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Send bulk digital and Printed Reward Link® rewards with Tango

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Answer

Use Tango’s bulk order templates (blank formatted spreadsheet provided by Tango) to send bulk rewards to up to 50,000 recipients in a single order. Templates are available for email, text, and mail delivery, allowing you to upload recipient and reward information in a spreadsheet rather than creating rewards individually.

Bulk order files are best suited for large-scale reward programs. For smaller distributions, consider sending rewards individually. If your order exceeds 50,000 recipients, split it into multiple files of 50,000 rows or fewer and submit each file separately.

Bulk order files support digital rewards and Printed Reward Link® rewards, but they do not support physical rewards. To send physical gift cards or prepaid cards, use the physical rewards ordering workflow. See Send bulk physical rewards with Tango for more information.

 

Note:
  • You can upload one bulk order file per order.

  • Uploading a bulk order file replaces any existing items currently in your shopping cart.

  • Bulk order files cannot be used to order physical rewards (such as physical plastic gift cards).

 

Use cases

Use bulk order templates when you need to send rewards to many recipients at once:

  • Use the bulk order template for digital rewards when you need to send rewards by email or text for programs such as employee recognition, customer appreciation, survey incentives, referrals, or research participation.

  • Use the bulk order template for Printed Reward Link® rewards when you need to send printed reward materials by mail for recipients who should receive a physical mailer that includes reward redemption information.

  • Use bulk order files for high-volume mailed campaigns, events, offline promotions, or audiences where a printed delivery experience is preferred.

 

Before you begin

Gather the required template values, including recipient information, unique Tango reward IDs (UTID)s, reward amounts, and any digital template IDs (ETID)s or physical template IDs (PTID)s needed for your delivery method.

 

Step 1: Create and upload bulk order file

Choose how you want to deliver rewards: email, text, or mail. Download the matching bulk order template from the Tango portal, enter the required reward and recipient information, and save the completed file.

To create and upload a bulk order file:

  1. Sign in to the Tango portal.

  2. From the left menu, select Send rewards.

  3. Select Upload order.

  4. Select the delivery method for the order: Email, Text, or Mailed.

  5. Create or upload the bulk order file:

    • If your bulk order file is already ready, drag and drop it from your computer into the upload area.

    • If you need to create a bulk order file, select Download order template. Complete the required fields, such as ETID for email or text delivery, PTID for Printed Reward Link® rewards, Recipient Email, Recipient First Name, etc.

  6. Save the completed .xlsx or .csv file with a unique name, then close the file before uploading it. See Send bulk digital and Printed Reward Link® rewards with Tango | Bulk order template fields reference .

  7. Select Import recipients. The order information is uploaded to your shopping cart and is ready for checkout.

 

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.
  • 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 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.

Step 2: Review and place order

After confirming the items in your cart, review your order details carefully before submitting. This step helps ensure your shipping information, payment details, and any optional order notes are accurate so your order can be processed smoothly.

To review and place order:

  1. Review your shopping cart and make any necessary updates.

  2. Click Checkout.

  3. Enter the order details, such as the Order PO number and Order Notes, if applicable.

  4. Review the order summary, shipping information, and payment details for accuracy.

  5. Click Place order to submit your order.
    Once your order is submitted, you are automatically redirected to the Order history page where you can check its status. See Order, reward, and email statuses in Tango for more information.

 

Bulk order template fields reference

Depending on the delivery options available in your catalog (Email, Text, or Mail), download the corresponding template from the Tango portal. Refer to the Instructions and Examples tab at the bottom of the downloaded spreadsheet for additional formatting guidelines.

 

FieldRequired/OptionalDescription

Address 1

Required (mail)

Enter the primary street address for mailed reward delivery.

Address 2

Optional (mail)

Enter any additional address details, such as an apartment, suite, or PO Box.

City

Required (mail)

Enter the destination city for mailed reward delivery.

Company Name

Optional (mail)

Enter the company name to include in the shipping address, if applicable.

Customer Notes

Optional (all)

Enter internal tracking details, such as an employee ID or department. This information appears in reports only and is not shown to recipients.

