In this part of the guide, we'll cover manual and automatic program set-up as well as best practices for managing your rewards. Find part one here.

Manual Program Set-Up

  1. Once Salesforce is connected to Rewards Genius, you can set up your first program. We’ll take you through setting up a manual program first. 


2. First things first: Choose the Manual program type.  


3. Complete all of the required fields in the Program Details tab. 

4. Choose which rewards—and the denominations—you’d like your users to be able to send. Available brands are based on what’s loaded into your Rewards Genius catalog. 

Note: The default reward is Reward Link Preferred, our choice card with brands like Amazon.com, Starbucks, Target, and Walmart. 

5. Determine which Salesforce object this program will be available for and which Object fields will map to the provided Rewards Genius fields.

Note: Only one Salesforce object can be selected per Rewards Genius program.


6. View manual program details on the next screen, including reward details and Rewards Genius Customer/Group and Account IDs as well as email template ID. 

How to Send a Manual Reward

Once the program has been created and the Rewards Genius for Salesforce visualforce button has been added to the Lightning record page layout (check out the Salesforce how-to article), your team can start sending rewards!

Note: This app is optimized for lightning. Creating a button while using Classic will require additional steps.

Before sending the reward, users can choose the number of rewards to send and also add a custom message, which will appear in the reward email.

Automatic Program Set-Up

1. Now we’ll take you through setting up an automatic program triggered by Salesforce Process Builder. 

Note: Automatic programs are triggered by Salesforce Process Builder. 


2. This time you’ll choose the Automatic program type.


3. Complete all of the required fields in the Program Details tab. 


4. Choose which reward—and denomination—you’d like to send in this program. Available brands are based on what’s loaded into your Rewards Genius catalog. 

Note: The default reward is Reward Link Preferred, our choice card with brands like Amazon.com, Starbucks, Target, and Walmart. 

5. Once you see the Program Successfully Created pop-up window, you’re almost done! To start triggering the reward program, a Salesforce Administrator will need to create a process in Process Builder.

For help using Process Builder, check out the Salesforce help article.

Manage Rewards

At any point, you can log into your Rewards Genius portal and navigate to the Order History page to view any past rewards sent through Salesforce—from both Manual and Automatic programs.

Take even more control of your gift-card spend by digging into order details, including reward amount and recipient, date sent, and delivery status.


Additional Resources

• Contact rgsales@tangocard.com

• Check out the Salesforce Process Builder help article.

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

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