Setting up your workspace
Add, restrict and remove a teammate
Having more teammates on Gist helps you manage your sales, marketing, and customer communication efforts better and helps your entire team send out a uniform message to your website visitors and customers. To add, restrict access or remove a teamm...
Organize your teammates into teams
Teams are a great way for people from different departments in your business - support, sales, marketing, product, etc. - to work together in Gist. Having separate teams helps you assign customer conversations to the right team, thereby reducing d...
Setup your workspace branding
Setting up your branding in Gist makes sure your website visitors and customers feel completely at home on your product or website. This article will list out the various assets and settings that you may want to consider setting up. Step 1: Person...
Default roles and permissions
Gist allows you to designate different levels of access to different teammates. Here we will discuss what each role of the default roles mean, the permissions available for each, and how to change roles. Overview By default, you can use the follow...
Custom roles and permissions
As your team grows, there will be occasions when you will want certain users to not have access to certain data such as contact data, billing details, Messenger settings, and more, to reduce the chance of mistakes or duplication of a user's worklo...
Roles and Permissions FAQs
Find answers and general information quickly about Roles & Permissions in Gist. Who owns a Gist workspace? We assign workspace "ownership" to the user who creates the workspace and we automatically assign them the Owner role. To protect your works...
Installing the Gist Tracking Code
Install Gist on your website or product
It takes only a couple of minutes to install Gist on your website. Once installed, you’ll be able to engage and capture visitors as well as welcome, onboard, and support customers as they become loyal users of your service. Note : You'll need a G...
Install Gist on your WordPress site
NOTE: This guide is specific to installing Gist on your WordPress site. If your website is built on other platforms, we recommend checking the specific installation guide for step-by-step instructions. The Gist All-In-One Marketing - Live Chat,...
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 advert...
Send logged-in user data from your database or third-party tool
Imagine this scenario. A user logs into your app. Creates a conversation with your support team from the Messenger but chooses not to enter their email address. For whatever reason, closes the browser and doesn't return until later. There is no wa...
Install 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 Settings > General > Tracking code page. Gist JavaScript Code Here is the Gist ...
Install 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 this: http://example.squarespace.co...
Install Gist on your Wix site
If you have a Wix account with a custom, connected domain - you can install Gist on your Wix website. Gist can be installed on websites built with Wix via their "Tracking Tools & Analytics". It allows Wix users to embed third-party tracking code t...
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 Settings > General > Tracking code page. Gist JavaScript...
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 Settings > Tracking code page. Gist JavaScript Code H...
Install Gist in your Genesis WordPress theme
You can install your Gist tracking snippet through the Genesis > Settings page in your WordPress dashboard in two easy steps. When you’re finished, click Save and you’re ready to start personalizing your website. Log into your WordPress dashboard ...
Gist Installation - Troubleshooting FAQs
Installing Gist on your product or website is the most important part of your journey to get started. After following our installation guide , if the Gist Messenger doesn't appear on your site, then this article should help you understand the typ...
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 t...
Common questions
Is Gist right for me?
Gist is a service-first CRM company that builds software designed to improve customer relationships. Our customers come in every shape and size. Small, medium and enterprise. In every industry. B2C and B2B. 12k+ businesses in 140 countries. They’r...
How do I sign up for a free trial of Gist?
Firstly, welcome! We're so glad you're here. Gist offers a 14-day full-featured free trial and at any time during the free trial, if you decide Gist isn't for you, you can cancel. Signing up is quick and easy and this guide will walk you through t...
Can I install Gist on multiple domains or subdomains?
Gist fully supports cross-domain tracking for subdomains. This means that as long as the same Tracking Code is installed on each of the subdomains you want to track, Gist tracking will work as expected. This allows you to install the Tracking Cod...
How do I transfer my workspace ownership?
When there is a transition of responsibilities in your organization or for any other reason, you can transfer the ownership of your workspace at any time. We’ve outlined how to transfer primary ownership, so keep reading to learn more. Requirement...
Where can I find my workspace ID?
Your workspace ID is a unique code assigned to your workspace when you create it in Gist. There are two ways you can find your workspace ID. Option 1: Check the URL of any page you have open in Gist This is the easiest way to check your workspace ...
Which browsers are supported by Gist?
Gist is built to work on the most popular systems and browsers. A supported web browser is required for full functionality of Gist's features.We extensively test and support the following browsers:Windows-supported browsersChrome (Latest version)F...
What cookies does Gist set in a visitor's browser?
A cookie is a small piece of data that Gist sends from your website, stored in a web browser and downloaded to your computer or mobile device when you visit that website. The cookie is then sent back to Gist on each subsequent visit, which is esse...
How do I turn Dark Mode on or off?
Dark mode helps make working in Gist easier on your eyes by using a darker, higher-contrast colour theme. You can turn on dark mode from your Gist workspace preferences, or sync dark mode in Gist with your operating system (OS) settings. Sync dark...
Is Gist GDPR Compliant?
Gist and GDPR Compliance As a company, we strive to be as transparent as we can about our business, and GDPR has provided us with an opportunity to help you understand how we use data shared by you. We are fully committed to providing features in ...
Is Gist HIPAA compliant?
No, we are not. Gist does not natively support HIPAA compliant data transmission. We do not offer any encryption or security measures surrounding message transmission beyond those included in the SMTP RFC, which was not designed with HIPAA complia...
How do I delete or close my workspace?
Maybe a workspace has outlived its usefulness, or you want to start fresh - or you're simply done with Gist (we'll try to be okay with that 🙃). Regardless, we want to make it straightforward for you to delete any workspace you create. In order to ...
How can I cancel my Gist subscription?
Thank you for using Gist. We understand that account cancellations do occur, and we offer a quick process for any cancellation request. In the event that you need to end your subscription with us, just contact our support team or drop a note in ...
How do I add my partner code to Gist?
A partner code is a unique code assigned to you after joining the Affiliate Partner program . It is used to track your referral submissions to ensure you get credit for all successful referrals. If you are already a Gist user, you can update the ...
About Gist's Refund Policy
We understand things don't always work out. If you do have to leave, we want what's best for you. For any reason, you are unhappy with your Gist purchase, we offer a 14-day money-back guarantee. If you decide not to use Gist in your business withi...
Overview of the Gist Affiliate Program
In this article, you will learn about the Gist affiliate program. If you are promoting Gist, you will be able to review the Gist Affiliate Program here, to learn about required forms, affiliate payout requirements, percentage of affiliate payout, ...
Agency Program pricing
The Agency Program allows you to purchase multiple Gist accounts at a discount and resell them for a profit with your additional value-added services. Agency Partners have a single billing profile and are billed monthly per paid, active resold acc...
Check if tracking code is installed correctly
Sometimes, the installation may get delayed for a while, or you may not see the confirmation after clicking the 'Check Now' button. In that case, check if you're using a cache plugin on your WordPress (such as W3 Total Cache) and purge the cache b...
About Additional Charges
Depending on your plan tier and type, you may sometimes see additional charges on your monthly Gist bill. If you have a Marketing plan, this is based on the total contact count and email sends in the billing cycle. If your total contact count or e...
