Overview

Required Subscription: All plans. To customize the form, you need Event Lead Capture, Digital Business Card, or Popl Pro Plus.

The Lead Capture Form collects contact details, like name, email, and company, from people you share your digital business card with.

Each submission is saved as a lead in Popl, ready to export or sync to your CRM.

Plan	Lead Capture Form	Customize the form	Export leads
Free	Yes	No	No
Popl Pro	Yes	No	Yes
Popl Pro Plus	Yes	Yes	Yes
Event Lead Capture, Digital Business Card	Yes	Yes	Yes

Lead Capture Mode

Lead Capture Mode shows the form before someone sees your card, so you collect their details first.

Turn it on or off anytime from the Popl dashboard (Lead Capture Mode) or the mobile app (Collect Their Info First).

Lead Capture Mode	What happens when you share your card
On	The form appears first. The person fills it out, then sees your card.
Off	Your card appears first. The form is still available for them to fill out.

Once someone submits the form, they’re saved as a lead in Popl.

Tip for admins: To turn on Lead Capture Mode for many members at once, click Team in the sidebar, then select Members. Select the members, then use the bulk actions menu at the bottom of the screen.

Opening the Lead Capture Form

Who	Where to find it
Individual users	My Cards, then Edit on your card, then Lead Capture Form under Lead Capture
Team admins, for one member	Team > Members, open the member’s card, then Lead Capture Form
Team admins, for everyone on a template	Team > Templates, open the template, then Lead Capture Form

Use the toggle at the top of the page to turn Lead Capture Mode on or off.

Keep in mind: If a member is assigned to an Event with a lead capture form in its Data Capture step, the Event’s settings manage that member’s form. The dashboard shows when this applies. See Events: Data Capture Step.

Customizing the Form

Form Header

Click the header area to add a title or message. On team accounts, the form header is in Form Settings at the top of the Lead Capture Form page.

Adding Fields

Click Add Field and choose a field:

Field type	What it is
Default fields	Popl’s standard fields, like name, email, phone, and company. Phone fields can include multiple numbers with different types.
Custom fields	Fields your team created in Admin > Field Manager

When you create a custom field, you can choose one of these types:

Custom field type	Use it for
Free Text	Open-ended answers
Single Select	Choosing one option from a list
Opt-In	Consent, like agreeing to receive emails
Upload File	Collecting a file from the lead

Managing Fields

Click the three dots on any field to:

Mark Required to make the field mandatory, or Mark Not Required to make it optional.
Make Hidden to turn it into a hidden field (see below).
Remove the field from the form.

Connect Button and Disclaimer

Connect button: Change the button text, for example, to “Share” or “Submit.”
Disclaimer: Add a note or links for compliance, like a privacy policy.

When you’re done, click Update in the bottom right corner to save your changes.

Hidden Fields

Hidden fields add information to every lead without showing it on the form. They’re useful for tracking which event, campaign, or rep a lead came from, and they can be mapped to your CRM.

On the Lead Capture Form page, click the three dots on a field.
Select Make Hidden.
Enter the hidden value, like “Tech Expo 2026.”
Click Save.

Troubleshooting

Issue	What to check
You can’t customize the form	Customizing requires Popl Pro Plus or a team plan.
Your changes don’t appear on your card	Click Update to save. If you’re assigned to an Event, its Data Capture settings may be managing your form.
A field you need isn’t in the Add Field menu	Ask your admin to create it in Admin > Field Manager.
Hidden field data isn’t reaching your CRM	Check that the field is mapped in your integration’s field mappings.

💡 Tip

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