Here’s the simple process of setting up the plugin.
Step 1: Install the plugin
The first step is to install the WordPress plugin in your WordPress account. There are two ways to do this.
One way is to go to the official WordPress plugin directory and download the Marketing Automation by Gist plugin. Then, upload it on the plugin page on your WordPress admin dashboard.
Or you can skip downloading the plugin by searching for "Marketing Automation by Gist" from within your WordPress admin account. Click the "Install Now" button on this page, as shown in the below screenshot.
Step 2: Copy your Gist project ID
Once you install the WordPress plugin, sign into your Gist account, go to the Projects tab at the bottom of the navigation menu. Click the ‘WordPress’ button, and copy your project ID and paste it into the Gist WordPress plugin settings.
This will allow the plugin to access Gist securely.
You can also access your Project ID in the URL itself. If you look at the alphanumeric code after 'https://app.getgist.com/projects/', that is your Project ID.
Step 3: Paste your project ID in your WP plugin
Then back inside your WordPress admin dashboard, go to Settings > Gist.
Once you're here, paste or type in the project ID that you secured from your Project page.
Once you enter your project ID here, you will need to check the boxes as required.
If you want to track all pages on your site, then check the ‘Enable Tracker’ box.
If you want to disable chat for WordPress admin users, then check the second box.
If you are already using a WordPress plugin such as MemberPress for your members/users, and if you want Gist to automatically identify your users without using the convertfox.identify method , then check the final box.
Then click 'Save Changes'
Step 4: Check the installation in Gist
Once you complete this step, you need to come back to your Projects page in Gist, and check if the installation is complete.
Click on the green button that says 'Check Now', and Gist will automatically verify that the WordPress plugin is installed correctly. Once you get the confirmation, you're good to go!
Step 5: Invite Your Teammates
If you are a part of the Gist Pro plan, you can have an unlimited number of teammates on your Gist account.
Having more teammates on Gist helps you manage your sales, marketing and customer communication efforts better, and helps your entire team send out a uniform message to your users,
If you wish to add or delete a teammate on Gist, you will have to go to the settings page from the taskbar.
Once you’re there, select the ‘Teammates’ option under General settings.
If you wish to add a new teammate, you will have to invite them to sign up on Gist. In the text box, enter the email address of your teammate, select the appropriate permissions you would like to give them, and then click on ‘Invite’.
Gist will then send an invite link to the email address of your teammate, so they can sing up on Gist and start using it immediately. Your teammate will be automatically added to all projects the project that they are invited to.
If your teammate has not received any invitation email from Gist, they can as well create an account on Gist and they will automatically be added to the project that they are invited to.
If you wish to delete a teammate who is already on Gist, go to the ‘Teammates’ page once again and click the ‘Delete’ button next to the appropriate teammate.
Note that when a teammate is removed from Gist, all future communication from users directed towards them will go to the ‘Unassigned’ thread and other teammates can assign the conversation to themselves manually.
All previous conversation history is preserved and viewable by other teammates, and anyone else on your team can respond to the same thread and continue conversations.