A few notes before you start:

  • Want to send rewards immediately? You can use the Rewards Genius standard template with the Rewards Genius logo at the top.
  • The reward message can either be customized at the time of ordering or hard-coded into an email template.

Glossary of Terms:

  • Static text: Language that can be added to an email template's text boxes that will appear in every reward email that's issued to recipients. Example: If reward emails will always be sent from your company's name, enter static text (Company ABC) into the From Name field.
  • Dynamic field: A field that changes in every reward email based on information entered when placing an order that's specific to a particular recipient or transaction. 

Example: If reward emails will be sent from different managers, inserting a dynamic tag ({{from_name}}) into the From Name field will populate the From Name field with the sender name specified during the ordering process. 

How to Build an Email Template:

  • Click the blue Account button in the top right corner of the screen.
  • Click Email Templates, then click Create template in the top right corner of the screen.
  • Email template name (required)—Enter a name for the email template. Note: Only you will see this; it isn't customer facing.
  • From name (recommended)—Enter the name you would like to appear in the from field of your reward emails.
  • Subject (required)—Enter the email subject line.
  • Add header image (optional)—Upload a banner image, which will appear at the top of your reward emails. It must be 650px x 150px in PNG or JPEG format. 

Note: If no image is uploaded, the standard Rewards Genius logo will appear.

  • Image alt text (required)—In the rare instance a recipient’s browser doesn't download the header image properly, this alternative text will appear. We recommend entering in your company name here.
  • Accent color (optional)–The color chosen will be used to display the card amount, Redemption URL, and To Redeem.
  • Message body (recommended)—Enter static text, the {{message}} dynamic tag, or a combination of the two. 
  • Closing (optional)—Enter static text, the {{message}} dynamic tag, or a combination of the two. 
  • Customer service message (optional)—Tango Card's customer-support contact information is included by default. If you'd like to include your own customer-service information, uncheck the box, confirm you're going to provide your own customer service, and enter that information into the text field.
  • Assign this template as a default?—This option allows you to set the email template as the “Default” to either the platform, group, or account level. We suggest using this option if you know you'll use this template frequently.
  • Click Preview and Save.
  • Review the email template, and click Save Template.
  • If an edit needs to be made at any time, you can return to the Email Templates page. There, you'll find all of your saved email templates. Click the corresponding pencil icon to the right of the template name to edit it.

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