For your convenience, every Tango platform comes with a pre-configured Tango Standard Template:
You can either use the standard email template, or create a custom template for your platform, group, or account. There is no limit in the number of custom email templates you can create. Set the custom email template as the default (for your entire platform, group, or account level), or restrict it to specific users and levels. The default email template will automatically be applied 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.
Note:
- Tango standard email template is the platform’s default template until you replace it with a new and custom template.
- You can use a default template that is originally created for the platform, group, or account and reuse it manually at any other level. For example, your platform default, can be used for the account rewards and so on.
Template terminology:
Before building an email template, let’s get familiar with the following terminology:
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Term
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Definition
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Example
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Hard-coded text
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Text entered into the email template's fields that appears the same in every reward email issued to recipients.
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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.
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Dynamic field
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Text that changes in reward emails based on information entered when placing an order
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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.
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ETID
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A unique ID associated with an email template.
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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.
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How to create an email template:
- Build an email template
- Manage the access level
- Set the email template as default (optional)
Customize the email template, including the email banner, message, and more.
To build an email template:
- Sign in to the Tango portal.
- Click
Templates on the left menu. - Click Create Email Template on the top right.
- Enter a Template name for your custom email template, click Continue.
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In the Details page determine the subject, logo, message, etc. for your custom template on the left. The changes appear on the right as you make them. See the template fields below:
| Field Name | Purpose | Required/optional |
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Sender Name/
From Name
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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.
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Required
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Subject
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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.
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Required
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Add header image
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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.
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Optional
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Image alt text
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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.
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Required when header image is used
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Accent color
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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.
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Optional
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Message body
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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.
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Required
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Closing
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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}}.
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Optional
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Recipient support message
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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.
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Optional
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- Review the email template and click Save. All required fields must be filled out before clicking Save . See Manage email templates and Use dynamic tags in email templates.
The next step is to determine the Access Level.
Next, click Access Level to determine who can access your custom template. You can either give access to the entire Tango platform or just a specific account or group.
Note:
- Email template access level can be set at the platform (organization), group, or account level. The same access levels can be set for users.
- A user who has Manage permissions for email templates can create and edit templates at their level of platform access. Learn how to Set user permissions and access level.
To manage email template access level:
- Move to the Access Level tab.
- Select whether a template has:
- Organization Access—A template is accessed by the entire organization and visible to all users on this platform, regardless of their access level.
- 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.
- Click Save.
Note:
- Without setting email template access levels, all email templates can be used at any level on the platform by users who have permissions to place orders. Setting email template access levels is optional.
- If an email template has been set to a specific access level for an account, only users who have access permission to that account can access the template. For 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 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.
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.
Note: You may have one default email template for your Tango platform, one default for group A, one default for group B, and one default for account A. The account default template overrides its group’s, and the group’s default overrides the platform’s default template. In the absence of account’s and group’s default templates, the platform default template will be applied. If you don’t have any default templates, the standard Tango email template will be used.
To set default email template:
- Move to the Template Default tab.
- Select whether the template will be set as the default at the platform, group, or account level. When choosing Group or Account as the default level, a drop-down menu populates with all available groups and accounts. The default can be selected from the list.
Note:
Select None if you don’t want your template to be used as the default template.
- Click Save. A banner appears to confirm the email template was created successfully. The new template is available under Reward Templates and shows its unique email template ID (ETID) and whether or not it’s set as the default for any platform level.
Notes:
- When placing an order, the default template is always automatically applied in the following order: account-level, group-level, or platform-level. If there is an account-level default template, it is applied to the reward(s) first. In the absence of the account-level default template, the group-level default template is applied. If none of the above templates exist, the platform-level default template is automatically applied.
- When placing an order, if you switch the account from which the order is made, and a different template is set as its default, you'll receive a confirmation notice.
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