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...
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updated 2 months ago
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...
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updated 2 months ago
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...
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updated 2 months ago
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...
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updated 2 months ago
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...
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updated 2 months ago
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...
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updated 2 months ago
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...
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updated 2 months ago
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...
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updated 2 months ago
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...
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updated 2 months ago
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...
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updated 2 months ago
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...
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updated 2 months ago
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...
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updated 2 months ago
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...
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updated 2 months ago
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...
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updated 2 months ago
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...
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updated 2 months ago
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...
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updated 2 months ago
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.
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updated 2 months ago
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...
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updated 2 months ago
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...
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updated 2 months ago
Create filters for dates in the future
Using Gist, it is easy to create filters for dates in the future.Gist's user properties contain filters that will allow you to search for data related to future dates. Just select the filter 'more than x days in the future' or 'less than x days in...
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updated 2 months ago
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...
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updated 2 months ago
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...
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