SaaSquatch Help Center

This guide will walk you through the steps of hooking up a TangoCard Account/Group with funds to your SaaSquatch tenant.

🔗 SaaSquatch TangoCard Integration

The Rewards Genius sandbox can only be linked to your SaaSquatch Test tenants.

As a security precaution, Rewards Genius can only be hooked up to your SaaSquatch Live tenants.

🔗 Using your own external TangoCard Account

If you were onboarded with SaaSquatch after 2020, you will most likely have your own TangoCard Rewards Genius login with full control over your users, funding, reporting, orders, and most importantly, Groups and Accounts.

Follow the instructions below to ensure that the correct Account from the correct Group is funding your SaaSquatch rewards.

  1. Head to the rightmost "Settings" tab in top navigation of the SaaSquatch administrative Portal.
  2. Select 'Integrations' from the sub-menu.
  3. Scroll down to Tango and click on the inverted caret in the bottom right-hand corner to open the menu.
  4. Select "Custom TangoCard Account (Advanced)" from the 'API Platform Options' drop-down menu. TangoCard Integration
  5. Login into the Rewards Genius. Click the blue button in the top-right corner, then click Accounts and Users from the drop-down menu.
  6. Make sure you select the Group and Account that you want associated with your SaaSquatch tenant.
  7. Retrieve your "Group Identifier" and enter it into your 'Customer ID' in the Tango integration within SaaSquatch. Group ID
  8. Retrieve your "Account Identifier" and enter it into your 'Account ID' in the Tango integration within SaaSquatch. Account ID
  9. Insert your main TangoCard username (in the example below it is KyndraDemo) into 'Platform Name' in the Tango integration within SaaSquatch. Platform Name
  10. Retrieve your API key and enter it into the 'Platform Key' in the Tango integration within SaaSquatch. If you do not have access to your TangoCard API keys, you may need to contact your administrator to provide you with permissions or TangoCard support to enable the feature.
  11. Click [Connect]. If your details are correct, the integration will be connected and saved.

Do not enter your ETID (TangoCard email template IDs) into the Tango integration Referrer/Referred Template ID. This configuration is part of our legacy TangoCard setup. Refer to "Setting up your ETIDs" below for more information.

🔗 Using an internal SaaSquatch-managed TangoCard Account

If you were onboarded with SaaSquatch prior to 2020, you will most likely have a TangoCard Rewards Genius login with limited control over your users, funding, reporting, orders, and access only to a single Group and Account within SaaSquatch's main account.

As internal SaaSquatch-managed TangoCard Accounts are set-up by the SaaSquatch team, your integration will most likely already be set up for you. However, please refer to the following instructions if you were invited to the Rewards Genius under the SaaSquatch managed account and do not see your Tango integration already connected.

  1. Head to the rightmost "Settings" tab in top navigation of the SaaSquatch administrative Portal.
  2. Select 'Integrations' from the sub-menu.
  3. Scroll down to Tango and click on the inverted caret in the bottom right-hand corner to open the menu.
  4. Select "SaaSquatch Hosted (Recommended)" from the 'API Platform Options' drop-down menu. SaaSquatch Hosted
  5. Login into the Rewards Genius. Click the blue button in the top-right corner, then click Accounts and Users from the drop-down menu.
  6. Select the Group and Account that is associated with your SaaSquatch tenant. You should only see one Group/Account.
  7. Retrieve your "Group Identifier" and enter it into your 'Customer ID' in the Tango integration within SaaSquatch. Group ID
  8. Retrieve your "Account Identifier" and enter it into your 'Account ID' in the Tango integration within SaaSquatch. Account ID
  9. Click [Connect]. If your details are correct, the integration will be connected and saved.

Do not enter your ETID (TangoCard email template IDs) into the Tango integration Referrer/Referred Template ID. This configuration is part of our legacy TangoCard setup. Refer to "Setting up your ETIDs" below for more information.

🔗 Setting up your ETIDs

As programs are able to issue multiple rewards for all types of users, we now allow the association of ETIDs at a reward level.

Enter your ETID at the reward level under "Custom TangoCard Email Template ID (Optional)". This will send off the indicated email template along with that specific reward setup.

ETID Config

If you are using a SaaSquatch-managed TangoCard account, the Success team will need to set up your email templates and associate them with your rewards on your behalf.