What is Rewards Genius?

Rewards Genius is the self-serve portal that powers your Salesforce app, making it possible to automatically or manually send e-gift cards directly from your Salesforce instance within the sales or service cloud. Rewards Genius is powered by Tango Card®.

What happens first? 

Prior to using this guide, you’ll need to take three steps:

1.Download the Rewards Genius for Salesforce app from SalesforceAppExchange. 

2.Sign up for a free Rewards Genius account. 

3.Email us to get access to your API keys within your Rewards Genius account. 

What’s covered here?

This guide covers important terminology before walking you through how to set up manual and automatic programs using the Rewards Genius for Salesforce app. It also shows how you’ll manage incentives in Rewards Genius. Please don’t hesitate to email us if you have any questions beyond what’s covered in this guide.

Key Definitions

To help you get the most out of this set-up guide, we’ve provided automatic- and manual-program definitions and examples: 

Manual Programs

Definition: A reward program that enables Salesforce users to send ad-hoc rewards.  

Example: “As part of our referral marketing efforts, I want my sales team to be able to send $100 digital gift cards to customers that refer new accounts.” Create a manual program to enable sales team members to send referral rewards directly from their Salesforce instance whenever the need arises. 

Automatic Programs

Definition: A reward program that’s triggered by a predefined set of rules or process within Salesforce. 

Example: ”I want to send a $50 Amazon.com e-gift card to new customers.” Set lead conversion as the trigger and then simply add an action for the App to automatically send the potential customer a $50 Amazon.come-gift card on a branded email template.

For more about creating automated processes using Process Builder, check out the Salesforcehelp article.

Step One: Connect Rewards Genius to Salesforce

1. Open the AppLauncher within Salesforce.

2. Enter Tango Card into the search bar. When it appears, open the Tango Card Setup. 

3. Finish setting up the connection between Rewards Genius and Salesforce.

4. Enter your Rewards Genius Platform Name and Key to connect the app to your Rewards Genius account. 

Note: If you haven’t already spoken with a Rewards Genius representative, email us to get access to your Platform Key. 

Note: Using a Production Platform Name and Key will result in live funds being used to send rewards.

5. Let Salesforce know how often to send rewards through the App by setting your preferred Job Schedule. 

Note: All programs created using the App will send rewards on the cadence you set here.  

6. Choose the job frequency that works best for your rewards programs. This can be changed at any time.

Continue setting up your app with Part Two.

*Sign-up to watch our on-demand webcast Driving Real Results with Rewards Genius for Salesforce here!

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