Gist Guide:
Complete Tutorial for Beginners


Marketing Automation has become an essential part of EVERY business type.

Be it eCommerce, Email Marketing, Content Marketing, Social Media Marketing, Search engine marketing or web agencies, and you must use marketing automation.

If you aren’t using Marketing Automation for your business, you’re in serious trouble.

Marketing automation is the key to grow your business rapidly without hiring more people or spending more time.

Gist is a Marketing Automation software and an all-in-one messaging platform for your marketing needs.

You can do email marketing, provide live chat support for potential clients, automate sales process and customer onboarding easily with Gist.

Want to know an alternative to Intercom?

You bet.

gist-guide-blog-featured image

Click Here to pin this image to Pinterest

Gist is an alternative to Intercom and vast majority of other online marketing automation & live chat software.

In this guide, you will learn,

  • How to set up Gist on your website
  • How to set up live chat widget on your site
  • How to use Gist for email marketing
  • How Gist can help with collecting more leads and ease customer onboarding process
  • How to increase revenue by automating more than 75% of tasks and hypersegmentation using Gist
  • More ways to use Gist to grow your businesses

Set up Gist

Step #1: Sign up for Gist

First of all, you have to create an account on Gist.

It's simpler than creating a Google account. No phone number or credit card is required.

The best Part is Gist has a 21-Day risk-free guarantee.

Which means you can sign up to Gist without adding your credit card details!

Gist currently has THREE modules and TWO pricing tiers: FREE and PROFESSIONAL.

gist-pricing

Considering the prices of competitors especially Intercom, Gist is very cheap for most people. If you want to get started for free, you can sign up to Basic plan. But, it won’t include “Marketing Automation” feature which is the most important part on the platform.

Gist offers 21-Day free trial. Sign up for Gist Pro 21-Day free trial to follow other steps.

Step #2: Add Workspace

Once you create your account on Gist, the next step is to create your first Workspace.

A Workspace could be considered as “One Root Domain” that is allowed to manage on Gist. You can install the Live Chat widget on multiple domains under the defined root domain. (ex: www.example.com, blog.example.com, app.example.com, account.example.com)

So, you could manage live chat, messages, broadcasts, and users of several custom domains in one workspace.

A Gist account could hold multiple workspaces. One workspace for each domain.

When you sign up at first, you can create add details for your Workspace.

You can always go the Settings of Gist and check your workspace details. For example, if your Gist account plan is All-in-One, you can whitelist up to 5 domain and use the Gist Chat widget on those sites.

gist-domain

Manage multiple domains under one workspace

Step #3: Install Tracking Code

Once you created your Workspace, you will be seen the tracking code to install. If you are using WordPress to manage your website, you can install Gist WordPress plugin.

gist-wordpress-plugin-install

Make sure to add the Workspace ID for domain in the Gist WordPress settings page.

gist-wordpress-settings

If you’re using a blogging platform like Blogger, Tumblr or a website management tool like Wix, Weebly, you can copy and paste the JavaScript code just above </head> tag.

Expand toggle bars below to learn how to install Gist tracking code on your blog or website.

Install Gist Tracking Code through Google Tag Manager

Install Gist Tracking Code in Blogger

Install Gist Tracking Code in Tumblr

Install Gist Tracking Code in Wix

Install Gist Tracking Code in Weebly

Now you have successfully integrated Gist on your website. The next steps are to set up Gist settings.

Live Chat

Live Chat is one part of Gist

In fact, most people I know just use Live Chat alone for their businesses.

With Gist's ChatBot feature, you can automate most tasks using Live Chat feature alone.

Now let's learn how to set up Gist Live Chat widget on your site so that you can prominently help your customers.

Customize Live Chat Preferences

Welcoming website visitors in Live Chat is not only a great way to build trustworthiness, but also to give a good first impression to your visitors. Your website visitors might not know about you or your company mostly.

How about introducing you, your company and notify how you can help people out? Awesome, right?

Yes! Also, it will eventually turn into a good conversation.

Here's how to customize Live Chat Widget preferences.

Click on “Appearance” under Messager in settings.

Gist-messenger-appearance

You will see options to customize your live chat widget appearance.

Here are some of settings inside Gist that would be helpful for you.

  • Localize your Live chat messenger — Do you manage local clients or would prefer make everything even the Hello message localized? Now Gist supports over 44 international languages for every front-end message.
  • Customize Messenger appearance — Now you can make your Messenger looking good for your ideal customer by changing font, background colors, and launcher icon.
  • Position Messenger Icon — Do you want to place the Messenger on the right side or left side of your site? No problem.
  • Require an email for new conversations — You might also find this option useful for your business.

