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Event Campaigns

Learn how to use Popl Campaigns to plan your event strategy, capture qualified leads, and track ROI from start to finish.

Updated this week

Overview

Required subscriptions: Campaigns are available exclusively to our Event Lead Capture teams plan.

Popl event campaigns is a lead capture system for events that makes it easier than ever to prep your team, capture leads, and prove ROI - all from one centralized dashboard.

Whether you're heading to a massive conference or a niche trade show, Campaigns lets you work smarter before, during, and after the event.


Getting started

To access Campaigns, log in to your dashboard at dash.popl.co/campaigns. Here, you can view past events, track performance, and click New Campaign + to build one from scratch.


Plan ahead (Yes, really plan)

Campaigns are built to help your team walk into any event with a strategy, not just a badge and a smile. We see most companies use the Plan phase to align internally before the first handshake ever happens. Here’s how:


Connect on-site (Without chaos)

Once the event kicks off, it’s go time, and this is where your planning pays off.

Admins play a key role here: they’re often the ones rallying the team to share consistently, teaching team members how to use their Popl cards, and reinforcing why it matters. Some admins run quick pre-event huddles, others drop daily leaderboards to keep engagement high.

Your team can:

Note: With the right setup, even the least tech-savvy team member becomes a lead-gen superstar.

Sync automatically

No need to email spreadsheets or panic over missing leads. All captured data flows straight into your CRM with the configuration you set at the start.


Analyze what mattered

After the event, click View Campaign Insights at the top right to see:

  • How many leads were captured

  • Who your top performers were

  • Who could use a pep talk

  • What worked, what didn’t, and what to improve for next time

Keep in mind: You can also view campaign insights, set goals, and add members from the Campaigns page, aside from viewing within the campaign.


How to create a Campaign

2. Click New Campaign

3. Add a name, approximate cost, date, and assign team members

4. Set up to three performance goals

Example Goal: 100 Leads Captured

This means your team’s target is to collect 100 unique leads during the campaign:

5. Connect your CRM

6. Add tags, qualifiers, hidden fields, and a follow-up email

See more information on tags, lead qualifiers, hidden fields, and follow-up emails.

Your campaign will start automatically at the scheduled time.

Need to pivot mid-event? Just click the three-dot menu next to the campaign to pause or delete it.

When it wraps up, your campaign moves to the Completed section for easy access and review.


Summary

Popl Campaigns help you organize and optimize lead capture at events - from planning and assigning teammates to tracking ROI.

  • Access Campaigns at dash.popl.co/campaigns

  • Set goals, tags, follow-up emails, and CRM syncs before the event

  • Admins should guide and motivate team members to share consistently using digital cards and badge scanning

  • Leads are automatically synced and attributed to the correct team members

  • After the event, review insights to evaluate performance and improve future campaigns

Ideal for trade shows, conferences, and any event where your team is making connections.


💡 Tip

Need more help? Get support from our team

Chat with usor email us at [email protected]

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