Dynamic Tango Cards allow your users to choose the exact value of the Tango voucher they want to redeem instead of fixed $5, $10 or $50 denominations, using their accumulated points or through expense reimbursements.

☝️Before getting started: Make sure you have an active Tango account connected to your platform. If you haven't set this up yet, check out our guide on how to connect Tango.

2 Use Cases for Dynamic Tango Cards

How the System Works: Inventory vs. Point Programs

To understand the setup order, keep this relationship in mind.

Think of Digital Inventory as creating a product, and Point Programs as putting that product on the store shelf.

• Digital Inventory (The Product): This defines what the item is and how it works behind the scenes, such as whether it’s a dynamic voucher, requires an uploaded receipt, or needs admin approval.
• Point Program (The Store Shelf): This defines how users get it, such as how many points it costs, the point-to-dollar exchange rate, active dates, and which networks can see it.

Rule of thumb: You must build the product in Digital Inventory first before you can put it on a shelf in a Point Program.

Workflow 1: Setting Up “Choose Your Amount" Vouchers

Use this workflow if you want users to freely slide a bar and convert their points into custom voucher amounts.

1. Create the Digital Inventory Item

1. Log into your legacy management dashboard.
2. Click Manage in the top navigation bar and select Digital Inventory from the 5th column.
3. Click the green New Item button in the upper right corner.
4. Fill out the Name, Description, and select active Networks.
5. Scroll to Redemption Workflow:
   • Select Advanced / Custom.
   • Toggle Tango Card Integration to active.

• Add the confirmation message users will see upon redemption.

6. In the final section:
   • Select your Tango account from the drop down and choose the catalog items you want to make available.
   • Under Amount Type, select Dynamic. (This is the key setting for flexible voucher values).
   • Select the email template to send to redeemers.
7. Click Create Item.

2. Attach it to a Point Program

1. Go to Manage > Point Programs (2nd column).
2. Click Edit on an existing program, or click the green button in the upper right corner to Create New Program. (If you need a refresher on general program rules, see [Creating a New Point Program]).
3. Scroll to the Digital Inventory paragraph and click the blue Add Item button.
4. Configure the settings:
   • Name: Give it a title (e.g., Tango Choose Amount).
   • Quantity & Active Dates: Set availability limits and active dates.
   • Cost / Amount: Type in 1 (or another small token amount). In the system right now, it is not possible to set them to 0.
   • Item Delivery: Select the dynamic inventory item you created in Step 1.
   • Sort Order: Set where this appears in the rewards list.
   • Choose-amount value: Enter the dollar value of a single point (e.g., entering 0.25 sets the rate so 4 points equal $1.00).

5. Click Update Point Program (or Create Point Program). Users will now see a flexible slider in their point program.
    

Workflow 2: Setting Up Expense Reimbursements 

Use this workflow if users must upload a receipt that requires admin approval before a dynamic voucher is issued.

1. Create the Reimbursement Digital Inventory Item

1. Go to Manage > Digital Inventory (5th column) and click Create New.
2. Enter a clear Name (e.g., Reimbursement for GRH), write a short description, and choose active networks.
3. Under Redemption Workflow:
   • Select Custom / Advanced Workflow.
   • Toggle Request Additional Info to active.
   • Toggle Additional States to active (this enables the admin review process).
4. Write the confirmation message users will see after submitting their receipt.
5. Under Select User Input Form, choose GRH Reimbursements Form.
6. In the Additional States section, click Add State to build your approval rules:
   • State 1 (Approved): Name this Approved. Toggle both Email and Tango Card to active. In the email receiver field, enter %%user.email%% (or use the token link below the field). Add your own email in CC if desired. Write your approval email, select your connected Tango account, and pick your catalog options.
   • State 2 (Rejected): Name this Rejected. Toggle Email to active and write your rejection notification email.
   • State 3 (Partial): Name this Partial Approval. Toggle Email and Tango Card to active. Compose an email explaining that a partial amount was approved and include contact info for questions.
7. Click Create Item.
    

2. Attach to a Point Program

1. Go to Manage > Point Programs (2nd column) and click Create New Program (or Edit an existing one).
2. Fill out standard program information (Name, Description, Dates, Networks).
3. In the Digital Inventory paragraph, click Add Item.
4. Select your reimbursement item from the Item Delivery drop down.
5. Set Cost to 1 (or another small token amount).
6. Click Create Point Program.
    

3. Reviewing & Processing User Claims

Once live, admins process submitted receipts from the dashboard:

1. Go to Manage > Point Programs (2nd column).
2. Find your reimbursement program and click the Report button next to it.
3. Scroll down to view submitted claims and receipt files.
4. Select an option from the Select an option drop down next to a claim:
   • Approve: Issues a dynamic Tango card for the exact claimed amount and emails the user.
   • Partial: Type in a modified dollar amount (e.g., approving $21 of a $26 receipt), choose approve, and click Go. (Triggers your Partial Approval state).
   • Reject: Denies the claim and triggers your rejection email.
   • Cancel: Deletes invalid or test claims without affecting reporting.
5. Click the blue Go button to complete the action.

Troubleshooting & Tips

Here is a shorter, crisp version that keeps things direct and human.

Troubleshooting & Common Mistakes

• Flexible slider missing: Make sure Amount Type is set to Dynamic in Digital Inventory, and you entered a non-zero rate in the Choose-amount value field in your Point Program.
• Extra 1-point charge: The system requires a cost higher than zero, so users pay 1 point to redeem or claim. Just add a short note in your program description to let users know about the 1-point processing fee.
• Approval emails not sending: Check your Additional States settings. The email recipient token must be typed exactly as %%user.email%% with no extra spaces.
• Payouts failing: Tango vouchers require a $5 minimum. Any redemption or claim under $5.00 will fail to process.
• General setup issues: Double-check your settings. It is easy to accidentally leave a field blank or pick the wrong network.

Always run a quick test claim or redemption yourself first. If you run into issues send us an email and we will be happy to assist.