How to Get Access and Start Ordering
From intake form to first order—here’s how to get set up.
Before you can begin placing orders through the Choice Digital portal, there are a few quick setup steps to complete. This article walks you through the process from submitting your intake form to getting portal access and placing your first order.
Step 1: Submit Your Intake Form
The setup process begins when you submit your co-op’s intake form. This form gives our team the key details needed to create your branded card mockups and prepare your portal access.
Step 2: Onboarding Call & Card Mockup Approval
Once we receive your intake form, our team will send you digital mockups of your co-op’s branded prepaid cards. These are usually ready within a week.
Step 3: Gain Access to the Ordering Portal
After your mockups are approved, you’ll receive access to our self-serve ordering portal. A member of the CDCO team will schedule a quick walkthrough call with you to demonstrate how to use the platform and place orders.
Step 4: Walkthrough Overview
During your onboarding call, we’ll cover:
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How to log in and navigate the portal
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Selecting the correct program for your order
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Choosing between physical and digital card delivery
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Customizing card and carrier messaging
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Setting shipping preferences and entering delivery details
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What information is required to submit an order
Step 5: Follow-Up Email & Demo Video
After your onboarding session, you’ll receive a follow-up email with everything covered, plus a demo video you can refer back to at any time