Getting Started
Quick guides to help you set up Gist on your website
12 articles in this collection
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...
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. ...
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...
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...
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...
Install Gist on your product or website
It takes only a couple of minutes to install Gist on your website. Once installed, Gist will help you manage all types of communication with customers and website visitors alike.To start the installation process, you need a Gist account. If you...
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...
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 Projects page.2. Log into your Shopify admin dashboard. In the sidebar menu on the...
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 your...
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...
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...
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...
