Overview
In your global Portal settings, you'll find a tab called Emails. Use this section to create an email template for each reward type that you plan to make available in the Portal. You'll then select the applicable template when configuring each reward in the “Redeem” section.
When a participant redeems points or cash value for the reward, the Ambassador system will send the applicable notification email with details about the reward.
For Vouchers, this email is required, as it delivers the voucher code. For other reward types, the email is optional but recommended.
Email Details for Each Reward Type
Read below for notification details about each reward type or click here to skip to the setup instructions.
Custom Reward
Since custom rewards are fulfilled by your company (external to Ambassador), we recommend creating a Portal Email for Reward Type = Custom to provide the recipient with details about how and when they can expect to receive the reward. You should also setup a Notification for your internal team or system to fulfill it.
Voucher Code
If you will import one-time use voucher codes, such as free shipping codes or discount codes as a Portal Reward, then you must create a Portal Email for Reward Type = Voucher that includes the "voucher_code" merge tag to send them with one of the codes you've imported.
Tango Gift Card Reward (Digital Gift Cards)
When a participant redeems points or cash value in the Portal for a digital Gift Card, they will receive a secure email from Tango with their unique reward details and instructions to use it.
Since that email will be coming from Tango and not your brand, consider sending a Portal Reward Email from Ambassador that supplements the Tango email, letting the participant know to be on the lookout for the email from Tango via noreply@tangocard.com.
If you setup a Portal Email for this reward type, select the Reward Type = Tango Gift Card Reward in the template. There is no need for gift card related merge tags like the Campaign Gift Card Payment Email since the reward is delivered with the email from Tango.
Tango Cash Reward (Prepaid Cards)
When a participant redeems points or cash value in the Portal for a digital Prepaid Card, they will receive a secure email from Tango with their unique reward details and instructions to use it.
Since that email will be coming from Tango and not your brand, consider sending a Portal Reward Email from Ambassador that supplements the Tango email, letting the participant know to be on the lookout for the email from Tango via noreply@tangocard.com.
If you setup a Portal Email for this reward type, select the Reward Type = Tango Cash Reward in the template. There is no need for Prepaid Card related merge tags like the Campaign Gift Card Payment Email since the reward is delivered with the email from Tango.
Tango Cash Reward (PayPal or Venmo)
When a participant redeems points or cash value in the Portal for a PayPal or Venmo payment, they will receive an email from PayPal/Venmo with instructions to accept the payment. In addition to the PayPal or Venmo email, you can choose to send an email to the participant to be on the lookout for the email from PayPal/Venmo.
If you setup a Portal Email for this reward type, select the Reward Type = Tango Cash Reward in the template. There is no need for Tango related merge tags in your email.
How to configure Portal Reward Email Notifications for participants
First, you have to create and customize the reward Email template(s) in Portal settings. Then, you'll create or update a Reward in Portal settings and assign the applicable reward email template in the Portal Reward Email field.
1. To create a Portal Reward Email template, go to Portal > Emails > select the New Email button.
2. Next, within the Create New Email window, fill in the form fields and type selection.
Email Name: Enter an internal name for the email template.
Make sure that it's uniquely recognizable for each reward type because it will appear in a list of email templates to select from when you setup the Portal Reward.
Subject: Enter a subject line for the email's purpose and follows subject line best practices.
From Email & Name: This will default to the Outgoing Email Address & Domain that is setup in your Account Settings. If you change the email address, there are a two rules to follow:
It must have the same domain as what's verified in your Account Settings, otherwise you'll get an "Invalid Email Domain" error.
It must be an inbox that you can receive responses.
Type: From this list, select the reward type the email template is for. This is used to populate your list of merge tags and to filter the templates when setting up the Portal Reward.
3. Customize the email design, copy, and footer using the editing tool bar or enter your own HTML.
Within the top tool bar, you'll find a list of "Merge Tags" you can use to dynamically populate corresponding information.
Note: Our Unsubscribe link is required, and will provide the recipient a choice of unsubscribing from emails and/or the program. This will only unsubscribe them from the emails sent from Ambassador specifically. If you need to be notified of these unsubscribes, you can setup a recurring Contact report or webhook.
4. Once you have setup the Portal Reward Email templates, you can assign it to an applicable new or existing Reward in Portal setting.
Go back to your Portal settings menu > click Redeem...
To assign it to an existing reward, click the reward from the list > then Edit.
If you need to create a new reward, click the New Redemption Choice button and go through the steps to select the reward type and fill in the reward details.
5. Scroll down to Portal Reward Email section in the Edit Redeem window and select the corresponding email template from the drop-down list.
Note: If no template appears, check your template and make sure you selected the right option in the "Reward Type" field.
Once you're done setting up the reward, you can "Save as Draft" or "Publish".
Internal Team Member Notifications
Click here for instructions to setup an email or webhook notification for your team to receive notice when someone makes a Portal reward redemption.