TruCentive, Inc.
Knowledge base
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Getting Started
Account Set-up
- Setting Up Your Account To Send Envelopes & Reminders - Step-By-Step Guide
- Can TruCentive let me know when my funds are running low?
- Do I Need To Know How To Code?
- My Settings - Adding Company & Contact Information
- Where do I change my password?
- What is a project?
Funding
- How long does it take for different types of payments to clear?
- How long does it take for credit card funds to clear?
- Can TruCentive let me know when my account is low on funds?
- Where can I print a payment receipt?
- I have finished my project and would like to transfer the funds to a different project.
Definitions
Account Logistics
- How do I add funds to my account?
- I have two accounts. How do I switch to the other account?
- I want to set up two accounts and need to use the same email address. Can I do this?
- Where do I change my password?
- How do I invite people to my project?
- I am setting up a survey and want to provide an incentive. Can I do it directly from the TruCentive platform?
Terms & Policies
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Help Topics
Unclaimed Gifts - 100% refund
Adding Funds to an Account or Project
Project Set-Up
- Creating a customized template
- What is the difference between the First Email Message and the Landing Page?
- How many gift cards can I add to Recipient Choice?
- Why do I only see four active projects when I have more in my account?
- I want to change the gift amount. Can I change it before I send the envelope?
- Emails are not going through after authenticating my domain.
Making & Sending Your First Gift Card
- What is the difference between the First Email Message and the Landing Page?
- Can I personalize my emails to come from anyone at my company's domain?
- I want to add a photo under the logo. How do I do that?
- How do I create my own custom template?
- How do I upload a picture or logo?
- What is the difference in using a Fixed Value and setting a Minimum and Maximum Value when setting up the gift card value?
Project Details
Envelopes
- What is the difference between a Project Expiration date & an Envelope Expiration date?
- Can I schedule when my envelopes will be delivered?
- I want to send more than one gift at a time. Is there a way to upload a contact list?
- Can I revoke an envelope?
- Where do I print my gift, or print for the recipient?
- I want to set up two accounts and need to use the same email address. Can I do this?
Users
Contact List
Recipient Experience
Know Your Customer Form
Invoices & Receipts
Your Gift Card
- I want to change the gift amount. Can I change it before I send the envelope?
- I see that there are a number of envelopes that need to be approved. Where do I approve them?
- Where do I print my gift?
- Where and how do I resend an envelope?
- A project has expired, but I would like to use it again
- Can a gift be printed?
Notifications
Reminders
eGift Cards - Domestic & International
Virtual Visa and MasterCard
Gated Delivery
Referral Program
Integrations
De-Identification
Errors & Other Issues