Contact Management

Tracking your leads and customers in Gist for better relationships.

How to identify anonymous website visitors as contacts?

Gist automatically identifies website visitors when they submit their email address in ANY form on your website, including Gist forms. You can also personalize your website by targeting...

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By Jitta

updated about 1 month ago

Create New Contact Segments

Segments  are dynamic lists of contacts that are automatically updated based on a set of conditions. Contacts will join the segment whenever they meet these conditions and leave the segment when...

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By Jitta

updated 6 months ago

Pre-Built Contact Segments in Gist

Segments are a great way to use your contact's behavioral data to send targeted emails to those contacts who have something in common. They allow you to quickly view a segment of your contact list...

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By Jitta

updated 6 months ago

Overview of Contact Tags

Tags are the most common criteria you will use 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...

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By Jitta

updated 6 months ago

How do I import contacts with multiple tags?

To import contacts with multiple tags, list those tags in a single column in your CSV file and separate them with a comma. Your single cell can look like this: TAG1 ,TAG2,TAG3 . In this case, it...

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By Jitta

updated 6 months ago

Contact properties and data in Gist

Contact data is important to create contact segments so you can send targeted messages and email campaigns to contacts based on their properties and behavior. Gist gives you an exhaustive list of...

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By Jitta

updated 6 months ago

Hide or Delete a Contact Segment

If you wish to remove contacts from a segment, you can do one of the following: Hide the respective contact segment from the People page Delete contacts from the contact segment Note that you can...

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By Jitta

updated 6 months ago

Requirements and Best Practices for Healthy Contacts List

Your marketing will generate the highest return on investment (ROI) when you take the time to build and maintain a healthy contact list. Gist has built-in tools to help you along the way. We also...

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By Jitta

updated 6 months ago

Filter and segment your contacts

Using Gist, you can filter contacts based on their standard or custom properties, and then segment them into groups. You can use contact segments to send specific targeted messages and email...

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By Jitta

updated 6 months ago

Why am I missing some contact data?

It is possible that some of your contacts are using some kind of ad-blockers or any other browser extensions to block JavaScript on your website. While Gist doesn’t provide ads, most ad-blockers...

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By Jitta

updated 6 months ago

How can I customize the columns in the contacts table?

You can customize columns in contacts table by adding or removing columns, change the order in which columns appear, and change the order in which data is sorted in tables. When updated, Gist will...

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By Jitta

updated 6 months ago

Using the Live View Feature

Gist's Live View (Beta) is live! See exactly where all of your visitors are where Gist is installed. Set up snippets or just send them a direct message — when you know they are looking!  This quick...

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By Jitta

updated 6 months ago

Import your contacts and their data

List of Default Contact Properties

This glossary is the full list of default properties that Gist automatically tracks and can be used both within Gist and our integrations. Included are the name of the property and a brief description.  Note: The "key" for each property is the...

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By Jitta

updated 6 months ago

Set up your import CSV file

\When you import contacts to Gist, you’ll match each column in your import file to a property in your Gist workspace. Certain types of fields, like email address and birthday, require a specific format to import correctly. In this article, you'll...

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By Jitta

updated 6 months ago

Import your contacts and their data into your workspace

If you're just starting out with Gist but have been doing email marketing for a while, you'll likely want to bring over your contacts from your previous ESP (email service provider) or CRM (customer relationship management). There are a few...

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By Jitta

updated 6 months ago

Troubleshooting issues while importing a CSV file

When importing records into Gist, you may encounter errors. You can  view the error details in the confirmation email to ensure that the import file was set up correctly.  Listed below are the most common reasons why your CSV import didn't upload...

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By Jitta

updated 6 months ago

Common questions

Do I need to have an email address for all contacts?

Yes, all contacts in your Gist account must have an email address.

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By Jitta

updated 6 months ago

What is user_id and why would I want to use it?

Tracking signups correctly is a key step in your marketing funnels and identifying those new users is important so their information is available to your marketing, sales and support teams.And a User ID is required to uniquely identify each user...

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By Jitta

updated 6 months ago

How do I see my recent imports?

You can access your recent imports from Settings > Import . This page will list all the previous imports that was performed in the workspace including which teammate imported it and when, how many contacts were successfully imported and how many...

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By Jitta

updated 6 months ago

How do visitors, leads, and users work in Gist?

You can use Gist to communicate with anyone who is on your website. You can send messages to your website visitors and logged out users using chat prompts, and convert them into users/members of your website. You can also send emails and chat...

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By Jitta

updated 6 months ago

What is a Unix timestamp and why is it needed?

For Gist to be able to distinguish new users from old ones, it is important to know when your existing users signed up.Gist tracks signup dates and times in the form of a Unix timestamp. Every modern programming language has ways to calculate...

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By Jitta

updated 6 months ago