Overview

Event Flows are the centralized workspace for planning, configuring, and managing lead capture at events. Each Event Flow contains the following 4 steps from lead data capture to crm sync and email follow up:

Data Capture (for scanned leads, manually created leads, and form-created leads)
1. Includes qualification and enrichment
Tagging
CRM sync settings
Follow-up email automation

Event Flows replaces the previous Campaigns experience. Any existing Campaigns are automatically converted into Event Flows with all prior configurations preserved.

Required subscription: Exclusively available on the Event Lead Capture (ELC) plan.

Within ELC teams:

Full Team Admins and Subteam Admins can create and manage Event Flows
Members can view assigned flows in the mobile app
Members cannot configure Event Flows from the dashboard

Event Flows List View

The Event Flows page displays all flows across your organization, organized into:

Active & Upcoming
Completed

Each flow includes key performance metrics and quick access to configuration and reporting.

Available Columns

Each flow displays the following information:

Name and Dates: Flow name and active date range
Members: Assigned team members
Total Leads: Total captured leads
Synced/Exported: Percentage of leads synced to a CRM or exported
Completed Leads: Percentage of leads with all required completion fields filled out
Meetings Booked: Meetings scheduled through Popl
Pipeline: Total attributed pipeline value

Users can click metrics such as Total Leads, Synced/Exported, and Completed Leads to open filtered lead views.

Sorting and Search

Users can:

Sort by any column
Search across all Event Flows
Filter flows by date range

By default, flows are sorted by end date.

Bulk Actions

Bulk actions become available after selecting one or more Event Flows.

Available actions include:

Calculate Pipeline: Recalculate pipeline values for selected flows
Cancel: Move active or upcoming flows into Completed
Delete: Permanently remove selected flows

Confirmation is required before Cancel or Delete actions are applied.

Importing Salesforce Campaigns

Teams with a Salesforce integration can bulk-create Event Flows from Salesforce Campaigns.

Admins can:

Click Import from Salesforce
Select campaigns
Assign team members
Create corresponding Event Flows

Creating an Event Flow

To create a flow:

Navigate to the Event Flows page
Click + New Event Flow

Required Configuration

When creating a flow, users configure:

Flow name
Start date
End date
Optional start and end times
Time zone

If no times are configured:

Start defaults to 12:00 AM
End defaults to 11:59 PM

Assigning Members

After creating a flow, admins can assign team members.

Assigned members:

Capture leads within the Event Flow
Trigger all configured automations
Can view and participate in assigned flows via the mobile app

Assignments can be updated at any time.

Duplicating a Flow

Existing Event Flows can be duplicated to reuse previous configurations.

Duplicated flows retain:

Data capture settings
Tags
CRM integrations
Follow-up email settings
Metric visibility settings
Pipeline calculations

Inside an Event Flow

Each Event Flow contains a configurable flow builder and performance dashboard.

New Event Flows automatically include:

Data Capture
Tagging

Additional optional steps can be enabled within the Flow Builder. See the section below for more info on the Flow Builder.

Flow Status Indicators

Event Flows display a status indicator in the header:

Green: Active
Blue: Upcoming
Grey: Completed

Event Prep Banner

Upcoming flows display an Event Prep banner with quick setup actions before the event begins.

Metrics

Default Event Flow metrics include:

Total Leads
Leads Synced/Exported
Completed Leads
Meetings Booked
Pipeline
- Calculated from two inputs you provide: average contract value (the average revenue from a closed deal) and lead to opportunity conversion rate (the percent of event leads that convert to opportunities)

Goals

Synced/Exported leads and Completed Leads are automatically tracked against a 100% target.

Admins can configure goals for:

Total Leads
Meetings Booked
Pipeline

If any of the above 3 goals are set, members will be able to see progress towards these goals in the mobile app.

Performance Tracking

The Performance section includes:

Leads captured activity
Member leaderboard rankings

The Flow Builder

The Flow Builder controls the lead capture workflow for each Event Flow.

Users can access it by selecting Edit Event Flow.

Available Flow Steps

Event Flows support the following steps:

Data Capture (enabled by default)
Tagging (enabled by default)
Lead Sync Integration
Follow Up Email

Testing an Event Flow

Before an event begins, admins can test the Event Flow using the Test Flow button.

The test progresses through each enabled step in your flow.

Testing Notes

Flows do not need to be active to run tests
Users do not need to be assigned to the flow to test it
Follow-up emails are sent immediately during testing

FAQ

Question	Answer
What happened to Campaigns?	All existing Campaigns were automatically converted into Event Flows with existing configurations preserved.
Who can create and manage Event Flows?	Only Full Team Admins and Subteam Admins can create or edit Event Flows.
Can Event Flows be duplicated?	Yes. Any existing Event Flow can be duplicated from the Event Flows list page.
Do Event Flows require a CRM integration?	You don't need to set up an integration at the Event Flow level if your Full Team (or subteam) integration is already configured the way you want. Add one at the Flow level when you need different behavior for that specific event, like syncing to a certain CRM Campaign, specialized routing logic, or other event-specific configurations.
Can Event Flow dates be edited later?	Yes. Admins can update the flow dates, times, and time zone at any time.