Gist Features

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Multi-Channel Inbox

Receive messages from leads and users wherever they are

Gist Messenger

Chat with people on your website, on mobile, and in your app

Plans: All Plans

Email channel

Forward emails from any address to your Gist Inbox.

Facebook

See and remply to Facebook messages in your Team Inbox

Twitter

See and remply to any Twitter DMs in your Team Inbox..

Team Inbox

One place to manage and respond to all conversations with leads and users

44+ languages supported

Localize Gist Messenger to work with multiple languages.

Plans: All Plans

Customer profiles

Know who you’re talking to – see their location, activity and more.

Plans: All Plans

Teams

Group teammates by expertise and assign conversations to them.

Plans: All Plans

Assigning

Quickly delegate a conversation to another User when you need help.

Plans: All Plans

Attach files

Attach files of up to 10mb to any outgoing messages.

Plans: All Plans

Collision detection

Real-time alert when people are viewing or replying to the same conversation.

Plans: All Plans

Desktop Notifications

Get notified of conversation activity with desktop browser notifications supported on Chrome, Firefox, and Safari.

Plans: All Plans

Email signatures

Add a personalized HTML signature to every reply.

Plans: All Plans

Open tracking

See whether your customer has viewed the message you've sent them.

Plans: All Plans

iOS, iPad OS and Android apps

Check in on your mailboxes, manage conversations, and collaborate with your team on your iPad or iPhone or any Android phone.

Plans: All Plans

Notes & Mentions

Loop in teammates in conversations and work together behind the scenes.

Plans: All Plans

Support history

Customers can access their support history and reply in Gist Messenger.

Plans: All Plans

Office hours

Filter reports and activate the auto reply based on your operating hours.

Plans: All Plans

Advanced search

Search all your data, add advanced filters and perform bulk actions all in one step.

Plans: All Plans

Chat Prompts

Create your own automated chat triggers to engage visitors, capture leads, and win customers.

Plans: All Plans

Automatic reply email

Create a confirmation message that is sent to customers as soon as their email is received.

Bulk actions

When viewing a folder, select up to 50 conversations and you can act on them all at once.

Tagging

Use tags to categorize conversations, monitor trends and trigger Workflows.

Message sneak peek

See what the visitors are typing in real time before they send it over.

Lead qualification profiles

Record and keep track of information from leads as you chat.

Live view

Know exactly who’s on your website in real-time and message them proactively.

Satisfaction ratings (coming soon)

Customers rate their support experience and you can view results in the reports.

Inbox Automation

Reduce time spent on redundant tasks

Saved replies

Reply to common questions faster with canned, personalized replies.

Plans: All Plans

Assignment rules

Automatically assign conversations based on company or user data.

Smart suggestions

Our bot intelligently suggests articles based on the questions people ask.

Custom Bots

Deploy useful bots that can assist with simple requests like surfacing relevant help documentation, routing inquiries to the right team, booking appointments, and more.

Lead qualification bot

Define the information you need and Operator will collect it for you.

Round robin assignment

Automatically assign conversations equally between available teammates.

Separate support and sales

Identify and route existing customers to support and new leads to sales.

Chat transcripts (coming soon)

Effortlessly send a downloadable transcript of your live chat conversation in a few clicks.

Live translate (coming soon)

Automatically translate messages between your leads and your team so you can speak any language fluently.

Actionable Insights (coming soon)

See your team’s performance and plan ahead

Response times

Set expectations by showing your average response time in the Messenger.

Conversation volume

Know how many conversations you’re having and when you’re busiest.

Team performance reports

See individual conversation volume, response time, revenue, and more Total leads.

Revenue reports

See revenue metrics overall, by message, landing page and bots.

Lead sources

Understand which messages generate the most leads.

Helpful Insights

Feedback loops to help you improve your content

Article reactions

Make it easy for customers to tell you if an article is helpful or not.

Rich feedback

Automatically collect feedback to understand how to improve articles.

Failed searches (coming soon)

See what people searched for but didn’t find to know what to write next.

Inbox Integration

Connect Knowledgebase and Inbox to scale your support

Article search

Quickly search your entire Help Center without leaving your team inbox.

Article sharing

Search articles when viewing a conversation and insert a link without leaving the Inbox.

Smart inbox suggestions (coming soon)

Our bot recommends articles for you to share in conversations.

One-on-one meetings

Supports 1-on-1 meetings where invitees schedule individual slots with you.

Plans: All Plans

Unlimited event types

Event types allow you to tailor your availability, meeting duration, location and more depending on the meeting and who’s scheduling with you.

