{"id":789,"date":"2024-10-10T19:39:40","date_gmt":"2024-10-10T19:39:40","guid":{"rendered":"https:\/\/trucentivemail.com\/Help\/?post_type=ht_kb&#038;p=789"},"modified":"2026-04-22T20:12:15","modified_gmt":"2026-04-22T20:12:15","slug":"setting-up-incentives-delivery-in-microsoft-teams","status":"publish","type":"post","link":"https:\/\/trucentive.com\/success\/setting-up-incentives-delivery-in-microsoft-teams","title":{"rendered":"Setting Up Incentives Delivery in Microsoft Teams"},"content":{"rendered":"\n<p>Your organization\u2019s Teams admin must install the TruCentive application for your entire Microsoft Teams organization. Follow these steps:<\/p>\n\n\n\n<ul start=\"1\" class=\"wp-block-list\">\n<li>Log in as an administrator to your Microsoft Teams Admin Account:&nbsp;<a href=\"https:\/\/admin.teams.microsoft.com\/\">Microsoft&nbsp;Teams&nbsp;Admin&nbsp;Center<\/a>.<\/li>\n\n\n\n<li>In the sidebar, navigate to&nbsp;<strong>Teams Apps &gt; Manage Apps<\/strong>&nbsp;and search for &#8220;TruCentive.&#8221;<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img fetchpriority=\"high\" decoding=\"async\" width=\"1024\" height=\"523\" src=\"https:\/\/trucentive.com\/success\/wp-content\/uploads\/2024\/10\/Screenshot-2026-04-22-at-3.08.15-PM-1-1024x523.png\" alt=\"\" class=\"wp-image-1505\" srcset=\"https:\/\/trucentive.com\/success\/wp-content\/uploads\/2024\/10\/Screenshot-2026-04-22-at-3.08.15-PM-1-1024x523.png 1024w, https:\/\/trucentive.com\/success\/wp-content\/uploads\/2024\/10\/Screenshot-2026-04-22-at-3.08.15-PM-1-300x153.png 300w, https:\/\/trucentive.com\/success\/wp-content\/uploads\/2024\/10\/Screenshot-2026-04-22-at-3.08.15-PM-1-768x392.png 768w, https:\/\/trucentive.com\/success\/wp-content\/uploads\/2024\/10\/Screenshot-2026-04-22-at-3.08.15-PM-1-1536x785.png 1536w, https:\/\/trucentive.com\/success\/wp-content\/uploads\/2024\/10\/Screenshot-2026-04-22-at-3.08.15-PM-1-2048x1046.png 2048w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ul start=\"1\" class=\"wp-block-list\">\n<li>Click on the TruCentive app and when the modal opens click on the &#8220;Add&#8221; button.<\/li>\n\n\n\n<li>From the sidebar navigation go to: Teams Apps &gt; Setup Policies&nbsp;<\/li>\n\n\n\n<li>Under the &#8220;Manage policies&#8221; Section click on the &#8220;Global (Org-wide default)&#8221; policy.<\/li>\n\n\n\n<li>Under the Installed apps section click &#8220;+ Add apps&#8221; and then select the TruCentive app.<\/li>\n<\/ul>\n\n\n\n<ul start=\"1\" class=\"wp-block-list\"><\/ul>\n\n\n\n<ul start=\"1\" class=\"wp-block-list\"><\/ul>\n\n\n\n<p>______________________________________________________________________________________<\/p>\n\n\n\n<p><\/p>\n\n\n\n<p>The TruCentive Microsoft Teams app is now installed for your organization. Below are the steps for a TruCentive Administrator account user to send their first envelopes through Microsoft Teams:<\/p>\n\n\n\n<ul start=\"1\" class=\"wp-block-list\">\n<li>Create a TruCentive project with a fixed value incentive amount.<\/li>\n\n\n\n<li>Login to Microsoft Teams<\/li>\n\n\n\n<li>Navigate to the TruCentive App either in the sidebar (if your Teams Admin pinned it there) OR in the ellipsis &#8220;&#8230;&#8221; sidebar. Then click on the &#8220;Admin&#8221; tab.