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 calls-to-action to identified contacts based on who they are,...
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 they no longer meet the conditions. For example, you...
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 right from the contacts dashboard. You can use any...
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 them into contact groups effectively. Tags help you...
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 does not matter if you choose to use spaces or not ...
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 contact properties which you can use to group conta...
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 unhide a segment any time you want, but you cannot ...
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 have certain requirements all Gist users must follo...
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 campaigns. A segment is a group of people filtered based...
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 (like Adblock, uBlock, Ghostery, etc.) automatically...
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 automatically save your preferences against your a...
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 4-minute video will highlight all of the features...
Track, filter & segment your contacts
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 lo...
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 ...
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 differ...
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 ...
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.
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 i...
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 ...
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 mess...
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 thes...
