How to Add Tango Card Incentive to Qualtrics Survey

Before you begin, please note that the Tango incentive must be added to the Qualtrics Survey that is created by your study team. Once you have created your survey, follow the steps below to add the incentive to your survey BEFORE sending the survey to your participants to complete. Failure to complete the following steps before the survey is distributed will result in your participants not receiving their gift card at the end of their survey.

 

1. Log in to your Qualtrics account on the UTRGV Home page. Click on the Survey for which you will be creating a workflow with Tango. 

Qualtrics XM home page displaying a list of available surveys to continue.

 

 

 

 

 

 

 

 

 

 

 

2. Click on ‘Workflows’

Qualtrics survey editor screen for ‘Tango Card Test Survey,’ with the survey name displayed in the top navigation. The Workflows tab is highlighted.

 

3. Click ‘Create a Workflow’

Workflows page in Qualtrics for ‘Tango Card Test Survey’ with an option to create a new workflow.

 

4. Click on ‘Started when an event is received’

Expanded ‘Create a workflow’ menu in Qualtrics showing options to browse templates or create a workflow from scratch using event‑based or scheduled triggers.

 

5. Click on ‘Survey Response’

Workflow trigger selection screen in Qualtrics, with the ‘Survey response’ trigger available among other event options.

 

6. Ensure ‘Newly created responses’ has a checkmark and click ‘Save’

Qualtrics Workflow editor showing the ‘Survey response’ trigger settings, with options to detect newly created responses, include additional response types, select the response language, and buttons to save or cancel the configuration.

 

7. Click on the ‘+’ and then click on ‘Add a task’

Qualtrics workflow editor showing a survey response trigger with options to add a task or decision.

 

8. Search for ‘Tango’ in the search box. Select Tango as an extension.

Choose a task dialog in Qualtrics showing the Tango task for sending digital incentives to respondents.

 

9. If you’re connecting your Tango Platform to Qualtrics for the first time, select 'Add a user account'. 

Tango integration setup in the Qualtrics workflow editor prompting the user to add or select an account before continuing.

 

NOTE: Get Qualtrics API Key from Tango Portal 

  • Sign in to the Tango portal.
  • Click Integrations on the left menu. 
  • Find the Qualtrics app and click Manage.

Integrations page showing the Qualtrics integration with an option to manage its settings.

  • On the next page, click 'Integration settings'. 

Qualtrics integration details page showing a list of incentives, with navigation options including ‘Integration settings’ and ‘Add incentive’.

  • The 'Qualtrics API keys' page contains the information you need to complete Step 10 and Step 11. 

Qualtrics API credentials page showing a masked API key selected from the list. The API key details panel is open, displaying the platform name ‘TheUniversityofTexasRioGrandeValley’ and the masked API key, with copy buttons available next to each field for copying the information.

 

10. To establish the connection in the Qualtrics application, enter the following:

  • Name: (This name will only be used internally to refer to this account.)

  • Username: Enter the platform name in your Tango portal. 

  • Password: Enter the Qualtrics API keys. The username and password are case sensitive. 

 

11. Click 'Connect account'. You have connected the account for the Tango task in your workflow. 

Qualtrics Workflow editor showing the Tango ‘Add a user account’ screen, with fields for account name, username, and password, and options to go back, cancel, or connect the account.

 

12.  Choose how you’ll collect Respondent Email addresses. When building the survey to collect the participants email addresses, it is crucial to eliminate the option for anonymous responses. This is essential if you wish for participants to receive a reward, as all rewards are sent through email. 

*Please note, your survey must include a field that asks for the participant's email address in order for the Tango Card to be distributed.

 

13. Enter the Tango Incentive Reference ID provided to you by the OCR Representative via email. 

 

14. Review the incentive details and click Save. Your incentive is ready to go! 

Tango incentive task configuration screen in Qualtrics, with fields for respondent email, incentive reference ID, and options to save the task.

 

For additional information read the Article - About Qualtrics. 

 

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