Popl

This guide is for team admins who want to effectively introduce Popl to their team

Best Practices for Inviting Your Team to Popl: Digital Business Cards

Manage your team's Popl accessories from our desktop platform.

Accessory management for your team

Best Practices for Digital Business Card Teams

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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Create your account and invite the first people to your workspace.

Pick the right role for each person you add.

Update your plan, payment method, and invoices.

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Getting Started with Popl: Event Lead Capture

How to sign in to your account

Getting Started

Popl Universal Badge Scanner Guide

Best Practices for Popl Teams: Event Lead Capture

Event Lead Capture

Best Practices for Inviting Your Team to Popl: Event Lead Capture

Popl Event Lead Capture: What's in it for Your Team?

Mobile App Walkthrough: Event Lead Capture

Using AI Recorder to Capture Event Conversations

Set up Custom Email Sending Addresses for Follow-Up Emails

Getting Started with Event Lead Capture

Set up Dynamic Lead Sync Paths

Priority Fields

Field Manager

Understanding Filter Operators for Leads, Sync, and Follow-Up

How to use Calendar Booking Links

CRM Insights (Salesforce) - Beta

Integrations

Use Ask Popl from the Dashboard

Ask Popl (MCP) - Claude Setup

Ask Popl (MCP) - ChatGPT Setup

Ask Popl (MCP) - Copilot Setup

Ask Popl (Official MCP)

Lead Qualifiers

List Enrichment

Team Leads & Lead Context

Lead Management

Event Flows

Event Flows - Data Capture Step

Event Flows - Completed Leads

Dynamic Follow Up Email

Setting Up Dynamic Qualifiers in Event Flows

Importing Events from HubSpot

Import Campaigns from Salesforce

Event Flow Settings

Creating Event Flows from Existing Event Flows

Mobile App

The Lead Capture Form

How others save your information

Send follow-up emails to leads using AI

Messages you and your leads receive after Lead Capture

Lead Capture

Share your digital business card

Personalize the notification people see when you share your digital card

Ideal image sizes for digital card content

Share Your Digital Card

Customize your Popl QR Code in the app

Add your QR code to your Apple or Google Wallet

Create a QR Code widget

In-App QR Code

Change account email via the app and dashboard

Change or reset your password

Account login issue

Account Actions

Using the Leads Page

Desktop Dashboard 

Change your digital business card layout

Edit your digital card

Rearrange content on your digital business card

Create digital cards in a different language

Delete a card in the dashboard or mobile app

Use Single Link Mode

Add content to a digital card

Manage Your Digital Card

Follow up email