Other Important Messenger Settings

Your Working days and hours

You can easily set up working days and hours in Gist. To set it up, Go to Messenger and Availability.

gist-messenger-availability
Show and Hide Messenger

You might be want to hide the Messenger on specific pages or need to only show Messenger on certain key pages of your site. You can accomplish this in Visibility section under Messenger.

gist-messenger-visibility

Create Chat Prompt

Chat Prompts is the best way to get visitors attention and get them to start a conversation with you or your support team.

In Gist, you can create a chat prompt very quickly and set rules to show up based on page, visitors, and users.

By intelligently using this feature alone, you could reduce churn and boost average order value per customer which was something hard to do.

Here are some cases.

  • Offer discounts, free trial or 1-on-1 consulting with the customer 
  • Ask questions about a feature (to get customers’ opinions about a new feature)
  • Increase conversion rate by popping up chat prompts on essential pages of your website such as Pricing, features, demo page
  • Help potential customers to pay you conveniently or remove any doubt (if have) by simply displaying "How may I help you?" chat prompt on checkout pages. I use ThriveCart to process all transactions and they allow add custom JS scripts to checkout pages.

I am sure that you've seen chat prompts in product pricing pages of different services in numerous times. 

Ever throught why they do it?

(Because simply it works)

Personally I believe that Live Chat is a more personal direct response marketing channel than Email Marketing and ROI of Live Chat is higher than most communication methods. The only downside is it takes more time from your side to maintain conversations. However, AI facilities and ChatBots will make Live Chat another automated task.

Here's why I think Live chat is more personal and could increase profits rather than any other persuasion channel out there.

Comparision

Email

Live Chat

Phone

Personalisation

Speed of Initial Response

Real-Time Engagement

Waiting Time for Customer

Ease of Use

Can be tracked/monitored

Save on Resource

Apparently, I am not wrong. According Live Chat Analytics & ROI report by WhosOn, 70% of buying experiences are based on how the customer feels they are being treated. Live Chat has the highest response time ever. Also, customers feel they are just a few clicks away from contacting you. Hence they feel safe and have the anonymity (No personal information are required to share). 

Not only that, WhosOn has found that average order value increased 35% or more with Live Chat assistance. That's a huge increase considering the strategy and resources are used. 

The effectiveness of Live chat comes down with right use of "Chat Prompts." In others words, asking question in the right time, at the right moment for the right user with right angle.

To create your first chat prompt, hover over the 'Sales' tab in the top navigation bar and click the ' Assistant' tab. 

Gist-assistant-option

Then click on the 'new' button and select the 'New Chat Prompt' option from the list.

Now build your Chat Prompt.

create-chat-prompt-gist

After adding the message, scroll down the page a little bit and change settings for prompt chat appearance.

chat-prompt-appearance-conditions

It's recommended to show your Chat Prompts during office hours which you can specify in the Messenger settings. See above if missed that step.

gist-chat-prompt-timing

Just below of Chat Prompt timing, you can set up trigger conditions.

gist-chat-prompt-trigger-conditions

You can combine multiple conditions for a trigger. For example, show chat prompt for Active Users from the United States who have viewed at least 5 pages and currently is on the Pricing page.

By understanding your prospects and the right customer avatar and your sales process, you can narrow down targeting level to the bottom and personalize customer onboarding process not only to increase conversions but also provide a good user experience.

How many times have you seen irrelevant chat prompts on websites?

It’s a killer for conversions.

Use Gist Chat Prompt correctly at the right moment to get most out of it.

Build a Chat Bot

If you are a small-sized business and don't have enough resources to provide Live Chat 24x7, ChatBot would be an awesome option for you. Here's why.

  • Automatically segment users and capture contact details
  • Drive more conversions to your business
  • Accelerate your business's growth by giving away incentives such as bonuses and coupons for certain segment of people on auto-pilot.
  • Help people who are not ready to become your customers through helpful information about your product or service.

If you have visited some SaaS businesses, you would find that most startups and even corporations use ChatBots to increase engagements and conversions across their web pages.

I would recommend you to start with a goal that you'd want to accomplish with the ChatBot. Do you want to capture visitor data? Or start a new chat?

gist-chatbot-setup-goals

Setting up Goal for Chat Bot in Gist

Since Gist is a fully integrate-able marketing platform with your website or mobile app, you can easily track the goal conversion rates for ChatBots and optimize for a higher conversion rate with enough data.

