> ## Documentation Index
> Fetch the complete documentation index at: https://docs.occtoo.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Create a card

> Build a card in four steps: card details, property selection, property details, and display sections.

A card is a unified dataset built on one or more data sources. Creating one is a four-step flow that opens full screen.

To start, press **New card** in the upper right corner of the **Cards** page.

<Steps>
  <Step title="Fill in the card details">
    * **Name your card** — required, and unique across cards. A clash is reported when you press **Next**.
    * **Add a description** — optional.
    * **Choose data source** — required. You can pick several.
    * **Allow properties enrichment** — **Yes** or **No**. This sets the default for every property selected in this flow. **No** is preselected.

          <img src="https://mintcdn.com/occtoo/NueWsyO-lsrXKror/images/guides/studio/cards/create-card-details.png?fit=max&auto=format&n=NueWsyO-lsrXKror&q=85&s=7d9a334fa6a316a0e3fe9f033041ae97" alt="New card step with name, description, data source and enrichment" width="1600" height="700" data-path="images/guides/studio/cards/create-card-details.png" />

    <Info>
      After the first source is picked, the list narrows to sources that share IDs with it, and a note under the field reads either "<i>source</i> shares ID with <i>other sources</i>" or "<i>source</i> does not share any IDs". Sources that share no IDs cannot be combined on one card. You define which sources share IDs on the source itself.
    </Info>
  </Step>

  <Step title="Select the properties to include">
    The table lists every property in the selected sources, with **Source property ID**, **Source** and **Data origin** (**Source based** or **User created**). Tick the properties the card should hold.

    <img src="https://mintcdn.com/occtoo/NueWsyO-lsrXKror/images/guides/studio/cards/create-card-select-properties.png?fit=max&auto=format&n=NueWsyO-lsrXKror&q=85&s=c03fcbf4824e3c6feaa9d474d818534f" alt="Property selection step" width="1600" height="1000" data-path="images/guides/studio/cards/create-card-select-properties.png" />

    Narrow the list with **Search values** or the **Data sources** filter. There is no limit on how many properties you select.

    <Info>
      With nothing selected, the button reads **Save card without properties** and creates an empty card. It changes to **Next** as soon as you tick a property.
    </Info>

    **Create property** adds a property that does not exist in the source yet. Enter a **Property ID**, pick the **Data Source**, and use **Add another** for more rows. The property is written to the source once the card is created.

    <img src="https://mintcdn.com/occtoo/NueWsyO-lsrXKror/images/guides/studio/cards/create-card-create-property.png?fit=max&auto=format&n=NueWsyO-lsrXKror&q=85&s=93c385f8bda44f25ecc82710d900dfef" alt="Create property dialog" width="512" height="324" data-path="images/guides/studio/cards/create-card-create-property.png" />
  </Step>

  <Step title="Fill in the property details">
    Set how each selected property behaves on the card. **Identifier** is prefilled from the source's suggestion.

    <img src="https://mintcdn.com/occtoo/NueWsyO-lsrXKror/images/guides/studio/cards/create-card-property-details.png?fit=max&auto=format&n=NueWsyO-lsrXKror&q=85&s=a3cd03644c9ca1fe7a18037786c0e8cf" alt="Property details step" width="1600" height="700" data-path="images/guides/studio/cards/create-card-property-details.png" />

    * **Display name** — required, the name shown in Studio.
    * **Identifier** — the name destinations use for this property.
    * **Data type** and **Delimiter** — inherited from the source property. See [Add a property](/guides/studio/cards/add-a-property) for when these can be changed.
    * **Display section** — which section the property sits in on the entry interface.
    * **Display option (opt.)** — see [Display sections and display options](/guides/studio/cards/display-sections-and-options).
    * **Show on interface** — whether the property is visible on entries.
    * **Assign tag** and **Key based tag** — connect the property to a managed tag list.

    <Warning>
      The identifier is fixed once the card is created. Everything else on this step can be changed later.
    </Warning>

    Selecting rows reveals two bulk actions.

    <img src="https://mintcdn.com/occtoo/NueWsyO-lsrXKror/images/guides/studio/cards/create-card-bulk-edit-focus.png?fit=max&auto=format&n=NueWsyO-lsrXKror&q=85&s=7689af2b3a956815ab4a43d3535362d0" alt="Bulk actions on the property details step" width="1600" height="640" data-path="images/guides/studio/cards/create-card-bulk-edit-focus.png" />

    * **Copy Suggested ID & Display Name** — fills identifier and display name for the selected rows from the source property.
    * **Bulk edit display section** — moves the selected rows into one section.

          <img src="https://mintcdn.com/occtoo/NueWsyO-lsrXKror/images/guides/studio/cards/create-card-bulk-display-section.png?fit=max&auto=format&n=NueWsyO-lsrXKror&q=85&s=ac2b4adb55f10083b6d94aeca7a01f87" alt="Bulk edit display section dialog" width="512" height="260" data-path="images/guides/studio/cards/create-card-bulk-display-section.png" />

    Pick **Add new section** in that dialog to type a **New section name**.

    <Info>
      The **Allow enrichment** column only appears when you answered **Yes** to **Allow properties enrichment** in the first step.
    </Info>
  </Step>

  <Step title="Reorganize the display sections">
    Drag sections and the properties inside them into the order you want. **Add new section** creates another section; the handles on each section row remove, rename and reorder it.

    <img src="https://mintcdn.com/occtoo/NueWsyO-lsrXKror/images/guides/studio/cards/create-card-reorganize.png?fit=max&auto=format&n=NueWsyO-lsrXKror&q=85&s=f7b97cb7e408fa972e3d4834f24da104" alt="Reorganize display sections step" width="1600" height="700" data-path="images/guides/studio/cards/create-card-reorganize.png" />

    Press **Save card** to create the card. It is created with status **Draft**.

    <Info>
      Only sections that hold properties are shown on the interface, and all of this can be changed later from the card page.
    </Info>
  </Step>
</Steps>

## Activate the card

A new card stays in **Draft** until you activate it. Open the card and press **Activate card**. Only then can it be used in segments and destinations.

<Warning>
  Leaving the flow discards everything. **Cancel**, the browser back button and closing the tab all ask you to confirm first.
</Warning>

<img src="https://mintcdn.com/occtoo/NueWsyO-lsrXKror/images/guides/studio/cards/create-card-cancel-dialog.png?fit=max&auto=format&n=NueWsyO-lsrXKror&q=85&s=534f4472040f4305af1eeffc9c815d77" alt="Cancel confirmation dialog" width="512" height="168" data-path="images/guides/studio/cards/create-card-cancel-dialog.png" />
