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Account Management

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?

See TruCentive De-Identification and How to Send Links attached. There are projects in which the recipient’s personal identifiers must be removed...
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...
Can I revoke an envelope?

Yes! Project > View Envelopes > Choose recipient > Action > Revoke Go to your Project and click View Envelopes. It will pull up...
I see that there are a number of envelopes that need to be approved. Where do I approve them?

Home Page > Red Circle Notification > Notification to approve envelopes When you need to approve envelopes, there will be a red circle next...
Is there an additional delivery fee to resend an envelope?

Not for Standard delivery! Standard envelopes: No, there is no additional fee to resend a standard envelope. De-Identified envelopes: There is an...

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