Before building your ChatBot in Gist marketing platform, I would recommend to take a paper and pen and build it manually on it so that you know what you are going to do!

Here is an screenshot of a ChatBot template I have built for Pitiya.

gist-chatbot-setup

The Display conditions are same as you saw on the 'Chat Prompt' section. You have got every trigger conditions including location, timing and audience segmentation in your Gist account.

Start a new conversation on click

One simple trick to increase replies and engagements and also provide a good user experience on your website is to let users contact you whenever they are ready.

The best way to do it is through using Gist JavaScript API. You can check out the documentation over here.

But, I will show you a simple way to utilize Gist JavaScript API to start a live chat and do some more fun stuff!

Here’s a sample HTML code to show Gist messenger prominently when someone clicks on a link.

Don't forget to contact us via <a href="#" onclick="gist.chat('openNewConversation')">Live Chat</a> to get free 15 minutes call.

Use it with an image.

<a href="#" onclick="gist.chat('openNewConversation')"> <img src="/img/Chat-Icon.png" /></a>

Or a button.

<a href="#" onclick="gist.chat('openNewConversation')"><div id="btn contact-us">Start a Chat!</div></a>

If you don't want to display the Gist Messenger Launcher on a specific page by default but want only when someone click a button or link, you can accomplish it too.

Place this code on the page that you want Gist Messenger launcher not be shown.

gist.chat('hide');

The code below will open the Gist Messenger.

<a href="#" onclick="gist.chat('openNewConversation')"><div id="btn contact-us">Chat with Our expert Now!</div></a>

Events

Events is another term for 'Actions."

Here are some examples:

  • A Person from Florida visited your local business website pricing page - An Action is taken - So, an Event!
  • An Email subscriber watched first two videos of your 7 video training course. Yet, somehow was unable to watch the third one - Actions are taken (Watched two videos) - Hence, an Event is made!
  • One of your blog subscribers visited "Download Page." But, he didn't download PDF file. - An action is taken - So, another event is made!
  • A paid customer changes his password - An action is taken - So, another Event is made.
  • A Paid customer upgraded to VIP membership plan - A specific action is taken - An Event is made!

Now, you see the pattern. Events are actually set of actions. Here are few examples...

  • Person visits your contacts page (1st action), enter contact details & message (2nd action) and hit send button (3rd action) - Person send you a message (an event is made)
  • A person subscribed to your email list (1st action), confirm their email address (2nd action), clicked on download link in the welcome email & visit download page on your website (3rd action) and download lead magnet (4th action) - New subscriber downloaded lead magnet (an event is made)

I hope now you get the idea what the Events are. Calling An Event is a set of actions is good for further uses. When you use Events for complex operations, the understanding how basically Events are made of is really important.

To Events happen, there should be triggers. In most cases, Triggers are actions which are made by either system or user. 

Events is like a cable which connects your website, product/service, marketing funnel and marketing plan with Gist.

Gist tracks and identifies each environments, situations and special moments through Events.

Here are a few examples:

  • Clicked on a specific CTA like payment button and visited a special page like checkout page - Gist understands it's a potential customer
  • A subscriber upgrade from free plan to Pro plan. Hence, subscriber becomes a customer. - Gist identifies a new customer
  • A customer purchases OTO (One Time Offer) and 6 month 1-on-1 consultation (High ticket offer) in your funnel - Gist identifies a VIP customer

Based on each Event type, you can create actions to be operated. ex: If "Paid Customer" Event is made, move subscriber from "Free Content" campaign to "Premium Content" campaign (for example).

Create an event

Here’s an example event to track people have gone through the process I mentioned above. (Customer buy OTO and then show page for high ticket offer)

To identify users accurately by using this method, you have to add an URL query to your HTO (High Ticket Offer) page link.

Ex: <a href=”https://example.com/awesome-high-ticket-offer.html?oto-purchased=1”>Link to HTO Page </a>

In this example, I added "oto-purchased=1" query. 

To create your first event, hover over the 'Marketing' tab and then click the 'Event Tracking' option.

event-tracking-gist

Event Tracking on Gist

Give a name for your event and select 'Visited a page' event type.

create-event-gist

When creating a new "Event" in Gist account, add a new query filter.

create-event-define-event-gist

You can set multiple events to track what actions are taken by customers. Which will ultimately help you to finetune marketing plans.

Events are such a powerful weapon in Gist. It allows you to narrow down your audience targeting specifically, let’s say by activity-level, and segment users send them over to customer nurture pipeline.

