
You can personalize the subject line, message, sender name, and template just before sending rewards.
There are two ways to personalize:
-
Customize fields: Edit individual fields (subject, message, from name) in the template already assigned to your rewards. This option is used best when you want the same template for all items but with a personal touch.
-
Replace the template: Swap a reward's template for an entirely different one. This option is best when you need a different layout or design for a specific reward.
|
When |
Method |
Scope |
Use Cases |
How |
|---|---|---|---|---|
|
Before sending items to the cart |
Customize fields in the current template |
All digital or all Printed Reward Link items |
Need the same template for all items but with a personal touch. |
Keep the existing template and edit individual fields, such as message, before applying it to all rewards |
|
While reviewing the cart |
Swap the entire digital template for an individual reward |
One specific digital reward (Email, Text, WhatsApp) |
Need a different layout or design for a specific reward. |
Switch to a different template entirely for a single digital reward in the cart |
|
While preparing a bulk order |
Update the bulk update file |
All items in a bulk order |
Need to apply different templates or messages to individual recipients in a large order. |
Update the ETID, PTID and Message columns in the bulk upload file |
Personalize the current template for all rewards in one order
Before sending items to the cart, you can customize the current template (digital or Printed Reward Link) by editing specific fields—such as the subject line, message, or sender name—and apply those changes to all rewards in your order. You don't need to choose a new template, but personalize the one that's already assigned.
To personalize the current template for all rewards in one order:
-
Sign in to the Tango portal.
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Select delivery method.
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Select the rewards you want to include in your order.
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Under Delivery method, find the template and select Click to preview or update template.
-
In the reward (digital or Printed Reward Link) template, edit the required fields:
Field
Digital Template
Printed Reward Link template
Subject
Use the variable
{{reward_name}}to dynamically insert the name of the reward.Not applicable
To name
Use
{{first_name}}to dynamically insert the recipient's first name.Recipient's name (up to 70 characters; can be overridden at order time).
From name
The value entered here will automatically update any
{{from_name}}tags used within your template.Sender's name (up to 70 characters; can be overridden at order time).
Message
Customize the message content, keeping it within the 3,000-character limit. Brief reward message (up to 150 characters; can be overridden at order time).
Customer Support Message
Not applicable
Either Tango's default or your own (up to 160 characters).
Letter Head
Not applicable
Text on the non-redemption side/front of the letter (up to 64 characters).
Note:
The redemption instructions for the reward are tied to the reward and cannot be changed.
-
Click Use template to go back to the cart.
Digital Template
Printed Reward Link template
-
Click Proceed to Checkout and place order. See Send digital rewards by email. The personalized message will be added to all rewards in your order.
Replace an individual reward template in the order
While reviewing the cart, you can replace the entire digital template within the order. To change an individual reward, swap the template before checkout. See Send digital rewards by email for more information.
To replace an individual reward template in the order:
-
Sign in to the Tango portal.
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Go to the shopping cart. Make sure you are in the View by recipients mode.
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Find the digital reward whose template you want to modify.
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Click Edit to modify the digital template.
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Choose a new template from the selection. Here’s an example of text templates:
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Click Apply template.
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Click Save.
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Use the preview side to see how it will look to recipients.
-
Click Checkout and place order. See Send digital rewards by email.
Add personalized messages to digital and Printed Reward Link bulk orders
When using bulk order, use the ETID or PTID columns to specify the template ID you want to apply.
To personalize the message for each digital reward or Printed Reward Link, enter your custom text in the Message column. This allows you to tailor both the email template and the message for every individual reward in the order. See Send bulk digital and printed rewards with Tango.
To add personalized messages to bulk orders:
-
Sign in to the Tango portal.
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Download the bulk order template file.
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Update the required fields then upload the completed file.
Column
Purpose
When to Use
ETID
Specifies the digital template ID to apply to a digital reward
Digital rewards (Email, Text, WhatsApp).
PTID
Specifies the printed template ID to apply to a Printed Reward Link
Printed Reward Link orders.
Message
Custom message text for the individual reward
Both digital and Printed Reward Link orders
-
Review your order and click Checkout.
Note:
Each row in the file represents one reward, so you can apply a different template and message to every individual recipient in the order.
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