Send bulk rewards with Tango

Did you know you can send rewards to 1-50,000 recipients in one order? For larger orders, Tango allows you to upload a spreadsheet filled out with recipient and reward information that you can copy and paste from your organization’s reports or recipient lists. For small orders (under 15 recipients per order), it's better to send rewards individually. See how you can Send digital rewards with Tango via email delivery. Also see how you can Send Tango rewards by mail. To place a bulk order for more than 50,000 rows, see How to place an order for more than 50k rows.
 

Create a bulk order file

First determine how you'd like your reward to be delivered: via email or mail. Next, download the bulk order template and enter the rewards/recipients information to create a bulk order file and save. Here is how.
 

To create the bulk order file for email or mail delivery:

1. Sign in to Tango portal.
2. Navigate to Send rewards on the left menu.
3. Click Upload Bulk Order.
4. Click Download Bulk Template.
   
   
    
5. Select Email Delivery Template or the Mail Delivery Template. An Order form in Excel format is downloaded.
6. Open the Order form and go to the Order tab.
   
   
    
7. Fill out the required information such as ETID or PTID, Recipient Email, Recipient First Name, Recipient Last Name, UTID, and Reward Amount.
8. Save your .xlsx or .csv file with a unique file name.
9. Close the file and move to the next step to upload the bulk order file.

Upload your bulk order file

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:

1. Sign in to Tango portal.
2. Navigate to Send rewards on the left menu.
3. Click Upload Bulk Order.
4. Click Drag & Drop File and select the bulk upload file. We only accept .xlsx or .csv format.
   
   
    
5. Click Continue. You can modify or delete the recipients here and before checkout, if needed.
6. Click Checkout.
7. Enter the Order PO number and Order Notes if any.
8. Click Place Order. The Order Summary shows Pending status. See Order statuses in Tango for more information.

Bulk upload templates for email and mail delivery

If your catalog has both the email and mail delivery option, you can select either template. See the Instructions and Examples tab at the bottom of each template for guidance.

Email delivery template

The following fields are included in the bulk upload email delivery template:

Field	Required/Optional	Description
ETID	Required	The Email Template Identifier (ETID) is a unique code associated with each email template on a Tango platform. ETIDs are in the format E######, the Tango standard email template ETID is E000000. ETIDs can be found in the ETID Key tab of the email delivery bulk order template, or by going to the Templates section of the Tango portal.
Recipient Email	Required	The recipient email address.
Recipient First Name	Required	The first name of the reward recipient.
Recipient Last Name	Optional	The last name of the reward recipient.
UTID	Required	The Unique Tango Identifier (UTID) is a unique code used for every different reward in the Tango catalog. UTID format is U######, for example: U561593. UTIDs can be found in the UTID Key tab of the bulk order template, or by going to Send rewards in the Tango portal and selecting a reward.
Reward Amount	Required	Some cards have fixed values such as $15, $25, $50 whereas some include a range ($1-$50). The value amount can be found in the UTID key tab of the template. The amount should always be provided in the currency of the reward being sent. For example: When ordering a CAD $50 Reward Link® Canada, use "50" in the Reward Amount column.
Customer Notes	Optional	Customer notes can be used for internal tracking information, such as employee ID or department number. It shows up on your rewards report, but not on the actual reward. The customer notes are not visible for the recipients.
Do Not Complete	N/A	Leave this column blank and do not delete it. It's needed for the system process.
Message	Optional	This field maps to the {{message}} dynamic tag, if you've included one in your email template. If the {{message}} field hasn't been used in your template, anything included in this column WILL NOT pull through to the reward email.
From Name	Optional	This field maps to the {{from_name}} dynamic tag, if you've included one in your email template. If the {{from_name}} field hasn't been used in your template, anything included in this column WILL NOT pull through to the reward email.

 

Mail delivery template

The following fields are included in the bulk upload mail delivery template:

Field	Required/Optional	Description
UTID	Required	The Unique Tango Identifier (UTID) is a unique code used for every different reward in the Tango catalog. UTID format is U######, for example: U561593. UTIDs can be found in the UTID Key tab of the bulk order template, or by going to Send rewards in the Tango portal and selecting a reward.
Reward Amount	Required	Some cards have fixed denominations ($15, $25, $50) and some are variable ($1-$50). The amount should always be provided in the currency of the reward being sent. For example: When ordering a CAD$50 Reward Link Canada, use "50" in this column.
Order Ship to First Name	Required	The first name of the person you would like to have the order shipped to. This could be yourself, a manager, or a recipient.
Order Ship to Last Name	Required	The last name of the person you would like to have the order shipped to. This could be yourself, a manager, or a recipient.
Company Name	Optional	If you would like a company name to appear in the shipping address, include it here.
Address 1	Required	Street address.
Address 2	Optional	Secondary address information, such as numbers for apartments, suites, PO Boxes, and other address designators.
City	Required	City of reward destination.
State	Required	State of the reward destination.
Zip	Required	Zip code of the reward destination.
Message	Optional	A custom message to deliver to your reward recipient.
From Name	Optional	To notify the recipient who the reward is from.
To Name	Optional	Name of reward recipient.
Customer Notes		This column can be used for internal tracking information, such as employee ID or department number. It shows up on your rewards report, but not on the actual reward. The customer notes are not visible for the recipients.
PTID	Optional	Printed Template ID (PTID) specifies on which print template a printable Reward Link is mailed out. PTIDs can be found in the PTID Key tab of the mail delivery bulk order template. This template only applies to Printed Reward Links and not to physical gift cards.

 

How to upload a bulk reward file with more than 50,000 rows

Using the bulk upload, you can send rewards to 15-50,000 recipients like a breeze. For more than 50,000 recipients, separate your large order into multiple files of 50,000 rows or fewer and process each file individually with bulk upload.

Bulk order upload errors

When uploading a bulk order file, you may encounter errors or unexpected behavior. To troubleshoot bulk order upload errors, make sure your template is filled out correctly:

• The filename is unique and contains only alphanumeric characters (a-z, 0-9), dashes (-), and underscores (_).
• The file must be in a .csv or .xlsx format.
• All rows with reward and recipient information have the required columns filled out.
• The spreadsheet containing the reward and recipient information is in the first tab of the document labeled "Order".
• The columns originally included in the template have not been changed, removed, or added to in any way.
• Cells that have information in them do not have leading or trailing spaces in front or behind of the data.
• If your organization uses a Recipient Allow List, all recipient first names, last names, and emails in the bulk order template must match how they appear in the Recipient Allow List.

Bulk order upload not progressing or stuck at 0%

This error typically happens because a value in the ETID or UTID column is invalid and/or doesn't match the expected format.

• Make sure all ETIDs and UTIDs entered match the ETID and UTID key tabs at the bottom of your template.
• Confirm that the ETID and UTID columns haven't been switched.
• Check for any extra cells filled out in the ETID and UTID column outside of the order information, and clear them.

Bulk order error about invalid reward value

All rewards have a range of acceptable values that they can be issued in, this is based on the UTID.

• Make sure your reward amount column only has numbers, and no currency signs.
• Check the UTID Key tab at the bottom of your bulk order template file to see what the valid values are for that UTID, make sure that the UTIDs in your Order tab have valid values within the accepted range.

Bulk order error about invalid email address

The bulk order upload process checks the format of email addresses to make sure they are all valid.

• Check the formatting of your recipient's emails to make sure they all follow the xxx@yyy.com format.
• Make sure there are no trailing or leading spaces in front of or behind the email address, and that no stray spaces or characters have been inserted into the email address.