Website Linking FAQs | Common Referral Link Questions

Your financial institution can be granted a special “Welcome” modal to introduce the customer to our site, following the process first described on this page. Below are some of the most frequently asked questions relating to this process.

A link can be established in as few as 20 minutes. Follow the clear, step-by-step instructions that are located in the Link to Us section on our homepage. We suggest that you utilize the help of your Webmaster or contractor who maintains your site when establishing the link.

Linking to deluxe.com/shop will involve making changes to the html content of your web site. If an external organization manages your site, you will need their help. Have your web manager review the linking instructions found in the "Link To Us" section on our homepage. You may need to supply some specifics about your organization, i.e. routing/transit number (for Financial Institutions), Priority Service Code (for Resellers), etc. You will also need to indicate where within your site you'd like the link to be placed.

For Financial Institutions: It helps to have the following information before you start: FI Routing/Transit number(s); Contact Name and e-mail address.

We provide a special "Welcome" modal (a dialog box that appears on top of the main application window) that displays before your customer starts shopping on the deluxe.com/shop. It makes the transition easier for your customer and explains the relationship with Deluxe. The Welcome modal, along with other key pages within deluxe.com/shop, offers a customized "Back" button in case your customer wants to return to your site.

Your Welcome modal is completed as soon as you enter the required information and click Preview and review it. You can choose to add the link to your site right away, which is preferred, or to add it later. An e-mail confirmation is sent immediately to the individual requesting the link confirming that the page is complete. The e-mail also provides the simple instructions for adding the link to your site.

Contact your account manager for next steps.

One successful guideline is to put yourself in the place of your customers/members and ask yourself the following questions:

Where would I look to order/reorder business checks or check my order status
Where would I look for business checking services and products?
How convenient is it to find the linking button on this website?
How many "click thru's" does it take to get me to where I want to go?

Place multiple links under any or all of the following: Business Banking, Products & Services, Deposit Accounts, FAQ's. Many of the Financial Institutions that are successful in routing customers to Deluxeforms.com have placed links in more than one location.

Deluxe takes extraordinary measures to ensure the security of our customers' check orders and proprietary bank information. These measures include, but are not limited to, requiring a customer code to access customer history, displaying only a portion of account numbers for verification, and flagging orders with characteristics that have a higher propensity to be fraudulent.