Program and UI review
After testing your organization in the sandbox environment and before we can provide access to your production API Keys, you must complete a program and UI review.
During the review, we evaluate the end-to-end recipient experience and make recommendations for best practices to ensure a positive participant experience. All API integrations have to be reviewed and approved by Tango; in some cases our brand or bank partners also require direct approval.
What's needed?
We'll ask you to provide your use cases, type of recipients, end-to-end experience of your recipients, etc. We also ask for your marketing materials such as the way your users sign up and redeem the rewards. You are required to complete the Program Fact Sheet or schedule a live demo with your Tango contact. Reach out to your Customer Success Manager (CSM) or email [email protected] if you don't have a direct contact with Tango.
Follow the process below:
- Notify your tango contact that you are ready to complete the program review. They will notify you if any of the brands you are requesting requires direct approval.
- Complete provided Fact Sheet or schedule a live demo. Program Fact Sheet must be completed for direct brand approval. All screenshots must highlight the specific brand. See Program and UI review Fact Sheet.
- Your Tango contact will review, evaluate, and , if needed, submit the fact sheet to our retail partners for feedback and approval.
- If changes are requested, provide updated screenshots.
- Upon approval, you will be set up with access to production API credentials. Brands that require direct approval will only be added to your production catalog after the brand approves your program.
Note:
- Brands that require direct approval will only be added to your production catalog after the brand approves your program.
- Program Fact Sheet must be completed for direct brand approval. All screenshots must highlight the specific brand.
What's program fact sheet?
Program fact sheet is a form designed to get information for the approval review. The following sections are included in the program fact sheet:
Company overview
Add the following information about your company:
| Question | Description |
|---|---|
| Company description | Enter your company description such as name, etc. |
| Company website | Add your company website address |
| Intended audience | Who's the audience for your product or service? |
| Does your program include participants under the age of 13? | Yes or No |
| Geography of participants | Where are your participants located? |
| Program description | Why are giving rewards? What's your goal or desired outcome? Some examples are: employee recognition, corporate wellness, market research, etc. |
| launch timing | When are you planning to launch your program? |
| Other relevant company information (if applicable) | Enter additional information if applicable. |
Program details
Answer the following information about your program:
| Question | Description |
|---|---|
| Participant locations | Are your participants only in US, another country, or multiple countries? For multinational participants, included your security controls and measures to prevent cross-boarder fulfillment gift cards. |
| Program type and use case | -Is your program for employees such as Continuing Education, Corporate Wellness, etc. -Is your program for Loyalty and Engagement, such as Educational Initiatives, Energy Conservation, etc. -Is your program a payment disbursement -Other |
| Issuance limit | Do you have a limitation in the number of issuances? |
| Role of rewards | What's the award for? Recognition, point redemption, etc. |
| Audience size | How large is your audience size? Under 100k, 100k to 250k, etc. |
| Issuance forecast | What's the forecast for the number of issues? |
Marketing plans
Answer the following questions for your marketing plans:
| Question | Description |
|---|---|
| Will merchant be featured in any marketing Collateral? | Yes, No |
| What's the number of impressions? | 5k, 10k, etc. |
| Marketing locations? | Public facing Website (Internal or behind login) TikTok Printed |
| Timeline for campaign Launch | Date, range |
| Marketing Mockups | Add additional slides or links as needed |
Follow the guidelines below when displaying any brand within your program:
| Item | Description |
|---|---|
| Brand name | Use the correct brand name such as: Amazon.com, Target, BURGER KING®, Under Armour®. |
| Reward name | Use the correct reward name such as: Amazon.com Gift Card, Target eGiftCard, Google Play Gift Code, Visa® Prepaid Card. |
| Card image | Use the approved card image. Do not cover the card or modify it in any way. |
| Disclaimer | Include the brand disclaimer for brands on the page/print. Use a specific brand’s disclaimer on any page that presents the card image, or mark 3 or fewer brands. |
| General Merchant Disclaimer | Include the "General Merchant Disclaimer" when 4 or more brands listed on one page/print. General Merchant Disclaimer: The merchants represented are not sponsors of the rewards or otherwise affiliated with [company name]. The logos and other identifying marks attached are trademarks of and owned by each represented company and/or its affiliates. Please visit each company's website for additional terms and conditions. |
| Redemption instructions and Terms and Conditions | When delivering the card code, the redemption instructions and Terms and Conditions must also be displayed for digital cards. |
Sign up and earn
Show how your participants sign up for your program and earn rewards. Include screenshots of:
- Program introduction
- Participant sign up or User account creation
- How are rewards earned
Redemption experience
Show how your participants find, redeem, and receive rewards. Include screenshots of:
- Initial redemption page
- Catalog options
- Participant choice
- Confirmation page
- Successful reward delivery or receipt
What's next?
Once your review is completed and brands are approved, you'll be invited to your Tango portal to access the API key for your production account. Follow the instructions in this API guide to retrieve your client credentials, platform name and API key. Determine if you'd like to use OAuth 2.0 or Basic Authentication to secure your data. See Secure your data with Tango API .
If you plan to integrate with the RaaS API, you can pull the Merchant Guidelines via GET {URI}/catalogs . See Get all items in the platform catalog
Updated 1 day ago