Each marketing tool that you use has a certain set of terms and words that describe their features and options, and Gist is not an exception. But as it often is the case, the terms may differ from tool to tool.
Before you begin to use Gist for your business, it would be beneficial to know certain terms and words that are commonly referred to on Gist and understand their meaning. This helps you come to grips with using Gist the right way.
Visitor - A visitor is anyone who visits your website anonymously, is not logged in, and has no conversation history with you. Even if you have a conversation history, if the person does not add their email address anywhere on your website (chat messenger, opt-in form, login area, etc.) they will be treated as a visitor, and you will see their name as 'Site Visitor' in your team inbox.
Lead - A lead is someone whose email address is known to Gist. Your email subscribers are treated as leads on Gist. Once someone shares their email address with you anywhere on your site (chat messenger, and opt-in forms,) Gist identifies them as a lead and attaches all their previous actions to their email address.
User - A user is someone who is logged in to your website or product. A lead becomes a user when they sign up for your product or log into an existing account on your website. If you have an exclusive area for your members or customers, then those who can access this area are called users.
Project - This is where you have all the data that you need - user profiles, user events, email campaigns, forms, automation rules, etc.
Custom Domain - Custom outbound email address that you set up in order to be able to send all your email communication Gist through your domain's SPF and DKIM settings.
SPF Settings - SPF, or Sender Policy Framework, protects end users against spammers sending emails in your name. An SPF record in your DNS Settings gives email providers a way to check or verify if the email sender is really you. This ensures the emails are really coming from you and that your users and subscribers are not being spammed by malicious senders. You can read more about SPF here
DKIM Settings - DKIM, or stands for Domainkeys Identified Mail. It too was designed to prevent domain spoofing, or someone pretending to send from your email domain, when they really aren't. DKIM uses cryptographic authentication, which means the records we generate will be unique to you and your domain. Read more about DKIM here.
Access Token - Access tokens contain the security credentials for your login session and you will need one if you want to use the Gist API to access data in your own Gist project.
Segment - A saved selection of any combination of user attributes, or tags. Segments on Gist are dynamic and are automatically updated when a user matches the selected filters. Segments make it easy to access later for sending emails, or chat prompt messages. Segments do not contain duplicate subscribers even if the subscriber is in multiple sources for that segment.
Form - Web forms, also known as popup forms, option forms, or lead forms - that you use to collect lead information and grow your email list.
Auto Messages - Automatic emails - also known as autoresponders - that you can set up to be sent automatically to a segment of people. Auto messages are perfect for lead magnets and behavior based emails.
Campaigns - Also known as drip campaigns, they are a series of emails sent automatically to a user segment. MailChimp calls them automations, Aweber calls them follow-up sequences, Infusionsoft calls them campaigns, other tools call them autoresponders.
Broadcasts - One-time email blasts sent to everyone on your list, or to a specific user segment. These emails are sent to everyone who matches a certain segment and the filters that you set up, but only once. Broadcasts do not repeat again
Event - Any actions done by users on your website - such as clicks, pageviews, form submissions, etc. are defined as events. Gist automatically tracks these events for you so you can create highly targeted user segments based on behavior.
Event Visualizer - Unlike the traditional method of logging events manually within the code so they can be tracked by analytics software, Gist’s event visualizer lets you define events by simply performing the event yourself, by simply clicking around your website.
Tag - Tags are pieces of metadata added to a user's profile to track their activity or preferences. Tags can be used to keep track of purchases, what product of service of yours a user is interested in, how engaged they are (based on link clicks in emails and campaigns) and what list you imported them from. You can add an unlimited number of tags to a user.
User Property - Events and attributes that allow you to measure user activity which, combined with analytics, allow you to understand user behavior. User properties and event properties can give you a deeper analysis into how users are engaging with your app or website so you can send relevant and customized messages,
User Profile - Each user in your project has a single, unique profile that gets updated dynamically. Unlike traditional marketing tools that contain lists of users and as such users are counted multiple times when they are on multiple lists, Gist does not contain duplicate user data. Each user is treated as one.
User ID - A unique identifier which is usually a number that you assign to a user on your Gist project. The User ID always remains constant even if other user properties such as name and email address change over time.
Automation - Automation allows you to use simple "If This Then That" logic, based on user behavior. Trigger and Action automations allow you to do simple marketing tasks automatically - such as applying tags, moving users between email campaigns, deleting users, etc.
Trigger - A trigger is a specific event on your website or app that results in a corresponding action. Automation rules in Gist contain several types trigger events which when they happen, automatically result in an action being done. For instance, clicking a specific link on your website, or viewing a page, is a trigger because that allows you to setup consequential actions.
Action - An action is a specific process, or an event that occurs when a trigger is triggered. For instance, adding or removing tags, moving people between campaigns are actions.
Live Chat - The live chat messenger by Gist is an in-app, and on-site live messaging tool that allows you to communicate directly with your users, subscribers, and website visitors. Live chat helps your visitors ask questions instantly, and get answers from you immediately, hence cutting the delay in decision making and the sales process.
Chat Prompt - Chat prompts are useful for starting conversations with visitors on your site and for urging them to take specific actions. Chat prompts will be delivered to the visitors automatically by Gist, and if they respond to the message, you will be able to continue the conversation manually.
Saved Reply - There are certain questions that almost every prospective customer asks you. Instead of typing the same responses over and over again, you can setup 'saved replies' and answers to FAQs beforehand so you can provide better and faster support.
Chat Tag - Chat tags can be used to tag specific messages within individual conversations and view them all in one place. They can be used to keep track of specific action items or events.
Those are some commonly seen terms and phrases on Gist. Now that you've familiarized yourself with all of these, you're ready to begin setting up your account!