Program Administrators are responsible for maintaining a valid credit card in the Brand Integrity Platform to ensure uninterrupted service from Tango for gift card funds (if the company uses a credit card transaction to fund the account). For information on keeping a balance, check out the article on how to add funds.
Set up credit card account
Navigate to the Configuration page of the Admin panel by selecting Configuration from the Settings drop-down menu.
Click on Accounts under the Catalog section of the left-hand sidebar to access the Setup Catalog Accounts page. Click Add New Account to add a credit card.
Fill in the Account Information.
Active: Check this to have the account active in the system.
Default Account: Indicates that the credit card account is the default. (You can have multiple cards set up (e.g., one per location), but there has to be a default card set up in case there is an instance where a user is not assigned to the groups the cards are set up to.)
Account Name: Enter a descriptive name for the account (e.g., Default Blue Inc. Redemption Account).
Email: Enter the email address for communications from the gift card vendor, Tango. Emails will come directly from Tango when the credit card is charged or when the account balance is low.
Automatic Account Refill: Check this if you want the card to be charged automatically when it reaches the minimum. Otherwise, the email associated with the account will receive a notification when the balance is low.
Balance Minimum: What is the minimum amount that should be allowed for the account. Brand Integrity recommends a balance of $250 - $500 to ensure uninterrupted redemption.
Amount to Fund upon reaching minimum: The amount to charge to the card once the account balance reaches the minimum.
Using this Account (people, roles, and groups): Indicate which groups' redemption activity should be managed via this credit card account. Leave it blank for the default card and/or for all users.
(Please note: Adding funds to a new credit card can take up to 72 hours for approval with our gift card vendor, Tango.)
Check out this article on how to add a credit card or edit an existing card on an account.