Salesforce

Send digital rewards with Tango

« Go Back

Information

 
Answer

Your Tango portal comes with a modular catalog of rewards you can send digitally. Customize your platform’s catalog with Choice products (Reward Link®, Promo Link, and Disbursement Link), gift cards, cash equivalent options, and many more.

Note: To add rewards to your catalog, some restrictions may apply. Contact your Customer Success Managers (CSM) or success@tangocard.com for more information.


For digital rewards, email is the default mode of delivery. Digital rewards sent with Tango arrive in the recipient's email inbox and are ready for redemption right away. After choosing what reward to send, select an email template with personalized messaging and branding options. See Create a custom email template.

If you would like to send rewards to more than 15 recipients in a single order, read about how to Send rewards in bulk. For Printed Reward Link® and physical delivery, see Send Printed Reward Links with Tango.
 

Note: Your Tango platform comes with a few Reward Links by default. To get additional rewards added to your account, or to send rewards to other countries besides United States, contact your Customer Success Managers (CSM) or success@tangocard.com.


Follow the instructions below to send digital rewards to your recipients:

Step 1: Select a digital reward

  1. Sign in to the Tango portal.
  2. Click  Send rewards from the left menu.
  3. Narrow down your search. Setting the delivery filter to email, filters out any physically mailed rewards.
  4. Select a reward by clicking on it. Choice items such as Reward Link® have the option to View redemption options before adding them to your cart.



Step 2: Customize your email message

Are you interested in sending custom email messages to your recipients? The default Email Delivery template for your platform is automatically applied before checkout. You can use a custom email template that you have created before, or create a custom email message before you proceed to the checkout.

To edit or change the email delivery template:

  1. Click Edit/Change to customize your email message:
    • If you click Edit/Change at the top of the page when filling out the amount and recipient information for a selected reward, the changes apply to all rewards added to this order.
    • If you click Edit/Change next to a reward while reviewing the Shopping Cart, the changes apply to that reward only.
  2. In the Edit/Change page, you have the option to Switch Template and edit the Message and From Name fields of the selected template. See Send custom email messages for full instructions.
  3. Click Apply Template to make changes, or click Back to go to the Shopping Cart.


     



Step 3: Fill out recipient and reward information

  1. Enter reward amount, recipient's first name, and delivery email. Last Name and Notes are optional.
     
    Note: The message entered in the Notes section is internal and not visible to the reward recipient. Internal notes can be viewed from the Orders page.
  2. You can add more Recipients (up to 15 for this order) if needed. For more than 15 recipients, we recommend to Send rewards in bulk.
  3. Click Add to cart for more shopping, or Proceed to checkout.


     
  4. In the confirmation window, select one of the following options:
    • Go to cart: to edit or delete any items you no longer need. You can edit or change the email template by clicking Edit/Change next to a reward. The changes apply to that reward only. Then click Checkout to go to the Checkout page. 
    • Proceed to check out all items: to view the order summary and check out all items in the cart. It takes you to the Checkout page.



Step 4: Place order

When you are ready, pay for the reward and place your order:

  1. Click Account switcher  on the left menu to select the account you’d like to send rewards from.
  2. Select a Payment option for your reward. In the selected account, you can see credit cards registered to the selected account as well as the current account balance. Select one of the registered credit cards or the account balance to use for the payment. The last used payment method remains as default until changed.


     
    • If necessary, click Add payment method to register a new credit card to the account here.
    • You can click Add Funds to account to either use one of the registered funding methods to add more funds to your account’s balance, or transfer funds between two accounts of the same currency on your platform.


       
  3. Add Order PO Number. The Purchase Order number is optional and internal.
  4. Add any Order Notes. The Order Notes are optional and internal.
     
    Note: The Order Notes entered in the checkout page applies to the entire order, whereas the notes entered in the Notes field when you started, belongs to the line item they were entered for.
  5. Click Place order.
    You're routed to the Order summary page where you can check the status of your order. See Order statuses in Tango. To edit or delete a reward, see Edit or delete items in the cart.

Note:
  • You can add multiple rewards to your cart before checking out. But, if you upload a bulk order when there are other rewards in your cart, the bulk order overrides what is currently in the cart.
  • If you have selected a combination of rewards with multiple currencies, the total amount appears in your account’s default currency. For example if your account default is US dollar, the sum of multiple currencies appears as USD in the checkout page.
  • If all of your rewards in the shopping cart have one currency, the order summary shows the total in that foreign currency as well as your default currency (such as US dollar). See example: €100.00 ($104.84).


Once a reward has been sent, notes and details associated with it can't be changed. Only the recipient's email address can be updated in case it was entered incorrectly when the reward was sent; rewards can't be sent to anyone other than the original recipient.

The best way to prevent issues when sending rewards is paying attention to the details entered and avoiding errors prior to placing your order, but errors may still occur. Read below for common issues and resolution steps.

Can't Proceed to Checkout or Add to Cart

If the button to Proceed to Checkout or Add to Cart is grayed out when adding rewards, this means that not all required information for the reward(s) was filled out, or a field might contain invalid characters. Try the following steps:

  • Check all of the required fields for your reward(s) have been filled out: the recipient's first name, email address, and the reward amount.
  • Confirm information in required fields doesn't have extra spaces in front of or behind entered text.
  • If you've been copying and pasting recipient information such as email addresses, try typing the email addresses instead.
  • Try logging out of Tango, clear your browser's cache and cookies, and log back in. You will need to re-select the reward(s) you want to add to your cart and fill out their information again before checking if they can be Added to Cart.
  • If issues persist, use the chat agent at the bottom right of the screen to open a new case with our support team.

An error appears when Placing Order

You may get to the checkout page, and click Place Order only to see a pink banner appear at the top of the screen "Oops! Something went wrong..." - this can happen if there is a genuine error upon generating rewards, and it may require placing the order once more. Try the following steps:

  • Check if the reward(s) you are trying to send are part of an outage by searching the Tango Rewards Status page at https://rewardstatus.tangocard.com 
  • Check the Orders page from the left menu to see if a new reward order had just been placed - the most recent orders appear at the top.
  • Confirm if any funds were withdrawn from your Tango Account by checking its balance.
    • Check Funding history if you used the Pay at Checkout feature.
  • Once you have checked the order wasn't placed and if there are any outages impacting sending rewards, make any necessary adjustments to your order and try sending the rewards once more.
  • If issues persist, use the chat agent at the bottom right of the screen to open a new case with our support team.

More resources

TitleSend digital rewards with Tango
URL NameSend-rewards-with-Tango-by-email

Powered by