Timezone detection

Timezone is automatically detected so the date and times are always expected the same.

Plans: All Plans

Availability control

Customize your availability at the times you like so invitees will see only available times defined by you.

Plans: All Plans

Works on all devices

No matter if it's phone, tablet or desktop, Gist is accessible from every device, anywhere.

Plans: All Plans

Control your branding

Take every opportunity to show your customers who you are. Highlight your brand on your scheduling page with custom color choices and logo placements.

Plans: All Plans

Easy to share

Share your meetings link anywhere or embed directly on your website.

Plans: All Plans

Buffer times

Build buffer time between meetings and require custom advance notice for bookings.

Plans: All Plans

Minimum scheduling notice

Avoid last minute meetings and give yourself enough time to prepare.

Plans: All Plans

Daily limits

Cap the number of meetings per day so you are not swamped.

Plans: All Plans

Website embed

Allow your customers to schedule directly from your website.

Plans: All Plans

Accelerate Your Sales Cycle

Ask discovery questions and use integrations to schedule web conferences

Pre-scheduling form

Capture quality information about a prospect using custom form questions. This saves you time and provides you with valuable context about your contact before the meeting.

Plans: All Plans

Multi-lingual scheduling page

Language of the scheduling page is automatically detected based on invitee locale. Supported languages are English, Italian, Polish, French, Swedish, German.

Plans: All Plans

Automated event notifications

Notifications of new meetings and cancellations are emailed automatically to you and your invitees, ensuring everyone stays in sync.

Plans: All Plans

Automated meetings

Qualify leads and schedule meetings using chatbots that work 24/7.

Customizable email notifications and reminders

Send custom emails with information that you determine your invitees need, when they need it.

Zapier integration

With Zapier you can instantly connect Gist with the apps you use every day, including Slack, Gmail, Google Sheets, InfusionSoft, MailChimp and hundreds more.

Zoom integration

The Gist Zoom integration automates your clients' booking by generating a unique video conference link for every meeting.

Metrics & Reports (coming soon)

Added support for UTM parameters to track the source of your leads. Pull reports on your scheduled invitees by source, campaign, event type, time-period and more.

Track

Understand how visitors are interacting with your website in real time.

Anonymous visitor tracking

Gist seamlessly stitches together anonymous and known visitor data to generate more consistent cross-device experience.

Plans: All Plans

Repeat visitor tracking (cross-domain)

Ability to track anonymous users using cookies to tailor campaigns toward repeat or specific (like pricing) page views on and across domains.

Plans: All Plans

Custom events

Ability to create custom events based on user actions.

Plans: All Plans

UTM tracking

Comes with out-of-the-box UTM tracking.

Plans: All Plans

Geo-tracking

Automatically capture your contacts location for geo targeted campaigns.

Plans: All Plans

Automatic event tracking

Our JavaScript snippet automatically captures every click and page view.

Point-and-Click Editor

Event Visualizer allows you to codelessly track any button or link click on your website.

Profiles

Understand who they are and every interaction they’ve had with your business

Activity timeline

See a chronological timeline view into every customer's engagement with your business.

Plans: All Plans

Smart fields

Segment prospects using smart fields such as "last contacted" and "last seen" date.

Plans: All Plans

Custom properties

Create custom properties to store virtually any kind of data in Contacts. Add and edit data right inside Gist.

Plans: All Plans

Custom tags

Users can be tagged, searched and messaged based on custom created tag information.

Plans: All Plans

Time zone detection

Timezone is recorded by gathering information on IP based on form submit or email open.

Plans: All Plans

Attribution

Track the entire customer lifecycle to see where your customers come from.

Increment custom field values

Ability to increment a custom field value (such as adding the $ amount a subscriber has spent).

Company/contact sync (coming soon)

Automatically sync contacts with companies using a website provided by the contact or company email address.

Contact Management

Everything to add, edit, organize, and clean your list

Saved segments

Ability to save a segment of users based on event, tag or customer field information for easy messaging.

Plans: All Plans

List pruning

Interface to prune subscribers which may help increase deliverability and decrease cost.

Plans: All Plans

Bulk edit contacts

Ability to make adjustments to tags and other global information to a segment of users.

Plans: All Plans

CSV Imports

Hit the ground running and import your customer attributes and actions using Gist's CSV import tools.

Plans: All Plans

CSV Export

Perform custom analysis by exporting your reporting data to a CSV or Excel file.

Plans: All Plans

Email Marketing

World class email marketing + marketing automation

Easy editor

Create templates in moments without needing code or find templates in the marketplace that have performed well for other businesses.

