Workflows

Everything you need to get started with Gist Workflows.

The Workflows Webinar

Welcome to the Webinar Replay. This half hour training serves as a great starting point for using Workflows inside your Gist account.  I encourage you to watch the entire presentation.  On the...

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By Jitta Rao

updated 11 months ago

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...

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By Jitta Rao

updated 7 months ago

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...

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By Jitta Rao

updated 7 months ago

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...

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By Jitta Rao

updated 7 months ago

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...

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By Jitta Rao

updated 7 months ago

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...

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By Jitta Rao

updated about 1 year ago

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...

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By Jitta Rao

updated about 1 year ago

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...

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By Jitta Rao

updated 9 months ago