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1024\" height=\"1016\" src=\"https:\/\/trucentive.com\/success\/wp-content\/uploads\/2024\/10\/IMG_2EE9C84278B0-1-1024x1016.jpeg\" alt=\"\" class=\"wp-image-793\" srcset=\"https:\/\/trucentive.com\/success\/wp-content\/uploads\/2024\/10\/IMG_2EE9C84278B0-1-1024x1016.jpeg 1024w, https:\/\/trucentive.com\/success\/wp-content\/uploads\/2024\/10\/IMG_2EE9C84278B0-1-300x298.jpeg 300w, https:\/\/trucentive.com\/success\/wp-content\/uploads\/2024\/10\/IMG_2EE9C84278B0-1-150x150.jpeg 150w, https:\/\/trucentive.com\/success\/wp-content\/uploads\/2024\/10\/IMG_2EE9C84278B0-1-768x762.jpeg 768w, https:\/\/trucentive.com\/success\/wp-content\/uploads\/2024\/10\/IMG_2EE9C84278B0-1-1536x1525.jpeg 1536w, https:\/\/trucentive.com\/success\/wp-content\/uploads\/2024\/10\/IMG_2EE9C84278B0-1.jpeg 1874w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ul start=\"1\" class=\"wp-block-list\">\n<li>Sign in to the Microsoft Teams TruCentive Admin app using your TruCentive Admin credentials.<\/li>\n\n\n\n<li>Select the project from which you want to send. Please note that only fixed-value projects are allowed.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1024\" height=\"533\" src=\"https:\/\/trucentive.com\/success\/wp-content\/uploads\/2024\/10\/Screenshot-2026-04-22-at-2.56.54-PM-1024x533.png\" alt=\"\" class=\"wp-image-1498\" srcset=\"https:\/\/trucentive.com\/success\/wp-content\/uploads\/2024\/10\/Screenshot-2026-04-22-at-2.56.54-PM-1024x533.png 1024w, https:\/\/trucentive.com\/success\/wp-content\/uploads\/2024\/10\/Screenshot-2026-04-22-at-2.56.54-PM-300x156.png 300w, https:\/\/trucentive.com\/success\/wp-content\/uploads\/2024\/10\/Screenshot-2026-04-22-at-2.56.54-PM-768x400.png 768w, https:\/\/trucentive.com\/success\/wp-content\/uploads\/2024\/10\/Screenshot-2026-04-22-at-2.56.54-PM-1536x799.png 1536w, https:\/\/trucentive.com\/success\/wp-content\/uploads\/2024\/10\/Screenshot-2026-04-22-at-2.56.54-PM-2048x1066.png 2048w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ul start=\"1\" class=\"wp-block-list\">\n<li>Click &#8220;Send&#8221; and the &#8220;Select incentive recipients&#8221; box will pop up. You can type a name or email address to find the intended recipient, once selected, click Done. You will then be taken to the &#8220;Send Incentives&#8221; page where you can confirm the recipient information and the incentive value and click the &#8220;Confirm and Send&#8221; button.<\/li>\n\n\n\n<li> Note that projects in Test Mode will display &#8220;Test Mode&#8221; in parentheses next to the project name and will send Test Envelopes. When you&#8217;re finished testing, remember to change your project out of Test Mode.<\/li>\n\n\n\n<li>Once your incentives are sent, you will see the &#8220;Incentives Sent&#8221; message. Your envelopes will appear in the Deliveries tab of your project, just like any other envelopes. <\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"608\" src=\"https:\/\/trucentive.com\/success\/wp-content\/uploads\/2024\/10\/Screenshot-2026-04-22-at-2.59.49-PM-1024x608.png\" alt=\"\" class=\"wp-image-1500\" srcset=\"https:\/\/trucentive.com\/success\/wp-content\/uploads\/2024\/10\/Screenshot-2026-04-22-at-2.59.49-PM-1024x608.png 1024w, https:\/\/trucentive.com\/success\/wp-content\/uploads\/2024\/10\/Screenshot-2026-04-22-at-2.59.49-PM-300x178.png 300w, https:\/\/trucentive.com\/success\/wp-content\/uploads\/2024\/10\/Screenshot-2026-04-22-at-2.59.49-PM-768x456.png 768w, https:\/\/trucentive.com\/success\/wp-content\/uploads\/2024\/10\/Screenshot-2026-04-22-at-2.59.49-PM-1536x912.png 1536w, https:\/\/trucentive.com\/success\/wp-content\/uploads\/2024\/10\/Screenshot-2026-04-22-at-2.59.49-PM-2048x1216.png 