Overview
Required subscriptions: Some features require an Event Lead Capture (ELC) or Digital Business Card (DBC) plan. Plan and role requirements are noted in each section.
The Popl dashboard gives admins the tools to manage your members, manage all team leads, and view member insights in one place. Whether you need to add members, export leads, or create an Event Flow, everything you need is at teams.popl.co.
This article covers all dashboard features available to admins. Each section is labeled so you know exactly what applies to your plan and role:
All Teams: available to all Popl Teams admins regardless of plan
ELC teams: only available to teams on the Event Lead Capture plan
Full Team Admin only: only available to Full Team Admins, not Subteam Admins or members
Full Team Admin and Subteam Admin: available to both admin roles but not members
Video Walkthrough
Available to: All Teams
Watch the video below for a visual walkthrough of the dashboard.
Home
Available to: All Teams
On the home page, you can:
View team performance, Event Flow progress (
ELC only), recent leads, and actionable recommendationsAccess tutorials and key features
Monitor team members' statuses (email, admin level, subteams, invitation status)
Managing Team Members
Available to: All Teams | Full Team Admin only
Managing team members involves adding new members, updating their details, troubleshooting common issues, and organizing them into roles or subteams.
Add Members: Manually via email or bulk CSV upload; integrate with HR systems like Active Directory, Google Workspace, etc.
Search and Filter: By invitation status, subteam, admin level, and more
Bulk Remove Members: Select multiple members and remove them in one action
CSV Upload: Offers field mapping (email required; other fields like name, title, and location are optional)
Assign Members: To subteams and templates
Note: For ELC teams, member seats are unlimited up to 150 at no per-seat charge. Learn more about ELC pricing here.
To learn more about adding members, click here.
Assigning Admin Roles
To add a new admin:
Add their email address to the dashboard
Assign the admin role to the member
Updating Member Details
As a full team admin, you can update anything on the member's card. When clicking on the three dots in the top-right corner within the card, you can access:
Member settings: Digital card URL, Email address, Remove Popl branding
Duplicate card
Share card
Download QR code
Edit email
Resend invite
Edit admin status
Delete card
Remove from team
Delete account
To update a team member's email address:
From the dashboard, click on the member's card
Click the three dots in the top-right corner
Select "Edit Email"
Enter the new email address and click "Update"
Troubleshooting Common Member Issues
Error when adding a member: This may be due to the member already having a free account or an invite already being sent. Ask the member to click "Join Now" in the invite email and log in to accept.
User linked to another account: Request a transfer of their account to your team. Once complete, refresh the dashboard to confirm the addition.
Subteams
Available to: All Teams | Full Team Admin and Subteam Admin
Subteams segment your team into smaller groups. You can:
Organize users into smaller groups with specific permissions
Assign subteam admins
Set restrictions (content visibility, card customization, export permissions)
Auto-assign templates and integrate CRM per subteam
To add a member to a subteam, add them to the main team first, then assign them to the subteam.
To learn more, click here.
Templates
Available to: All Teams | Full Team Admin and Subteam Admin
Templates allow you to create a design once and apply it across your team. With templates, you can:
Create and edit card templates from scratch or from existing cards
Customize layout, logo, colors, fonts, and links
Configure lead capture forms and qualifiers
Enable lead capture mode
Set up automated follow-up emails
To learn more, click here.
Leads Management
Available to: All Teams | Admins see all team leads; members see only their own
The dashboard lets you manage all team leads in one place. You can:
Access and filter all team leads
Search leads by name or company
Select all leads for bulk export or bulk removal
Add or import leads manually or via CSV
Export leads to your CRM (Salesforce, HubSpot, Zoho, etc.)
Use tags for organizing and routing leads
To learn more, click here.
