Getting Started
New to Gist? Start here.
11 articles in the collection
Getting Started - Install Gist
You can install Gist on your WordPress site without ever having to deal with code. Just install the Gist WordPress plugin, add your Workspace ID, and it's done!Here’s the simple process of setting up the plugin.Step 1: Install the pluginThe first...
Setup Your First Live Chat
Live chat 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...
Send Your First Broadcast Email
Broadcast emails are one-off email blasts that are sent out to a predetermined segment of users, at a time of your choosing. You can use broadcast emails to send email newsletters, or product announcements, to notify subscribers of a new post on...
Create Your First Workflow and Choose a Trigger
Gist now offers a complete Visual Workflow creator for you to control and manage your business. Using the New Workflow feature you can craft and implement Workflows that will do your Marketing tasks on autopilot!Here's how to get started:Step #1...
Setup Your First Marketing Automation
Using Automation Rules from Gist, you can now use simple “if this, then that” style rules to perform tasks. You can automate the most important but at the same time boring aspects of marketing with Gist. You can move subscribers in and out of...
Setup Your First Chat Bot!
Gist makes interacting with your site visitors easy, simple and automated! Using Gist, you can setup Chat Bots that have a number of different uses. In these examples, we will set up a Chat Bot that qualifies leads and books meetings 24/7 for your...
Book Your First Meeting with Gist
With Gist Meetings, your prospects can schedule appointments with you faster and can completely avoid the back-and-forth emails. Your schedule will be in constant sync with your Google calendar, so your prospects will always see your most...
Create Your first Lead Form
Creating a lead capture campaign using Gist forms, is a very simple and straightforward process. Here is a step by step process to help you get started with your first lead capture form.Step 1: Click on the 'Forms' button on Marketing drop down...
Set Up Your Knowledge Base
The Gist Knowledge Base provides your leads and customers with easy and fast access to answers about your products and services and allowing them to find recommended solutions to frequently asked questions.The New Gist Knowledge Base allows you to...
Install Gist using Google Tag Manager
Rather than paste the Gist tracking code into the header area of your website, it’s possible to add the Gist tracking snippet to your Google Tag Manager.Google's "Tag Manager" tool is a great way to manage all of your marketing scripts and...
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...
