How to Use Popl

Discover how to use Popl with this step-by-step guide. Learn key features, practical tips, and best practices to get started quickly.

Register for an Account

To get started with Popl, head over to the Popl website. Look for the prominent 'Get Started Now' button, usually located at the top of the page. Click it, and you will be directed to the registration page. Fill out the required fields such as your full name, professional email address, and a secure password that you'll remember. It's essential to choose a strong password to keep your information safe. After entering your details, submit the form and prepare to activate your account.

Verify Your Email

Once you've registered, check your email inbox for a verification message from Popl. This step is crucial as it activates your account. Open the email and click on the verification link provided. If you don’t see the email, check your spam or junk folder just in case. After verifying, you’ll receive a confirmation that your account is active, and you can now log in to the Popl platform.

Set Up Your Profile

Logging into your newly created account is next. Upon your first visit, you'll be prompted to set up your profile. Click on the profile settings option, where you'll be asked to fill in more details about your business. This includes uploading your company’s logo, selecting a color scheme for your digital business card, and providing essential details such as your company's name and tagline. A well-set-up profile helps create a strong first impression, so take your time to personalize it. Consider how your digital business card can reflect your brand identity effectively.

Explore Key Features

After setting up your profile, it’s time to familiarize yourself with Popl's robust features. Navigate through the dashboard where you can access the comprehensive suite of tools Popl offers. Features include lead capture, digital business cards, and contact enrichment tools. Spend some time exploring each section, understanding how they can contribute to your networking and marketing efforts. Each feature is designed to enhance your in-person marketing capabilities, allowing you to make meaningful connections effortlessly.

Capture Leads at Events

Armed with your digital business card, you’re ready to capture leads at events. When networking, simply use your Popl device or app to share your contact info with potential clients or connections. This can be done effortlessly by tapping your devices together or sharing your card digitally. It eliminates the need for physical cards, making the process environmentally friendly and efficient. Keep your eyes peeled for opportunities to connect and remember to collect their information as well for future follow-up.

Sync Contacts to CRM

Efficiency is key in any business, and after capturing leads, you'll want to ensure that you keep everything organized. Immediately after an event, use the sync feature found in your Popl dashboard to send contacts to your CRM or Outlook. This integration ensures that all collected data is stored in one place, allowing for easy management and follow-ups. No more lost contacts or forgotten leads; everything is streamlined for your convenience.

Analyze Engagement

One of the standout features Popl offers is analytics. Take advantage of this to assess how your leads engage with your digital business cards. Dive into the data to gain insights into which cards are performing well and which ones might need tweaking. Understanding engagement metrics helps you refine your approach and optimize your strategies, making your networking efforts even more effective.

Reach Out to Leads

With your contacts neatly organized and insights at your fingertips, it's time to convert those leads into opportunities. Begin scheduling calls, sending personalized emails, or even following up via social media. Use the enriched data you’ve gathered to tailor your communications, making sure to address their specific interests. The aim is to nurture these leads into meaningful business relationships, so don't hesitate to reach out promptly.

Continuously Update Your Profile

In the dynamic world of business, staying relevant is crucial. Regularly revisit your Popl profile and digital business cards to ensure all information is up-to-date. If your company undergoes changes, such as a rebranding, new services, or promotions, reflect these in your profile. Keeping your information current allows you to present a professional image consistently, making it easier for potential clients to choose you over competitors.