Not only that Gist has a tool called “Event Visualizer” which lets you track users easily based on elements on your page. For example, Gist can track people who clicked the toggle button of monthly and yearly prices in the Pricing page of your site.

Track Custom Events

If you run a SaaS business, sales funnel, eCom business or any type of online Business that involves in funnels, you should utilize “Gist Custom Events” feature.

It’s so powerful and can be used to track, identify and even fire some custom triggers based on actions.

However, to track custom events, you have to use "gist.track()" JavaScript function. So, if you are not familiar with JavaScript, I would suggest to hire a freelance coder or learn a little bit about JavaScript on Codecademy or W3Schools.

Here’s one case scenario you might utilize gist.track() function.

Identify user purchase values and plans they have subscribed to.

gist.track("Lead", {
plan: “freemium”,
accountType: "Free"
});
  • Lead - The name of the custom event.
  • Plan - The first property. You can add more than one feature.
  • Freemium - The first property value.
  • AccountType - The second property.
  • Free - The second property value.

You have to add this to your thank you page. So, once any person subscribes to a free pan, he or she will be linked to the “Lead” event.

Then, you can set an automation rule in “Automation” in Gist to send customized emails to get them to subscribe to a paid plan.

gist.track("Pro-Annual", {
plan: "Pro Annual",
accountType: "Premium"
});

This custom event will set custom attributes (or replace existing ones) for a paid annual subscriber.

Here’s another one.

gist.track("Pro-Annual", {
plan: "Pro Annual",
accountType: "14-Day Trial"
});

And another one.

gist.track("Pro-Annual", {
plan: "Pro Annual",
accountType: "30% OFF Lifetime Premium"
});

Once you have setup Events, you can target users who have done, and hasn't done Events under audience filter section in campaigns.

You can learn more about Gist Event Tracking over here and read the Help Docs over here for other helpful guides..

Contacts

Gist performs around your contacts base. When you have collected more contacts for your Gist account, you can perform more tasks effectively such as hyper-audience segmentation. Like in statistics, more subscribers you Gist account has more growth you can expect based on your marketing strategies.

Tags

Most valuable tasks on Gist is based on tagging.

Using tagging alone, you can manipulate specific actions for targeted users.

In facts, tags are used on most places on Gist such as emails, custom events, automation and live chat.

In this step, you have to have a clear plan on what tags to use on your Gist account.

For example, Newsletter Subscriber DOI and Chat Lead SOI. (Note: DOI stands for Double Opt-In, and SOI Stands for Single Opt-In)

filter-audiences-based-tags-gist

Also, you can add specific tags based on lead magnet too.

Ex: “Content Marketing Checklist,” “Free Affiliate Training,” “Top 101 Emails Subjects PDF”.

And tag users based on the campaign they have subscribed to.

Ex: “JV Partners,” “ABC Product Launch Formula,” “Marketing with Pros” and “Beginner’s Guide to Email Marketing”

Gist Automation engines let you add or remove tags based on events, campaign fulfillment, and user activities.

Ex: If a user visits Pricing Page, then add tag “Potential Customer.”

Also, on the contrary, based on individual tags, you can move users between email campaigns too.

Ex: if the tag is “Premium User,” then remove tag “Free User” and move to campaign “Customer Onboarding - Premium.”

See the potential of “Tagging” feature on Gist?

tags-gist

Having a marketing strategy before importing users to Gist is the key to manage users wisely and efficiently.

After importing subscribers to your Gist account, you can tag users.

Segments

Gist enables you to create user segments based on behaviors and events performed in a selective time-frame.

create-segments-gist

Those contacts segments can be used throughout Gist software but not limited to workflows.

segment-usage-gist

Create a Drip Campaign

Gist has email marketing capabilities. As it deeply integrates with your website, you can create action and interest based drip email campaigns for laser targeted audience.

For example, if someone has already subscribed to your blog newsletter and if he/she fulfilled a specific event (like viewed your product features and pricing pages), you could move the potential customer to particular drip email campaign, so you can nurture them along with targeted content about your product.

Another example is following up people who have chatted using Gist Live Chat widget and subscribed. (ex: dropped their email address for chat notifications)

You can ask further questions to improve customer support service and/or introduce new product or service you may have.

I personally started using Gist, so I had to move from GetResponse to Gist. I have been using GetResponse for more than a year. And I am particularly happy with the service. However, features and tools in Gist make it more comfortable to use the platform, and undoubtedly Gist is more potent than GetResponse.