Plans: All Plans

Broadcast emails

Sometimes you need to talk to everyone at once. Send one-time email campaigns to anyone on your list.

Plans: All Plans

Triggered emails

Trigger emails based on purchase. Or site visits. Or engagement. Automatically send emails when your contacts are most interested.

Email autoresponders

Get in touch right away. Send welcome emails, start a welcome series, or deliver lead magnets automatically.

Scheduled emails

Schedule emails for a specific date and time. Perfect for events, holidays, birthdays, and sales teams.

Targeted emails

Make sure the right message gets to the right person. Group your audience into segments based on practically any information you have.

Plans: All Plans

Email builder (HTML/CSS)

Email editing features allow you to customize HTML/CSS either through the use of a tab or within a split plane view.

Plans: All Plans

CTA button insertion

Ability to easily insert a trackable CTA button without significant need to modify HTML/CSS.

Plans: All Plans

Email preview

Preview how an email appears across web/other devices and as a particular subscriber to test personalization features.

Plans: All Plans

Test emails

Send a test email to one or more email addresses.

Plans: All Plans

Simple email templates

Ability to quickly launch an email campaign without significant design changes that work well across multiple devices.

Plans: All Plans

Managed deliverability

Have deliverability taken care of, so you reach as many people as possible.

Plans: All Plans

Mobile optimized

Make emails look as good on mobile as they do on desktop.

Plans: All Plans

Free image hosting

Upload unlimited images for your emails and campaigns.

Plans: All Plans

Personalization

From the sender to the message to your call-to-action buttons, you can personalize nearly every part of your emails with Gist based on what you know about each contact

Plans: All Plans

Conditional content

Dynamically change your email content, including images, text and CTAs based on the recipient’s past behavior and patterned interests.

Plans: All Plans

Link click automation

Add tags, get notifications, or subscribe to campaigns, the second an email link is clicked.

Delivery windows

Choose what days and times to schedule a digest so your emails reach your audience right when they expect them.

Unlimited sender emails

Use different email sender name and email address to differentiate between your email newsletters and sales campaigns. Alternatively, you can manage different businesses in one account.

Manage HTML templates

Upload, organise and edit your fully responsive email designs and reuse them in all of your campaigns.

Automatically resend to non-openers

Increase your open rates by up to 50% by resending your email broadcasts to non-openers with a different email subject line.

Dedicated IP

Establish and maintain your own email sending reputation and enhanced deliverability with a dedicated IP for sending all transactional messages.

Full email analytics

Track the performance of your campaigns with a day-by-day breakdown of emails delivered, clicks, opens, bounces, and more.

Double opt in customization

Choose whether your subscribers can single opt-in or need to double opt-in to your list.

Custom unsubscribe

Ability to set emails to include an unsubscribe link from individual campaigns an entire account or remove an unsubscribe option.

Simple automation rules

If you’re not looking to create a whole funnel, you can still create individual automation rules with a simple “if this, then that” functionality.

Notification emails

Let automation nurture your leads, then notify you at the perfect moment to follow up.

Audience targeting

Target leads and users based on events, sessions, or features used.

Goal tracking

Set a goal and easily track the success of your workflow.

Insights

Monitor the performance of your workflow and quickly identify opportunities for optimization.

Split action (coming soon)

Find your top performing automations by testing your automations and email funnels against. each other

Lead scoring (coming soon)

Find your most engaged contacts and offer them exactly what they want.

Form Builder

Build responsive forms fast, using our powerful builder, without relying on designers or developers

Responsive drag & drop visual builder (coming soon)

Creating a new form is as simple as dragging and dropping fields into place. Easily add labels and stylize your form in Gist.

Plans: All Plans

Multi-step forms (coming soon)

Collect more data and drive sales by creating multi-step forms.

Plans: All Plans

Fully-customizable templates

Launch faster with our templates or create your own form to streamline your workflow.

Plans: All Plans

Trigger email automations

Capture lead data and segment contacts by triggering automations within Gist.

Plans: All Plans

Create Personalized Experiences

Personalize their journey based on interests, purchase history, lifecycle stage and more

Prospect tracking

Know which companies are visiting your website even before they fill out a form. When they do convert, automatically associate them with their past actions.

Plans: All Plans

Merge tags & text replacement

Personalize messaging with merge tags for contact info, custom fields and URL data.

Plans: All Plans

Skip the right visitors to the right steps

Skip visitors to the right step based on previous responses, contact segments and more.

Plans: All Plans

Profile visitors over time with smart forms (coming soon)

Never ask for the same info twice using forms that profile visitors across multiple steps and visits.

