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Getting Started & Best Use of OuterSignal

Already connected your integrations and explored your Signal feed? Here's what to do next — the playbooks to set up first, and the best ways to put OuterSignal to work.

Not sure where to start? Set these up.
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1. Turn on VIP alerts

  1. Confirm VIP detection is running — check the VIPs view under Personas

  2. Review your VIP tiers — customers are grouped by spend, frequency, and referral behavior, so you can see who's in your top tier versus your near-VIPs. Customize tiers around what matters to your brand (follower count or any Signal criteria)

  3. Connect Slack and turn on VIP notifications, so you know the moment someone moves into a tier

  4. Match each tier to an action: a handwritten note or personal outreach for your highest-value VIPs, a gift or care package for a mid-tier, an automated ambassador-program invite for high-signal customers at scale

More detail: I Found a VIP Customer — Now What?
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2. Set up your Klaviyo stream and segments

  1. Turn on the Klaviyo stream so persona data starts flowing into Klaviyo

  2. Create a segment for each of your top 2-3 personas. Building Klaviyo Segments with OuterSignal Data

  3. Set up a flow per segment so messaging matches who's actually buying, instead of one campaign for everyone

More detail: Running a Persona-Based Campaign or Automation — Email & SMS
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3. A few more use cases worth knowing

  • Layer Product Intelligence recommendations into post-purchase and win-back flows — so buyers see relevant items after checkout, and win-back messaging targets personas showing declining engagement with products that match their behavior. See Popular Playbooks: Where do I start? for more

  • Build lookalike audiences on Meta from your best customers, so you can find more people who look like your top spenders instead of guessing at targeting. Building Meta Lookalike Audiences from Your Best Customers

  • Let persona data inform bigger brand decisions, not just campaigns — one brand credited OuterSignal with helping shape a recent rebrand by giving them a clearer picture of who their customers actually are

  • Send customer bio and enrichment data into Gorgias, so your CX team sees who they're actually talking to right on the customer profile — no need to ask. Connecting Gorgias to OuterSignal

4. Keep it running

Once steps 1–2 are live, this isn't set-it-and-forget-it — check back regularly. Set up new playbooks as you find more groups worth segmenting for (Popular Playbooks: Where do I start? is a good source of ideas), and check Product Intelligence regularly to keep recommendations and campaigns current.

That's the short list. Every integration, every playbook, and every setting is in the help center whenever you're ready to go deeper.

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