Overview
Data Capture is the first step in the Event Flow. It controls:
What fields appear during lead capture
Which fields are required
Which fields determine lead completion
What fields are displayed when scanning leads or creating manually
What info is collected from the Lead Capture Form at events
Before You Start
Make sure you:
Creates an Event Flow
Have Full Team Admin or Subteam Admin access
Required subscription: Exclusively available on the Event Lead Capture (ELC) plan.
Within ELC teams:
Full Team Admins and Subteam Admins can configure Data Capture settings
Members can capture leads within assigned Event Flows
Members cannot modify Data Capture configurations
Scanned Leads vs Lead Capture Form
The Data Capture step includes two tabs that manage different lead capture methods.
Tab | Description |
Scanned Leads | Used for leads captured through badge scans, business card scans, or manual lead creation in the mobile app |
Lead Capture Form | Used for attendee self-submission of leads via scanning a Popl QR code and triggering the lead capture form |
The two tabs are configured independently.
Required field settings and alias settings only applies to the tab where they are configured.
The only shared component is Qualifiers, which are configured from the Scanned Leads tab and displayed as read-only on the Lead Capture Form tab.
Configuring the Scanned Leads Tab
The Scanned Leads tab controls the lead capture experience for team members using the mobile app.
It includes three sections:
Enriched Fields
Qualifiers
Badge Kit (optional)
Enriched Fields
Enriched Fields are lead fields populated through enrichment or manual lead creation.
Admins can drag and reorder fields to control how they appear when creating leads
Hiding Fields
Admins can hide or unhide fields from the field options menu.
Hidden fields:
Do not appear during lead creation
Continue to populate through enrichment
Remain visible on lead detail and edit views
Can still sync to CRMs and exports
Phone Number Fields and Country Codes
Phone number fields include an Enable country code setting.
When enabled:
Country code selection appears on all visible phone number fields
The setting applies across the entire Event Flow
Country codes appear during lead creation and editing
Qualifiers
Qualifiers are custom questions asked during lead capture to collect additional context about a lead.
Common examples include:
Product interest
Timeline
Prospect type
Budget
Event-specific qualification questions
Qualifiers help teams segment, qualify, and prioritize leads after capture.
Badge Kit (optional)
Applying a Badge Kit is an optional setting that allows teams to use Popl to access lead data provided by the event - as opposed to solely via Popl enrichment.
When Badge Kit is connected:
Badge scan data automatically populates enriched lead fields
Enriched fields populated by Badge Kit display a Badge Kit indicator in the data capture step
Field Settings
Required fields
Required fields must have a value before a lead can be saved.
Qualifiers can be set as required from the qualifier's three-dot menu. A confirmation appears before applying.
Enriched Fields cannot be set as required from the UI. You can reach out to Popl support to require an enriched field, however we do no recommend requiring enriched fields.
Necessary for Completion (Completed Leads)
Fields marked as Necessary for Completion:
Do not block lead creation when empty
Determine whether a lead counts as Complete
Help users identify incomplete leads that still require additional information
Any user that owns incomplete leads (leads with empty "necessary for completion fields), will see a banner on their leads page in the mobile app and dashboard communicating they have incomplete leads.
For more information about how Completed Leads works, see the Completed Leads documentation here
Configuring the Lead Capture Form Tab
The Lead Capture Form allows leads to self-submit their information via a form.
Leads can access the form by scanning the QR code of a team member assigned to the Event Flow when the Event Flow is active.
Form Priority During Active Event Flows
When an Event Flow is active:
The Event Flow form overrides all other forms, including forms coming from a template or the member's individual card
This form from the Event Flow will automatically display for any assigned members while the Event Flow is active
Form Fields
The Form Fields section controls which fields appear on the lead-facing form.
Admins can add, Default Popl fields, Custom fields (including Qualifier fields)
Enrichment
Lead enrichment is disabled by default for Lead Capture Form leads and admins can optionally enable it to take place on these leads.
When enabled, enrichment will:
Run on all lead capture form leads that contain a name and company
Will not overwrite any manually entered values on the lead
Use one enrichment credit per enriched lead
Requirements for enrichment to function properly:
Name must be included on the form
Company must be included on the form
Qualifiers on the Lead Capture Form
Qualifiers displayed on the Lead Capture Form tab are read-only and will be added to all lead capture form leads for optional completion later on.
To create or edit qualifiers:
Navigate to the Scanned Leads tab
Configure the qualifier there
Qualifier fields can also be added directly to the form if you want attendees to complete them during submission.
💡 Tip
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