Important: The project card must be registered first before the set up can be done.
METHOD ONE: SINGLE CARD LINKING
Step One: Set Up Your Project
To set up your community project, follow the steps below.
Click on 'Self-Service'
Click on 'Maintain Community Projects.'
Click on 'Create'
Next, add the school or organization's name
Add the school or organization's card number (this is the card where the funds will be transferred to)
Choose the start and end dates
Choose the contribution value, this x the cardholder's default CashBack values.
Next, choose the payment method:
a) Partner Manual Gift Load to Project
b) Partner EFT/Cash payment to Project
Step Two: Link Your Cards
This Project can be maintained by clicking on the pencil.
Select 'Link Card number to Project' to add the card numbers that support this Project.
Select 'Linked Card numbers' to see a list of all card numbers that support this Project. From here, you can select the card number to link and click 'Create'
You can also view all the cards you've already linked to each project by clicking on 'Linked card numbers'
METHOD TWO: BULK LINKING
Step One: Setup Your Classification
Click on Self-Service / Card Specific / Card Classification
Click on 'Create'
Add your project's name and click 'Create'
Step Two: Linking the Cards to Classification
Click on 'Card Specific'
Click on 'Update Multiple Cards'
Click on 'Upload New File'
Click on Update Multiple Cards
Click on Download Template and add the card numbers you want to link
Upload your completed template file containing the card numbers of the parents
Choose your effective from and to dates
Once the file is uploaded, click on 'Add Card Specific Setting' and choose 'Classification: Classification' and choose the project name you created next to an agreed value, then 'Apply Changes'
Make sure you click on 'Validate' and 'Load Data' to successfully update your bulk file.
Go back to Self-Service / Community Projects
Click on 'Create' under the Tiers linked to the Community Projects tab at the bottom of the screen.
Next, go back to the 'Link Tier to Community Project on Community Projects' and link the classification you created
Add your form and effective to dates
Click on 'Create'
REPORTING
At the end of each month, you can check your reports on the contribution value to load on the school/organization's card through One View / Reports / Community Projects
Have more questions?
Do customers lose their personal rewards when they support a school or cause?
No! Customers still earn their full rewards while an additional percentage is donated by your store or fuel site to their chosen organization.
Can businesses decide which organizations they support?
Yes! You can work with schools, charities, or other community groups that align with your brand values.
How does the CashBack get rewarded to the organization or school?
At the end of each month, you can monitor the value to reward directly to each organization or school. This is found on the One View Infinity portal.
Does the organization need to only be rewarded in CashBack?
No! You have the option of EFT or CashBack, which can be selected during the set up process.
Need more help? Reach out to our support for assistance.