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.
Non Reloadable Reward
Product Configurations to enable:
✔️ Internationalization
Core Configurations to enable:
✔️ Mobile Digital Wallet
✔️ View Digital Card (only if digital)
✔️ View Statements
✔️ View Transactions
Partner Features & Add-Ons to enable:
✔️ Stride Health
✔️ WellRX
Can choose Add to Wallet if you want to.
Reloadable Reward
Product Configurations to enable:
✔️ ATM locator
✔️ Internationalization
Core Configurations to enable:
✔️ Mobile Digital Wallet
✔️ Enable PIN Configuration
✔️ Notification Settings
✔️ View Digital Card (only if digital)
✔️ View Statements
✔️ View Transactions
Partner Features & Add-Ons to enable:
✔️ Stride Health
✔️ WellRX
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
Non Reloadable Reward
✔️ Start spending now
✔️ Think you’ve misplaced your wallet?
Reloadable Reward
✔️ Start spending now
✔️ Think you’ve misplaced your wallet?
✔️ Leave your wallet at home?
Save and then select the same options for the Spanish Splash Screens
Click Save and your configurations is complete!
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if you need a custom splash screen or banner then reach out to Product for further instructions and specs |