Getting Started

Quick guides to help you set up Gist on your website

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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 Jamie C.

Updated 8 days 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 Jamie C.

Updated 25 days 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 Jamie C.

Updated 25 days ago

Create Your First Workflow

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 Jamie C.

Updated 25 days 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 Jamie C.

Updated 7 days 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 Jamie C.

Updated 7 days 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 Jamie C.

Updated 7 days 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 Jamie C.

Updated 7 days ago

Setting 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 Jamie C.

Updated 7 days ago