Contact Management

Tracking your leads and customers in Gist for better relationships.

  • How to identify anonymous website visitors as contacts?
  • Create New Contact Segments
  • Pre-Built Contact Segments in Gist
  • Overview of Contact Tags
  • How do I import contacts with multiple tags?
  • Contact properties and data in Gist
  • Hide or Delete a Contact Segment
  • Requirements and Best Practices for Healthy Contacts List
  • Filter and segment your contacts
  • Why am I missing some contact data?
  • How can I customize the columns in the contacts table?
  • Using the Live View Feature

    • Track, filter & segment your contacts

  • Track conversions and page visits with UTM parameters

    • Import your contacts and their data

  • List of Default Contact Properties
  • Set up your import CSV file
  • Import your contacts and their data into your workspace
  • Troubleshooting issues while importing a CSV file
  • Assign an owner to your contacts

    • Common questions

  • Do I need to have an email address for all contacts?
  • What is user_id and why would I want to use it?
  • How do I see my recent imports?
  • How do visitors, leads, and users work in Gist?
  • What is a Unix timestamp and why is it needed?