Contact properties and data in Gist
updated 10 months ago
Contact data is important to create contact segments so you can send targeted messages and email campaigns to contacts based on their properties and behavior.
Gist gives you an exhaustive list of contact properties which you can use to group contacts together based on who they are and what they do on your site.
There are three types of data that Gist tracks and stores:
1. Default contact properties which are automatically tracked by Gist even without you defining them
2. Custom contact properties which are specific to your website or product that you need to send to Gist
3. Events which are actions taken by contacts on your site. Gist tracks them automatically, but you will need to define them to be able to view the data.
Default contact properties
Using these default properties you can quickly filter the contacts that you require, such as:
- Contacts who are on the free plan
- Contacts who have signed up exactly 3 days ago
- Contacts who have not logged in the last 7 days
- Contacts who upgraded to a paid plan today
You can combine these properties to create a narrowed down list of contacts. For instance, you can filter contacts who ‘Signed up 7 days ago’ AND ‘Last seen 7 days ago’ so you can get the list of contacts who have been inactive since they signed up on your site.’
Once you narrow down a list based on specific properties, you can create a contact segment out of them, and then send targeted, personalized messages.
Gist automatically updates default contact properties of new contacts when they sign up, and new contacts who match your filters will automatically be added to existing segments.
Here's an exhaustive list of all the contact properties that Gist automatically tracks for you: https://docs.getgist.com/article/241-contact-properties-glossary
Custom contact properties
You can also send custom properties about your contacts to Gist and they too can be seen in the People page below the default contact properties.
While default properties help you get a basic overview of your contacts, custom properties are used to get deeper insights about your contacts and the actions they take on your website, or inside your app. Custom properties are specific to your website or product – such as:
- How many videos a contact watched
- How many photos they have uploaded
- Whether they are using a specific feature inside your app
- If they have reached a usage limit for a feature
- Whether they tried upgrading their plan but failed
You can send any number of custom properties and Gist will track them for you.
You can apply filters to these custom properties Just as you would with the default properties, and then send them targeted messages and email campaigns. For instance, if your free plan limits contacts to watch only 100 videos, then you can put all contacts who have watched 100 videos into a segment and send them a targeted email campaign asking them to upgrade their subscription.
Just as with default contact properties, Gist automatically updates custom contact properties of new contacts when they sign up.
These methods can be used to track specific contact actions on your website, such as pageviews, link clicks, button clicks, form submissions, etc.
You can filter contacts based on events that they do, such as viewing a page X number of times, downloading a document multiple times, clicking a button on your site, submitting a form, etc.
There are three types of event properties that you filter on the People page.
- HAS DONE - filter those events on your website that people did
- HAS NOT DONE - filter those events on your website that people did not do
- COUNT OF - filter those events or actions that were performed multiple times
For example, using event properties, you can easily filter and group contacts who have viewed your pricing page 3 times, or clicked on the 'Contact Us' button, etc., and use these properties to automatically trigger chat prompt messages, or send emails using automation rules.
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