Gift Card & Incentive Return Policy

Overview To ensure consistency, security, and vendor compliance, we have updated our policy regarding gift cards and incentives that have already been claimed and delivered. Policy Update Effective immediately, we are

Qualtrics Integration

Creating a connection between your Qualtrics account and TruCentive is simple. It requires no special Qualtrics permissions and incurs no additional costs. Steps: Contact Support@trucentive.com and request a connection. Provide

Returning Account or Project Funds

You can request a refund on account funds through the TruCentive Platform. First go to the Billing>Overview tab

How to add/remove members at project level

Account > Members > Project Level Click the Actions drop-down menu in the far-right column, then click Delete to remove the member. You may also click on edit in the

Can my survey automatically send incentives?

Yes! TruCentive can integrate with the apps you use every day, including Salesforce, Qualtrics, Momentive, Zapier, RedCap, SugarCRM, Namely, and many others. Account > API > + Create New Grant

How do I invite people to my project?

Home Page > Accounts > Members To invite another person or a group of people to your account or project, first go to the Home Page on the platform On

Can TruCentive let me know when my account is low on funds?

Yes! Account > Funding Reminders > Add Funding Reminder > choose Account or Project > click Create Funding Reminder On the gray navigation bar on the left side of your

How long does it take for funds to be deposited in my account?

Time to process your deposit ACH – Deposit may take up to 6 business days Check – Deposit may take up to 6 business days Credit Cards – Deposit may

Which credit cards does TruCentive accept as forms of payment?

TruCentive makes it easy to fund your account so you can start sending rewards right away. In addition to options like ACH, wire transfer, and check, many customers prefer the

What is an envelope?

An envelope or delivery is sent from a project via email and/or text. The envelope contains an instrument, which can be a number of different things, including coupons, vouchers, gift

What is a project?

A Project is designed around a specific activity, holiday, event, or need (e.g., Happy Birthday Project, Retirement Project, $25 Amazon Subject Compensation, $5 Coffee Webinar Program, etc.). A Project can

How do I set up gated delivery?

Determine which code suits your project Envelope deliveries can be Gated, requiring users to perform an action in order to unlock and receive the Incentive. In settings: The Sender has