The Ultimate Guide to CartInsight: From First Login to Your First Download

Let's be honest. For anyone who has been in B2B sales or marketing for more than a minute, prospecting is a necessary evil. If you're selling SaaS, offering consulting services, or hunting for strategic partnerships, you know the drill: it's a soul-crushing grind.

You fire up Google, type in "Shopify stores in the US," and get a messy list of random websites. Half of them are dead. A quarter are hobby stores that sell three products a month. The rest? They're just not the right fit. Then you have to find the decision-maker's email. That's another rabbit hole and another hour gone.

According to HubSpot, sales reps spend only about 28% of their workweek actually selling. The rest? Admin, data entry, and-you guessed it-prospecting.

From our experience working with outbound teams, we've learned one thing: the quality of your data determines the success of your campaign. That's exactly why we built CartInsight.

CartInsight scans and analyzes millions of ecommerce stores and online sellers to discover high-quality, prospecting-worthy leads. If you sell to online stores, CartInsight helps simplify ecommerce prospecting by bringing store and contact intelligence into one platform.

In this guide, I'll walk you through our entire workflow-from the moment you land on our homepage to downloading your first targeted list of decision-makers. We've included screenshots for every step and a full video walkthrough so you can see exactly how it works before you even sign up.

Step 1: Create Your Free Account

Getting started with CartInsight is quick and straightforward. Follow this step-by-step guide to create your free account and start exploring ecommerce stores and business contacts available on CartInsight.

A. Navigate to the Homepage and Initiate Sign-Up

• Open your web browser and go to the CartInsight website.
• Once the homepage loads, click the "SIGN UP" button located in the top-right corner.
• Fill in all required fields, including your first and last name, work email address, password, and the security code. Once complete, click the "CREATE YOUR FREE CARTINSIGHT ACCOUNT" button.

Pro Tip: We recommend using your business email address. This helps with account verification and ensures smoother communication with our team.

B. Confirm Your Email Address

• After submitting the form, a confirmation message will appear. Open your email client, locate the email from CartInsight, and click the activation link inside to verify your account.

  

Note: If you don't see the email within a few minutes, be sure to check your Spam, Junk, or Trash folders.

C. Log In and Explore Your Dashboard

• Once your account is activated, return to the CartInsight website and log in. You'll be directed straight to your dashboard, where you can immediately start searching for eCommerce stores and decision-makers.

Step 2: Understanding Your Core Options: Find Stores vs. Find Contacts

After logging in, the first feature you'll notice is the Search Mode toggle at the top of the page. This is the control center of your prospecting workflow.

• Find Stores: This is for company-level research. You are looking for websites that match your Ideal Customer Profile (ICP).

  

• Find Contacts: This is for person-level research. Use this option to search for decision-makers and business contacts based on your selected ecommerce platforms and targeting criteria.

  

Selecting the right mode sets the foundation for your search. Separating company-level research from contact-level research can help make prospecting more focused and scalable.

Deep Dive: Creating a Customized Online Stores List

Once you've selected Find Stores, you'll be taken to the "Create a Customized Online Stores List" page. This is where the magic happens. Instead of browsing thousands of stores manually, you apply filters to find the needle in the haystack.

Quick Filters

• Total Stores: At the top, you'll see the total number of stores currently available in the CartInsight database (e.g., 524,047).
• Online Store Filters: Choose between All Stores (for broad searches) or specific platforms like Shopify (useful for SaaS apps targeting Shopify merchants).

  

• Marketplace Seller Filters: Filter by Amazon, Walmart, Etsy, or eBay Sellers. This is ideal for finding multi-channel sellers who have higher volume.
• Alexa Rank & Created Date: Useful for filtering by website popularity or finding newly launched stores for early-stage partnerships.

  

Caption: The "Create a Customized Online Stores List" page showing the total store count, quick filters, marketplace seller options, and advanced property filters.

The "Pro" Filters

The real value of CartInsight lies in the Advanced Filters. Here, you can combine dozens of data points to build a dream list of prospects.

• Criteria & Platform: Select specific tech stacks like Shopify, Magento, WooCommerce, or BigCommerce.

  

• Country: Perfect for regional campaigns.

  

• USA States: Perfect for regional campaigns.

  

• Category: Search for specific industries like Fashion, Electronics, or Health & Wellness to ensure product-market fit.

  

• By Tech/App Usage: This is a useful filter for identifying stores using specific technologies. Search for stores using specific tools like Mailchimp, HubSpot, Salesforce, or Google Analytics to find customers who are already using complementary software.

  

• Shipping Providers: Target stores using UPS, FedEx, or DHL if you are selling logistics solutions.

  

Best Practice: Combine multiple filters. For example: Shopify + United States + Fashion + Mailchimp. The more filters you apply, the more relevant your search results become.

Analyzing Your Results: The Store Details Panel

After creating your store list, click on any Store Name to open the Store Details panel. This side panel is your research hub, containing two vital tabs:

A. Store Data: The "Company" profile.

• Store Overview, Contact Information, Social Profiles, and Shipping Providers.

  

• I use this section to look for "trigger events" or to craft personalized icebreakers for my outreach emails.

B. Contact Data: The "People" profile.

• This is where you find the decision-makers.

  

• You will see Contact Name, Job Title, Department, and Business Email Address.

Step 3: Downloading Your List

Once you are satisfied with your filters, it's time to export. CartInsight provides two download options, giving you complete flexibility.

Download Selected Records

If you only want to export specific stores from your search results, you can use the Download Selected Records option.

1. Select the Records

Use the checkboxes on the left side of the table to select the stores you want to download. After selecting the required records, click Download Selected Records at the top of the page.

Caption: Select the desired stores using the checkboxes, then click Download Selected Records.

2. Confirm the Download

A confirmation window will appear displaying the number of selected records that will be downloaded.

• Click Yes to start downloading the selected records.
• Click No if you want to cancel the download and return to the store list.

3. Access Your Downloaded File

Once the download is complete, CartInsight will ask if you want to go to My Downloads.

• Click Yes to open the My Downloads page, where you can view and manage your downloaded files.
• Click No to remain on the current page and continue browsing. Your downloaded file will still be saved to your computer and can also be accessed later from My Downloads.

Caption: Confirm the download by clicking Yes, or click No to cancel the download.

Download All Records

Export every store that matches your current search. (Best for CRM imports and large-scale campaigns).

Caption: The customized store list showing the Download Selected Records and Download All Records options.

Tip: Before downloading, double-check your filters. If you accidentally download the wrong list, just click "No" in the confirmation dialog to cancel the export.

Step 4: Exploring the Pricing Plans

To upgrade your account and unlock more downloads, click My Plans from the top navigation menu.

• Billing Options: Switch between Monthly and Yearly (Yearly offers significant discounts).

  

• Available Plans: Compare Starter, Basic, Standard, Premium, Platinum, and Enterprise. Each plan offers specific download limits and features (like CRM integration).

  

How to Subscribe:

• Select your plan and click SUBSCRIBE.

  

• Fill in the subscription request form.

  

• Click SUBMIT REQUEST.

  

Note: The sales team will send you a secure payment link via email. Complete the payment, and your account will be activated.