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Marketing, Sales and Support — in one dashboard.
That’s been the focus here at Gist for a long time, the tool we want to create for businesses to give them one cohesive experience at every stage of the buyer journey.
And now it’s becoming a reality.
I get to go over every detail about the new Gist with you. If you’ve been a part of the beta, you’ve seen some of it.
The rest will be explained in this post.
But first, here’s a quick word from Jitta (Gist’s Founder):
“It’s a big day for Gist – we’ve redesigned Gist to be more modern, intuitive and easy to use, so you can provide your customers with an even better experience. You and your marketing and support teams will find a cleaner and more efficient layout, simplified navigation, and brand-new features to help you work faster.”— Raghavender Rao Jitta
And here’s a video, by Product Education Specialist Extraordinaire, Jamie Charles.
Let’s get into what’s new.
Important: All of the features you’ve come to know are still available.
Workflows are here!
Combining the power of our automation rules with a visual layout to ensure your segmentation is ready to rock.
The gif above is from me creating a “list cleanup” workflow. Feel free to watch it and see the overall…flow.
Now, let’s break down the individual elements of the new tool.
Hover over the “Marketing” tab at the top of the Gist dashboard and you’ll see “Workflows” as an option.
Click on it and you’ll be taken to the list of all of your workflows (which is likely none at this point).
Then, click “New Workflow” in the top right corner, give your workflow a name. Then, you’ll be taken to the workspace. (See screenshot below)
On the fresh workflow screen, you’ll see the ability to “Add new trigger”. Click this and “Add trigger”. (Notice next two screenshots.)
Next, a list of triggers will come up. I’ve created a gif (below) to show the triggers and how to add one.
Note: You can add multiple triggers to the beginning of your workflow.
Once you have a trigger(s) set up, it’s time to choose an element and start creating a path for your workflow.
There are six “blocks” to choose from.
Action: Send an email, apply a tag, subscribe to a campaign and many more options to add to your workflow.
Decision: Create a split in the path based on a yes/no scenario. For example, a “yes” is performing a certain event moves them to the next block in the path. A “no” exits the user from the campaign.
Fork: Helpful for when you need two blocks to happen at the same time. Perhaps apply a tag and subscribe a user to a campaign.
Delay: Set a delay for a number of hours/days before taking the next step on the path you’ve created.
Go to Action: Move users to other blocks on the path once they hit a certain step of the path.
Exit: Exit the user out of this automation.
To travel around your workflow, simply click and hold on a section of the workspace (that’s not a button). You can then, drag to move to the place you’d like to go.
There is also a miniature mockup in the lower left corner of the workspace to show you how the workflow looks.
Once you’re happy, click “Start Workflow” in the top right corner and it will be live!
Note: In order to create certain actions, you’ll need other elements of Gist. For example, if you’d like to start a campaign, a live campaign with active emails are required.
See more about who you’re speaking with and better enable those who will be speaking with them!
1Access Assigned, Mentions, Team or Teammate inboxes from the new side menu.
2 Snooze your conversations that are on hold to a specific day and time using our quick preset options or using the custom date and time picker.
3 The emojis you use most frequently are now listed at the top of the emoji picker for faster access. You can scroll through all emojis if you’re looking for something else.
4 Search and share GIFs using the new GIF picker in the team inbox and make conversations more fun and lively.
5 Search by keyword or tag in an Inbox or alternatively use your recent search history on mobile apps.
6 Sort by Oldest Conversations – no more constant reordering of your conversation list!
7 Set what properties you see alongside every conversation, or hide anything that clutters your view.
8See the three most recent conversations a contact has had with your team when you’re chatting to them in the team inbox.
9 Turn off/on the email collector that appears in the Messenger and can edit the message to set visitor expectations and encourages them to provide their email address.
10 You can now localize the In-app Messenger to the language of each user automatically.
11 You can turn off/on the ability for your users to include attachments in conversations
12 Now your team can quickly select a group of conversations in bulk and reassign them at once to keep your team’s inbox organized.
13Search through a contact’s details straight from the inbox and in their profiles.
14 You can now automatically assign conversations to available team members on a rotating basis, making it easy to fairly share leads or support queries between your team.
15 You can now control who can see the Messenger on your website by only displaying to specific visitors based on page or only to known contacts or anonymous visitors and more.
16 Choose specific trigger times for your Assistants so they only send when your team is able to reply. For example, you might only want to proactively message leads on your website during your business hours.
17 If you have a conversation with a Lead on your website and their email matches an existing User, the conversation will now automatically be merged with their User Profile the next time they log in.
18 You can click to add a Lead’s email address to their profile directly from a conversation. You can also add or edit an email address on a Lead’s profile.
19You can now tag messages from your users and organize their feedback with conversation tags.
20 We now automatically save drafts of replies and notes in conversations. If you click away from the page, the draft simply appears when you return.
21 You can now move your Messenger’s position to the left and can set your horizontal and vertical padding to 20px or higher.
