Namely Tango Card Reward Automation

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Welcome to Namely Anniversary Rewards Automation: Overview and Set Up Guide, your one-stop shop for setting up and launching Work Anniversary Recognition Rewards through an Automated Integration with Namely. You will also be provided program administration capabilities within our simply laid-out portal, you can create reward-email templates, maintain funding, support your employee use of rewards, and much more!

On this page, you'll find links to how-to articles that will guide you through getting started with Tango Card and Rewards Genius—from logging into Rewards Genius for the first time to funding your account and placing your first order. This is the account that will support the automation but it can be used for a variety of other rewards use cases and provides several other ordering services, including one-offs (great for spot awards) and bulk uploads (great for channel incentives or other large audience use cases).

More Resources

Press Release

Namely Blog Post

Tango Card Blog Post

Workato: Our Integration Partner

Once you're ready to get started, here are the steps
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1. Tell us about your Program

* if you already have a Rewards Genius Account, go to Step 3

Go to our Sign Up Page and enter your Program and Company Information.

Choose "RG Integrate" under automation options.

2. Activate and Establish Rewards Genius Account

Once you've received your Rewards Genius email invite, click the button in the email to either create a password or login with Google. How to Activate a New Account walks you through this process in more detail.

For return users, a guide to logging in can be found in How to Log into an Existing Account.


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3. Log into Rewards Genius

Once you've received your Rewards Genius email invite, click the button in the email to either create a password or login with Google. How to Activate a New Account walks you through this process in more detail.

For return users, a guide to logging in can be found in How to Log into an Existing Account.
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4. Create an Email Template (optional)

How to Create an Email Template walks you through the basics, including uploading a banner logo and deciding on recipient support language.

*Note: Any email templates created in our legacy system won't be available in Rewards Genius.
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5. Confirm Reward Item and Amount (required)

Once you've funded your account and created an email template, you're all set for us to turn on the automation. We'll just need to confirm the item being sent to employees on their Anniversary. That is referred to as a Unique Tango ID, or UTID.

You can also choose to send all employees the same amount or different amounts based on years of service.

6. Set Low Balance Alert Level and Notification Email (recommended)

In order to maintain an uninterrupted automation it is necessary to keep the account pre-funded with sufficient balance to service upcoming rewards. You will be able to set up to 3 emails be notified when the balance reaches a level sufficient to allow for the re-funding of the account to be done in time according to program needs.

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7. Configuration

We'll setup a dedicated integration environment for you in our multi-tenant integration platform. Based on your Years of Service-to-Reward-Amount requirements, we will configure one or multiple amounts to be disbursed. You will be provided access to authenticate your Namely connection for sandbox testing. *We are testing the Namely production environment against Tango Card's RDP sandbox.* [SCREENSHOT] (optional)

8. Fund an Account

Rewards automation requires secure Authentication to a pre-funded Rewards Genius Account.

ACH, Wire, or Physical Check

How to Fund via ACH or Wire or How to Fund by Check, provides the information you'll need if you're looking to fund via ACH, wire, or physical check.

*Note: You'll need to include your NEW account number with any ACH, wire, or check you send to Tango Card.

If moving to Rewards Genius from GiftCertificates.com and funding your account via ACH or wire, please use the following bank information:

Bank: Wells Fargo
Account number: 4795191980
Routing number: 121000248
Account name: Tango Card, Inc.
SWIFT code: WFBIUS6S
Bank address: 420 Montgomery, San Francisco, CA 94104
Federal tax ID: 13-4138788

Credit Card

If you want to fund with a credit card, How to Register a Credit Card takes you through registering a credit card. Once you've registered at least one card, How to Fund an Account with an Existing Credit Card shows you how to fund.

*Note: For your security, we're unable to pass credit-card information from our legacy system to Rewards Genius. If you'd like to fund your new account via credit card, you'll need to register that card within Rewards Genius.

9. Go Live!

Once sandbox testing is confirmed, we will set a Go Live date with you, and you will connect to your RDP production environment. Rewards go out!

10. Monitor and Maintain

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