Help Center

Edit your card settings

Update your profile and card settings without changing the live card until you publish.

Settings contains your profile and visual options. Blocks controls the actions and content visitors can use on the card.

Use this guide when

You want to update your profile and card settings without changing the live card until you publish.

Before you start

  • Sign in and select the workspace that owns the card. A shared workspace may limit which cards you can view or edit.

Steps

  1. Open Cards and choose the card to edit.
  2. Use Settings to update Profile, Theme and Customizations.
  3. Choose Edit text to change supported text in the preview. Use Blocks for card actions and content.
  4. Check the save status. Review your changes and choose Publish to update your public card.
Review changes dialog showing unpublished draft changes and Preview draft before Publish
Review summarizes unpublished changes. Preview draft lets you check them before Publish updates your live card.

An editor preview can contain unpublished changes. Check the public URL separately when verifying what visitors see.

Choose the right editing area

Settings contains profile information, theme and customizations. Blocks contains the actions and content visitors use, including Lead Forms. Edit text lets you select supported wording directly in the card preview.

Saving a draft lets you continue later without updating the public version. Check Review and Preview draft before publishing, especially after changing layout or enabling a form.

Good ways to use this

  • Group related profile changes into one review.
  • Check the chosen theme after changing images or long text.
  • Verify the live card separately from its private preview.

Common questions

Are draft saves private?

Yes. Publish is the action that updates the public card.

Can another workspace member edit?

Only when their role and card access allow it.

If something looks wrong

  • If your public card looks unchanged, check for unpublished draft changes.
  • If a save fails, keep the editor open and retry before leaving.

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