Getting Started

Everything you need to know to install Gist and get started.

Setting up your workspace

Add, restrict and remove a teammate

Having more teammates on Gist helps you manage your sales, marketing, and customer communication efforts better and helps your entire team send out a uniform message to your website visitors and...

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By Jitta

updated over 1 year ago

Organize your teammates into teams

Teams are a great way for people from different departments in your business - support, sales, marketing, product, etc. - to work together in Gist. Having separate teams helps you assign customer...

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By Jitta

updated over 1 year ago

Setup your workspace branding

Setting up your branding in Gist makes sure your website visitors and customers feel completely at home on your product or website. This article will list out the various assets and settings that...

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By Jitta

updated over 1 year ago

Default roles and permissions

Gist allows you to designate different levels of access to different teammates. Here we will discuss what each role of the default roles mean, the permissions available for each, and how to change...

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By Jitta

updated about 1 year ago

Custom roles and permissions

As your team grows, there will be occasions when you will want certain users to not have access to certain data such as contact data, billing details, Messenger settings, and more, to reduce the...

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By Jitta

updated about 1 year ago

Roles and Permissions FAQs

Find answers and general information quickly about Roles & Permissions in Gist. Who owns a Gist workspace? We assign workspace "ownership" to the user who creates the workspace and we automatically...

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By Jitta

updated about 1 year ago

Installing the Gist Tracking Code

Install Gist on your website or product

It takes only a couple of minutes to install Gist on your website. Once installed, you’ll be able to engage and capture visitors as well as welcome, onboard, and support customers as they become...

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By Jitta

updated about 1 year ago

Install Gist on your WordPress site

NOTE: This guide is specific to installing Gist on your WordPress site. If your website is built on other platforms, we recommend checking the specific installation guide for step-by-step...

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By Jitta

updated over 1 year ago

Install Gist using Google Tag Manager

Rather than paste the Gist tracking code into the header area of your website, it’s possible to add the Gist tracking snippet to your Google Tag Manager. Google's "Tag Manager" tool is a great way...

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By Jitta

updated over 1 year ago

Send logged-in user data from your database or third-party tool

Imagine this scenario. A user logs into your app. Creates a conversation with your support team from the Messenger but chooses not to enter their email address. For whatever reason, closes the...

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By Jitta

updated 8 days ago

Install Gist in your Shopify Store

It's easy to track events in your Shopify store, using the Gist JavaScript code snippet. Here are the steps you need to do: 1. Copy the Gist JavaScript code from the Settings > General > Tracking...

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By Jitta

updated over 1 year ago

Install Gist on your Squarespace site

If you're already using Squarespace for your website, you can use Gist on it as long as you have a custom domain on Squarespace. That means, you cannot use Gist on your Squarespace website if the...

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By Jitta

updated over 1 year ago

Install Gist on your Wix site

If you have a Wix account with a custom, connected domain - you can install Gist on your Wix website. Gist can be installed on websites built with Wix via their "Tracking Tools & Analytics". It...

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By Jitta

updated over 1 year ago

Install Gist in your Kajabi website

It's easy to install and track your customers on Kajabi based websites, using the Gist JavaScript code snippet. Here are the steps you need to do: 1. Copy the Gist JavaScript code from the ...

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By Jitta

updated about 1 year ago

Install Gist in your Thinkific website

It's easy to install and track your customers on Thinkific based websites, using the Gist JavaScript code snippet. Here are the steps you need to do: 1. Copy the Gist JavaScript code from the ...

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By Jitta

updated about 1 year ago

Install Gist in your Genesis WordPress theme

You can install your Gist tracking snippet through the Genesis > Settings page in your WordPress dashboard in two easy steps. When you’re finished, click Save and you’re ready to start...

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By Jitta

updated over 1 year ago

Gist Installation - Troubleshooting FAQs

Installing Gist on your product or website is the most important part of your journey to get started. After following our installation guide , if the Gist Messenger doesn't appear on your site,...

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By Jitta

updated over 1 year ago

Common questions

Is Gist right for me?