Importing Leads via CSV
Available to: All Teams | Admins only
Popl supports two types of CSV lead imports:
Import Type | Who Has Access | How It Works |
Standard Import | All team admins | Bulk import leads. Popl appends lite enrichment based on the lead's email domain if data is available for that domain. |
Enriched Import | ELC team admins (included in plan) and DBC teams with paid access | Bulk import leads and fully enrich them based on Name and Company. Uses enrichment credits for ELC teams. |
A few things to know when importing:
You cannot create a new custom field during an import. Map your CSV columns to existing fields only
For Single Select, Multi-Select, and Boolean fields, values in the import file must be an exact match to existing field options
For Multi-Select fields, separate multiple values with a semicolon in the import file
Field Manager
Available to: All Teams | Full Team Admin and Subteam Admin
The Field Manager is your single place to view and manage every lead field across your team: default fields, custom fields, tags, and archived fields all in one place.
Default Fields
These are Popl's system fields populated via enrichment. Admins can view and search them but cannot edit or delete them.
ELC teams: access to Lead Info, Company Info, and Metadata sections, including all enriched company firmographic fields
DBC teams: access to Lead Info and Metadata sections only. Enriched company data fields are visible with an upsell prompt
A few things to know about default fields:
Full Name is always populated with the most complete name available. First Name and Last Name are parsed and filled when available
Phone Number is always populated using the highest-priority type available: Mobile first, then Work, then Office, then Fax, then Other
Custom Fields
These are fields your team has created. They appear across qualifiers, lead capture forms, Event Flow configurations, CSV imports, and integrations.
Admins can:
Create new custom fields: Free Text, Number, Single Choice, Multi Select, Opt-In, Upload File
Edit the name and values of an existing field (field type cannot be changed). Changes apply to all instances of that field across the platform
Archive a field: removes it from all templates, integrations, and active lead views. Underlying data on existing leads is retained and reappears if the field is unarchived
Merge two compatible fields from the three-dot menu on any custom field
Note: ELC teams have access to all custom field types. DBC teams do not have access to Multi Select, as it is only used for qualifiers which require an Event Flows plan.
Tags
Tags are managed from the Field Manager rather than a standalone page. Admins can create, rename, and delete tags here. Deleting a tag removes it from all leads, templates, and integrations but retains the underlying data (soft delete).
Archived Fields
Any archived field appears in the Archived tab, giving admins a clear record that data on existing leads was not permanently deleted.
Resolving Duplicate Fields
If your team has accumulated duplicate custom fields over time, the Field Manager lets you identify and resolve them.
Popl flags duplicates through name matching. For each duplicate, admins can choose to:
Merge: combine values from the duplicate into the primary field wherever the primary field is empty, then archive the duplicate. Recommended for compatible field types
Rename: give the duplicate a new name, removing the duplicate relationship. Applies everywhere that field exists
Archive: remove the field from all active views while retaining data on existing leads
Note: If one of the duplicates is a default field, it is automatically selected as the primary field and cannot be changed.
To learn more about the Field Manager, click here.
Enrichment Credits
Available to: ELC teams | Full Team Admin and Subteam Admin
For ELC teams, all lead enrichment is tracked via Enrichment Credits.
Credit usage is visible and trackable from the dashboard.
Action | Credit Cost |
Badge scan | 1 credit per scan |
List Enrichment | 0.25 credits per row |
Paper business card scan | Free |
Lead capture form submission | Free |
Same lead enriched again within 30 days | Free (no duplicate charge) |
Learn more about pricing here or by reaching out to your Customer Success Manager.
List Enrichment
Available to: ELC teams | Full Team Admin and Subteam Admin
List Enrichment lets admins upload a CSV of contacts and enrich them in bulk. Available to all ELC teams on both legacy and new pricing.
