Step-by-Step Guide to Creating and Customizing Digital Cards: Templates, Colors, and Button Styles

15 mins read · Updated 01 Oct, 2025

STEP 1: Click on "Digital Card Templates" to Access Card Editing Options

  • Navigate to Digital Card Templates in the sidebar.
  • Click on the highlighted link to access the editing interface.
  • Fill in required fields marked with an asterisk (*):
    • URL Alias: Enter a unique identifier.
    • Digital Card Name: Provide the name for the card.
  • Optionally, add details in the Description section.

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STEP 2: Select "Dynamic vCard" Template

  • Click on the "Dynamic vCard" template highlighted in the card layout.
  • Ensure you are on the correct screen: Digital Card Templates.
  • Review the template options available to find the one that suits your needs.
  • Proceed to the next step by clicking the "Save" button after selection.

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STEP 3: CLICK on "Save" Button

  • Ensure all required fields are filled in the form.
  • Review the information entered for accuracy.
  • Locate the "Save" button at the bottom of the form.
  • Click the "Save" button to save your changes.
  • Proceed to the next step by clicking on "Dynamic Digital Card."

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STEP 4: Click on "Dynamic Digital Card"

  • Navigate to the "Dynamic Digital Card" option in the sidebar.
  • Click on the highlighted area to access the template selection.
  • Ensure you have completed the previous step by saving your changes.
  • Review the available templates displayed for selection.
  • Proceed to the next step to select the "Primary Color."

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STEP 5: Select "Primary Color"

  • Click the "Primary Color" button to choose your desired color.
  • Ensure the color selection aligns with your branding.
  • Review other color options available, such as Background Color and Button Text Color.
  • Proceed to the next step to select the "Background Secondary Color."

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STEP 6: Select "Background Secondary Color"

  • Click the button labeled "Background Secondary color:" to open the color selection tool.
  • Choose your desired secondary background color from the color palette.
  • Ensure the selected color complements the primary color for a cohesive design.
  • Proceed to the next step by selecting "Background Color."

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STEP 7: Select "Background Color"

  • Click the Background color button to open the color picker.
  • Choose your desired background color from the color palette.
  • Ensure the selected color aligns with your design preferences.
  • Review the changes in the preview section on the right.

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STEP 8: Select "Button Text Color"

  • Click on the "Button Text Color" button to open the color selection tool.
  • Choose your desired color for the button text from the color palette.
  • Ensure the selected color meets your design preferences.
  • Review the changes in the preview section to confirm the appearance.

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STEP 9: Select "Label Text Color"

  • Click on the "Label Text Color" button to open the color selection tool.
  • Choose your desired color for the label text from the color palette.
  • Ensure the selected color meets your design preferences.
  • Review the changes in the preview section to confirm the appearance.

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STEP 10: Select "Description Text Color"

  • Click the Description Text Color button to open the color picker.
  • Choose your desired color for the description text.
  • Ensure the selected color meets your design preferences.
  • Review the changes in the preview section on the right.

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STEP 11: Select "Cards Background"

  • Click the button labeled "Cards Background" to choose a color for the card's background.
  • Ensure to select a color that complements your design.
  • The selected color will be reflected in the preview on the right side of the screen.
  • After making your selection, proceed to the next step to adjust the "Social Icon Color."

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STEP 12: Select "Social Icon Color"

  • Click on the Social Icon Color button to choose the desired color for your social media icons.
  • A color picker will appear; select your preferred color.
  • Ensure that the color aligns with your overall card design.
  • Review the changes in the preview on the right side of the screen.

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STEP 13: Select "Sticky Button" Option

  • Click on the "Sticky Button" section in the form.
  • Choose between "Left" or "Right" options based on your preference.
  • Ensure to review other related settings like Button Styles for a cohesive design.
  • Proceed to the next step to select your desired button styles.

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STEP 14: Select "Button Styles"

  • Click on the "Button Styles:" section to view available options.
  • Choose from the displayed button styles (Style 1 to Style 10).
  • Ensure to review the styles visually to find the best fit for your design.
  • Proceed to the next step by clicking on the "Save" button.

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STEP 15: Click on "Save" Button to Finalize Changes

  • Ensure all required fields are filled out before proceeding.
  • Locate the "Save" button highlighted in the form.
  • Click the "Save" button to apply your changes.
  • Review any confirmation messages that may appear after saving.

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