Welcome to the guide on establishing your new Gist workspace for marketing. This step-by-step manual is designed to assist you in creating a robust and efficient workspace for engaging and nurturing your customers effectively.

Set up your account

1. Install the Tracking Code (15 minutes)

Begin by embedding Gist's tracking code into your website to monitor visitor behavior and gather valuable insights.

You'll need:

  • Access to your codebase for adding the JavaScript snippet.
  • Your Gist tracking code.

Install Gist on your website or product

2. Invite Teammates (2+ minutes)

Collaborate efficiently by adding teammates to your workspace and assigning appropriate permissions.

You'll need:

  • Email addresses of your teammates.

Invite your teammates

Migrate existing contact data

1. Add contact properties (10+ minutes)

Customize your contact management by adding specific properties relevant to your business.

You'll need:

  • A list of desired contact properties.

Contact properties and data in Gist

2. Import contact data (10+ minutes)

Integrate existing user data into Gist for immediate communication capabilities.

You'll need:

  • A CSV file of user data or access to Mixpanel or Mailchimp.

Import your contacts and their data

3. Organize contacts using tags (5+ minutes)

Efficiently segment your contacts by applying relevant tags.

You'll need:

  • A clear understanding of needed tags.
  • Existing contact data in Gist.

Organize your contacts with tags

4. Filter contacts using segment builder (5+ minutes)

Create targeted groups of contacts for more focused marketing efforts.

You'll need:

  • Defined criteria for segmenting your contacts.

Create new contact segments

Prepare your sending domain

1. Be prepared for approvals (10+ minutes)

Ensure smooth approval processes by maintaining essential campaign documentation.

You'll need:

  • Past campaign reports.
  • Details on subscriber opt-in methods.

Approval process to activate email sending privileges

2. Authenticate your sending domain (10+ minutes)

Improve email deliverability by setting up SPF and DKIM for your domain.

You'll need:

  • Access to your domain's DNS settings.
  • Technical know-how or assistance for DNS configuration.

Send emails from your own domain

3. Warm up your domain

Enhance domain reputation and deliverability by strategically targeting engaged subscribers.

You'll need:

  • A list of engaged subscribers (recent sign-ups or active engages).

Setup an email sunset policy

Send your first campaign

1. Create an email campaign (10+ minutes)

Use Gist's drag-and-drop builder or import your own HTML to craft your first email campaign.

You'll need:

  • Campaign content and design.

Design emails with the visual email builder

2. Personalize your emails (5+ minutes)

Increase the relevance of your emails by using personalization tags for a more tailored approach.

You'll need:

  • None.

Personalize subject line and email content

Grow and manage your email list

1. Grow your list with signup forms (5+ minutes)

Leverage forms to gather essential customer information, crucial for personalized marketing efforts.

You'll need:

  • None.

Create your first Popup form

2. Set up an email preference center (10+ minutes)

Offer your customers a choice in the type of email content they receive, enhancing their engagement and satisfaction.

You'll need:

  • A list of different email content types you offer (e.g., newsletters, product updates, billing information).

Set up email subscription types

3. Explore email trends using insights (5+ minutes)

Gain insights into your email campaign's performance to continually refine your strategies.

You'll need:

  • None.

Review your email campaign reports

Set up an automated email journey

1. Explore Workflows (20+ minutes)

Automate your marketing processes by setting up workflows that trigger based on specific customer actions or behaviors.

You'll need:

  • None.

Create your first workflow

🎉 Congratulations! Your Gist workspace is now fully set up for marketing. You're equipped to engage with your customers effectively and nurture quality leads for your business. Remember, the key to successful marketing is continuous optimization and adaptation to your audience's needs and responses. Keep exploring Gist's features to maximize your marketing potential.