Cold Fusion Migration

Cold Fusion is a platform that was offered by Motivate/workstride that we are sun-setting. These clients will have branded cards and will submit their orders via the Dash Platform just like regular reward clients. The roles of the Motivate Sales/EM Team and the Dash IM team are outlined below:

Open

Basic Overview of process:

1. Motivate Sales Rep will enter a Salesforce Opportunitiy and should supply Due Diligence on the client as well as an executed Dash Contract

2. IM will submit TPA to Pathward and submit collateral request

3. Motivate EM will send an introduction email to the client and include the IM

   1. EM should confirm if client has funds in the Motivate account, if so then this will need to be transferred to the clients VF account at Dash

4. IM will take over the process from there using our standard onboarding procedures

   1. Note that we are honoring the original pricing from motivate for these clients, therefor the pricing can be outside of our normal range. For example: Macrogenics pays 5% of card issuance instead of a per card fee. This should be provided by Sales in Salesforce.

Collateral Notes:

• Subprogram: 6 Month NR Reward - CVV Activation

• Clients will have a custom branded card

• Clients have the option to choose between a custom 5 x 7 carrier or the standard 8/5 x 11 motivate carrier (example attached)

• CVV will be used for activation

Open

Cold Fusion Migration Clients -

• Oak Ridge National Laboratory - Completed July 2024

  • Incentra is a partner and manages the ORNL program and submits orders on their behalf

  • We invoice ORNL directly and they are responsible for funding their own account.

• MacroGenics - Completed July 2024

Sample Intro Email and Follow up email: