Contact properties and data in Gist
By Jitta Rao
updated 4 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
These are contact properties that Gist automatically tracks with no coding involved. You can see them on the Contacts page when you log in to your account.
NAME – contains the contact's full name
EMAIL – contact’s email address
USER TYPE – whether a user is a lead, or visitor, or paid customer
USER ID – user’s unique ID
SIGNED UP – the day a contact first signed up on your website
LAST SEEN – when they were last online on your site or product
LAST CONTACTED – when they were last contacted by your team
WEB SESSIONS – number of times a contact visited your app or site
CITY – the city they’re from, based on their IP address
COUNTRY - what country they're from
REGION - what geographical region they're from
TIMEZONE - what time zone they're in
TAGS – a group the contact belongs to, based on a tag you’ve manually applied
COMPANY - if they work in an organization
PHONE - their contact details
FIRST SEEN - when they first visited your website after you installed Gist
SIGN UP SOURCE - the website which referred them to your website
LANDING PAGE - which page they landed on when they first visited your site
LAST HEARD FROM - the date when you last heard from them
LAST OPENED EMAIL - which one of your emails they opened last
LAST CLICKED ON LINK IN EMAIL - what specific links a contact has clicked in one of your emails
BROWSER – what browser a contact is using
BROWSER VERSION - whether they are using the latest browser versions
PLATFORM – what operating system a contact is using
SUBSCRIBED TO - what email campaigns they are subscribed to
UNSUBSCRIBED TO EMAILS - whether they have unsubscribed to your emails
MARKED EMAILS AS SPAM - whether they have marked your emails as spam
HAS HARD BOUNCED - whether the emails you sent to them have bounced
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.
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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