otter
promotions — discount codes that auto-redeem at checkout
articles
- 01
create your first promo code
build a discount code (% off, $ off, or buy-one-get-one) that customers can redeem at pawpaw checkout in two taps.
3 steps·~2 min - 02
get the code in front of customers
a promo code is only as good as the people who see it. otter helps you push it through the channels you already have.
3 steps·~2 min - 03
see what's actually working
every redemption is tracked. find out which codes lifted revenue, who's redeeming them, and what to retire.
3 steps·~2 min - 04
set up a buy-one-get-one (BOGO) promo
BOGO promos move slow-moving inventory or get customers to try something new. otter handles the math — the customer just types the code at checkout.
3 steps·~2 min - 05
target a promo to a specific customer segment
a 20% off code sent to existing top spenders is a thank-you. the same code blasted to everyone leaves money on the table. otter lets you scope a promo to a specific group of customers.
3 steps·~2 min - 06
expire or retire a promo
promos accumulate. some you want to end clean (the flash sale wraps up). others you want to leave the history but stop accepting new redemptions. here's the difference.
3 steps·~2 min - 07
what your customer actually sees
before you send a promo to your whole list, walk through what the customer experiences. the difference between a code that converts and one that doesn't is often just where it shows up.
3 steps·~2 min - 08
auto-apply a promo without a code
for store-wide sales ("everything 10% off this week"), turn on auto-apply. customers don't have to type a code — the discount lands on every eligible cart automatically.
3 steps·~2 min - 09
create a first-time-customer-only promo
for win-new-customer offers — "15% off your first order." otter checks the customer's invoice history to confirm they're a true first-timer before letting the code redeem.
3 steps·~2 min - 10
send a birthday or anniversary promo
for the personal touch — a discount that only works in the customer's birthday month, or on the anniversary of their first purchase. otter ties to dragonfly's stored dates.
3 steps·~2 min - 11
restrict a promo to specific products or services
instead of a whole-cart discount, limit the promo to specific magpie products or mockingbird services. "$10 off any haircut" — the discount only fires when the cart includes that service.
3 steps·~2 min - 12
let a promo stack with other discounts
by default, only one promo applies per cart. flip on "stackable" so this promo can layer on top of other active codes — useful for loyalty perks alongside a flash sale.
3 steps·~2 min - 13
open the analytics for a promo
every promo has an analytics modal with revenue lifted, average order value, and how many unique customers redeemed. it's the post-mortem you do before deciding to run the campaign again.
3 steps·~2 min - 14
set max redemptions and max-per-customer
otter caps redemptions in two ways — total across all customers, or per customer. for a flash sale, you might want "first 50 customers only". for a thank-you, "once per customer."
3 steps·~2 min - 15
see every individual redemption
the redemptions tab lists every time a code was used — customer, invoice, dollars discounted, date. it's the audit trail and the call list (top redeemers can be tagged for a thank-you).
3 steps·~2 min - 16
bulk-delete or bulk-archive promos
for promo cleanup at the end of a quarter — old codes, expired campaigns. select rows and delete or archive in one shot.
3 steps·~2 min - 17
pause a promo without deleting it
for a promo you want to bring back later — "black friday code, runs once a year." toggle active off and the code stops working immediately. flip it back on next year and you're live.
3 steps·~2 min - 18
require a minimum cart for a promo to fire
for promos that only make sense on bigger carts — "$20 off orders over $100." min-subtotal stops the promo from firing on a $30 invoice and giving away most of your margin.
3 steps·~2 min
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