Reward - Adding A Program - Physical Card
- Casi Reily (Deactivated)
If you have just set up the new customer then the flow will automatically progress to this section
If adding a new program to existing customer then click Add New Program, in top right corner
Product Design
Select product type
This will either be Reloadable or Non Reloadable. If you need instant Issue inventory then you’ll need to select a payments product and this will be discussed in another section.
Select Physical First
Select product selection by clicking on select package
A screen will pop up, first you need to select the Subprogram
scroll until you find the package ID you are looking for. Click Upload Card Design to add custom artwork. If you are looking for a generic package then the card image will typically be displayed at the top of the list.
NOTE if you don't see your package then refresh the page by clicking Fetch from FIS
After you upload the image, scroll to the top and select the image
Press Confirm, you'll return to the main page again
Enter Client ID that you used during Company setup
The sections highlighted in the screenshot below should be completed now
Virtual Account Setup
If you have an existing Virtual funding account then select Existing Virtual Account and fill in the information
If creating a new Virtual Funding account then select the following from the dropdown:
the subprogram ID is 328914 - Meta Virtual Funding & package ID is 16102
Add the Client ID for the Virtual Account (different from Client ID)
Click Create Virtual Account
Subprogram & Package Information
Leave the following drop downs empty:
Funding Source Dropdown
default shipping method
Notifications
Order pick up process
Order Approval Options - Select Tiered approval if you the client wants a Customer Admin to approve all orders, otherwise leave it blank.
Then select the user that will approve all loads
Pending Order Status (if needed), this allows the user to upload the order and the order will sit in “pending” status until sufficient funds are available in the funding account.
Select Can Order Physical Card
Select Send Bulk Order Tracking
Select EOY 1099 Report if this is a Reloadable Program
you’ll then be prompted to select if it should be delivered via SFTP or Email. If the client isn’t doing an SFTP integration then please select email.
Click next
View the following Guides for next steps
Ignore Commission Plan setting
SFTP section (look at SFTP Instructions if this is needed)