Delivery type

Required

Enter the delivery method: EMAIL, TEXT, or MAIL. This value determines which fields are required for the row.

Do Not Complete

Required (all)

Leave this column blank. Do not delete it because it is required for system processing.

ETID

Required (text, email)

Enter the digital template ID (ETID) that identifies the digital template used to send email or text rewards. A digital template controls the email and text content, branding, sender name, and recipient experience. You can find ETIDs in Templates > Digital Delivery in the Tango portal.

Best practices:

Use a custom digital template instead of the standard template (ETID: E000000). While the standard template successfully delivers rewards, it uses the generic sender name "Tango Card" rather than your organization's branding and sender name.

 

From Name

Optional (all)

Enter the sender display name. This field maps to the {{from_name}} dynamic tag. If the template does not include this dynamic tag, the sender name does not appear.

Message

Optional (all)

Enter a custom message for the recipient. This field maps to the {{message}} dynamic tag in digital templates. If the template does not include this tag, the message does not appear.

Order Ship to First Name

Required (mail)

Enter the first name of the person receiving the mailed reward.

Order Ship to Last Name

Required (mail)

Enter the last name of the person receiving the mailed reward.

PTID

Optional (mail)

Enter the physical template ID (PTID) that identifies the template used when sending Printed Reward Link® rewards. You can find PTIDs in the PTID Key tab of the bulk order template or in Templates > Printed Reward Link in the Tango portal. The standard physical template ID is P000000.

Recipient Email

Required (email)

Enter the recipient’s email address for email delivery.

Recipient First Name

Required (email, text)

Enter the reward recipient’s first name. This field is not typically used for mail shipping information.

Recipient Last Name

Optional (email, text)

Enter the reward recipient’s last name.

Recipient Phone Number

Required (text)

Enter the recipient’s mobile phone number for text delivery.

Reward Amount

Required (all)

Enter the reward value. The amount must match the currency and allowed range for the selected UTID. Enter numeric values only without currency symbols. For example, enter 50 for a CAD $50 reward.

State

Required (mail)

Enter the destination state, province, or region for mailed reward delivery.

To Name

Optional (mail)

Enter the recipient name to print on mailed reward materials.

UTID

Required (all)

Enter the unique Tango reward ID (UTID) that identifies the specific reward you want to send. You can find UTIDs in the UTID Key tab of the bulk order template, in the Tango reward catalog, or in Reward Details when viewing a reward. The UTID format is U000000 (for example, U561593). Each UTID corresponds to a specific reward and determines the available reward options and value ranges.

Note:

When using bulk uploads, ensure the UTID matches a valid value from the UTID Key tab and is entered in the correct UTID column. Invalid UTIDs can cause upload errors.

 

Zip

Required (mail)

Enter the ZIP or postal code for mailed reward delivery.

 

Track your order

After you place a bulk order, you can monitor its progress from the Order history page in the Tango portal. Use the order status to confirm whether the order is processing, completed, or requires follow-up. See Order, reward, and email statuses in Tango..

  • For standard mailed Printed Reward Link® orders, the tracking information is NOT provided. For expedited 2-day orders shipped via UPS, however, tracking numbers are available upon request.

  • For digital email or text rewards, use order and recipient delivery details to confirm whether rewards were sent successfully. See Manage reward orders with Tango | Take action on reward orders .

 

Freeze, resend, cancel, reissue shipment

  • Printed Reward Links cannot be frozen, canceled, canceled and reissued, or resent after submission.

  • Self-service freeze, cancel, and reissue actions are only supported for Choice Products (such as Reward Link®, Global Choice Link, Promo Link™, and Disbursement Link). Direct-brand gift cards such as Starbucks, Amazon, etc. cannot be frozen, cancelled, or reissued.

  • To be eligible for freeze, cancel, or reissue actions, rewards must be fully unredeemed and within 5 calendar days of issuance.

  • Bulk actions are available only for sending or ordering rewards. Freeze, resend, cancel, cancel and reissue must be performed individually for each recipient through Order history > Line items. See Manage line items in Tango orders.

 

 


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