Plans: All Plans

Launch Faster

Whatever campaign you’re launching next, Gist has templates to help you get launched faster

Full Screen Welcome Gate

Create full-screen call to actions that instantly boost conversions.

Plans: All Plans

Slide-in Scroll Boxes

Guide your site visitors to take specific actions.

Plans: All Plans

Floating Bars

Announce new features or promo offers and drive sales.

Plans: All Plans

Popups

Generate more leads by engaging visitors at the right moment.

Plans: All Plans

Inline Campaigns

Offer content upgrades within blog posts & content heavy pages.

Plans: All Plans

Control the Design

Customize the look and feel of your forms

Custom fonts

Stay on brand with our hand picked selection of the best most beautiful fonts from Google.

Plans: All Plans

Custom CSS

Imagine it. Build it. There are no limits to what you can do with Gist!

Plans: All Plans

Custom success messages

Craft your own custom conversion success overlay whenever you convert a new visitor into a subscriber. You can even include HTML in this message to encourage people to take further action, such as Like your Facebook page or follow your Twitter profile.

Plans: All Plans

Success redirects

Send your visitors to a custom landing page or specific URL once they have successfully opted into your form.

Plans: All Plans

26+ animations

Choose from 26+ attention-grabbing animation and sound effects.

Plans: All Plans

Launch Targeted Campaigns

Promote the right campaign to the right visitors

Visitor segment targeting

Target visitor segments based on page URLs, their visit history, referral source and more.

Plans: All Plans

Contact segment targeting

Target your email subscriber segments on your site by tags, lists, custom fields and more.

Plans: All Plans

Site placement targeting

Position popups and sticky bars. Dynamically display embedded forms in designated areas.

Plans: All Plans

Embed forms anywhere

Add forms to your landing pages easily, by copy & pasting the code onto your website to use Gist forms anywhere.

Plans: All Plans

Timed display control

Show your campaign at the right time to boost conversions.

Plans: All Plans

Inactive display control

Target inactive visitors and convert them into subscribers.

Plans: All Plans

Scroll trigger

Only show campaigns after the user has scrolled X% of the page.

Plans: All Plans

Exit intent trigger

Recover abandoning visitors into subscribers and customers.

Plans: All Plans

Campaign scheduling

Run time-sensitive campaigns during specific dates and times.

Plans: All Plans

Referrer detection

Show targeted messages based on where the user is coming from.

Plans: All Plans

Page-level targeting

Customize your campaigns based on the page or section of your website.

Plans: All Plans

Geo-location targeting

Personalize campaigns based on visitor's location.

Plans: All Plans

Cookie retargeting

Fine-tune your personalization with custom cookie retargeting.

Plans: All Plans

Device-based targeting

Create unique campaigns for desktop, tablets, and mobile devices.

Plans: All Plans

AdBlock detection

Recover adblock revenue with targeted messages.

Plans: All Plans

Success tracking scripts

Setup retargeting pixel based on campaign interaction to boost ROI.

Plans: All Plans

UTM campaign targeting

Target and show your campaigns based on specific UTM parameters or any other query parameter in your URL.

Plans: All Plans

Advanced Analytics

See which page or campaigns converting the best so you can improve your lead generation strategies.

Plans: All Plans

Additional Features

More Gist settings and management options

Invite your team members

Invite admins & collaborator users to get your entire team collaborating together.

Plans: All Plans

Manage your clients

Invite your clients to the websites you choose, so they can see reports and make edits to campaigns.

Plans: All Plans

Manage multiple websites

Manage multiple "website" separated as workspaces. Each website has its own campaigns, integrations and contacts.

Plans: All Plans

Javascript API

Customize and control your Gist Messenger with code.

Plans: All Plans

30+ apps & integrations

Connect Gist to other web services your business depends on.

Webhooks

Instant notification of activity in Gist.

Migration services

We’ll migrate your automations, emails, forms, and contacts from any ESP for free.

Security

We've worked hard to make Gist secure and reliable so your business can rely on us.

99.99% uptime

We understand how important reliability is to your business.

Plans: All Plans

GDPR compliance

Gist complies with the EU's data protection laws.

Plans: All Plans

HIPAA compliance

Storing protected health information (PHI) is A-OK in Gist.

Plans: All Plans

Independently Tested

We contract with security researchers and pen testers to discover security vulnerabilities.

Plans: All Plans

SSL & TLS (email) encryption

Bank-level security protects all your company data.

Plans: All Plans

Privacy Shield compliant

Adhering to the industry standard best practices with regard to your privacy.

Plans: All Plans