The Contacts page is not just a list of your contacts, but a hub that allows you to modify and edit your list easily.
22You can now modify multiple contacts at once rather than one contact at a time.
23 You can now edit the default New, Active and Slipping Away segments as well as any segments you have created yourself.
24 You can now combine ‘and’ & ‘or’ rules in your Contacts filters, so it’s much easier and quicker to create powerful customer segments
25 We’ve made a further improvement on segment counts in the contact lists. The segment counts for all segments are calculated, stored and made available in real-time to all your teammates using Gist.
26You can now organize tags better by adding descriptions and make team collaboration much effective.
27 You can now export a specific segment of contacts and choose whether to export all their associated contact properties or only the displayed properties and it will export what you see on the contacts list – now you can get the just the users you’re looking for.
28 We’ve revamped the import flow and now you can control whether to update existing contacts or to import only new contacts, without updating information for existing contacts.
29 You can now tag multiple contacts at a time and save a ton of time.
Broadcasts, Drip Campaigns and Behavioral Emails are at your disposal to better nurture and serve your community.
30 You now have more granular insights into which specific links are driving the most engagement in your messages.
31You now have better control over who stays subscribed to your campaigns with entry and exit conditions.
32 Get access to better deliverability insights for emails and improved performance with the updated email reports. The new failed statistics for emails shows you who didn’t receive your message because they previously unsubscribed, marked a message as spam, or their email address bounced.
33 You can now use Delivery Windows to set specific hours and days for when a behavioral email should send.
34You can now create new custom email templates by duplicating Gist’s pre-made templates and customizing their appearance.
35 Now, you can duplicate campaigns and save a lot of time if you want to create a second version of a campaign with only slightly different messages, or entry and exit criteria.
36 You can now organize your Broadcasts into folders. If you have a large number of emails, whether sent, or in draft, this should make finding the right email a lot faster. For example, you could create separate folders for your announcements, sales, or blog newsletter emails.
37 When composing an email in Gist, you can now send test emails to multiple addresses.
38We’ve added a search bar to all email list to help you quickly find your sent, draft, and scheduled messages.
39 You can now duplicate behavioural emails so that you can copy an existing email and tweak the audience and content as you see fit.
40 Make it easier for customers to find answers with improved Articles search
41 Make your Knowledge base feel even more like an extension of your brand by customizing the text at the top of the homepage.
42 Now you can easily connect Google Analytics with your Knowledge base and understand your audience, see how they engage with your content, and learn more about your Knowledge base experience.
43Now you can add custom links and a message to the footer of your Knowledge base. Link back to your website, web app, and more so customers can get where they need to go faster.
44 You can now filter your contacts to target people based on if and when they last opened an email from you or clicked on a link inside an email you sent them.
45You can now choose a language for your Knowledge base, making it easier for your customers to navigate articles and get answers on their own.
46 You can add SEO and Open Graph meta data to each article and control how your articles are shown when sharing on social media and instant messaging platforms.
47 You now have the option to decide whether you want your Knowledge base to be crawled or displayed on Search engines.
48 The new Collections editor also gives you more control over your Collections and makes adding and ordering articles a smooth, simple process.
49 You now have the ability to control the order in which articles and collections appear on the homepage and collection pages in your knowledge base.
50Put your brand front and center on your Knowledge base with your own logo and favicon and by using your own color palette.
51 You can now subdivide longer collections into sections so customers can find what they need.
52 You can now restrict the trigger event for your rule by setting up criteria a given contact must match up with in order to trigger the rule.
53 You can add multiple triggers to an automation rule so that the same automation starts in multiple ways.
While these updates don’t have a specified section, they’re no less excited and useful to you.
54 You can now choose to receive desktop, mobile or email notifications for conversations that are assigned to you, assigned to a team you’re on, unassigned, or you’re mentioned in.
55Completely revamped UI with all new features added to shared team inbox available on both iOS and Android mobile apps.
56 We’ve made big improvements to Gist’s initial load time. The app should now load a lot faster when you log in.
57 We’ve reorganized the app settings screens to work better; it should now be easier to find where you need to go to configure Gist to better suit your needs.
58 You can now perform many bulk operations using the API at a significantly faster rate.
59We improved the new auto-save feature across the app by adding a”Saving/Saved”indicator to keep you fully in control.
60 You can now manage all of your notification preferences on a single page.
61 You can set up your meetings link to automatically send reminder emails to prospects 72 hours and 1 hour before your meeting, which will decrease no-shows and increase your productivity.
Note: Also, we have pushed a ton of minor fixes and performance improvements.
We’ve updated our docs website with lots of new and improved help content, video tutorials and a search feature to make answers easier to find. Check it out at https://docs.getgist.com
Another Note: Again, we haven’t removed any functionality with the new design – you’ll still have access to all of the features you had before.
These updates mark a very important moment in time for Gist.
But we’re not done yet.
There are a number of features and new additions the dev team is working on as I type these words.
We’re so excited about these updates — and those yet to be seen 🙂