Create an drip Email Campaign

To create drip email campaign, you have to click on “Marketing" tab at the top of your Gist account and then select 'Drip Campaigns' under ' Emails' option.

drip-campaigns-tab-gist

I have already created my first campaign. So, I will click on “New Campaign” to create another email drip campaign. You will see a button on the same page to create your very first email drip campaign.

new-drip-campaign-button-gist

Enter a name for your campaign. It’s used for your identification uses only. Make sure the campaign name indicates what your drive is about. For example, customer onboarding, free 14-day trial, premium customers - Gold level.

drip-campaign-title

In next section, you will have to select an audience who will receive emails in this drip campaign.

You can target audience in various ways. Tagging is one of my favorite. Or you can specify a defined contacts segment like I have done in the example below.

contacts-entrollment-settings

You can narrow down the audience targeting with specific tags, custom properties or even behaviors of people in this section.

Or you can target people who have already subscribed to a drip campaign. (ex: people who have subscribed to blog updates and you want to send use cases and case studies about your service)

Even better, you can find people who have already subscribed to your campaign, but not engaged much for a week or so.

reengagenent-drip-campaign-audience-setup-gist

At the bottom of recipients selection section, you can specify how subscribers can exit from campaign.

contacts-exit-settings

The example above demonstrate that contacts can exit from campaign once they reach a certain set of milestones. They are performing an action on my website within seven days and purchased a course of mine.

If you become a little bit more creative, you would be able to brainstorm hundreds of ways to utilize Gist's advanced targeting engine to make your marketing campaigns better and better every day.

At the Settings section, you can set up timing and enrollment settings. 

gist-drip-campaigns-settings

Click on “Add Email” to create the first email message for your drip campaign.

new-email-drip-campaigns

Give it a name. It's for internal usage only.

name-email-drip-campaigns

In this page, you can create the message. Gist's email editor is a WYSIWYG editor which means you will see exactly what what you want to get. You will learn more about it in the personlization section of this Gist review.

gist-email-editor

Personalization

The days are long gone you can send a broadcast message to every one of your 100,000 email list and expect to see higher engagement. With current marketing sphere, user needs have changed drastically and hence you have to modernize to make sure you are stay current and up with the game, personalized email marketing.

Gist provides tools and internal facilities for you to achieve personlization in your drip campaigns too. Or even better, you can easily integrate this with your website with or without a tool like Unless.

Let's take user name for an instance. If you want to embed user name into an email, you would add this liquid tag.

{{subscriber.name}}

Here's the preview for one selected subscriber in Gist's email editor.

liquid-tags-gist-email-editor

You can embed any data into email to like this.

Now let's take a step further and see how you can send subscriber data to external pages through URL query strings.

<a href="https://www.yoursite.com?name={{subscriber.name}}&email={{subscriber.email}}">VISIT MY SITE</a>

Here's the preview.

dynamic-links-gist-email-editor

With dynamic links, not only you can personalize the user experience on your websites but also increase conversions with auto-filling checkout pages, forms etc. 

Let's go another step further. Would you like to personalize the content within the email based on user proprieties or behaviors?

For example, you can ask people to add your email address to their contacts list or whitelist based on the email service they are using.

{% if subscriber.email contains "gmail" %}

THINGS ONLY GMAIL USERS WILL SEE...

..........

......

{% else %}

THINGS ONLY NON-GMIAL USERS WILL SEE...

...........

.......

{%endif%}

Here is the preview of an example.

conditional-content-gist-email-editor

Pretty powerful stuff, isn't it?

You can use any contact attribute inside the Gist email editor and make your marketing emails are hyper targeted.

Once created the email message, I would recommend send a test email to your email accounts and see how it will really look like. If your email message contains any dynamic content, make sure to tick the box under 'Include sample user data' which will basically attribute already existing or fake contacts data into your test email.

send-test-email

Once you set up the delay between the previous email, your drip campaign message is ready to go.

Create a set of emails for your drip campaign following the instructions above.

set up custom Properties

You may want to collect custom data from customers than the default ones. Ex: Nickname, Favorite color, Favorite Book, etc.

Here’s how to set up custom attributes.

Go to Settings >> Custom Properties >> Create new property.

custom-properties-gist

Add details and click on “Create” button.

create-new-custom-property

This way you can collect any data from your subscribers and use in your emails and workflows. In the example above, I have shown how to create a custom property for the referral URL of a giveaway participant. I use this exact same approach for my UpViral campaigns.

custom-property-contacts-activity-feed-gist

Import Users

Gist supports imports via CSV and MailChimp. If you’re using an email marketing software like Aweber, GetResponse, ActiveCampaign, and ConvertKit, you can import contacts to Gist through CSV upload method.

