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Account Management

How to manage your account and the features.
  • I want to send envelopes, but don’t want the recipient information to be shared with TruCentive. How do I do this?

    There are projects in which the recipient’s personal identifiers must be removed to keep their information private. This is often true for financial and medical programs. De-identification is one solution…

  • How do I know how much I will be spending before actually sending out my incentives?

    When adding recipients, there is a calculator at the top right of your screen showing the total gift value to be spent, total delivery fees to be incurred, and a…

  • Can I revoke an envelope?

    Yes!  Go to your Project and click on the Deliveries tab. It will pull up a list of the envelopes that have been sent.  Find the name of the recipient for whom you will revoke…

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