Overview
Required subscription: Exclusively available on the Event Lead Capture (ELC) plan.
Events are the centralized workspace for planning, configuring, and managing lead capture at events. Each Event 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)
Includes qualification and enrichment
Tagging
CRM Sync
Follow-up Email
Within ELC teams:
Full Team Admins and Subteam Admins can create and manage Events
Members can view assigned Events in the mobile app
Members cannot configure Events from the dashboard
Events List View
The Events page displays all events across your organization, organized into:
Active & Upcoming
Completed
Each event includes key performance metrics and quick access to configuration and reporting.
Available Columns
Each event displays the following information:
Name and Dates: Event 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 Events
Filter Events by date range
By default, Events are sorted by end date.
Bulk Actions
Bulk actions become available after selecting one or more Events.
Available actions include:
Calculate Pipeline: Recalculate pipeline values for selected events
Cancel: Move active or upcoming events into Completed
Delete: Permanently remove selected events
Confirmation is required before Cancel or Delete actions are applied.
Importing Salesforce Campaigns
Teams with a Salesforce integration can bulk-create Events from Salesforce Campaigns.
Admins can:
Click Import from Salesforce
Select campaigns
Assign team members
Create corresponding Events
Creating an Event
To create an Event:
Navigate to the Events page
Click + New Event
Choose Create from scratch or Create from existing
Required Configuration
When creating an Event, users configure:
Event 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 an Event, admins can assign team members.
Assigned members:
Capture leads within the Event and Lead Flows
Trigger all configured automations
Can view and participate in assigned events via the mobile app
Assignments can be updated at any time.
Duplicating an Event
Existing Events can be duplicated to reuse previous configurations.
Duplicated Events retain:
Data capture settings
Tags
CRM sync settings
Follow-up email settings
Metric visibility settings
Pipeline calculations
Inside an Event
Each Event contains a configurable Lead Flow builder and performance dashboard.
New Events automatically include:
Tagging
Additional optional steps can be enabled within the Lead Flow Builder. See the section below for more info on the Lead Flow Builder.
Event Status Indicators
Events display a status indicator in the header:
Green: Active
Blue: Upcoming
Grey: Completed
Event Prep Banner
Upcoming Events display an Event Prep banner with quick setup actions before the event begins.
Metrics
Default Event 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 these 3 goals are set, members can see progress toward them in the mobile app.
Performance Tracking
The Performance section includes:
Leads captured activity
Member leaderboard rankings
Lead Flow
The Lead Flow controls the lead capture workflow for each Event.
Users can access it by selecting Edit Event.
Available Lead Flow Steps
Events support the following steps:
Tagging (enabled by default)
Sync
Follow-Up Email
Testing an Event
Before an event begins, admins can test the Event using the Test Lead Flow button.
The test progresses through each enabled step in your flow.
Testing Notes
Events do not need to be active to run tests
Users do not need to be assigned to the Event 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 Events and Lead Flows? | Only Full Team Admins and Subteam Admins can create or edit Events and Lead Flows. |
Can Events be duplicated? | Yes. Any existing Event can be duplicated from the Events list page. |
Do Events require a CRM integration? | You don't need to set up an integration at the Event level if your Full Team (or subteam) integration is already configured the way you want. Add one at the Lead 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 dates be edited later? | Yes. Admins can update the Event dates, times, and time zone at any time. |
💡 Tip
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