Setup Your First Marketing Automation

By Jamie C.

Updated 1 day 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:

  1. Subscribed to a campaign - This is an event that is triggered when a user subscribes to one of your email campaigns voluntarily.
  2. Applied a tag - This is an event that is triggered when a tag is applied to a user by you manually.
  3. Removed a tag - This event is triggered when a tag is removed from a user.
  4. Submitted a form - When a user enters their details on one of the lead gen forms available on your website, this event is triggered.
  5. Unsubscribed from a campaign - 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.
  6. 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.
  7. Clicked a trigger link - When a user clicks on a link either on your website or within your app, then they trigger this event.
  8. Visits a page - This event is triggered a visitor opens a particular URL or web page on your site.
  9. Opened an email - Gist tracks email opens as well. When a user opens an email that you sent to them, this event is triggered,
  10. Updated a custom field - 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.

And here are all the actions that Gist can take based on the trigger conditions set.

  1. Apply a tag - A tag is automatically applied to a user when they match the set conditions.
  2. Remove a tag - An existing tag is removed from the user when they match the given rules.
  3. Send email campaign - A user is automatically added to an existing email campaign when they trigger an event.
  4. Remove from a campaign - A user is automatically removed from an email campaign when they trigger an event.
  5. Move between campaigns - A user is moved from one email campaign to another
  6. Restart an email campaign - A user is resubscribed to an email campaign after they are removed from it previously.
  7. Send a manual email - When a user triggers an event, they are sent a manual email by Gist.
  8. Set a custom field - Gist creates a custom field for the user when they match certain rules.
  9. Delete a subscriber - A user is deleted permanently from the database 
  10. Unsubscribe the subscriber - A user is automatically unsubscribed from an email campaign that they are subscribed to before.
  11. Send a notification email - Gist sends an email notification to the user when they match the given rules.

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