Overview
Required Subscription: Event Lead Capture, Digital Business Cards
Templates help teams keep branding consistent and speed up profile setup. A template applies a shared layout, media, and content to multiple team members' digital business cards at once, so admins update one template instead of editing each card.
Creating and Managing Templates
To access Templates:
Go to your Popl dashboard.
Click Team in the sidebar.
Select the Templates tab.
To create a new template:
Click Add Template at the top right of the page.
Choose to start from scratch or base the template on an existing team member's profile.
Customizing a Template
Each template has several editable sections.
About
Name the template and upload a profile picture, cover photo, and company logo.
Note: If these fields are left blank, individual members can upload their own.
You can also set the company name, location, and a short bio, and define the layout, font, and color theme (including custom hex values). The link color can match the card theme or be customized.
Keep in mind: Custom icons are not affected by link color settings.
Click Update to save your changes. The Update button becomes active once you have made a change.
Links
You can add two types of links to a template:
Link type | How it works | Example |
Common Links | Shared by every member using the template | Company website |
Unique Links | Filled in individually for each member | Personal LinkedIn |
Note: For each unique link, you can choose whether members are allowed to edit it.
PopCode
PopCodes are the QR codes linked to each card. You can customize their color and logo.
Lead Capture Form
You can apply a specific lead capture form to every member using the template.
Follow-Up Email
Templates let you set a default follow-up email that goes out after a lead is captured. This email introduces the lead to the team member automatically.
Template Settings
You can choose whether non-admin users are allowed to assign this template to their own profiles.
Example Template
Here is a quick visual of a simple template for company-wide use:
Assigning a Template
Open the template and click Assign Template in the top right of the template editor.
Select the team members you want to apply it to.
Choose how the template should be applied to each member's card.
Option | What happens | When to use it |
Assign to default card | The template is applied to the member's current default card, replacing that card's template settings. | The member should have one card with the template's branding. |
Create new card | A new card is created with the template and set as the member's default card. Their existing card stays on their account. | Members need more than one card, such as a temporary campaign or event card. |
When creating a new card, you can also choose to transfer data from the member's default card. This copies the member's About information (such as name and title) onto the new card so they do not have to re-enter it.
Keep in mind: Use Create new card whenever you want a card that only contains the new template's information. Members can then switch between cards instead of having the template reassigned each time.
Template Auto Assign in Subteams
Template Auto Assign runs when a new member is added to a subteam.
Member's current state | What happens |
No template assigned | The subteam's auto-assign template is applied. |
Already has the same template | No changes are made. |
Has a different template | A new card is created using the subteam's template and set as their default. |
Note: Template Auto Assign does not retroactively change templates for existing members.
If a member belongs to more than one subteam with different templates, they will have a separate card for each template. New cards appear on the dashboard right away.
In the mobile app, the new card may take a few minutes to appear. If it does not show up, the member can close and reopen the app after a few minutes, or log out and back in.
Additional Actions Menu
Click the ellipsis (three dots) in the top right corner of a template to access these options:
Action | What it does |
Set all assigned cards to default | Converts every card using this template to a default card and removes the template assignment. The template itself is not deleted. |
Duplicate Template | Creates an exact copy of the template. |
Remove | Deletes the template. See Removing a Template below. |
Removing a Template
When you delete a template, you will be asked how to handle the cards that use it:
Option | What happens to members' cards |
Clear template data | The card stays, and the template's settings are removed from it entirely. |
Transfer template data | The card stays and keeps the template's settings after the template is deleted. |
Delete card | The card that was using the template is deleted from the member's account. |
If you choose to delete cards, keep in mind:
A member's only card is never deleted. If the member has just one card, the template is unassigned, and its data is cleared instead.
If the deleted card was the member's default card, their oldest remaining card becomes their new default.
After making a selection, click Remove Template to confirm.
Important: Deleted templates and deleted cards cannot be recovered.
Setting a Default Card on Mobile
Members can choose which card they share by default:
Open the Popl app on your mobile device.
Navigate to your cards.
Use the dropdown menu to select the card you want and set it as your default.
This is helpful when a template creates a new card and a member prefers to keep sharing their original card, or while they wait for an admin to update a team template.
💡 Tip
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