Manage digital email templates

Digital rewards are sent through Tango by email. Email templates help customize messages and branding that can be used repeatedly when sending rewards. Manage your templates by going to Templates > Digital. Click the three-dots  menu next to an existing rewards template to:

• Preview email templates
• Edit email templates
• Send test email
• Duplicate email templates
• Delete email templates

Preview digital email templates

Select preview to see how your email template will appear to recipients. The preview displays dynamic tags, but it does not populate them with actual values as they would appear in a live reward email.

To preview email templates: 

1. Sign in to the Tango portal.
2. Click Templates on the left menu panel.
3. Go to the Digital page, hover over a template, then click the three-dot  menu next to the template.
4. Select Preview Template from the menu. The template preview is displayed in the Tango app browser window.

Edit digital email templates

You can update your saved custom email template at any time by selecting the "Edit" option.

To edit email templates: 

1. Sign in to the Tango portal.
2. Click Templates on the left menu panel.
3. Go to the Digital page, hover over a template, then click the three-dot  menu next to the template.
4. Select Edit Template from the menu.
5. Start editing the fields.  Refer to our document to learn how you can Create a digital email template.

Send test email

Before sending rewards using your new email template, it’s recommended to send a test email to yourself. The email address is auto-filled, and you can manually enter the recipient’s first and last name, and select a reward. It allows you to preview exactly how the email will appear to recipients when rewards are delivered.

To test email templates: 

1. Sign in to the Tango portal.
2. Click Templates on the left menu panel.
3. Go to the Digital page, hover over a template, then click the three-dot  menu next to the template.
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 duplicate, you create 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. Go to the Digital page, hover over a template, then click the three-dot  menu next to the template.
4. Select Duplicate Template from the menu. A copy of your existing template will appear allowing you to rename it and make any necessary edits without altering the original:
   
    
   
   
5. Enter a new name and make the required changes.
6. Click Save. The duplicate template appears under the list of Email templates.

Delete email templates

You can delete a custom email template, but only if it has never been used to send rewards.
Once a template has been used, it cannot be deleted — it can only be edited.

To delete email templates:

1. Sign in to the Tango portal.
2. Click Templates on the left menu panel.
3. Go to the Digital page, hover over a template, then click the three-dot  menu next to the template.
4. Select Delete Template from the menu. A confirmation prompt appears asking you to confirm the deletion.
5. Click Delete.

More resources

• Create an email template
• Create a print template
• Use dynamic tags in email templates
• Email template FAQ