Tango Card Rewards Genius for Salesforce App Set-Up Guide

This document introduces the set-up guide of Rewards Genius for Salesforce App


Tango Card Rewards Genius for Salesforce App Set-Up Guide - cover page
Brand
Tango Card
Category
Other
Document type
User Manual
Language
English
Pages
39
File format
PDF
File size
7.7 MB
Published
26 October, 2023
Updated
26 October, 2023
MD5 checksum
757997043D81CB6946832EF2CE0E88E2

About this manual

This guide explains how to set up the Rewards Genius for Salesforce app, including connecting it to your Salesforce instance and configuring manual and automatic reward programs. It also covers managing sent rewards through the Rewards Genius portal.

The setup process involves downloading the app, signing up for an account, obtaining API keys, and authorizing the connection. You can configure job schedules and manage rewards via the Order History page.

What's inside

  • Before You Start
  • Key Definitions
  • Connect Rewards Genius to Salesforce
  • Manage Your Rewards

Frequently asked questions

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.

What is the Rewards Genius for Salesforce app used for?

It allows users to automatically or manually send e-gift cards from their Salesforce instance.

Where can you view past rewards sent through Salesforce?

Log into Rewards Genius and navigate to the Order History page.

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