A few notes before you start:

  • Want to send rewards immediately? You can use the Tango Card Standard Template with the Tango Card Genius logo at the top of each email.
  • The reward message can either be customized at the time of ordering or hard-coded into an email template.


Glossary of Terms:

  • Hard-coded text: Language that can be added to an email template's text boxes that will appear in every reward email that's issued to recipients. 
  • Example: If reward emails will always be sent from your company's name, enter hard-coded text (Company ABC) into the "From Name" field.
  • Dynamic field: A field that changes in every reward email based on information entered when placing an order that's specific to a particular recipient or transaction. 
  • Example: If reward emails will be sent from different managers, inserting a dynamic tag ({{from_name}}) into the "From Name" field will populate the "From Name" field with the sender name specified during the ordering process. 


Click here to watch a short tutorial on How to Create an Email Template in your Rewards Genius portal. 


How to Build an Email Template:

  • Click the blue button in the top right corner of the screen. Click on "Email Templates" from the drop down menu.
  • Click "Create template" in the top right corner of the screen. From here you will be brought to a new, blank Email Template
  • Email template name (required) — enter a name for the email template. Note: Only you will see this; it is not customer facing.
  • From name (recommended) — enter the name you would like to appear in the "From" field of your reward emails.
  • Subject (required) — enter the email subject line that you would like to appear in the subject line field of your reward emails.
  • Add header image (optional) — upload a banner image, which will appear at the top of your reward emails. It must be 650px x 150px in PNG or JPEG format. Note: If no image is uploaded, the standard Tango Card logo will appear.
  • Image alt text (required) — in the rare instance a recipient’s browser does not download the header image properly, this alternative text will appear. We recommend entering in your company name here.
  • Accent color (optional) – the color chosen will be used to display the card $ amount, the redemption URL, and "To Redeem" in the recipient's email.
  • Message body (recommended) — enter hard-coded text, the {{message}} dynamic tag, or a combination of hard-coded text and dynamic tags
  • Closing (optional) — enter hard-coded text, the {{from_name}} dynamic tag, or a combination of the two. 
  • Customer service message (optional)—Tango Card's customer-support contact information is included by default. If you'd like to include your own customer-service information, uncheck the box, confirm you're going to provide your own customer service, and enter that information into the text field. Note: We highly recommend leaving this box checked.
  • Set as default - this option allows you to set the email template as the “Default” to either the platform, group, or account level. We suggest using this option if you know you'll use this template frequently.
  • Click "Preview and Save."
  • Review the email template, and click "Save Template."
  • Note: If an edit needs to be made at any time, you can return to the Email Templates page. There, you'll find all of your saved email templates. Click the corresponding pencil icon to the right of the template name to edit it.


Editing, Previewing, and Send Test Emails:

  • Select the "Edit Template" icon to make any changes to your saved custom email template.
  • Select the "Test Send Email" icon to send a test email to yourself before sending rewards out with your new email template. 
  • Select the "Preview Template" icon to get a preview view of what your email template will look like to end-recipients. 
  • Select the "Copy Template" icon to duplicate that template. Here you can make adjustments to create a new template while still saving your original custom template.
  • Select the "Delete Template" icon to delete a saved custom email template.

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