Connect OtterSign to OtterText
Collect opt-ins and customer data directly from signed waivers and check-ins, then push it into OtterText to power SMS/email campaigns, automations, and loyalty workflows.
AutomationsEmailLoyaltySMS
Use this integration to
- Automatically collect SMS and email opt-ins from waivers
- Send bulk SMS or email campaigns to waiver signers
- Trigger Google Review requests immediately after check-in
- Create digital punch cards (reward free visits/offers after X check-ins)
- Offer beginner classes when a participant marks “first time” on their waiver
- Encourage membership sign-ups based on total check-ins
- Launch a welcome series when a customer signs their first document
- Run loyalty, rewards, and win-back campaigns based on customer behavior
What it does
- Pushes waiver contact data + opt-ins into OtterText in real time
- Applies tags/segments based on waiver answers and check-in activity
- Fires automations from events: “Waiver Completed,” “First Visit,” “Check-In Count,” “Beginner Declared”
- Syncs participant history so campaigns and automations always have accurate data
Benefits
- Zero manual entry → data flows instantly from waiver to campaign
- Higher conversions with behavior-driven automations
- Build customer loyalty with punch cards, rewards, and win-back campaigns
- Drive reviews, memberships, and training class sales automatically
- Unified customer communication across SMS + email
Requirements
- OtterText account with SMS/email enabled
- OtterSign account with OtterText integration enabled
Data Flow
When a waiver is signed or a participant checks in, OtterSign securely pushes contact info, opt-ins, and mapped fields into OtterText. Automations trigger immediately (e.g., review request, class offer, membership nudge), and data continuously updates to support loyalty, rewards, and win-back campaigns.
Connect OtterSign to your stack in minutes
Sync waivers, participants, and IDs with your tools—no dev required.