Workflows

Setting up and using Workflows to welcome, onboard, engage and retain customer at scale.

Create Your First Workflow and Choose a Trigger

Gist now offers a complete Visual Workflow creator for you to control and manage your business. Using the New Workflow feature you can craft and implement Workflows that will do your Marketing tasks on autopilot! Here's how to get started: Step ...

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By Jitta

April 8, 2021

Create an automation rule

Using Automation Rules from Gist, you can now use simple “if this, then that” style rules to perform tasks. You can automate the most important but at the same time boring aspects of marketing with Gist.  You can move subscribers in and out of cam...

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By Jitta

September 22, 2022

Using Actions in Workflows

Once an individual has "triggered" the workflow, you'll want to add "Blocks". These are the things that will happen once the workflow begins. There are 7 types of blocks and this article will deal with the most extensive block — Actions. If you'd ...

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By Jitta

March 20, 2020

Decision, Parallel Path, Delay and Go to Action Blocks in Workflows

In this article, we'll quickly discuss 5 other "Block" types which can be utilized in Gist Workflows.  Decision Blocks Parallel Path Blocks Delay Blocks Go to Action Blocks Exit Blocks Blocks are the steps which your contacts will travel through w...

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By Jitta

March 20, 2020

Creating Goals in Workflows

Any number of Goals can be created in workflow Goal with delay component:  Goals immediately pull contacts out any delay they might be waiting at the time of achieving the goal. When a contact is first enrolled in a workflow, Gist checks if the co...

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By Jitta

March 20, 2020

Using Workflow Templates

Gist offers a large selection of pre-made workflows, including editable drafts of email content.To access the templates, click "Workflows" in the dropdown menu of the "Marketing" tab. There you'll see all available templates. You can also search t...

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By Jitta

October 16, 2019

Facebook Custom Audiences and Workflows

Below is a video tutorial for creating and using FB Custom audiences.Note: If Audience Size is too Low, You cannot remove users from that audience because it will result in a low audience size and may result in under-delivery or non-delivery of yo...

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By Jitta

September 19, 2019

How do I start a workflow on a date or time?

"Trigger on a particular date" trigger allows you to send emails and run automations on a particular date or time. This is a great way to set up an email sequence around key dates you might collect from customers and subscribers, such as: Birthday...

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By Jitta

January 30, 2020

Automation use case - Tag contacts automatically

Tags come in handy 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 attach a label or a piece o...

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By Jitta

April 8, 2021

Automation use case - Add contacts to drip campaigns automatically

You may already be running multiple drip campaigns for your subscribers and would like to add a subscriber to one or more email campaigns based on what they type of content they are interested in or what they are looking for on your website.  You ...

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By Jitta

April 8, 2021

Automation use case - Deleting contacts automatically

When a contact is deactivated or when they choose to remove their profile from your app or website, there is work needed to clean up your database, and remove all references to this contact in your app.  Having inactive contacts along with active ...

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By Jitta

April 8, 2021

How do I prevent contacts from being added to my workflow twice?

If your workflow has multiple triggers, it's possible for a contact to enter your workflow more than once at different times even though each trigger is set to enroll only once. To prevent this, you can: Add a "Decision" block right under your tri...

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By Jitta

April 8, 2021

Automation FAQ

Following are answers to some commonly asked questions regarding automation on Gist.What is a trigger?A trigger is an event or a precondition which when happens triggers an action from Gist. As of now, Gist has 10 triggers or events which happen w...

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By Jitta

April 8, 2021

Trigger Workflows using webhooks in third-party tools

Trigger using  Webhook is highly configurable and is great for automatically enrolling contacts into your workflows when an event happens in third party tools that you use. They are a straightforward and dependable way to build custom on-the-fly ...

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By Jitta

October 5, 2022