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 how to use 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 Focus on lead capture with lead capture form, business card scanner, and contact management
Lead Capture	Business card scanner Lead capture form Using QR code, profile link, and accessory
Edit and Preview Your Card	Updating profile fields Previewing the card as others see it
Manage Your Leads	Viewing and editing lead details Using tags, notes, and follow-up tools Exporting to CRM
In-app Support	How to access support from within the app

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

Two primary ways to collect leads with DBC Tier:

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 fresh and 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 links4. 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

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

Common Issue: If your QR code isn’t scanning, check camera permissions in your phone’s settings.Additionally, if you cannot make edits to your digital card, verify your internet connection and restart the Popl app to resolve temporary glitches.