Getting Started

New to Gist? Start here.

Install Gist on your WordPress site

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...

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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...

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By Jitta Rao

updated 4 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...

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By Jitta Rao

updated 4 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...

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By Jitta Rao

updated 4 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...

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By Jitta Rao

updated 4 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...

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By Jitta Rao

updated 4 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...

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By Jitta Rao

updated 4 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...

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By Jitta Rao

updated 4 months 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...

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By Jitta Rao

updated 4 months ago

Install Gist in your Genesis WordPress theme

Installing Gist in Genesis for WordPressYou can install your Gist tracking snippet through the Genesis > Settings page in your WordPress dashboard in two easy steps. When you’re finished, click...

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By Jitta Rao

updated 5 months ago

How to identify anonymous website visitors as contacts?

Gist automatically identifies website visitors when they submit their email address in ANY form on your website, including Gist forms. You can also personalize your website by targeting...

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By Jitta Rao

updated 5 months ago

Troubleshooting issues while importing a CSV file

When importing records into Gist, you may encounter errors. You can  view the error details in the confirmation email to ensure that the import file was set up correctly.  Listed below are the most...

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By Jitta Rao

updated 5 months ago

Install Gist in your Kajabi website

It's easy to install and track your customers on Kajabi based websites, using the Gist JavaScript code snippet. Here are the steps you need to do: 1. Copy the Gist JavaScript code from the ...

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By Jitta Rao

updated 3 months ago

Install Gist in your Thinkific website

It's easy to install and track your customers on Thinkific based websites, using the Gist JavaScript code snippet. Here are the steps you need to do: 1. Copy the Gist JavaScript code from the ...

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By Jitta Rao

updated 3 months ago