Create digital email templates

Tango’s email template refers to a pre-designed layout or format used to create and send emails without having to start from scratch each time. For your convenience, every Tango platform includes a pre-configured Tango Card Standard Template.

You can either use the standard email template, or create a custom one tailored for your platform, group, or account. There is no limit to the number of custom email templates you can create. Set the custom email template as the default for your entire platform, a specific group, or an individual account. Alternatively, you can restrict it to certain users or access levels. The default email template will automatically apply to all rewards in your order. To edit a template and add a personalized message while sending the reward(s), see Send personalized messages with rewards. To create email templates for your physical orders, see Create a print template.

Template terminology

Before building an email template, let’s get familiar with the following terminology:

 

Term	Definition	Example
Hard-coded text	Text entered into the email template's fields that appears the same in every reward email issued to recipients.	If you're sending the same message to all reward recipients, hard code the message by entering the static message text into the Message Body field.
Dynamic field	Text that changes in reward emails based on information entered when placing an order	If you’re personalizing a message for each recipient, insert the dynamic tag {{message}} into the Message body field. If you’re using bulk upload, the Message field will be populated with your message and overwritten when sending individual rewards.
ETID	A unique ID associated with an email template.	Each custom template is randomly assigned an email template ID (ETID) upon creation. If you’re using bulk upload, insert the ETID for each order in the ETID column. The standard Tango email template ID is E000000. Learn about What is an ETID? Learn how to Send bulk rewards with Tango.

How to create a digital email template:

1. Build a digital email template
2. Manage the access level
3. Set the email template as default (optional)

Step 1: Build a digital email template

Customize the email template, including the email banner, message, and more.

To build an email template:

1. Sign in to the Tango portal.
2. Click  Templates on the left menu.
3. Under the Digital tab, click Create Email Template on the top right.
4. Enter a Template name for your custom email template.
   
    
   
   
5. Enter the sender’s name in the Email sender name/ from name field and determine the email subject, header image, message, etc. for your custom template. As you make changes, a live preview will appear on the right. Refer to the template fields listed below:

 

Field Name	Purpose	Required/optional
Sender Name/ From Name	Enter a name that appears as the Sender Name/From Name in your email. This name shows up next to your email address in the recipient’s inbox when the reward email is sent. It also appears as any {{from_name}} tags you insert in your email template. The From Name can be edited at the time of order. Note: You cannot use dynamic tags in Sender Name/From Name field, but the value for this field can be used in the {{from_name}} dynamic tag. You can also update the From Name field when editing the template while sending rewards, or by using the From Name column in bulk order upload. Learn how to Use dynamic tags in email templates.	Required
Subject	Enter the email Subject line (up to 100 characters) that appears as the email subject for reward emails. This field can use dynamic tags. Avoid words such as “free” or “offer” or signs such as “!” or “$” as they may be filtered out by spam. See how to Use dynamic tags in email templates.	Required
Add header image	Upload a header image for the banner which appears at the top of your reward emails. The image must be 650 x 150 pixels in PNG or JPEG format. Images that have different dimensions may appear distorted.  Note: If no image is uploaded, the standard Tango logo appears.	Optional
Image alt text	If the recipient's email client or browser does not download the header image, the Image alt text appears instead. Screen readers also read out the alt text for the image. The alt text can be your company name, or the text that is on your custom header.	Required when header image is used
Accent color	Choose an Accent color to display the card $ amount, the redemption URL, and To Redeem heading in the recipient's email. The color must be in a hexadecimal code or selected using the color picker in the template builder.	Optional
Message body	Enter hard-coded text, the {{message}} dynamic tag, or a combination of hard-coded text and Dynamic Tags. Dynamic tags only populate when corresponding fields have been filled out in the order. You can override the Message body for any template when you send rewards in Tango by selecting to edit the template per line item. The Message body can be a maximum of 3,000 characters. See Send personalized messages with rewards to learn more about different ways to customize the message sent with a reward email for individual and multiple rewards.	Required
Closing	For Closing, enter hard-coded text, the {{from_name}} dynamic tag, or a combination of the two. See Use dynamic tags in email templates: {{from_name}}.	Optional
Recipient support message	By default, we’ve provided a link to the Tango support center. If you'd like to include your own customer support information, clear the checkbox. If you choose not to use Tango’s customer support, you’re taking responsibility for providing first-tier support to your recipients. Note: We highly recommend leaving Recipient Support Message box checked.	Optional

 

6. Review the email template.

The next step is to determine the digital email template access level.

Step 2: Manage digital email template access level

All required fields must be filled out before going to the next page. In the Access Level page, determine who can access your custom template. You can either give access to the entire Tango platform or just a specific account or group. 
 

 

To manage email template access level:

1. After completing the fields in the Details tab, click Next to go to the Access Level tab.
2. In the Access Level page, select whether a template has:
   
    
   
   
   1. Organization Access—A template is accessed by the entire organization and visible to all users on this platform, regardless of their access level.
   2. Specific Access—A template is accessed by specific groups or accounts users. Specific group access gives access to users who are part of that group or accounts under that group. Specific account access gives access to users who are part of that specific account. You can allow multiple groups and accounts access the same template via Specific Access.
3. Click Next to go to the Template Default page.
    

 

 

Access level example: 

If the access level of the Finance email template is given to the Finance and Sales accounts, Finance and Sales accounts users, other groups/accounts that also contain Finance or Sales accounts, as well as users with organization access to the entire platform can access the Finance email template.

If the Finance digital email template has specific access level, and a user doesn’t have access to the Finance account or higher (such as the group containing Finance, or the entire platform), the user cannot access the template. For example, other users who do not have access to the Sales OR Finance accounts (if the email template’s access is set to both) will not be able to access the template in the example.

 

The next (optional) step is to set the Template Default.

Step 3: Set default email template (optional)

Set the template as the default for your entire Tango platform or for specific accounts and groups. With a default template, all the rewards use the same template. A default template can still be edited at the time of sending rewards.

 

To set default email template:

1. After determining the user's access level, go to the Template Default tab.
   
    
   
   
2. Select None if you don’t want your template to be used as the default template.
3. Select Platform, Group or Account to designate the template as the default for one of them.
4. Click Save.
   The new template is listed under Templates and shows its unique email template ID (ETID). You can see whether or not it’s set as the default for any platform level. You template name has to be unique. A banner appears to confirm the email template was created successfully.

 

 

To edit, delete, or duplicate your email template, see how to Manage digital email templates. To learn how to use dynamic tags and customize individual reward emails, see Use dynamic tags in email templates. To see how you can send a personalized message with one or all items in an orders, see Send personalized messages with rewards.

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More resources

• Send personalized messages with digital rewards
• Use dynamic tags in email templates
• Manage digital email templates
• Create a print template
• Email template FAQ