Setup auto messages on Gist

By Jamie C.

Updated about 2 months ago

Using Gist, you can send auto messages to users who belong to a segment. Auto messages are emails that are automatically sent by Gist to users who belong to specific segments, or match the rules or filters that you set up.

Auto messages are behaviour-driven emails that will be sent automatically to users, based on what they do on your website. Since Gist autotracks user events on your website, you can create customized, targeted user segments based on what pages they view, what links they click, what forms they submit, etc.

They can be used to send lifecycle marketing emails, onboarding emails, or any other type of emails that you would like to trigger based on user actions. If you wish to send a series of emails to your users, you can use drip campaigns instead.

An auto message is sent to a user when you create it and set it live. Gist checks for the filters and sends the message to every user that matches the rules.

Send the right message to your users

Auto messages can be used to send targeted email messages when a user logs in to your product or on your website.

You can also schedule auto messages to be sent at a particular time.

Writing the auto message

Before you send your auto message you can customize it the way you want.

  • You can set a goal for the auto message to track the actions taken by your users. For instance, you can set a goal that the email message is successful if a user replies to it. Or if a user clicks on a specific URL.
  • You can preview the message before you send it and even send yourself a test email to check if the message is being delivered as you want it to be.
  • You can choose a deadline to stop sending auto messages automatically after a certain time.

Setting up auto messages

For instance, you can use auto messages to nudge free users to upgrade to a paid plan when they try a ‘paid only’ feature on your site. Or you can ask users for feedback when they try a newly launched product feature.

All auto messages are sent by Gist automatically, so not only they are very targeted and look as though they are personalized for each user, but they also take a lot of load off of you because you only create them once and ConvetFox will send them for you for as long as the auto message is live.

You can set up auto messages using the following steps:

Step 1: Click on ‘Emails’ on the navbar, select ‘Auto Messages’ and click ‘New Auto Email'.

Step 2: Give the new auto message a title, and select the segment which you would like to target your campaign at.

If you have an existing email campaign, you can move this email to the campaign if you like, by clicking on the ‘Move to’ button and choosing the appropriate campaign.

Choose the audience segment that should receive your email.

If you do not have an existing segment of users that you want, you can create a new segment using the ‘Add Rule’ option. You can add multiple rules at the same time and can narrow down to desired segment of users.

Just like in the case of campaigns or broadcasts, once you finalize your segment, any future users or subscribers matching those rules will also receive your email automatically.

Once your segment is finalized, you can see a sample list of users who will receive your email.

Step 3: Compose your email and choose the email format

Start writing your email. You will be able to preview your email live, on the right side of the screen. Once you finish writing the email, you can send a test mail to an email of your choice.

Step 4: Choose a goal for your email and schedule it

Although this step is optional, it is recommended that you choose a goal for your campaign so you can measure success and make necessary changes to your campaign in the future.

Also, it is recommended that you schedule your email to be sent when most of your target audience will be online, so that your email stays on top of their inboxes.

Note that Gist follows UTC standard time, so make sure you check the difference in time zones before you finalize the campaign.

If necessary, you can also set a deadline, post which Gist stops sending any auto messages to users.

Step 5: Save the email and send it away

Once you are ready, save your email, and click the ‘Send’ button. Gist will automatically send the email at the scheduled time.

Reach out to us via chat if you need help with anything.

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