Overview
Insights for Free, Pro, Pro+, Teams member view
From the Popl dashboard, click the "Insights" tab on the left menu.
Within the Insights tab, you will find:
Leads generated
Link taps
Card views
Contacts downloaded
Views over time
Recent activity
Leads over time
View type
Lead type
Link taps
Views by accessory
Exporting your data
You can view your data directly from the dashboard. Insights data cannot be exported via CSV on individual plans (Free, Pro, Pro+).
Members on a team can export their own data via CSV by clicking 'Export data' at the top right.
Note: Exporting data is only available for members at the teams level.
Filtering your data
You can get a more granular view of your insights by filtering by date. Click the date range to select specific dates.
Keep in mind: To edit your date range, you will need a Pro, Pro+, or Teams subscription.
Insights for Teams Admin
From the Popl dashboard, click the "Insights" tab on the left menu.
Within the Insights tab, you will find:
Pipeline generated
Leads generated
Link taps
Card views
Contacts downloaded
Views over time
Recent activity
Leads over time
View type
Lead type
Top performers
Data by members
Views by accessory
Link taps
Template link taps
Note: Non-admins can only view their own insights.
Filtering Team Insights
As admin, you can view insights for all members on your team.
To get a more granular view of these insights, you can filter by subteam, members, campaign, and specific date range.
Exporting Team Insights
Once you have your granular data, you can then export the insights data via CSV by clicking on “Export” at the top right.
Note: For large files, an email will be sent to your inbox containing a file of this data.
Charts
Pipeline Generated
This chart shows the estimated pipeline your team has generated by multiplying your average contract value by the number of leads your team has captured in the last 60 days.
Leads Generated
This chart shows the total number of leads generated across your entire team. Leads can be obtained in 3 ways.
First, from a user filling out the form after tapping the “Exchange Contact” button on your Popl digital card. This is the same form that initially appears when a Popl user has Lead Capture mode on.
Second, by scanning a paper business card.
Third, the result of one Popl user popping another Popl user, both of whom have the Popl mobile app.
Link Taps
This chart shows the number of taps on all links across your team’s Popl digital business cards.
Taps can occur after any type of view.
Card Views
This chart shows the number of times your team’s Popl digital cards have been viewed after a pop.
Views can occur via a pop from a Popl accessory, a PopCode (QR code), or from sharing a Popl digital card via a share link, which is accessible on the share page in the mobile app.
Contacts Downloaded
The number of times one of your team’s contacts has been downloaded into someone’s phone. A Popl user’s contact can be downloaded via a tap on the “Save Contact” button or the contact card link that can be added to a digital card.
Views Over Time
Digital card views over time, broken down by view type.
These views are the result of one of the following: a pop from a Popl accessory (Accessory), a scan of a QR Code (PopCode), or from sharing a Popl digital card via a share link, which is accessible in the share page in the mobile app (Share).
Recent Activity
Any view, lead, or link tap generated in the last 24 hours.
Leads Over Time
Leads over time, broken down by lead type. Customize your view by checking or unchecking the listed lead types.
View Type
A breakdown of the different ways that your team’s digital cards have been viewed in the same time period as the Views Over Time chart.
Lead type
The leads categorized by categories: Business card scan, Popl user to Popl user, Lead capture form, or CSV upload.
Top Performers - Leads Tab
Leads generated by each user. In the Popl app, these are displayed as "Connections". Leads can be obtained in 3 ways:
First, from a user filling out the form after tapping the "Exchange Contact" button on your Popl profile. This is the same form that initially appears when a Popl user has Lead Capture mode on.
Second, by scanning a paper business card.
Third, the result of one Popl user popping another Popl user, both of whom have the Popl mobile app.
Top Performers - Views Tab
Member views for each team member. These views are the result of one of the following:
A pop from a Popl accessory (Accessory), the PopCode (QR Code), or from sharing a Popl profile with the share link, which is accessible on the share page in the mobile app (Share).
Data by Member
Track profile views, link taps, tap through rates, and leads for each member.
Tap through rate is the number of taps, divided by the number of views. It represents the conversion of someone viewing a profile to then tapping on any of the buttons/links within it.
Views by Accessory
The number of pops from each Popl accessory that is activated to one of your team members.
Link Taps by Member
Taps on the links across team members’ profiles. Taps can occur after any type of view.
Template Link Taps
The total number of taps on a template link across all digital cards assigned to that template.
Lead type
The leads categorized by categories: Business card scan, Popl user to Popl user, Lead capture form, or CSV upload.
💡 Tip
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