Getting Started

New to Gist? Start here.

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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...

By Jitta Rao

updated 3 months ago

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...

By Jitta Rao

updated about 2 months ago

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...

By Jitta Rao

updated 3 months ago

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...

By Jitta Rao

updated about 1 month ago

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...

By Jitta Rao

updated 3 months ago

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...

By Jitta Rao

updated 3 months ago

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...

By Jitta Rao

updated 3 months ago

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...

By Jitta Rao

updated 3 months ago

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...

By Jitta Rao

updated 3 months ago

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...

By Jitta Rao

updated 15 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 Rao

updated 15 days ago