To start importing subscribers to Gist, click on “Contacts” tab and “Import contacts” under 'More' button.

import-contacts-gist

Upload the CSV file of contacts and set proper fields for Gist. Naturally, Gist will correctly identify the name, email, IP address and country fields. However, you may have added a custom field in the previous autoresponder software. So, map them out in the next screen and finish importing users.

upload-contacts-csv-file

Once you’re done, go to “Contacts” tab and see if every subscriber is on the page. It may take a few minutes to finish importing users. Once it’s done entirely, you can tag them based on list and behaviors.

For example, I have imported Pitiya newsletter subscribers from GetResponse to Gist. Those subscribers are double-opt-in leads. So, I tagged them out so I can clearly understand if the user is an imported lead.

imported-users-gist

Automation

Gist's automation engine is the powerhouse or the Engine of Gist.

It connects each tool in Gist, and executes operations automatically based on triggers, so you can implement set-and-forget rules to operate functions to grow your business.

There are two type of automations in Gist.

  1. 1
    Automation rules
  2. 2
    Automation worflows or visual workflows

Both of them are pretty powerful. Let's learn about them next.

Automation Rules

Currently, there are 14 Triggers and 16 Actions. And the number of triggers and actions will grow up once Gist improves.

Trigger

  1. 1
    Matches a custom audience - This is an event that is triggered when a user matches certain audience conditions.
  2. 2
    Subscribed to a campaign - This is an event that is triggered when a user subscribes to one of your email campaigns voluntarily.
  3. 3
    Applied a tag - This is an event that is triggered when a tag is applied to a user by you manually.
  4. 4
    Removed a tag - This event is triggered when a tag is removed from a user.
  5. 5
    Submitted a form - When a user enters their details on one of the lead gen forms available on your website, this event is triggered.
  6. 6
    Unsubscribed a contact - This event is triggered when a user successfully unsubscribes from an email campaign. Note that even if a user unsubscribes from one campaign, they will be unsubscribed from all your campaigns.
  7. 7
    Completed a campaign - This event is triggered when a user completes an entire campaign, i.e., receives all emails pertaining to the email campaign which they're subscribed to.
  8. 8
    Clicked a trigger link - When a user clicks on a link either on your website or within your app, then they trigger this event.
  9. 9
    Visited a page - This event is triggered when a visitor opens a particular URL or web page on your site.
  10. 10
    Opens/reads an email - Gist tracks email opens as well. When a user opens an email that you sent to them, this event is triggered.
  11. 11
    Updated a contact property - You can create custom fields on Gist. When a user fills a custom field that you set up, then the field gets updated and this event is triggered.
  12. 12
    Submitted email in chat - This is an event that is triggered when a user submits their email in chat.
  13. 13
    Exited from a campaign - This event is triggered when a user has satisfied a certain condition and exited from a campaign.
  14. 14
    Performed an event - This event is triggered when a user performs a defined or custom event that you set up.

Action

  1. 1
    Apply a tag - A tag is automatically applied to a user when they match the set conditions.
  2. 2
    Remove a tag - An existing tag is removed from the user when they match the given rules.
  3. 3
    Subscribe to a campaign - A user is automatically added to an existing email campaign when they trigger an event.
  4. 4
    Remove from a campaign - A user is automatically removed from an email campaign when they trigger an event.
  5. 5
    Move from one campaign to another - A user is moved from one email campaign to another
  6. 6
    Restart an email campaign - A user is resubscribed to an email campaign after they are removed from it previously.
  7. 7
    Send a broadcast email - When a user triggers an event, they are sent a manual email by Gist.
  8. 8
    Set a contact property value - Gist creates a custom field for the user when they match certain rules.
  9. 9
    Delete the contact - A user is deleted permanently from the database.
  10. 10
    Unsubscribe the contact - A user is automatically unsubscribed from an email campaign that they are subscribed to before.
  11. 11
    Notify a teammate - Gist sends an email notification to the owner/teammates when they match the given rules.
  12. 12
    Enroll into a Workflow - A user is automatically added to an existing workflow when they trigger an event.
  13. 13
    Remove from a Workflow - A user is automatically removed from an existing workflow when they trigger an event.
  14. 14
    Perform Math - This action is set to perform math operations (Add, Subtract, Multiply, Divide) on a Number type property of the contact.
  15. 15
    Add to Facebook Custom Audience - This allows you to add contacts to a Facebook Custom Audience when Facebook Ads accounts are connected to your Gist workspace.
  16. 16
    Remove from Facebook Custom Audience - This allows you to remove contacts to a Facebook Custom Audience when Facebook Ads accounts are connected to your Gist workspace. 

