How to Use OtterText with CoreStore (Even Without Integration)

2 min read
Corestore

Don’t let a missing integration slow down your marketing.
CoreStore is a popular POS system in the firearms industry—but it doesn’t integrate directly with OtterText (yet). Still, hundreds of retailers using CoreStore are already running high-ROI text and email campaigns through OtterText.

In this guide, we’ll walk you through how to grow your marketing list, automate follow-ups, and issue rewards—all without an integration. It’s easier than you think

Why Integration Is Optional (But Growth Isn’t)

Many POS providers won’t support firearm-friendly SMS platforms. But OtterText was built for your industry—and we’ve created smart workarounds to ensure you don’t miss a beat.

With OtterText, you can:

You’ll never be stuck waiting on an integration.

1. Importing Customer Data from CoreStore

Even without real-time sync, you can still upload your CoreStore sales and customer data into OtterText weekly or monthly.

How to Export Data from CoreStore

Note: The menu labels below may vary slightly based on your setup.

  1. Login to CoreStore
  2. Navigate to: Reports > Customers or Sales Summary
  3. Filter by Date Range (e.g., past 7 or 30 days)
  4. Choose “Export” or “Download CSV” from the action menu
  5. Save the file to your computer

Now head to OtterText:

  • Go to Lists > Import Contacts
  • Upload your CSV file
  • Map fields like Name, Phone, Email, Last Purchase Date
💡 Pro Tip:

Add a tag like “CoreStore Import – July 2025” to track and segment your upload.

2. Automate Follow-Ups After Purchase

Once your list is uploaded, OtterText can send automatic messages to customers. Example automation:

Trigger: “New Contact Added with Tag: CoreStore Import”
Action 1: Send Email:

“Thanks for shopping with us this week! Want exclusive access to deals? Click here to opt into text alerts.”

Action 2: If they opt in, send them a welcome text and add them to your master list.

You now have compliant marketing from POS data—with zero integration required.

3. Run Loyalty with Manual Entry

OtterText includes a loyalty engine even if your POS doesn’t track rewards.

Here’s how it works:

  • Your cashier enters a phone number
  • They type in the purchase amount (e.g., $122.50)
  • OtterText tracks spend and issues $5 rewards or other offers

This gives you a consistent way to:

  • Encourage repeat visits
  • Automate reward notifications
  • Create triggers based on loyalty activity (like offering a bonus after 3 visits)

It works in-store, on mobile devices, or in the OtterText desktop dashboard.

4. Capture New Contacts with OtterSign

For ranges or CA-based stores, you likely have customers sign:

  • Liability waivers
  • Proper storage disclosures
  • Training confirmations

OtterSign (formerly OtterWaiver) helps you:

  • Collect signatures digitally
  • Capture name, phone, email
  • Automatically trigger OtterText messages

You can even track check-ins and have your kiosk screen flag returning customers who need to re-sign.

5. Train Staff to Opt Customers In

Your team can easily add customers at checkout.

Two methods:

  1. Ask: “Would you like to receive text alerts about new products and sales?”
    • If yes: show them a QR code to fill out a quick form
  2. OR enter it for them:
    • Use their driver’s license to enter name/phone/email
    • Submit the form and they’re in

This method has proven success at dozens of OtterText firearm retail locations.

6. Website Tools That Work Without POS

Want more passive growth? Add:

  • A web chat: lets visitors message you and opt-in via SMS
  • A popup: offer 10% off or free range time for signing up
  • Landing pages: run giveaways, collect emails, grow your list

These tools all work independently of your POS, and you control the offers.

SHAFT-Compliant. Firearm Friendly. POS Agnostic.

CoreStore may not allow direct texting integrations—but that’s their choice.

At OtterText, we’ve built the tools that give you control, regardless of your POS provider. We’re SHAFT-compliant, range-tested, and used by over hundreds of firearm users.

Ready to Start?

Need help with your CoreStore export or setting up your first automation?
👉 Book a Free Setup Call

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