Yes, OuterSignal works for lead gen too. Through your Shopify connection, OuterSignal researches your customers automatically when they order, and it can now also research prospects.
Customers vs. prospects
Customers are people who have placed an order. They're researched automatically through your Shopify connection (or via CSV or API).
Prospects are people who gave you an email but haven't bought yet. They're only researched when you choose to research them, using one of the three options below.
The two are kept separate in OuterSignal: prospects live on the Signal Feed's Prospects tab, a segment saved there holds prospects only, and playbooks reach them through the All Prospects audience.
Three ways to research prospects:
Upload a CSV. An email column is all you need. Add phone numbers too if you have them: they give our research more to work with. On the Review Import step, turn on Research prospects.
Research new Shopify sign-ups. Go to Settings > Data Sources, click Edit next to your Shopify store, and under Prospect research turn on Research new prospects. People who sign up without ordering are researched minutes after they join.
Research your Klaviyo lists. Go to Settings > Data Sources, choose up to 10 lists under Klaviyo prospect lists, click Edit next to the Klaviyo data source, and turn on Research new members of your Klaviyo lists. New members are researched minutes after they join, and you can import the people already on a list one time.
Prospects get a persona, the same as customers. If a prospect later orders, they move to Customers with their research intact.
What prospect research costs
Customer research and prospect research are completely separate uploads, charged separately:
Customers (people with orders) come in through your Shopify orders, a backsearch, or a customer CSV, and are charged at $0.03 per customer.
Prospects come in through their own upload (a prospect CSV with Research prospects turned on), new Shopify sign-ups, or your Klaviyo lists, and are charged at $0.03 for each prospect we successfully research, on every plan, including Scale.
When a prospect later places an order and moves to Customers, you aren't charged again.
Good to know
Research covers people in the US and Australia, and fewer prospects are found than customers with orders.
Only provide data you're confident in. Placeholder or fake values (like a made-up ZIP code) are read as real and lower the quality of your research. If you don't have a real value, leave the field blank.
For the full file format, see Can I import data via a CSV upload?