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Tutorials: Activating Your Digital Business Cards

Get full value and return on your Popl investment by ensuring you've properly activated the necessary Digital Business Card features.

Updated this week

Required Subscriptions: the following tutorials are only applicable to Popl's Digital Business Card subscription plan.

Each of the below tutorials are less than five minutes long, and provide on-screen walkthroughs to help you effectively activate your Popl account.


Tutorial: Add Members to Popl

Watch a quick tutorial for adding Members to your Popl Dashboard. Complete this step to lessen the time it takes for your team to see positive ROI.

Prefer reading instead of watching? Learn how to Add Members to Popl.


Tutorial: Encouraging Team Logins to Popl

Watch a quick tutorial for checking which members have logged in to your Popl account. Encourage any members who have not logged in yet to do so quickly.


Tutorial: Create Your First Template in Popl

Watch a quick tutorial to learn how to create your first Popl Template. Templates are one of the most important steps to make sure your team is sharing polished, on-brand digital business cards from day one.

Prefer reading instead of watching? Learn how to Create Templates in Popl.


Tutorial: Create a Subteam in Popl

Watch a quick tutorial to learn how to create your first Popl Subteam. Subteams allow you to organize users, assign access, and track insights for a subset of members.

Prefer reading instead of watching? Learn how to Create Subteams in Popl.


Tutorial: Connect Your CRM or Export Leads

Watch a quick tutorial to learn how to connect your CRM to Popl or how to export your leads to a spreadsheet. Get the most value out of Popl by making sure every lead your team captures actually goes somewhere.

Prefer reading instead of watching?

Learn how to Export Leads to a CSV file.


Tutorial: Business Card Scanner

Watch a quick tutorial to learn how to use Popl's Business Card Scanner in the Popl Mobile App. Prepare your team to capture leads in the field by practicing with the paper card and QR code scanning options.

Prefer reading instead of watching? Learn how to use the Business Card Scanner.


Tutorial: Sharing Your Digital Business Card

Watch a quick tutorial to learn how to share your Popl Digital Business Card (DBC) through the Popl Mobile App. Prepare your team to capture leads in the field by practicing sharing the digital business cards five times before the field.

Prefer reading instead of watching? Learn how to Share Your Digital Business Card.


Tutorial: Engage with a Digital Business Card

Watch a quick tutorial to learn how your leads will engage with your Popl Digital Business Card (DBC) through the Popl Mobile App. Prepare your team to coach their leads leads in the field by practicing tapping on links and saving the contact of their colleagues' digital business cards.

Prefer reading instead of watching? Learn how your leads save your members' information.


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