Salesforce

Send digital rewards by email

« Go Back

Information

 
Answer

With the Tango portal, you can send digital rewards via email to recipients worldwide. Rewards include Choice products (Reward Link®, About Promo Link™, and About Disbursement link), gift cards, and cash equivalent options

You must have the right user roles and permissions to send rewards in Tango portal. See Roles and permissions in Tango.

 

Note: 
  • Your Tango platform includes the Reward Link® by default. To add other rewards or to send rewards outside the United States, contact your Customer Success Managers (CSM) or success@tangocard.com.

  • Email is the default digital delivery. Other digital delivery options such as Text, QR code, and WhatsApp (🚧 Coming soon), are available only if they’re enabled at the platform level. See Ordering options in Tango.

Step 1: Select a digital reward

To view email-deliverable rewards only, set the Delivery method filter to Digital delivery when browsing the catalog. Once you’ve made your selection, you’ll move on to customize your message and enter recipient details.

To select a digital reward:

  1. Sign in to the Tango portal.

  2. Click Send rewards from the left menu.

  3. (Optional) Use the search bar or filters at the top to narrow down your reward options. Set the Delivery method filter to Digital. See Search and filter your reward catalog

     

  4. Select a digital reward from the catalog.

  5. For rewards with multiple redemption options (such as Reward Link®s), click the link in the reward box to preview available brands.

  6. Make sure Email is selected as the delivery method. Email is the default delivery option for Tango platform.



    Next, you’ll proceed to select the digital template and customize your message.

Step 2: Customize your email message (optional)

Your platform automatically applies the default digital template before checkout. To personalize the message, select a custom template or add a unique note for your recipients.

Best practices:

Use a custom digital template instead of the standard template (ETID E000000) when possible. The standard template delivers rewards but uses the generic "Tango Card" as the sender name rather than the specific sender.


To customize your message:

  1. Click the template box to select a different digital Template or add a personalized message.

  2. Review your changes in the preview pane and click Use template.

Note: 
  • Select your template before adding a personalized message or editing the "From Name." Changing the template after entering these details will clear your changes.

  • The template you select applies to all recipients added before you click Proceed to checkout or Add to cart. You can customize templates for individual rewards from the cart before finalizing your order.

  • For more information about personalized messages and advanced customization, such as editing the subject line or sender name, see Send personalized messages with rewards.



Step 3: Add recipients

    You can add recipients individually or import recipients from a spreadsheet for faster entry. For email delivery, you must have an email address.

    To add recipients:

    1. Enter the recipient information. To add more recipients:

    2. (Optional) Enter Recipient last name and Notes (internal).

      Note: 

      The Notes (internal) field is for internal tracking only and are not visible to recipients. Use it consistently to simplify reporting and auditing. It makes filtering and reviewing orders easier later. See Manage line items in Tango orders.



    Step 4: Place order

    You can now review your order, edit your cart if needed, select a payment method, and schedule delivery before placing your order.

    To place your order:

    1. Enter the Amount.

    2. Review all recipient details, reward amounts, and your selected message template.

    3. For checkout, select one of the following options:

      • Add to cart: Select this option to continue shopping. You can Edit or Delete items in the cart before checkout. Changes to the digital template apply only to that reward.

      • Proceed to checkout: Select this option to view your order summary, payment options, schedule delivery, or place your order.

    4. Select the correct Tango Account and payment method. Based on the selected account, you'll see payment options such as registered credit cards and the current account balance. The last-used payment method remains the default until you change it.



    5. Enter Additional order information:

      • Order PO Number: Add the order PO number for your internal tracking (optional).

      • Order Notes: Add any notes that apply to the entire order (optional).

    6. (Optional) To schedule delivery, click Deliver now, then pick a future date and time. Click Schedule delivery to confirm. See Send rewards with scheduled delivery.


     

    How do multi-currency orders display at checkout?

    • You can add multiple rewards to your cart before checking out. However, uploading a bulk order replaces existing items in your cart. See Send bulk digital and printed rewards with Tango.

    • If your cart has rewards in multiple currencies, the total displays in your Tango account's default currency. For example, if your default currency is US dollars, the checkout page shows the combined value of all rewards as USD.

    • If all rewards in your cart use the same foreign currency, the order summary displays the total in that currency and your default currency. For example: €100.00 ($104.84).

      • Click Add payment method to add a new credit card in the account.

      • Click Add Funds to account to deposit or transfer funds.

    What do your recipients receive?

    Recipients receive an email from the configured sender name. If you are using the default ETID (E000000) in your template, the sender name shows up as "Tango Card". The email includes your message, a link or button to redeem, and instructions based on reward type.

     


    More resources

     

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

    Powered by