Workflows
Everything you need to get started with Gist Workflows.
5 articles in the collection
Collections
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Getting Started
- Getting Started - Install Gist
- Setup Your First Live Chat
- Send Your First Broadcast Email
- Create Your First Workflow and Choose a Trigger
- Setup Your First Marketing Automation
- Setup Your First Chat Bot!
- Book Your First Meeting with Gist
- Create Your first Lead Form
- Set Up Your Knowledge Base
- Install Gist using Google Tag Manager
- Install Gist on your WordPress site
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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 your contacts and their data into your workspace
- 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 Shared Team Email Addresses
- Using the Live View Feature
- Enabling Message Sneak-Peek for Live Chat
- Setting Up Your Qualification Bot
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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 Behavioral Emails
- Setup behavioral emails on Gist
- Behavioral email 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 do I resend a broadcast email to non-openers?
- Track Email Stats Using The Email Dashboard
- How do I 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
- Introduction to Liquid Tags and Dynamic Content in Emails
- Creating HTML Email Templates in Gist
- Email Sunset Policy
- Overview of Tags
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Workflows
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Marketing Automation
- Introduction to Automation on Gist
- Automation FAQ
- Overview of Events
- Setup Your First Marketing Automation!
- Automation use case - Tag users automatically
- Automation use case - Add users to drip campaigns automatically
- Automation use case - Deleting users automatically
- Overview of Tags
- List of Default Contact Properties
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Event Tracking
- Introduction to Gist Event Tracking
- Contact properties and 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 project ID or workspace ID?
- What is user_id and why would I want to use it?
- 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 user data?
- How do I sign up for a free trial of Gist?
- 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
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 Rao
updated about 1 month ago
Create Your First Workflow and Choose a Trigger
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 Jitta Rao
updated about 1 month ago
Using Actions in Workflows
Once an individual has "triggered" the workflow, you'll want to add "Blocks". These are the things that will happen once the workflow begins. There are 7 types of blocks and this article will deal with the most extensive block — Actions.If you'd...
By Josh Slone
updated 8 days ago
Facebook Custom Audiences and Workflows
Below is a video tutorial for creating and using FB Custom audiences.Note: If Audience Size is too Low, You cannot remove users from that audience because it will result in a low audience size and may result in under-delivery or non-delivery of...
By Josh Slone
updated about 1 month ago
Using Workflow Templates
Gist offers a large selection of pre-made workflows, including editable drafts of email content.To access the templates, click "Workflows" in the dropdown menu of the "Marketing" tab. There you'll see all available templates. You can also search...
By Josh Slone
updated 6 days ago
