Contact Management

Tracking your leads and customers in Gist for better relationships.

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 calls-to-action to identified contacts based on who they are,...

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By Jitta

updated about 1 year 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 they no longer meet the conditions. For example, you...

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By Jitta

updated over 1 year 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 right from the contacts dashboard. You can use any...

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By Jitta

updated over 1 year 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 them into contact groups effectively. Tags help you...

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By Jitta

updated over 1 year 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 does not matter if you choose to use spaces or not...

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By Jitta

updated over 1 year 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 contact properties which you can use to group...

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By Jitta

updated over 1 year 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 unhide a segment any time you want, but you cannot...

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By Jitta

updated over 1 year 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 have certain requirements all Gist users must...

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By Jitta

updated over 1 year 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 campaigns. A segment is a group of people filtered based...

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By Jitta

updated over 1 year 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 (like Adblock, uBlock, Ghostery, etc.) automatically...

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By Jitta

updated over 1 year 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 automatically save your preferences against your...

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By Jitta

updated over 1 year 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 4-minute video will highlight all of the features...

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By Jitta

updated over 1 year ago

Track, filter & segment your contacts

Import your contacts and their data

Common questions