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 |
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Lead Capture |
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Lead Qualifiers |
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Edit and Preview Your Card |
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Manage Your Leads |
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In-app Support |
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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 supported
Tagging and notes 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)
Recipient views your profile and fills out the form
Responses are logged instantly under Leads in your Popl dashboard
Learn more about how 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.
Add Lead Qualifiers
Lead Qualifiers help you collect better data about the people you meet
Examples:
Product Interest (e.g., DBC, NFC, Enterprise)
Lead Status (Hot, Warm, Cold)
Decision Maker? (Yes, No)
How to Add:
Go to your capture form settings in the Dashboard
Add dropdown or checkbox fields
Label options for internal tracking
Save and sync
Note: These qualifiers show in the app once setup is complete.
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 links
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.
💡 Tip
Need more help? Get support from our team
Chat with usor email us at [email protected]