Getting Started

Quick guides to help you set up Gist on your website

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Introduction to Gist

What is Gist?Gist is a customer communication and marketing automation platform that helps you grow your business and engage with your customers across their lifecycle. It is a complete marketing and growth stack for your business - with live...

By Jitta

Updated 7 days ago

Gist Setup Guide - For Beginners

This guide gives an overview of the basic setup process. These 3 steps will help you set up your Gist account in no time, and by the end of step 3, you will be able to get the core of Gist up and running.The 3 steps to a successful setup1.   ...

By Jitta

Updated 7 days ago

Glossary of important terms used in Gist

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...

By Jitta

Updated 7 days ago

Install Gist on your WordPress site

In addition to adding Gist to your site via the JavaScript snippet code method, You can install Gist on your WordPress site without ever having to deal with code. Just install the Gist WordPress plugin, add your Project ID, and it's done!Here’s...

By Jitta

Updated 7 days ago

Use Gist in your Shopify Store

It's easy to track events in your Shopify store, using the Gist JavaScript code snippet. Here are the steps you need to do:1. Copy the Gist JavaScript code from the Projects page.2. Log into your Shopify admin dashboard. In the sidebar menu on the...

By Jitta

Updated 7 days ago

Install Gist Mobile App

Using the  Gist for iOS and the Gist for Android apps, you can respond to users and visitors on the move. The mobile app allows you and your team to quickly reply to conversations, so you don't have to wait until you get back to your office or...

By Jitta

Updated 7 days ago

Use Gist on your Squarespace site

If you're already using Squarespace for your website, you can use Gist on it as long as you have a custom domain on Squarespace. That means, you cannot use Gist on your Squarespace website if the URL looks like...

By Jitta

Updated 7 days ago

Complete your profile on Gist

Once you have everything setup, you can update your company profile including name, website and logo, which can be used when sending messages to your users. To update your company profile on Gist, go to the Settings page, and click on the 'General...

By Jitta

Updated 7 days ago

Add and Remove Team Members

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...

By Jitta

Updated 7 days ago

Manage Teams

With Gist, you can organize your inbox effectively by adding and managing multiple agent teams for your project.Having separate teams for each function helps you assign customer conversations to the right team every time, thereby reducing delays...

By Jitta

Updated 7 days ago

Import user data into your Gist project

If you are currently using Gist on your website, you can import your users from your previous email service provider or CRM, by simply uploading a CSV file.The CSV upload method allows you to import name, email, user ID and signup date in the...

By Jitta

Updated 7 days ago

Integrate Gist with Zapier

You can use Zapier to integrate Gist with other tools that you're currently using for your business. Using Zapier, you can connect and sync data between Gist and over 750 other apps such as Salesforce, Aweber, Zendesk, Gmail, and social platforms...

By Jitta

Updated 7 days ago