automations-convertfox

Here’s an example.

gist-automation-rules-example

Once above automation is active, anyone who submits “Tumblr Switch Blogs form” will be tagged as “Tumblr Switch Blog Subscriber” at first and then will be added to “Tumblr Switch Blogs” email campaign by Gist.

You can also add users to multiple campaigns too. And there are no limits of actions you can implement in one automation.

With Gist Automation rules, you can implement more user-specific operations.

Here are a few examples.

  • 1
    Send a reminder email to subscribers who haven’t downloaded the lead magnet or watched a specific video in a training series.
  • 2
    Send an auto message such as a coupon, free trial, or live demo for potential customers who haven’t completed the sign-up process.
  • 3
    Send segmented emails such as lead magnets, downloads based on each action. (ex: if you’re running a video training course, send cheat sheet or something like valuable for people who finished following a specific activity such as watching a particular video)
  • 4
    Remove unsubscribes entirely from Gist system, so you won't be charged extra fees.
  • 5
    Move people from campaign to another when a custom field is changed.

If you think naturally and out-of-the-box, you will brainstorm a lot of ideas to improve your sales funnel by using Gist Automation Rules feature.

Workflows

Automation workflows take automation rules into next level and make it's 100x more advanced and powerful. Because of the visual diagrams and advanced settings that you couldn't achieved with automation rules, Visual Workflow tool is commonly used by most Gist users.

visual-workflow-template-example-gist

The automation workflow above demonstrate an on-boarding sequence for a client. You can achieve almost anything with Gist's Workflow tool.

To create your first workflow, Go to Marketing >> Workflows.

gist-workflow

Click on the 'New Workflow' button and you will be given some Workflow templates designed by Gist team itself. You can either use one of them or start from scratch.

gist-workflow-templates

For instance, I created a basic automation workflow in Gist's Workflow builder to segment disengaged audience who have subscribed to UpContests newsletter. See how I did it in two easy steps.

gist-workflow-builder
  • Enrollment triggers - Subscribed to Contestsletter campaign
  • Decision conditions - Last marketing email not opened AND signed up more than 60 days ago 

You can add a goal to your Workflow to calculate the performance of your workflows. That way you can not only calculate the effectiveness of your marketing strategies but also A/B test different workflows to optimize goal conversion rate.

set-goal-gist-workflow-builder

Since Gist is fully integrated with your site, you can accomplish lots of things by using visual workflows from lead magnet delivery based on user interests, customer on-boarding, asking referrals, customer retention to eCommerce product promotions. 

Do not always use existing templates. Build a few by yourself so that you practice how to use visual workflow builder effectively so that you can build a workflow for a given use-case at anytime.

Create A Sign Up Form

Gist has native integrations for a few web applications, tools, and software. You can easily integrate your Gist account with your lead generation software and send subscriber details to Gist via API.

However, if your lead generation app doesn’t have direct integration facilities with Gist, you can just create an HTML email sign up form for Gist and embed on your website.

How to create a hTML email sign up form

Here’s How to create an HTML email sign up form.

Click on “Forms” tab under 'Marketing' tab on the top navigation bar and then “New form” button.

Enter a name for your new form and select the desired form type. You will see a preview of a basic signup form on your screen.

create-html-email-signup-form gist

If you are using a WordPress plugin like Thrive Leads, selecting basic “Lightbox” will be enough. Because you only need to grab the HTML code for signup form.

Also, if you’re using a funnel builder like Clickfunnels, you just need the HTML code of email sign up form. So, selecting “Lightbox” as the form type will be sufficient in most cases.

In “fields” tab, you can add more input fields to the signup form. In this example HTML form, I added “Name” field. Your changes will be shown up on the right side.

email-signup-form-fields-convertfox

In “Confirmation Settings” tab, select either “After Every Subscription” or “Only to new subscribers” option. These options will enable double opt-in, and your subscribers will receive a confirmation message to confirm their interest in receiving emails.

confirmation-settings-html-signup-form-convertfox

Double opt-in is an essential part of GDPR (General Data Protection Regulation) for most businesses. You can customize the confirmation message in Gist. However, make sure you’ve placed the confirmation link prominently in your email.

