We have enhanced your lead capturing at events experience with the release of Campaigns.
This all-in-one solution allows you to:
Plan: Set goals, set up auto tags, prepare email replies, connect CRM integrations, and more, before each event.
Connect: Allow your team to share business info using their Popl digital cards, and use our new universal badge scanner to collect leads and scan badges.
Sync: Auto sync all leads to your CRM using the connection created via the Campaign.
Analyze: Finally, track ROI of the event, including top performers, low performers, and see recommendations for improving on the next one!
Campaigns are perfect for conferences and events as you can automatically segment your leads using tags and hidden lead fields at the time of connection!
To create a campaign, go to https://dash.popl.co/campaigns then select 'New Campaign' at the top right.
Create a name for your campaign.
Select the date and time for your campaign.
Select the members to assign to this campaign.
Set a goal for the campaign. You are able to have up to 3 goals at a time.
You can set a Leads goal for how many leads you want your members in this campaign to collect.
A Cards Views goal for how many card views you want your members in this campaign to have.
A Link Taps goal for how many link taps you want your members in this campaign to have.
And a Contacts Saved goal for how contact saves you want your members in this campaign to have.
Connect to your CRM. All the leads that are collected by members in this campaign will have this specific configuration.
Create or select a tag to be assigned during the campaign.
Create a follow up email.
You can also add hidden fields. You may want to use hidden fields if you are wanting to add specific information to each lead you connect with using a Name/Value format.
And you're all set! Your campaign will automatically start at the specified date and time.
After adding your campaign, you will be able to delete or stop the campaign by selecting the 3 dots on the far right of the campaign.
Once completed, your campaign will appear in the 'completed' section.