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The Target Group is funding the cards so the Client ID that is created needs to go under The Target Group in Pathward |
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Portal Set Up:
Find The Target Group and client on the edit button next to the client name to add a new program to their set up. Click on Actions Choose: Add New Program |
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The set up will be either Corporate Reloadable or Non - Reloadable and should be known to you in the Salesforce Opportunity. Client does custom cards and you will need to select a package. From here you should be able to follow steps outlined the Reward Client Set up section of confluence for:
Reward - Adding A Program - Physical Card
Reward - Configuring a product for Cardholder Website
💰 Client pricing should be in Salesforce, if not reach out to Sarah E.
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