5 checklists
Checklists Work through each list in order. Every item links to the guide that explains it.
Your ticks are saved only in this browser on this device. They are not linked to your DH Connect account, do not sync to other devices, and clearing site data removes them.
Your first-day checklist 0/8 A manageable path from a new account to a working public card.
Sign in with the DH Connect email/password account you plan to keep using.How: Start here: your first day with DH Connect Finish Account Setup and review any invitation information.How: Start here: your first day with DH Connect Check name, email, and phone in Account Info.How: Update Account Info without confusing sign-in Create and name one card in Studio.How: Create your first card, step by step Complete Setup, Front Door, The Hook, and each defined Close.How: Create your first card, step by step Publish explicitly and open the public link signed out.How: Save, preview, publish, and update a card Share the correct card link with an appropriate audience.How: Share your card and test what recipients see Locate Pipeline and Inbox for future submissions and requests.How: Find your way around the workspace
Before you publish or share 0/12 Check every visitor path, not only the opening page.
Confirm the selected card or Spotlight variant is the intended one.How: Organize, rename, switch, and delete cards Check public handle and all visible identity details.How: Create your first card, step by step Review card-level email and phone visibility.How: Control public contact details and contact buttons Make Front Door's promise specific and truthful.How: Write a Front Door visitors understand Check the Hook question and each defined answer.How: Build a Hook with useful answer choices Review every choice-specific Close message and action.How: Give every answer the right Close Wait for uploads and saves; resolve red field errors.How: Troubleshoot common problems safely Preview images, media links, and every carousel slide.How: Upload, name, and reuse photos Publish and wait for the confirmed result.How: Save, preview, publish, and update a card Test the exact public URL signed out and on a phone.How: Share your card and test what recipients see Test destinations without mistaking an app handoff for a sent message.How: Give every answer the right Close Check AccessInfo and any exported contact details.How: Control public contact details and contact buttons
A simple weekly workspace review 0/8 Maintain useful content and thoughtful follow-up without inventing urgency.
Public-content and privacy check 0/8 Make public sharing deliberate and keep private information out of published content.
Use only photos, text, and media you are permitted to share.How: Upload, name, and reuse photos Remove private lead records and request details from public content.How: Use DH Connect responsibly and protect private information Choose each card's public email and phone settings deliberately.How: Control public contact details and contact buttons Check social and community links for unintended private invitations.How: Control public contact details and contact buttons Keep claims, testimonials, and results accurate and supportable.How: Write a Front Door visitors understand Treat verified email, submitted names, clicks, and outcomes as different evidence.How: Find and understand genuine leads in Pipeline Do not treat one response request as ongoing marketing consent.How: Understand announcements, email, and phone permissions Redact account and customer details from help screenshots.How: Troubleshoot common problems safely
Prepare a useful problem report 0/8 This is a preparation checklist, not a support-ticket submission.
Record the exact page and feature where the problem happened.How: Troubleshoot common problems safely Check the signed-in DH Connect email/password account, selected card, and live/demo state.How: Update Account Info without confusing sign-in Describe the exact action and expected result.How: Troubleshoot common problems safely Copy the visible error and describe what actually happened.How: Troubleshoot common problems safely Note device, browser, and approximate time.How: Troubleshoot common problems safely Check whether the issue affects the draft, published page, or external destination.How: Save, preview, publish, and update a card Redact credentials, cookies, private links, and personal contact details.How: Use DH Connect responsibly and protect private information Use the actual assistance channel provided by the product owner.How: Troubleshoot common problems safely