01
Record what is ready
The checklist asks for concrete results: an understandable offer, assigned responsibilities, recipient support, and a usable measurement plan. An incomplete item identifies work to resolve, not a reason to invent an answer.
PCXGUIDES
Prepare the answers a prepaid program needs
These guides bring the purchase, customer experience, and operating responsibilities into a practical discussion. Use them when the team needs a common starting point.
02
Resolve common distinctions
The FAQ separates the Shopify order from card issuance, prepaid from reward, and an order refund from a promotional benefit. It also explains where recipients should seek card-specific help.
03
Use a shared vocabulary
The glossary gives each purchase, card, and operating term its own definition. Product-specific agreements still control the actual program.