Workflows
Everything you need to get started with Gist Workflows.
2 articles in this collection
Collections
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Getting Started
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Your Gist Account
- Introduction to Gist
- Getting Started - Install Gist
- Gist Setup Guide - For Beginners
- Install Gist on your product or website
- Install Gist Mobile App
- Complete your profile on Gist
- Add and Remove Team Members
- Import user data into your Gist project
- Glossary of important terms used in Gist
- Manage Teams
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This Week's Training
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Gist Webinars
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Live Chat
- Introduction to Gist Live Chat
- Live Chat FAQ
- Get started with live chat using the Gist Messenger
- Customize Live Chat Appearance
- Set up Chat Prompts on Gist
- Show or Hide Live Chat on Specific Pages
- Using Internal Notes and Tagging Teammates
- Use Emojis and GIFs in Live Chat
- Get Context with Automatic User Profiles
- Working as a team and collaborating on customer support
- About Live Chat Notifications
- Capturing Emails Using Live Chat
- Keep track of bugs and feature requests using chat tags
- Configuring your support email addresses
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Email Marketing
- Approval Process To Activate Email Sending Privileges
- Introduction to Gist Email Marketing
- Email Marketing FAQ
- Set up Custom Domains on Gist (for Advanced Users)
- Choose the right audience to send email
- Introduction to Broadcasts
- Setup broadcast messages on Gist
- Broadcast use case - Notifying newsletter subscribers
- Introduction to Auto Messages
- Setup auto messages on Gist
- Auto messages use case - Welcome message
- Introduction to Campaigns
- Setup drip campaigns on Gist
- Drip Campaigns Use Case - Creating an effective onboarding campaign
- Convert trial users into paying customers
- Write your activation email
- Followup with your users
- Space out campaign emails
- Email marketing best practices
- Acceptable Usage Policy
- How to Resend A Broadcast Email To Non Openers
- Track Email Stats Using The Email Dashboard
- How to Duplicate A Broadcast Email
- What are the bounce, spam report limits?
- What should I do if my email sending has been suspended?
- How To Check Email Settings Before Sending
- Meet the New Gist Email Composer
- Manage your Support Emails with Gist
- Create Email Templates for Fast Formatting
- Drip Campaigns Overview
- How to Organize Your Emails Using Folders
- Drip Campaign Exit Update
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Workflows
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Marketing Automation
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Event Tracking
- Introduction to Gist Event Tracking
- User data in Gist
- Identify logged in users and send custom properties
- The Gist JavaScript API
- Track Custom Events using Gist
- Define critical events using the event visualizer
- Default User Segments on Gist
- Create New User Segments
- Hide or Delete a User Segment
- Event Tracking FAQ
- Understand Browser Cookie Policy
- Use Gist in your Shopify Store
- Overview of Tags
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Meetings
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Knowledge Base
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Forms
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FAQs
- Complete your profile on Gist
- Add and Remove Team Members
- How do visitors, leads, and users work in Gist?
- Why is email sending disabled for my account?
- Is Gist right for me?
- How do notifications work on Gist?
- How do I unsubscribe users from receiving emails?
- Where can I find my app ID or project ID?
- What is user_id and why would I want to use it?
- How to filter and segment your users?
- Help! I have trouble installing Gist on my site.
- Why hasn’t a user received my message?
- What system requirements does Gist have?
- What is a Unix timestamp and why is it needed?
- What is real time user presence (the technical explanation)?
- Why am I missing some data of users that are showing up on my own system?
- How do I sign up for a free trial of Gist?
- How to create filters for dates in the future?
- Is Gist GDPR Compliant?
- Gist Installation - Troubleshooting
- How does Gist compare with Crisp Chat?
- Can I customize the Gist Messenger?
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Moving to Gist
- Moving To Gist From Intercom
- Moving To Gist From ConvertKit
- Moving To Gist From Aweber
- Moving To Gist From Constant Contact
- Moving To Gist From Drip
- Moving To Gist From MailChimp
- Moving to Gist From Drift
- Moving to Gist From Calendly
- Moving To Gist From Olark
- Moving To Gist From Zendesk
- Moving To Gist From HubSpot
- Moving To Gist From ActiveCampaign
- Moving To Gist From Freshworks
- Moving To Gist From Klaviyo
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Webhooks
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Integrations
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
The Workflows Webinar
Welcome to the Webinar Replay. This half hour training serves as a great starting point for using Workflows inside your Gist account. I encourage you to watch the entire presentation. On the video player you have speed controls. Click on the gear...
By Jitta
Updated 17 days ago
