otter

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
  1. 1

    open the promo and click "audience"

    in the promo's edit view, the audience tab is where you choose who can use the code. default is "any customer".

  2. 2

    pick a segment

    options include "new customers only" (no past invoices), "existing customers" (one or more paid invoices), "top spenders" (top 10% by lifetime value), "dormant" (no purchase in 90 days), or "specific tag" (any dragonfly tag).

  3. 3

    save

    the code now only works for customers who match. anyone outside the segment who tries to use it sees "this code isn't valid for your account" at pawpaw checkout — no awkward over-discounting.

    tip

    for win-backs, target "dormant" with a strong discount (25–40% off). for thank-yous to top customers, target "top spenders" with a smaller discount but a personal note in the email.

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