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Your page should look like the below example:

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Email Template Page:

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titleDetails about Email Template

Details that can be configured within this template are:

  • Custom Subject Line

  • Custom Text

  • Custom Logo/Graphic additions

  • Dynamic Cardholder Name, Proxy, and Load* by cardholder basis

Whether PT or the client control delivery of the digital card, there are two ways to provide the pertinent information to the cardholder for them to access the account and redeem funds:

  1. Proxy

  2. TinyURL

    1. TinyURL is a custom URL that includes the proxy (hidden) that allows the cardholder to click the link and would immediately be dropped to the “Validation” entry screen. No manual proxy key entry step.

      1. Users would be required to validate with a piece of information they “know” (ie: custom Access Code, DOB, Last Name, etc.)

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