How do I assign or distribute on the Xvoucher platform?

Christine Avery
Christine Avery
  • Updated

Within the Xvoucher platform assigning vouchers to your candidates is simple!

Instructions

The easiest way to assign vouchers to candidates is by using the Xvoucher Mass Assign Tool.

After logging into your Xvoucher Customer account:

1) Go to Distribute ➡️ Product

2) Click the Assign button next to the item you would like to assign to your candidates

3) Enter your candidate’s information as shown in the screenshot below:

        a) Enter your candidates First Name, Last Name, and Email address
        b) Alternatively, select Upload File and upload a spreadsheet with the same format
        c) Click Save to return to the Assign screen 

Screenshot 2023-10-27 at 3.21.39 PM.png


4) Review the candidates to whom you will assign products

        a)  Click here to either edit the candidate’s info or delete the candidate
        b)  Click Assign when you are done adding and editing your candidates

Screenshot 2023-10-27 at 3.28.41 PM.png


5) The refreshed screen will show a message that says your products were assigned correctly

6) The candidates will receive an email with instructions detailing how to access their assigned product

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