Use this standard together with the Affiliate Program Terms. It converts endorsement and promotion requirements into channel-specific instructions. Affiliates are responsible for the laws and platform rules that apply wherever they publish.
1. Why disclosure is required
A Truence affiliate can receive compensation when a referred customer becomes eligible under the Program. That financial relationship is information a reasonable person may consider when evaluating a recommendation. Affiliates must disclose it clearly and conspicuously whenever they endorse, review, recommend, demonstrate, compare, or link to Truence.
The standard is simple: the audience should understand the relationship before acting on the recommendation. Disclosure is required even when space is limited, the affiliate genuinely likes Truence, no one asked for a positive review, or a particular post earns no commission unless it generates a sale.
2. Required disclosure language
Use plain language that a normal customer will immediately understand. Place it before or next to the endorsement and Affiliate Link.
Disclosure: I may earn a commission if you become a Truence customer through this link.
Ad: Truence compensates me for qualified referrals. My views are my own.
Disclosure: If you subscribe to Truence through my link, I may receive a referral commission from Truence.
You may adapt the wording only if the result remains equally direct. The disclosure must be in the language of the endorsement, readable on the device used, and not contradicted by surrounding statements.
Clear enough: “Ad,” “Sponsored by Truence,” or the complete plain-language commission disclosure above — when displayed prominently and close to the recommendation.
Not clear enough on its own: “affiliate,” “partner,” “ambassador,” “collab,” “thanks Truence,” “more info,” an unfamiliar abbreviation, a bare “#partner,” or a link to a disclosure elsewhere.
3. Placement rules by channel
| Channel | Required placement |
|---|---|
| Website, article, review, or comparison | Place the disclosure above or immediately before the first Truence endorsement or Affiliate Link. A site-wide footer or separate disclosure page is not enough. |
| Social post | Place the disclosure in the first lines, before “more” or truncation, and near the link or recommendation. Do not rely only on a profile biography or platform label if it is easy to miss. |
| Short-form video | Make a verbal disclosure and show a readable on-screen disclosure at the beginning, then disclose again near the call to action. A caption alone is insufficient if viewers may not see it. |
| Long-form video or webinar | Disclose verbally and on screen before the endorsement, include the disclosure near links in the description, and repeat it when a viewer is asked to act. |
| Livestream | Disclose at the beginning, repeat periodically so later viewers see it, and display it when discussing or linking to Truence. |
| Podcast or audio | State the relationship aloud before the endorsement and repeat it before a purchase-oriented call to action. Put the written disclosure near links in show notes. |
| Email or newsletter | Disclose in the body before or immediately next to the first Affiliate Link. Follow commercial-email, consent, sender-identification, address, and opt-out requirements. |
| Private message, client advice, or community post | Disclose the commission relationship before sending the link or recommendation. A pre-existing client relationship does not remove the requirement. |
| Image-only or story content | Overlay a high-contrast disclosure large enough to read, keep it visible long enough, and avoid placing it behind controls or competing text. |
Do not bury a disclosure among hashtags, after a long caption, behind a “read more” expansion, only in terms, or at the end after the audience has already clicked.
4. Honest endorsements and testimonials
- State only opinions, experiences, and results you genuinely hold and can support.
- Do not say you use Truence unless you actually use it. If your access was a demo, trial, test account, or sponsored evaluation, say so when relevant.
- Do not fabricate a customer, quote, review, screenshot, metric, problem, outcome, or case study.
- Do not present an atypical result as what customers generally should expect. Use the context and qualification supplied with an approved case study.
- Do not edit a testimonial so that it changes the meaning or removes material conditions.
- Do not tell another person what to say about Truence or condition compensation on a positive opinion.
- If your experience or a material product fact changes, correct or remove outdated content.
5. How to describe Truence
Lead with the buyer problem, explain the relevant capability in plain language, and connect the product output to the decision it supports. Use current approved materials. Distinguish what the platform measures, reconciles, verifies, forecasts, organizes, or helps a team evaluate from what it guarantees.
Approved claim pattern
Problem → capability → evidence → decision: “Truence connects commerce, marketing, payout, and banking data so a business can compare what platforms reported with what moved through settlement and use the resulting evidence to make better-informed growth decisions.”
