Overview

Our Digital Business Cards (DBC) plan helps teams replace paper cards with a faster, trackable, and brand-consistent way to connect.

Your team can instantly share contact details, capture leads in the moment, and measure impact across events, representatives, and regions. Popl is used by organizations of all sizes—from field and event teams to revenue, recruiting, and customer success—because it turns introductions into usable data and follow-ups.

Trusted by millions of professionals and a large share of the Fortune 500.

What Popl does

Share instantly: QR code, link, or tap—no app required for the recipient. Works even with poor connectivity.
Keep everyone on brand: Company templates, email signatures, and virtual backgrounds ensure a consistent, professional look.
Make every connection actionable: Capture and organize contacts, add context with notes/tags, and export to your systems.
Prove ROI: See which events, reps, and channels drive the most views, taps, and leads.

Result: fewer missed follow-ups, cleaner data, and clearer attribution from first hello to closed loop.

Who it's for

Team / Function	How they use Popl DBC
Revenue & Field Marketing	Capture and route leads at booths, meetings, and site visits.
Recruiting & HR	Collect candidate info on the spot, with notes and follow-ups.
Customer Success & Support	Share resources in one tap and track engagement afterward.
Executives & Partnerships	Share tailored profiles and delegate follow-up cleanly.

Key benefits

Always ready: Digital card wallet passes and lock-screen widgets make sharing one-tap simple.

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Eco-friendly & cost-effective: Stop reprinting cards; update details centrally.
Secure by design: Sync from your directory and tailor what’s shown to each audience.
Data you can use: Scan paper or digital cards, enrich details, and export to CRM/CSV/Outlook without manual entry.

How it works

Create branded templates for roles (e.g., AE, CSM, Recruiter).
Invite your team and assign the correct template and permissions.
Roll out sharing methods: QR codes, wallet passes, lock-screen widgets, and NFC accessories.
Capture contacts during conversations via contact exchange, paper card/badge scan, or forms.
Route & follow up: tag, add notes, export to CRM/CSV/Outlook, and trigger next steps.
Measure results: view leads, link taps, card views, and activity by event, rep, or region.

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Feature highlights

Simple sharing (recipient doesn’t need the app): QR, link, or tap to a mobile-friendly profile.
Smart capture: Scan paper or digital cards; AI can enrich missing details like job title or email.
Flexible profiles: Share your own card—or a colleague’s—based on context.
Desktop & mobile apps: Organize contacts, add notes/tags, export, and view insights across the organization.
Attribution & analytics: Prove ROI with metrics by event, rep, and time period.

Note: Some advanced capabilities (e.g., campaign tagging, advanced lead routing, event badge scanning, bulk list enrichment) require our Event Lead Capture plan.

Getting started (Admins)

Decide your rollout: start with a pilot team (e.g., field marketing) or roll out company-wide.
Branding & templates: set logos, colors, and role-based card templates.
Add members: invite via email; assign roles and permissions.
Integrations & exports: confirm CSV/Outlook processes; configure CRM export if applicable.
Enable lead capture methods: contact exchange forms, paper, or digital card.
Training: share a 10-minute guide covering when to share, how to capture, and where to log context.

First-week checklist for the team

✓ Everyone has a digital card wallet pass and QR saved to their lock screen.

✓ Each rep does 3 test shares and 1 contact capture.

✓ One CSV/Outlook/CRM export completed and validated end-to-end.

✓ Analytics reviewed to confirm data is flowing.

Best practices for adoption

Make it visible: Add QR codes to booth signage, email signatures, and presentations.
Script the handoff: “Let me share my details—scan this and I’ll send a quick follow-up.”
Capture context now: Tag, note, or assign before the conversation ends.
Close the loop fast: Export immediately so follow-up happens the same day.

Security & Privacy

Directory-friendly: Sync from your org directory; control which fields display externally.
Audience control: Limit or customize information shown for specific scenarios (e.g., events vs. enterprise meetings).

FAQs

Question	Answer
Do recipients need the Popl app?	No. They can view your card and share their info via a browser.
Does it work offline or with poor connectivity?	Yes—digital card wallet passes and lock-screen widgets ensure you can still share and capture.
How do we get contacts into our systems?	Export to CSV/Outlook/CRM with no manual entry, then trigger your usual workflows.
Can we scan paper cards or event badges?	Yes. Popl can extract and enrich details automatically.
How do we measure success?	Use analytics for card views, link taps, leads, and recent activity by event and rep.

Why Teams Choose Popl

Popl turns paper-card moments into measurable pipeline, talent, and relationship outcomes. Teams standardize brand presentation, eliminate reprints, and accelerate follow-up—while operations get cleaner data and clearer attribution.

Ready to equip your team?

Start with Popl Teams or talk to us about advanced Event Lead Capture options for campaigns, routing, and deeper analytics.