Create your first card, step by step

Before you start#

• Complete Account Setup.
• Prepare a short introduction, a visitor question, and at least one useful next action.

Steps#

1. 01

   Step 1: Create and name your card#

   Open Studio and select Create New Card. Enter a recognizable internal card name and choose Save Card. If the new-card dialog offers Autofill Data or Start Fresh, choose the option that matches how much existing information you want to reuse.

   The internal card name helps you organize your work. It is not the same thing as the public URL or the visitor-facing headline.

2. 02

   Step 2: Complete Setup#

   Review the basics drawn from Account Info. Use Account Info to correct those shared details. Configure the selected card's contact destination and public-contact settings, then test the destination when the test action is available.

   Choose a valid, available public handle when the builder asks for it. A handle must begin with a lowercase letter or digit and use lowercase letters, digits, or hyphens, up to 40 characters. System paths and handles owned by others cannot be used.

3. 03

   Step 3: Write Front Door and The Hook#

   On Front Door, introduce who you help and why the visitor should continue. On The Hook, choose your media, write one clear question, and define meaningful answers.

   For example, a service provider might ask whether the visitor wants pricing, examples, or a conversation. The choices should describe real visitor intentions, not three versions of the same slogan.

4. 04

   Step 4: Complete every defined Close#

   Open The Close and review the editor for each answer you actually defined in The Hook. Match the media, message, and next action to that answer. Do not assume editing one Close updates the others.

   Use accurate button text. A button that opens a booking page should say that, rather than suggesting a booking is already confirmed.

5. 05

   Step 5: Review, publish, and test#

   Check the preview and use Continue where required to validate each stage. Correct highlighted errors. Choose Publish Card explicitly when you are ready.

   Open the public URL signed out and walk through every answer path. Confirm that media loads, your contact visibility is right, and destinations work on a phone. Keep the launch checklist open while you test.

How you know it worked#

• The intended card is selected.
• All defined visitor paths are complete.
• The public card works outside your signed-in editing session.

Tips#

• Draft saves protect unfinished private work but do not make it live.
• If all five card slots are in use, review Card Vault before creating another card.

Troubleshooting#

Publish Card is disabled.

Open the card in Card Editor, select a card, and wait for current saves or uploads to finish. Then resolve any validation errors shown by the builder.

My preferred handle is unavailable.

Use another clear variation, such as your name plus a descriptive word. Do not assume a card title reserves a public handle.

Related questions#

• What should I do first?
• What are Setup, Front Door, The Hook, and The Close?
• What characters can I use in a public handle?
• Why is my public handle unavailable?