Claims requiring Truence’s written substantiation and approval
- specific percentages, savings, conversion rates, time savings, recovery rates, accuracy rates, customer counts, or revenue outcomes;
- “only,” “first,” “best,” “most powerful,” “market leader,” “patented,” “patent pending,” “bank verified,” “real time,” or other objective superiority, exclusivity, speed, or legal-status claims;
- comparisons naming a competitor or suggesting a competitor is inaccurate, unsafe, outdated, or inferior;
- security, privacy, regulatory, tax, audit, accounting, lending, investment, or compliance claims; and
- statements about integrations, product availability, roadmap features, pricing, trials, support, or customer eligibility.
Never claim
Prohibited without exception or a new approved legal basis: guaranteed revenue, profit, growth, ROI, ROAS, attribution, forecasts, dispute wins, financing, tax results, accounting accuracy, error-free data, continuous availability, or risk elimination. Do not describe Truence as a bank, lender, accounting firm, auditor, investment adviser, law firm, or guarantor.
When discussing Agentic AI or agent-mediated commerce, do not imply an AI system independently certifies a transaction, replaces human or financial controls, guarantees payment, or assumes the merchant’s legal responsibility. Describe the specific evidence and workflow the current product actually provides.
6. Evidence, screenshots, pricing, and third parties
Use only screenshots and demonstrations from a current authorized Truence environment. Remove customer names and confidential information unless Truence and the customer approved use. Label simulated, sample, or illustrative data. Never alter a dashboard to manufacture a result.
Link to current Truence pricing rather than recreating it when possible. If you state a price, include the billing period, conditions, and date checked. Remove or update content when Truence changes a plan, capability, or term.
Comparisons must be fair, current, like-for-like, and supported by reliable evidence. Do not use another company’s marks more than reasonably necessary to identify it. Do not imply that Plaid, OpenAI, a bank, lender, advertising platform, commerce platform, integration provider, patent office, investor, or customer endorses Truence unless Truence provides written approval for the exact statement.
7. Promotion and traffic standards
Affiliates may use truthful original content, owned websites, organic search, approved social channels, relevant communities that permit commercial links, professional client recommendations, events, and email to people who lawfully opted in. Channel rules still apply.
Prior written approval is required for paid advertising, incentives, coupon or deal placement, cashback or loyalty, browser software, lead generation, sub-affiliate networks, co-registration, sweepstakes, or another person distributing your Affiliate Link.
Never use Truence brand-keyword bidding, ad hijacking, impersonation, forced clicks, cookie stuffing, hidden redirects, adware, malware, bots, fake traffic, purchased engagement, self-referrals, unsolicited bulk messages, misleading domains or handles, false scarcity, scraped personal data, or placement beside unlawful or brand-unsafe content. See the Affiliate Program Terms for the complete rules.
8. Truence’s public affiliate statement
Truence may use the following statement on the affiliate page, legal pages, or help center:
Truence works with independent affiliates who may earn compensation for qualified customer referrals. Affiliates must disclose that relationship when they recommend Truence. Affiliate compensation is paid by Truence under the Program Terms; it does not change the plan selected or the amount displayed at Truence checkout unless an approved promotion expressly states otherwise.
Affiliate opinions are their own. Participation does not make an affiliate a Truence employee, agent, fiduciary, accountant, auditor, lender, or authorized representative.
9. Review, correction, and consequences
Truence may review public promotion, request URLs or screenshots, test Affiliate Links, and require records showing traffic sources, disclosure, consent, and substantiation. Affiliates must promptly correct or remove inaccurate, outdated, deceptive, infringing, unsafe, or undisclosed promotion.
If a placement creates immediate legal, customer, privacy, security, or brand risk, remove it immediately upon notice. Other corrections must be completed by the deadline Truence provides. Noncompliance may result in disabled links, withheld or reversed commission related to the violation, suspension, or termination. Serious fraud, tracking manipulation, spam, impersonation, or repeated violations may cause immediate termination.
10. Questions and pre-approval
If you are unsure whether a disclosure, claim, channel, comparison, incentive, or creative is permitted, do not publish it until Truence approves it in writing. Send the exact copy, visual, destination, audience, and traffic method to partners@truence.com.
These Standards supplement the Truence Affiliate Program Terms and Conditions. If they conflict, the Terms control unless Truence states otherwise in a signed writing.