Setup Your First Marketing Automation
By Jitta Rao
updated about 2 months ago
Using Automation Rules from Gist, you can now use simple “if this, then that” style rules to perform tasks. You can automate the most important but at the same time boring aspects of marketing with Gist.
You can move subscribers in and out of campaigns. You can apply tags to users based on their actions, deleting users from the database, and much more.
How to Setup Your First Marketing Automation using "Automation Rules".
Choose a Trigger and then Select an Action. Watch the videos below and set up your own Automation right now!
Step 1: Choose a Trigger.
To use marketing automation on Gist, you need to set up event triggers and their respective actions.
To do this, select the ‘Marketing’ tab on the taskbar and click on ‘Automation Rules’.
Choose an appropriate name for your trigger depending on what action you’re automating.
Step 2: Select Action.
Select the event which you want to focus on, and choose the action you want to trigger as a consequence of that event.
For instance, when someone ‘submits a form’, you can configure Gist to automatically send them an email campaign.
Once you finish defining your trigger, switch the On/Off toggle in the upper right to turn your Automation on. Your new automation trigger is live and Gist will take care of the actions automatically.
Gist has over 20 triggers and actions which you can use to build as many automation rules as you want, including creating multiple actions for the same trigger.
Here are the various triggers that are available to you on Gist:
- Subscribed to a campaign - This is an event that is triggered when a user subscribes to one of your email campaigns voluntarily.
- Applied a tag - This is an event that is triggered when a tag is applied to a user by you manually.
- Removed a tag - This event is triggered when a tag is removed from a user.
- Submitted a form - When a user enters their details on one of the lead gen forms available on your website, this event is triggered.
- Unsubscribed a contact - Fired when a Contact unsubscribes from a campaign or all mailings.
- Completed a campaign - Fired when a contact receives the final email of a campaign.
- Clicked a link from email - Fired when a contact clicks the desired link.
- Visited a page - Fired when contact visits desired page.
- Opens/reads an email - Fired when a contact opens an email.
- Updated a contact property - Fired when a contact's custom field data is updated.
- Submitted email in chat - Fired when a contact submitted email in chat.
- Exited from a campaign - Fired when a contact exited from a campaign.
- Performed and event - Fired when a contact performs a defined or a custom event.
And here are all the actions that Gist can take based on the trigger conditions set.
- Apply a tag - Apply a given tag to the contact.
- Remove a tag - Remove a given tag from the contact.
- Subscribe to a campaign - Add the contact to a particular campaign.
- Move from one campaign to another - Move from one campaign to another.
- Restart a campaign - Restart the contact from the beginning of a specific campaign
- Send a broadcast email - Send a broadcast email for the contact.
- Set a contact property value - Set a custom property for the contact.
- Delete the contact - Delete the contact (and all their data) from your account.
- Unsubscribe the contact - Unsubscribe the contact from a campaign or all meetings.
- Send a notification email - Send a notification with information about the contact.
- Enroll into a workflow - Add the contact to a workflow.
- Remove from a workflow - Remove the contact from a workflow.
- Perform math - Perform math operations on the contact property for the contact.
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