Each enriched row costs 0.25 enrichment credits
Best used for pre-event research or post-event enrichment of leads collected outside Popl
Enriching a contact via List Enrichment and then badge-scanning the same person at an event uses both credits (0.25 + 1 = 1.25 total)
Event Flows
Available to: ELC teams | Full Team Admin and Subteam Admin can create and configure; members can view assigned flows and capture leads via the mobile app
Event Flows is where you build and manage everything that happens around an event in Popl. It replaces what was previously called Campaigns. All existing Campaigns were automatically converted to Event Flows with settings preserved.
Each Event Flow contains the full lead-capture configuration for one event: which fields you capture, how leads are tagged, the follow-up email that goes out, and how leads sync to your CRM.
Event Flows List View
The Event Flows page is your home base. It lists every flow your team has, organized into Active and Upcoming and Completed sections.
Each row shows:
Flow name and date range (active flows show a green dot)
Assigned members
Total Leads captured
Completed Leads percentage
Leads Synced/Exported percentage
Meetings Booked
Pipeline value
Click any value in Total Leads, Completed Leads, or Synced/Exported to jump to a filtered view of those leads on the Leads page.
Bulk actions: Hover over any row to reveal a checkbox. Once one is selected, checkboxes appear on all rows.
Available bulk actions:
Calculate Pipeline: apply a pipeline calculation to all selected flows
Cancel: moves selected active or upcoming flows to Completed
Delete: permanently removes selected flows
Creating an Event Flow
Click + New Event Flow at the top of the Event Flows page.
Fill in:
Name: the name of the event or flow
Start and end date: when the flow is active
Start and end time (optional): defaults to 12:00 AM on the start date and 11:59 PM on the end date if not set
Time zone: useful when the event is in a different region than your team
After creating the flow, assign team members from the popup that appears. Members can also assign themselves to Event Flows via the mobile app.
Tip: If you have run a similar event before, use Duplicate from the three-dot menu on any existing flow to inherit all configurations rather than building from scratch.
Import from Salesforce: If you have Salesforce connected, click Import from Salesforce at the top of the Event Flows page to bulk-create Event Flows directly from your Salesforce campaigns.
The Flow Builder
The Flow Builder is where you configure what happens at each step of your event lead capture. Open it by clicking Edit Event Flow from inside an Event Flow.
Every flow has four steps in order:
Data Capture: configure what lead fields and qualifiers are collected, set which fields are Necessary for Completion, manage badge kit connections, and configure the lead capture form. Data Capture is always enabled and cannot be removed.
Tagging: set automatic tags applied to every lead captured in the flow. Enabled by default with the Event Flow name as a tag. Also includes Advanced Tagging (previously called Hidden Fields in Campaigns).
Lead Sync Integration: configure which CRM integration leads sync to for this specific flow. Optional. If your team-level integration is already configured the way you want, you do not need to set one at the flow level.
Follow Up Email: set an automated follow-up email triggered after lead capture. Optional. Timing can be set to immediately, 1 day, or 3 days after capture.
Metrics and Goals
Every Event Flow tracks five metrics by default:
Metric | Description |
Total Leads | Total leads captured in the flow |
Completed Leads | Percentage of leads that have all Necessary for Completion fields filled in |
Leads Synced/Exported | Percentage of leads synced to your CRM or exported |
Meetings Booked | Meetings booked through Popl during the flow |
Pipeline | Total pipeline value attributed to the flow's leads, calculated from your average contract value and lead-to-opportunity conversion rate |
Click Manage Goals to set targets on Total Leads, Meetings Booked, and Pipeline.
Goals are visible to assigned members in the mobile app during the event.
Completed Leads and Leads Synced/Exported are always tracked as goals with a target of 100%.
Meetings Booked and Pipeline can be hidden from the metrics row if not relevant for a given event.
Completed Leads
Completed Leads lets you define what a complete lead looks like for your team without slowing capture down on the floor.