2048w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"496\" src=\"https:\/\/trucentive.com\/success\/wp-content\/uploads\/2024\/10\/Screenshot-2026-04-22-at-3.02.58-PM-1024x496.png\" alt=\"\" class=\"wp-image-1501\" srcset=\"https:\/\/trucentive.com\/success\/wp-content\/uploads\/2024\/10\/Screenshot-2026-04-22-at-3.02.58-PM-1024x496.png 1024w, https:\/\/trucentive.com\/success\/wp-content\/uploads\/2024\/10\/Screenshot-2026-04-22-at-3.02.58-PM-300x145.png 300w, https:\/\/trucentive.com\/success\/wp-content\/uploads\/2024\/10\/Screenshot-2026-04-22-at-3.02.58-PM-768x372.png 768w, https:\/\/trucentive.com\/success\/wp-content\/uploads\/2024\/10\/Screenshot-2026-04-22-at-3.02.58-PM-1536x744.png 1536w, https:\/\/trucentive.com\/success\/wp-content\/uploads\/2024\/10\/Screenshot-2026-04-22-at-3.02.58-PM-2048x992.png 2048w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"492\" src=\"https:\/\/trucentive.com\/success\/wp-content\/uploads\/2024\/10\/Screenshot-2026-04-22-at-3.03.49-PM-1024x492.png\" alt=\"\" class=\"wp-image-1502\" srcset=\"https:\/\/trucentive.com\/success\/wp-content\/uploads\/2024\/10\/Screenshot-2026-04-22-at-3.03.49-PM-1024x492.png 1024w, https:\/\/trucentive.com\/success\/wp-content\/uploads\/2024\/10\/Screenshot-2026-04-22-at-3.03.49-PM-300x144.png 300w, https:\/\/trucentive.com\/success\/wp-content\/uploads\/2024\/10\/Screenshot-2026-04-22-at-3.03.49-PM-768x369.png 768w, https:\/\/trucentive.com\/success\/wp-content\/uploads\/2024\/10\/Screenshot-2026-04-22-at-3.03.49-PM-1536x738.png 1536w, https:\/\/trucentive.com\/success\/wp-content\/uploads\/2024\/10\/Screenshot-2026-04-22-at-3.03.49-PM-2048x984.png 2048w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n","protected":false},"excerpt":{"rendered":"<p>Your organization\u2019s Teams admin must install the TruCentive application for your entire Microsoft Teams organization. Follow these steps: ______________________________________________________________________________________ The TruCentive Microsoft Teams app is now installed for your organization. Below are the steps for a TruCentive Administrator account user to send their first envelopes through Microsoft Teams:<\/p>\n","protected":false},"author":1,"featured_media":795,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"content-type":"","footnotes":""},"categories":[1,14,31],"tags":[37],"class_list":["post-789","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-all","category-features","category-sending","tag-x"],"_links":{"self":[{"href":"https:\/\/trucentive.com\/success\/wp-json\/wp\/v2\/posts\/789","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/trucentive.com\/success\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/trucentive.com\/success\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/trucentive.com\/success\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/trucentive.com\/success\/wp-json\/wp\/v2\/comments?post=789"}],"version-history":[{"count":4,"href":"https:\/\/trucentive.com\/success\/wp-json\/wp\/v2\/posts\/789\/revisions"}],"predecessor-version":[{"id":1506,"href":"https:\/\/trucentive.com\/success\/wp-json\/wp\/v2\/posts\/789\/revisions\/1506"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/trucentive.com\/success\/wp-json\/wp\/v2\/media\/795"}],"wp:attachment":[{"href":"https:\/\/trucentive.com\/success\/wp-json\/wp\/v2\/media?parent=789"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/trucentive.com\/success\/wp-json\/wp\/v2\/categories?post=789"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/trucentive.com\/success\/wp-json\/wp\/v2\/tags?post=789"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}