Gist is a service-first CRM company that builds software designed to improve customer relationships. Our customers come in every shape and size. Small, medium and enterprise. In every industry. B2C...

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By Jitta

updated over 1 year ago

How do I sign up for a free trial of Gist?

Firstly, welcome! We're so glad you're here. Gist offers a 14-day full-featured free trial and at any time during the free trial, if you decide Gist isn't for you, you can cancel. Signing up is...

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By Jitta

updated over 1 year ago

Can I install Gist on multiple domains or subdomains?

Gist fully supports cross-domain tracking for subdomains. This means that as long as the same Tracking Code is installed on each of the subdomains you want to track, Gist tracking will work as...

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By Jitta

updated over 1 year ago

How do I transfer my workspace ownership?

When there is a transition of responsibilities in your organization or for any other reason, you can transfer the ownership of your workspace at any time. We’ve outlined how to transfer primary...

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By Jitta

updated over 1 year ago

Where can I find my workspace ID?

Your workspace ID is a unique code assigned to your workspace when you create it in Gist. There are two ways you can find your workspace ID. Option 1: Check the URL of any page you have open in...

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By Jitta

updated over 1 year ago

Which browsers are supported by Gist?

Gist is built to work on the most popular systems and browsers. A supported web browser is required for full functionality of Gist's features.We extensively test and support the following...

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By Jitta

updated over 1 year ago

What cookies does Gist set in a visitor's browser?

A cookie is a small piece of data that Gist sends from your website, stored in a web browser and downloaded to your computer or mobile device when you visit that website. The cookie is then sent...

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By Jitta

updated over 1 year ago

How do I turn Dark Mode on or off?

Dark mode helps make working in Gist easier on your eyes by using a darker, higher-contrast colour theme. You can turn on dark mode from your Gist workspace preferences, or sync dark mode in Gist...

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By Jitta

updated about 1 year ago

Is Gist GDPR Compliant?

Gist and GDPR Compliance As a company, we strive to be as transparent as we can about our business, and GDPR has provided us with an opportunity to help you understand how we use data shared by...

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By Jitta

updated 10 months ago

Is Gist HIPAA compliant?

No, we are not. Gist does not natively support HIPAA compliant data transmission. We do not offer any encryption or security measures surrounding message transmission beyond those included in the...

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By Jitta

updated over 1 year ago

How do I delete or close my workspace?

Maybe a workspace has outlived its usefulness, or you want to start fresh - or you're simply done with Gist (we'll try to be okay with that 🙃). Regardless, we want to make it straightforward for...

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By Jitta

updated over 1 year ago

How can I cancel my Gist subscription?

Thank you for using Gist. We understand that account cancellations do occur, and we offer a quick process for any cancellation request. In the event that you need to end your subscription with us,...

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By Jitta

updated over 1 year ago

How do I add my partner code to Gist?

A partner code is a unique code assigned to you after joining the Affiliate Partner program . It is used to track your referral submissions to ensure you get credit for all successful referrals....

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By Jitta

updated 8 days ago

About Gist's Refund Policy

We understand things don't always work out. If you do have to leave, we want what's best for you. For any reason, you are unhappy with your Gist purchase, we offer a 14-day money-back guarantee. If...

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By Jitta

updated over 1 year ago

Overview of the Gist Affiliate Program

In this article, you will learn about the Gist affiliate program. If you are promoting Gist, you will be able to review the Gist Affiliate Program here, to learn about required forms, affiliate...

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By Jitta

updated over 1 year ago

Agency Program pricing

The Agency Program allows you to purchase multiple Gist accounts at a discount and resell them for a profit with your additional value-added services. Agency Partners have a single billing profile...

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By Jitta

updated over 1 year ago

Check if tracking code is installed correctly

Sometimes, the installation may get delayed for a while, or you may not see the confirmation after clicking the 'Check Now' button. In that case, check if you're using a cache plugin on your...

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By Jitta

updated over 1 year ago

About Additional Charges

Depending on your plan tier and type, you may sometimes see additional charges on your monthly Gist bill. If you have a Marketing plan, this is based on the total contact count and email sends in...

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By Jitta

updated over 1 year ago