25 written guides
Guides
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Showing 25 of 25 guides.
Getting started
Go from a new account to a published card and a simple follow-up routine, without learning everything at once.
Getting started4 min readFind your way around the workspaceUnderstand what belongs in Studio, My Media, Pipeline, Member Spotlight, Team Command, Inbox, and Account Info.
Getting started4 min readAvailability noteKnow which AI tools are availableSeparate live builder assistance from previews and Coming Soon features, and keep review and publishing in your control.
Getting started6 min readTroubleshoot common problems safelyWork through sign-in, saving, publishing, media, contact, and data issues without destructive shortcuts.
Card Studio
Follow the complete standard builder journey from naming a card to checking its published link.
Card Studio4 min readWrite a Front Door visitors understandMake your opening page specific, credible, and easy to continue from.
Card Studio5 min readBuild a Hook with useful answer choicesAsk a question that helps visitors choose their own relevant next step.
Card Studio5 min readGive every answer the right CloseSet up choice-specific messages, media, and contact or connection actions.
Card Studio5 min readSave, preview, publish, and update a cardUnderstand the difference between private drafts and the version visitors can actually see.
Card Studio4 min readOrganize, rename, switch, and delete cardsUse Card Name and Card Vault without confusing internal names, public links, or card variants.
Sharing & media
Share the right link, understand previews, and check the experience outside your own account.
Sharing & media4 min readUpload, name, and reuse photosKeep your photo library useful and resolve ordinary upload issues without losing track of your card.
Sharing & media4 min readBuild and reuse a photo carouselChoose, order, and review a short series of images without changing your reusable source accidentally.
Sharing & media4 min readUse existing video links and external mediaAdd media you already have and understand why some providers open a direct-watch card instead of an embedded player.
Pipeline
Review submissions and recorded actions without confusing activity with identity or confirmed delivery.
Pipeline4 min readUse tags and a practical follow-up routineKeep prospect organization simple and make reminders reflect your own next actions.
Pipeline4 min readUnderstand Choice Auto TagsKnow when a Hook choice can organize Pipeline activity and when a Team tag can apply.
Team & Spotlight
Use Member Spotlight and Member Card Studio while keeping publication, variants, and activity claims clear.
Team & Spotlight4 min readShare the right invitation and understand referralsKeep referral signup links, public card links, and permanent sponsorship distinct.
Team & Spotlight5 min readUse Team Command for real team activityReview your roster, tags, time periods, and internal outreach without overstating what activity means.
Team & Spotlight4 min readUse Inbox for internal requestsFind member requests and understand the difference between an internal request and a delivered chat message.
Account & privacy
Keep public visibility separate from private account information and test where messages actually go.
Account & privacy4 min readUpdate Account Info without confusing sign-inMaintain your basic profile and understand which settings apply to an individual card.
Account & privacy4 min readUnderstand announcements, email, and phone permissionsKeep communication channels separate and choose deliberately when a device asks for permission.
Account & privacy5 min readUse DH Connect responsibly and protect private informationUnderstand public content, private workspace data, consent, and the limits of activity evidence.