Content Comparison

If you added a branded reward product to a client, then you have to set up the cardholder website configurations. The configuration can be done at the Product Level. If you are unsure of which product features should be enabled/disabled then I would recommend that you reference the SAR. Click the link below to watch a demo of the process and then follow the steps below to configure your product.

Demo - Configure product for Cardholder Website

Within the Dash Portal select Products from the Top Menu

Search for the product you just created by toggling to the Branded section and typing the package name in the search bar, click on the product

Product Information

The only step to complete on this page is to decide which cardholder website the product should direct to. If you are using mydashcard.com (reloadable) then there is no action. If you are using card-support.com (non-reloadable) then you should Toggle ON Use Card-support.com as the cardholder website.

Click Save

Configuration

The configurations you select should be based on the subprogram attributes and the needs of the client. This is a basic overview of the configurations based on reloadable & non-reloadable reward but some additional feature may need to be enabled.

Click Save and move to the next tab

Agreements

All products must have a Terms & Conditions uploaded and you should enable Check the box to require users to accept your terms The Description should say “The Terms & Conditions associated with your card are found here:

Find the Terms and Conditions HERE

Digital only products also need the E-sign form uploaded and you should enable Check the box to require users to accept your terms

Click Save and move to the next tab

FAQ

Upload the FAQ document that matches your subprogram. These are found HERE.

Click Save and move to the next tab

Enrollment Validations

Select the enrollment validation that matches your subprogram and that you discussed with the client. Physical cards will typically always use Access Code/SSN. Digital cards could use Access Code/SSN or Last Name so you need to discuss the option with the client.

• Note DOB is never used for Reward clients since it is not collected via FTP or in the portal

Click Save and move to the next tab

Card Image

If the client would like their custom card image to be displayed in the app then you will upload it here. Note that the App card art is different from the physical card proof so you will need to ask the Implementations Team for an App version of the card.

Click Save and move to the next tab

Intro Splash Screens

The Splash Screens you select should be based on the subprogram attributes. This is a basic overview of the configurations based on reloadable & non-reloadable reward but some additional screens may need to be enabled/disabled

Save and then select the same options for the Spanish Splash Screens

Click Save and your configurations is complete!