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DH ConnectHelp

Getting started

Find your way around the workspace

Understand what belongs in Studio, My Media, Pipeline, Member Spotlight, Team Command, Inbox, and Account Info.

4 min read For All membersReviewed
Full handbook

Before you start#

  • A signed-in account.

Steps#

  1. Step 1: Use Studio for your digital cards#

    Studio is where you create and edit cards. Card Editor works on the selected card; Card Vault manages your saved cards. Check the Card Name selector before editing so you do not change the wrong draft.

  2. Step 2: Use My Media for reusable images#

    My Media holds your photos and reusable carousels. Naming them clearly makes it easier to choose the right asset later. Selecting a saved carousel copies its content into your card; future card edits do not automatically rewrite the original reusable carousel.

  3. Step 3: Separate prospects from team members#

    Pipeline is for genuine submissions and follow-up. Team Command is for your attributed team and its activity. A person viewing a card or submitting a first name is not automatically a team member.

    Member Spotlight has its own published profile/card experience and includes Member Card Studio. It is separate from the standard Studio card editor.

  4. Step 4: Check Inbox and Account Info#

    Inbox holds private internal requests, not a full live-chat service. Account Info is where you maintain the basic identity and contact details used by the system. Changing a contact email there does not necessarily change the sign-in identity used to sign in.

  5. Step 5: Understand smaller-screen navigation and availability#

    On narrower screens the sidebar becomes an icon rail. Each destination has an accessible name; use the icon labels or titles to identify it. This Help Center is available from the workspace settings links.

    Items marked Coming Soon are not live features you need to configure. Development previews or owner-only Demo View may look different from an ordinary member account.

How you know it worked#

  • You can select the right workspace for a task.
  • You can distinguish your selected Studio card from a Member Spotlight variant.

Tips#

  • Bookmark the Help Center for quick reference.
  • A demo label means sample presentation data, not genuine leads or team activity.

Troubleshooting#

A section asks me to sign in.
Private workspaces require authentication. Sign in with the DH Connect email/password account you used to create your DH Connect account.

Related questions#

Ready to do it? You may be asked to sign in.

Open Studio
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Use Card Name and Card Vault without confusing internal names, public links, or card variants.

Pipeline5 min readFind and understand genuine leads in Pipeline

Review submissions and recorded actions without confusing activity with identity or confirmed delivery.

Team & Spotlight5 min readSet up and understand Member Spotlight

Use Member Spotlight and Member Card Studio while keeping publication, variants, and activity claims clear.

Account & privacy4 min readUpdate Account Info without confusing sign-in

Maintain your basic profile and understand which settings apply to an individual card.