This guide walks Popl Teams users through using the Popl app for digital-first networking, lead collection, and profile customization.
You’ll learn how to share your digital card, collect leads from scans, customize your capture form, use lead qualifiers, and manage your contacts efficiently from the app or dashboard.
Section | Topics Covered |
Overview | Summary of app features for individual users |
Lead Capture | Business card scanner |
Edit and Preview Your Card | Updating profile fields - Removing Popl branding |
Manage Your Leads | Viewing and editing lead details |
Share Your Digital Business Card | Sharing your card - Sharing a teammate's card |
In-app Support | How to access support from within the app |
Video Walkthrough
Share Your Digital Business Card
This section covers how to present and share your digital card in person or remotely.
Ways to Share:
QR Code: Show your QR for quick scans
NFC Tap Device: Use your Popl device for seamless tap-to-share
Share Link: Send your card via text, email, or social media
Tip: Your QR and share link both point to the same live digital profile. Update it anytime.
How to Share:
Open the Popl app
Tap the Share icon
Choose from QR, Link, or NFC
Present to others or copy the link for remote sharing
Sharing a Teammate's Card
Popl allows team members to share each other's digital business cards directly from the mobile app. This feature is particularly useful for teams working collaboratively or representing a shared brand.
How to Share a Teammate’s Card via QR Code:
Open the Popl mobile app and go to the Cards section.
Select one of the QR codes from your cards to display your QR code.
Tap the drop-down button at the top of the QR screen.
Choose whether to share your own card or select a teammate’s card to share.
Two primary ways to collect leads with DBC Plan:
Digital Business Card Scanner
Lead Capture Form
Keep in mind: You can collect leads via the lead capture form through various methods such as sharing your profile link, scanning your Popl QR code, or tapping your Popl accessory to the back of someone's phone!
These tools are built for speed, accuracy, and ease of use, whether you're meeting contacts digitally or collecting physical business cards.
Digital Business Card Scanner
The Card Scanner lets you scan paper business cards using the Popl app. It converts physical card text into digital contact records using AI-powered OCR.
Keep in mind: Great for in-person events where paper business cards are still used.
How to scan a card
Open the Popl app
Tap the Scan icon
Select Card Scanner
Frame the card in your camera and snap a photo
Review and edit scanned info (if needed)
Tap Save to add the contact to your leads
Tip: You can add internal notes after scanning. Example: “Interested in demo, follow up next week.”
Features
Works offline: Scans will sync once back online
Built-in OCR to auto-fill details
Manual field editing is supported
Tagging and notes are enabled at the point of capture
Common issue: If scanning isn’t working, check your phone’s camera permissions under Settings → Privacy → Camera → Popl.
Lead Capture Form
The Lead Capture Form is a customizable form attached to your Popl digital card. When someone taps your card, scans your QR code, or clicks your link, the form appears as part of your profile.
Note: The Lead Capture Form is only editable from your Popl Dashboard (not in the mobile app).
How it works
Share your Popl profile (via QR, NFC, or link)
The recipient views your profile and fills out the form
Responses are logged instantly under Leads in your Popl dashboard
Learn more about how to customize your form outside of the Popl app here.
Briefly, follow these steps below:
Log in to your Popl Dashboard
Go to Card Settings
Add or remove fields such as:
Name
Email
Phone
Company
Job Title
Lead qualifiers like "Product of Interest" or "Status."
Choose which fields are required
Save and preview your form
Tip: Test your form ahead of events to ensure everything flows as expected.
Why use it?
Captures info from prospects instantly
Streamlines lead review and syncing
Supports follow-up with auto-tags, statuses, and qualifiers
How to Access Captured Leads:
Tap the Leads tab in the Popl app
Tap a lead to view or edit
Add notes, set reminders, or tag leads for prioritization
Note: You can view and manage leads directly in the app or on the Popl Dashboard.
How to Sync:
Log in to your Popl Dashboard
Click Leads
Connect CRM (e.g., HubSpot, Salesforce)
Select and sync leads
Keep in mind: CRM syncing is available via the dashboard for admins.
Offline Mode + Quick Tools
The DBC tier also supports offline data collection. All captured data syncs when you're back online.
Tools Available:
Offline Capture: Leads stored locally
QR Code Sharing: Works without internet
Tap-to-Share: Still functions offline (device-dependent)
Tip: Test your QR and link before your event starts.
Edit and Preview Your Digital Card
Keep your profile up to date before every event or meeting.
Update Your Card:
Open the Popl app
Tap your profile icon (top left)
Edit your name, title, photo, and links. If editing fails, ensure you are logged into the correct account in the Popl app under Settings
An incorrect account login might prevent updates
Tap Preview Card to see what others see
If you are unable to edit your digital business card and encounter errors:
Check Your Account: Ensure you are logged into the correct account in the Popl app by navigating to Settings.
Verify Your Internet Connection: A stable connection is necessary for editing.
Restart the App: Sometimes, app issues can temporarily prevent editing. Restarting the app may resolve the problem.
Removing Popl Branding
To make it easier for recipients to access your digital card without additional prompts, you can remove Popl branding. This eliminates the prompt asking recipients to download the Popl app.
Steps to Remove Popl Branding:
Open the Popl app.
Navigate to Settings.
Enable the option labeled Remove Popl Branding.
In-App Support
Need help? You can contact us directly from within the app.
How to Get Support:
Tap Support from the main menu
Or go to Settings → Help & Support
If you face login problems, ensure you are using the correct credentials and authentication method (e.g., SSO or Microsoft). Documenting the issue with screenshots can expedite support assistance.
💡 Tip
Need more help? Get support from our team
Chat with us or email us at [email protected]