Purpose

Issue personal coupons to selected people from an active product in Connect.

Each recipient gets a coupon in their wallet. This is different from sharing one voucher code: every issued coupon has its own owner, validity, units, and redemption history.

Before you send

Open Products and review the product first. Confirm its name, remaining inventory, redemption rules, and default validity. A send creates real coupons and cannot complete partially when tracked stock is too low.

Choose the recipients

1. Open Products, find the active product, and select Send coupons.
2. Under Recipients, choose the narrowest matching audience:
   • All active members for everyone with an active membership;
   • Specific people to search for named recipients;
   • Community title holders for one or more selected titles;
   • Membership plan holders for members on selected plans;
   • All members & title holders for the combined page audience;
   • Event attendees for people registered for one event.
3. For community titles or membership plans, turn on Max 1 per user when a person matching more than one selection should receive only one allocation.
4. For an event, choose the event and turn on Checked-in only when no-shows should be excluded.

Guests without a Happenings account are skipped from event distributions.

Set the quantity and validity

1. Enter Coupons per recipient, from 1 to 20.
2. Review the recipient count and projected coupon total.
3. Under Redemption window for this send, optionally set Works from or Stops working. These dates apply to this send and override the product defaults for its new coupons.
4. Add an Internal note that explains the purpose of the send.
5. Review the product, audience, inventory, quantity, and effective validity.
6. Confirm Send coupons.

Afterward, use the distribution history to review created and skipped recipients. Open Coupons to inspect individual issued coupons and Redemptions to monitor use.

Safety checks

• Stop if the recipient count is unexpected. Correct membership, title, plan, or attendance data before sending.
• Do not widen the audience merely to reach one missing person. Use Specific people instead.
• Use Max 1 per user when overlapping titles or plans should not create duplicates.
• Keep the internal note specific enough for another administrator to understand later.

Troubleshooting

Not enough tracked inventory

No coupons are created. Reduce the audience or quantity, or adjust inventory when the business rules allow it.

A recipient cannot be found

Search needs at least two characters. The person must have a relationship with the page that Connect can resolve.

The validity is wrong before sending

Correct Works from and Stops working before confirmation. The start must be earlier than the end, and the end cannot already be in the past.