otter

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
  1. 1

    make sure dragonfly has the date

    dragonfly stores customer birthdays and the date of their first purchase. you have to fill the birthday in manually; the anniversary is calculated.

  2. 2

    create the promo and toggle birthday-only or anniversary-only

    the discount only validates if the customer's email matches a contact whose birthday or anniversary falls in the current month.

  3. 3

    remind the customer with a personal note

    otter doesn't send the birthday email itself — that's mudpuppy or sparrow's job. but once you've got the promo, dropping it into a "happy birthday from us" email is a one-line lift.

    tip

    small, useful, no-strings discounts (15% off, $10 off) feel like care. big ones (50% off) feel like a sales tactic. for birthday-only, lean small.

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