Workflows

Setting up and using Workflows to welcome, onboard, engage and retain customer at scale.

Getting started

Use-cases & examples

Common questions

Automation rules

Create an automation rule

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 c...

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By Jitta

October 13, 2023

Automation use case - Tag contacts automatically

Tags come in handy when creating contact segments in Gist. They allow you to understand your customers based on their behavior on your site, and as a result, segregate them into contact groups effectively. Tags help you attach a label or a piece o...

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By Jitta

June 9, 2023

Automation use case - Deleting contacts automatically

When a contact is deactivated or when they choose to remove their profile from your app or website, there is work needed to clean up your database, and remove all references to this contact in your app.  Having inactive contacts along with active ...

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By Jitta

June 9, 2023

Automation use case - Add contacts to drip campaigns automatically

You may already be running multiple drip campaigns for your subscribers and would like to add a subscriber to one or more email campaigns based on what they type of content they are interested in or what they are looking for on your website.  You ...

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By Jitta

June 9, 2023

Automation FAQ

Following are answers to some commonly asked questions regarding automation on Gist.What is a trigger?A trigger is an event or a precondition which when happens triggers an action from Gist. As of now, Gist has 10 triggers or events which happen w...

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By Jitta

June 9, 2023