Did you know you can send bulk rewards to up to 50,000 recipients in single order using Tango? We offer dedicated bulk upload templates for email, mobile, and mail delivery to suit your needs. For large orders (bulk digital and bulk Printed Reward Link® ), you can upload a spreadsheet—easily copied from your organization's reports or recipient lists. For small orders (fewer than 15 recipients), it's best to send rewards individually. See how you can Send digital rewards with Tango via email or text. See how you can Send Printed Reward Links with Tango via mail.
Note:
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For orders exceeding 50,000 rows, separate your large order into multiple files of 50,000 rows or fewer and process each file individually with the bulk upload.
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Bulk physical rewards cannot be sent using bulk upload template. Attempting to do so will result in a checkout error. See Send bulk physical rewards with Tango.
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You can only upload one bulk order file per order—either for email, mobile, or mail. Uploading a new file will replace the existing one in your cart.
Determine how you'd like your reward to be delivered: via email, mobile (text), or mail. Download the relevant template from Tango portal and enter the rewards and recipients information to create a bulk order file, then save.
To create a bulk order file:
- Sign in to Tango portal.
- Navigate to Send rewards on the left menu.
- Click Upload Bulk Order.
- Click Download Bulk Template.
- Click to download one of the following templates. The mobile delivery template is only visible if the Text delivery method is enabled on the platform. A bulk order template (Excel format) will be downloaded.
- Open the Order form and go to the “Order” tab on the Excel sheet.
- Fill out the required information such as ETID or PTID, Recipient Email, Recipient First Name, Recipient Last Name, UTID, and Reward Amount.
- Save your .xlsx or .csv file with a unique file name.
- Close the file and move to the next step to upload the bulk order file.
Note:
- Don't remove or add columns to the Bulk Upload Template.
- Avoid using any special characters in the filename. For best results, we recommend using alphanumeric characters (A-Z, 0-9), hyphens (-), and underscores (_).
- Don’t put spaces at the beginning or end of entered information.
- Save each bulk order upload file with a unique name. A message warns you if you upload the file with the same filename.
- If you add text in the Reward Message field, include the dynamic tag: {{message}} in your email template. Otherwise, the message won't pull through to your reward email. See how to Use dynamic tags in email templates and Send custom email messages.
Now that you have created the bulk order file and saved it on your device, upload the file in Tango portal before proceeding to the checkout.
To upload your bulk order file:
- Sign in to Tango portal.
- Navigate to Send rewards on the left menu.
- Click Upload Bulk Order.
- Click Drag & Drop File and select the bulk upload file. We only accept .xlsx or .csv format.
- Click Continue. You can modify or delete the recipients here and before checkout, if needed.
- Click Checkout.
- Enter the Order PO number and Order Notes if any.
- Click Place Order. The Order Summary shows Pending status. See Order statuses in Tango for more information.
Note:
- Bulk order overrides what is currently in the cart.
- A message warns you if an identical file name is previously uploaded by you. The system cannot distinguish if the file has been ordered before or is in the cart, but can tell you if the file name has been uploaded before.
- You’re notified of errors in your file when the file is uploaded. Errors are broken down by line (row) numbers. Note that the header row is not accounted for in the line number provided in the error message. Correct the errors, and re-upload the file.
If your catalog has email, mobile, and mail delivery option, you can select either template to fill out and upload files. See the Instructions and Examples tab at the bottom of each template for guidance.
Here is the combined delivery template in one table by delivery type, and full description:
| Field | Required/Optional | Description |
|---|
|
Delivery type
|
Required
|
Specifies the delivery method. Use values: EMAIL, SMS, or MAIL. This determines which fields are required for each row.
|
|
ETID
|
Required (email, SMS)
|
The Template ID for digital delivery (ETID) specifies which digital template is used to send a reward. You can find ETIDs in the ETID Key page within the bulk order template under Upload Order → Email or Mobile Delivery Template, or in the Templates section of your Tango portal. The standard ETID format is E000000.
Best practices:
Use a custom digital template instead of the standard E000000. While the standard template successfully delivers rewards, it uses the generic "Tango Card" as the sender name as opposed to a specific sender.
|
|
PTID
|
Optional (mail)
|
The Template ID for printed delivery (PTID) specifies which print template is used for a Printed Reward Link. PTIDs can be found in the PTID Key page within the bulk order template under Upload order → Mail Delivery Template, or in the Templates section of your Tango portal. The standard PTID format is P000000.
|
|
Recipient Email
|
Required (email)
|
The recipient email address used for email delivery.
|
|
Recipient Phone Number
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Required (SMS)
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The recipient phone number used for mobile/SMS delivery.
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Recipient First Name
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Required (email, SMS)
|
The first name of the reward recipient. Not typically used for mail shipping fields.
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Recipient Last Name
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Optional (email, SMS)
|
The last name of the reward recipient.
|
|
UTID
|
Required (all)
| The Unique Tango Identifier (UTID) is the unique ID for each reward in Tango. Every reward in your catalog has an associated UTID. UTIDs can be found in the UTID Key tab of your bulk order template, or in a reward’s details. The UTID format is U000000 (e.g., U561593). |
|
Reward Amount
|
Required (all)
| The value of the reward. Must match the currency and allowed range for the selected UTID. For example, use 50 for a CAD $50 reward. |
|
Message
| Optional (all) |
A custom message to the recipient. Maps to the {{message}} dynamic tag in templates. If the template does not include this tag, the field will not display.
|
|
From Name
|
Optional (all)
|
Specifies the sender name. Maps to the {{from_name}} dynamic tag. If not included in the template, it will not display. You can customize From Name before sending rewards by updating the this column in your bulk order upload.
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To Name
|
Optional (mail)
|
The recipient name printed on mailed reward materials.
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Order Ship to First Name
|
Required (mail)
|
The first name of the shipping recipient (person receiving the mailed reward).
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Order Ship to Last Name
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Required (mail)
|
The last name of the shipping recipient.
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Company Name
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Optional (mail)
|
Company name included in the shipping address, if applicable.
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Address 1
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Required (mail)
|
Primary street address for delivery.
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Address 2
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Optional (mail)
|
Secondary address details (e.g., apartment, suite, PO Box).
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City
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Required (mail)
|
City for shipping destination.
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State
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Required (mail)
|
State or region for shipping.
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Zip
|
Required (mail)
|
ZIP/postal code for delivery.
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Customer Notes
|
Optional (all)
|
Internal tracking data (e.g., employee ID, department). Visible in reports only and not shown to recipients.
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Do Not Complete
|
N/A
|
Leave this column blank and do not delete it. Required for system processing.
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