Steps
- In the sidebar, click My Card. The card editor opens.
- Complete Basic Info: enter your name and job title, choose at least one action button, and pick your card link (see the note below).
- Click Next Step to move through the remaining steps: Look & Feel, Brand Assets, Content & Media, Business Settings, Tracking & Pixels, and DME Card Delivery. Steps marked Optional can be skipped.
- On Review & Publish, review your card and click the final button — Proceed to Checkout if you haven't subscribed yet, or Save Changes if you already have an active subscription.
Expected result
Your card is live at your chosen link, and you're taken to checkout or back to your Dashboard.
Notes
Your changes save automatically — you'll see Saving… and then All changes saved at the top. You can leave at any time with Save Draft & Exit and continue later.
You can't move past Basic Info until your card link is available and you've checked the confirmation box.
The Live Preview panel on the right (or the purple eye button on mobile) shows exactly how your card will look as you edit.