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Account Management

How to manage your account and the features.
  • 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…

  • 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 Projects or…

  • I want to change the gift amount. Can I change it before I send the envelope?

    Yes!  You have several different opportunities to change the value of a recipient’s gift. 1.   After adding your recipient(s), you can modify the value of the gift you are sending. 2. …

  • Emails are not going through after authenticating my domain.

    When you are sending email from a third party, like TruCentive, your internal spam protection may view email as being spoofed.  Even though you are following email best practices, sending…

  • A project has expired, but I would like to use it again.

    Project > Actions > Restore > Set new Expiration Date There are several choices to reactivate the project. Click the Actions button, or the Gear icon. Restore Project – A box will pop up…

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