How do I set up my ordering tools?

After submitting your intake form, you’ll receive card mockups from the CDCO team to review and approve. This step typically takes just a few days and is required before you can place any orders.

Once mockups are approved:

• You’ll be granted access to our self-serve ordering portal.
• A CDCO team member will schedule a walkthrough call to show you how to navigate the system.
• You’ll learn how to select the appropriate program, configure shipping and delivery preferences, and input messaging details for your cards.
• After your call, you’ll receive an email summary and a demo video for easy reference.

You'll also want to confirm things like:

• Which team members need portal access
• Default messaging you'd like saved for future orders
• Preferred delivery methods (physical vs. digital)

This ensures your ordering experience is as fast and seamless as possible moving forward.