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Manage email templates

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Digital rewards are sent through Tango by email. Email templates help customize messages and branding that can be used repeatedly when sending rewards. Using the Templates page and three-dots menu next to an existing reward template, you can manage your templates to:

Preview email templates

Select Preview Template to get a preview of what your email template will look like to recipients. This preview shows dynamic tags but doesn't populate them as they might appear in a reward email.

To preview email templates: 

  1. Sign in to the Tango portal.
  2. Click Templates on the left menu panel.
  3. Click next to the template you'd like to preview.
  4. Select Preview Template. The template preview is displayed in the Tango app browser window.

 
Note:
Every Tango Platform comes with E000000 that is the standard email template. It can be used as the default email template in the absence of your custom email template. You cannot edit or delete the standard email template.

Edit email templates

You can make changes to your saved custom email template by editing the template.

To edit email templates: 

  1. Sign in to the Tango portal.
  2. Click Templates on the left menu panel.
  3. Click next to the template you'd like to preview.
  4. Select Edit Template from the menu.
  5. Start editing the fields. Learn how to Create a custom email template.

Test email templates

Before sending rewards with your new email template, send a test email to yourself. It allows you to enter an email address, recipient name, and reward to test what the template looks like when sending rewards.

To test email templates: 

  1. Sign in to the Tango portal.
  2. Click Templates on the left menu panel.
  3. Click next to the template you'd like to preview.
  4. Select Send Test Email from the menu.
  5. Fill out the form with the email address, recipient first and last name, and reward with which you’re testing the email template.
  6. Click Send Test Email. An email preview of the template will be sent to the email address entered.

Duplicate email templates

You can create a copy of an email template and make adjustments to it. When you copy or duplicate a template, you are creating a new template while still saving your original custom template.

To duplicate email templates: 

  1. Sign in to the Tango portal.
  2. Click Templates on the left menu panel.
  3. Click next to the template you'd like to preview.
  4. Select Duplicate Template from the menu. 
  5. You are taken to Create a custom email template. Enter a new name for the duplicated template and make the required changes.
  6. Click Save. The duplicate template appears under the list of Email templates.
 

Delete email templates

You can delete an existing custom email template. However, if a template has ever been used to send rewards, it cannot be deleted. You can only edit a used email template.

To delete email templates:

  1. Sign in to the Tango portal.
  2. Click Templates on the left menu panel.
  3. Click next to the template you'd like to preview.
  4. Select Delete Template from the menu. A message appears to confirm.
  5. Click Delete.
Note:
You cannot delete a template if you have used it previously to send rewards. You will receive an error stating the template cannot be deleted. You can only edit the template that has been used before.

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TitleManage email templates
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