Mark any Qualifier field as Necessary for Completion from the three-dot menu on that field inside the Data Capture step
A lead is complete when every Necessary for Completion field has a value, and incomplete if any are empty
Incomplete leads still save and sync to your CRM normally -- they are just flagged for follow-up
In the mobile app, a banner appears if a member has incomplete leads from the last 7 days. Tapping the banner filters the list to show only incomplete leads
In the dashboard, an alert icon appears on incomplete leads. Click the Completed Leads metric to jump to a filtered view
Notes:
Necessary for Completion is different from Required. Required fields block saving a lead until filled in. Necessary for Completion fields do not block saving; they flag the lead for completion later.
Only Full Team Admins and Subteam Admins can configure Necessary for Completion fields. Members can see and act on completion prompts but cannot change the configuration.
Testing a Flow
Before your event begins, click Test Flow or the Play icon at the top right of the Event Flow page to run a sample lead through every enabled step end-to-end.
Lead fields are auto-filled with dummy data and can be edited
Required qualifiers must be filled in before proceeding
Lead sync runs against your configured integrations and shows success or error status
Follow-up email sends immediately, regardless of any delay configured on the step
You do not need the flow to be active or be assigned to it to run a test
What Changed from Campaigns
Campaigns are now called Event Flows. All existing Campaigns were automatically converted with settings preserved.
Lead capture forms can still be configured in Templates, but when using an Event Flow, the form is managed at the flow level for that specific event.
Hidden Fields from Campaigns are now called Custom Field Tags, accessible in the Tagging step
Subteam Admins can edit settings on any Event Flow but can only assign members from their own subteams
Pipeline is now calculated at the per-event level
New: Completed Leads tracking, Goals on metrics, Meetings Booked metric, ability to enrich Lead Capture Form leads, country code selection for phone fields, and dedicated Test Flow
To learn more about Event Flows, click here.
Event Intelligence (Beta)
Available to: ELC teams | Full Team Admin and Subteam Admin
Event Intelligence surfaces attendee and exhibitor data before the event begins, giving your team a head start on outreach.
Accessed via the "Enrich Exhibitor List" button inside an Event Flow
Calendar Booking
Available to: ELC teams | All members
Calendar Booking lets leads schedule a meeting directly from your team's digital cards or lead capture flow.
Integrates with your calendar to show real-time availability
Sync Logs
Available to: All Teams | Admins only (native integrations with Salesforce, HubSpot, and Outlook)
Sync Logs let admins and members troubleshoot failed CRM lead exports without contacting support.
View the status of each lead export, including success or error details
Resolve sync failures directly from the dashboard
Insights
Available to: All Teams | Full Team Admin and Subteam Admin see full team data; members see only their own
Insights give you a detailed look at your team's activity.
You can:
Monitor usage and engagement by member, subteam, or Event Flow
Export data (views, taps, leads)
View leaderboards and detailed analytics
To learn more, click here.
Integrations
Available to: All Teams | Full Team Admin and Subteam Admin
Connect your CRM to automatically or manually export leads collected with Popl.
HR integrations automatically import members to your Popl Team.
You can:
Connect multiple CRMs at the team or subteam level
Set up HR and email integrations (e.g., Outlook, Active Directory, Google Workspace)
Access SSO and other options with support
Tip: Audit your integration settings monthly to ensure field mappings and sync rules are up to date. Use Sync Logs to troubleshoot any failed exports.
To learn more, click here.
Email Signatures
Available to: All Teams | Full Team Admin only
Create standard email signatures for your entire team.
With email signatures, you can:
Create branded email signature templates for team-wide use
Include links, banners, and logos
Sync with email platforms or allow manual setup
To learn more, click here.
Admin and Settings
Available to: All Teams | Full Team Admin only
Within admin tools, you can:
Access Team Assets Library: Store logos, icons, and media
Review and manage change requests
Customize invite emails
Send team-wide notifications
Access support, request features, or view onboarding
Manage physical activated accessories
Within settings, you can:
Set custom subdomains and branding
Enforce SSO login
Auto-join users with matching email domains
Export team data and check subscription status
View release notes for updates
💡 Tip
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