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
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
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
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
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
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
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
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
Two things you can do: 1. Resend the invitation: Go to Accounts > Members > Project. You can resend by clicking Action > Resend. 2. Ask the recipient to check