In "Post SignUp" settings, you can set up a custom message to display in default thank you page or set a custom thank you page. Ticking the option "Send Subscriber data to post submission page" will send input data to your custom thank page defined in "Redirect URL" field.

post-signup-settings-convertfox

Now, select “Embedded” tab and copy the HTML code for email sign up form.

embed-html-code-signup-form-convertfox

Click “Save and Exit” to use it with your lead generation tool.

How to Add Gist Email Sign Up form using Thrive Leads to Your WordPress Blog

Thrive Leads is my favorite lead generation plugin for WordPress. I use it on all of my WordPress sites.

If you are using, Thrive Leads and Thrive Architect to create squeeze pages, landing pages and email sign up forms, then follow the steps below to add Gist signup form to your WordPress blog.

Add "Lead Generation" box in Thrive Architect to workspace.

lead-generation-block-thrive-architect

Click on "Connect Form To Service" link in the Thrive Architect Editor.

connect-form-to-service-thrive-architect

Click on "Switch to HTML Integration" button at the bottom of pop box.

connect-service-html-form-integration

Now copy and paste the HTML code for email sign up form you created in above. Then click on "Continue" button to finish embedding HTML signup form to your WordPress blog.

html-code-in-thrive-architect

Here's how my HTML email sign up form looks just after embedding.

lead-generation-block-web-page

Now you can edit the email subscription form fields, labels, placeholders as you want. 

You can follow the exact same steps to create 2-step email subscription forms too. I recommend checking out Thrive Architect tutorials in your account to learn tips and tricks to use Thrive Architect and Thrive Leads for lead generation.

How to integrate Gist email signup form to other Web page builders

There are tons of marketplaces to buy premium WordPress themes and page builder plugins. Elementor, Oxygen, Brizy, Visual Composer, Divi Page Builder, and MyThemeShop Page Builder just are a few of them.

And there are also dozens of website page builders online. To name a few - ClickFunnels (most popular funnel builder online), InstaPages, New Kajabi, LeadPages, Convertri, Simovely, Kyvio, and Brizy.

Most of those page builders support HTML form integration. So, if your app isn't yet direct integrated with Gist, you can use HTML form method for now.

In addition to HTML form integration, Gist has Zapier integration. Therefore, with the use of Zapier, you can integrate with hundreds of other apps including Google Spreadsheets, ConvertKit, ActiveCampaign, and ThriveCart.

Next Steps


  • Enable Drip Email Campaign.
  • Subscribe yourself to see whether & how it actually works.
  • Set up an automation to automatically delete unsubscribers.
  • Tag users who subscribed to a specific campaign and remove the tag or modify it whenever someone completes the campaign.
  • Set up Outbound email address (Optional). Learn more about DKIM (DomainKeys Identified Mail) over here and SPF (Sender Policy Framework) over here. Setting up Outbound email addresses will dramatically improve deliverability rates of your emails.
  • Invite a new teammate to provide live chat support to your website visitors.

It's time!


Now, this is the end of Gist guide...

...How'd you find it useful? Have any question?

Please share your ideas about using Gist and questions in the comment form below.

Chamal Rathnayaka
 

A blogger, Growth Hacker, and Internet Marketer since 2012. Chamal Rathnayaka is the founder of this very site and he's sharing his experience and knowledge on Internet marketing through Pitiya blog. Send him a message on Pitiya.com/contact.

  • Wow! Thank you so much for the most comprehensive guide for Convertfox 🙏

  • Marnie says:

    Very helpful! Thank you! Just getting started with ConvertFox and you have created an excellent resource for that.

    • You’re welcome! I am too using Convertfox Live Chat and marketing automation functionalities on a few websites. Let me know if I can help you with anything. 🙂

  • Lucas says:

    You are amazing dude!!

    I just want to know:

    How can i set a goal for checking if the user opened a email or clicked on a link inside my email?

    I’m only limited to tags on this task?

    Thanks bro!

    • You’re welcome Lucas! I am hoping to update the Convertfox guide for the newest version with new tips and tricks.

      You can set up a goal for each email (broadcast, auto message or drip email message) easily.

      At the bottom of email message creator, you should see an option to set up a goal for the particular email. Select an activity you’d like to track (ex: belonging to an audience segment, fulfilling an event or a basic ones such as opening the email and clicking a specific link) and set up your goal.

      Click here to see an example.

      Let me know if you have any question. 🙂

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