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:

Set campaign goals (up to 3): Leads, Card Views, Link Taps, or Contacts Saved
Assign team members so everyone’s aligned
Tag leads for automatic segmentation
Create follow-up emails to engage instantly
- Note: Follow-up emails within a Campaign are only available for teams on the Event Lead Capture plan. Individual accounts do not have access to this feature.
Add lead qualifiers to capture context upfront Learn more about Lead Qualifiers
Add hidden lead fields (Name/Value pairs) for custom metadata
Connect your CRM so leads flow into the right pipeline Set up CRM Configurations

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:

Share their Popl digital cards via tap, scan, or link
Use the universal badge scanner to scan any QR-coded event badge in real time
Integrate with the event’s lead retrieval provider using our Badge Kit API
Use the Badge Kit API

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

1. Go to dash.popl.co/campaigns

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

Set up CRM Configurations

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

Campaign Follow-Up Email Setup and Limitations

A follow-up email within a Campaign automates lead engagements by sending personalized emails. During setup, the admin's email will appear in previews, but actual emails will use the assigned team member's profile information. Ensure that configurations match your team's strategy.

See more information on tags, lead qualifiers, hidden fields, and follow-up emails. For follow-up emails, configuration options also allow personalization based on lead profile data, enabling tailored campaigns.

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.