I have invited someone to my Project and they have not responded.

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

How many envelopes am I able to send?

There is no limit to the number of envelopes you may send. There is a monthly send limit of $1,500 for accounts until they fill out a KYC form. Once

Can I personalize my emails to come from anyone at my company’s domain?

Yes, you can send it from your domain. It will require your IT team to add DKIM and SPF records to your DNS. This will allow any user sending from

What is the difference between the Project Dates & Envelope Expiration Dates?

Project Date is the length of time the project will run. Envelopes cannot be sent outside of the start and end dates of the project. E.g. Black Friday is only

What is the difference in using a Fixed Value and setting a Minimum and Maximum Value when setting up the gift card value?

You can edit your incentive settings by clicking on the “edit” button in the incentives tab

Project Design Tab Overview: SMS, Landing Page, First Email Message

First Email Message – This is the email your recipient receives with their incentive. When they open the email, they’ll click the “Open” button, which takes them to the Landing

Adding Company and Contact Info in Account Overview

Afther you log in go to the drop down menu at the right of the screen click on Account > Account Overview > Information Fill in all relevant information and

What are my payment options?

TruCentive accounts may be funded multiple ways including Credit Card, ACH, Wire Transfer or Check. Funding time is dependent on your banking institution or credit card provider. Credit Card and

Why do I only see four active projects when I have more in my account?

To keep your TruCentive experience fast and efficient, we show four projects. However, you can see the other projects by clicking View All Projects. Navigation bar: Projects > View All

What do the different amounts mean on the Project Tile?

Value: The value of the gift card, or another instrument inside the envelope Available: Dollar amount available in the project to pay for the instrument and delivery fees Committed: The

Know Your Customer

Why do I need to fill out a Know Your Customer (KYC) form? We may have asked you to fill out a Know Your Customer form, sometimes referred to as

How to delete account members

To remove members from your account go to Account > Members Then use the Actions dropdown to select “Remove” then confirm and you are done! Here is a short video