Digital rewards sent through Rewards Genius arrive by email, and email templates help customize messages and branding that can be used repeatedly when sending rewards. The reward message can either be customized at the time of ordering or hard-coded into an email template.

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.

There are three steps for creating an email template:

  1. Details: Customize the email template, including email banner, message, and more

  2. Access Levels: Set template access to the entire Platform or specific Accounts or Groups

  3. Defaults: Set a template as the default for the Platform or specific Accounts or Groups

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Glossary of Terms:

  • Hard-coded text: Text entered into the email template's fields that will appear the same in every reward email issued to recipients. 

  • Example: If you are sending the same message to all reward recipients - this can be hard-coded by entering the static message text into the Message Body field.

  • Dynamic field: Text that changes in reward emails based on information entered when placing an order. 

  • Example: If you are personalizing a message to each recipient, inserting the dynamic tag {{message}} into the Message Body field will populate the field with a message entered in the bulk upload message column, or allows it to be overwritten when sending rewards using the standard order method.

  • ETID: A unique ID associated with an email template. Each custom template is randomly assigned an ETID upon creation.

  • Example: When creating a bulk order upload file, there is a column to insert an ETID for each order. Learn more about ETIDs here.

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How to Build an Email Template: Details

Click the blue account menu in the top right corner of the screen. Click on Reward Templates from the drop down menu.

Click Create Template in the top right corner of the screen.

Name your template and continue.

After starting the process by naming your template, you will be taken to the details page to customize fields that will appear when the template is sent out:

  • Sender Name/From Name (required) — enter a name that will appear as the sender/from name when the reward email is sent. This is visible in the "From" field in the recipient's inbox. This field cannot use dynamic tags.

  • Subject (required) — enter the email subject line that will appear as the email subject for reward emails. This field can use dynamic tags.

  • 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. Images that have different dimensions may appear distorted. Note: If no image is uploaded, the standard Tango Card logo will appear.

  • Image alt text (optional) — if the recipient's email client or browser does not download the header image, the alt text will appear instead. Screen readers will also read out the alt text for the image. This can be your company name, or the text that is on your custom header.

  • 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. This needs to be in a hexadecimal code or selected using the color picker in the template builder.

  • Message body (required) — enter hard-coded text, the {{message}} dynamic tag, or a combination of hard-coded text and dynamic tags. Dynamic tags will only populate when corresponding fields have been filled out in the order. It is possible to override the message body for any template during the Standard Order Flow by selecting to edit the template per line item. Learn more about customizing the email message for individual line items here, and batch orders here.

  • Closing (optional) — enter hard-coded text, the {{from_name}} dynamic tag, or a combination of the two. 

  • Customer service message (optional)—By default, this is a link to the Tango Card support center. 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.

When you are finished with customization, review the email template, and click Next at the top to move onto setting article Access Levels. All required fields must be filled out before moving on to the next step.

Next Step: Set Email Template Access Levels

Learn how to manage existing email templates here.


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