otter

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
  1. 1

    create the promo

    set the discount + code as usual.

  2. 2

    toggle "first time only"

    the toggle sits in the audience section. otter checks the customer's email against your past paid invoices in pawpaw — anyone with a prior paid invoice is rejected with a friendly message.

  3. 3

    share through new-customer channels

    first-time-only promos belong on your website's lead capture, marigold lead form, or armadillo referral program — places only first-timers see. don't blast it to your existing customer list.

    tip

    pair first-time-only with a public-portal toggle to keep it off the yaupon portal — yaupon is for existing customers, who would never qualify anyway.

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