Pre-made visual workflows built for your business.

Gist's visual workflows are high-converting pre-made automations built for your business. Choose how people enter a workflow, then customize it to adapt to their every action.

Below is our roster of popular ecommerce marketing workflows. Click to install one (or many) in your own Gist account, and start using them for free today.

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New User Onboarding

Getting new users acclimated and using your products can be tough, especially when they’re coming from another solution. A well-defined onboarding process is needed in addition to the right content at the proper time. Gist’s New User Onboarding template is a framework of emails and...

SaaS

Grow Community

Building a community of loyal users is a great way to steady the ebb and flow of churn. Asking people to join, say your Facebook group, can take a lot of time. Creating banners and spreading the word will only go so far. With the...

SaaS

Ask for Referral

Referrals are often one of the largest sources of revenue for service-based businesses. But remembering to ask for them can be tricky when you’re working on deliverables. The Ask for Referral template is a great automated solution to this problem. This template is a series...

SaaS

Re-engagement Campaign

Sometimes users stop using your product. And sometimes those users like it, but need to be re-engaged before trying it again. Re-engaging your dormant users before they churn can dramatically improve revenue over a long enough period of time. This Re-engagement Campaign template is a...

SaaS

Credit Card Expiring

Perhaps the biggest problem to software profitability is churn. And one of the things that goes wrong is that a user’s payment method expires. Going through and manually contacting these users can be either a hassle — or impossible. Using the Credit Card Expiring template...

SaaS

Book a Call

Booking a call is vital to the success of so many businesses like yours. If a lead is ready to hop on the phone, they’re much more likely to use your services. Getting these calls booked comes with a number of problems. The Book a...

Agency

Ask for Referral

Referrals are often one of the largest sources of revenue for service-based businesses. But remembering to ask for them can be tricky when you’re working on deliverables. The Ask for Referral template is a great automated solution to this problem. This template is a series...

Agency

New Client Onboarding

Onboarding new clients in an agency is about getting what you need to do the job and properly setting the expectations of your new clients. Both can be accomplished with a mix of personal contact and email communication. The New Client Onboarding template is meant...

Agency

Survey Request

Sending surveys to clients is a useful way to keep the conversation moving. It can also yield useful information which can help you better perform you services in the future. The Survey Request template automatically asks your clients for feedback. To set up this template,...

Agency

Upsell

If someone is buying a product from a certain category, it’s likely they could want another item that compliments the one already in their cart. Although, if a customer leaves your site after purchasing a single item, it’s still possible to upsell or increase the...

E-Commerce

Build Community

Building a community of loyal customers is a great way to steady the ebb and flow of low sales. Asking people to join, say your Facebook group, can take a lot of time. Creating banners and spreading the word will only go so far. With...

E-Commerce

Chat Follow-Up

When someone starts a chat with you, it’s vital to follow have good follow-up. This can be as simple as asking them how their chat interaction was with your team. The Chat Follow-Up template will do just that. This template is already set up to...

E-Commerce

Build Community

Building a community of loyal fans is a great way to grow your business. Asking people to join, say your Facebook group, can take a lot of time. Spreading the word will only go so far and unless you put in the work, it won’t...

Publisher

Upsell

If someone is buying a product from you, it’s likely they could want another item that compliments the one already in their cart. Although, if a customer leaves your site after purchasing a single item, it’s still possible to upsell or increase the overall customer...

Publisher

Course Delivery

Delivering a course via a series of emails is a great way to attract new subscribers to your platform. These emails can either be written or video content and usually span a few days to a week in length. Gist’s Course Delivery template is a...

Publisher

Book Review

Getting reviews for your book usually means getting more exposure and sales. However, getting sales for your books doesn’t always equal more reviews. It takes effort to get readers to leave their thoughts on Amazon. The Book Review template is designed to help you automatically...

Publisher

Re-engagement Campaign

Sometimes people stop reading your content, opening your emails and visiting your site. And sometimes those contacts like everything, but need to be re-engaged before trying it again. Re-engaging your dormant readers before they leave for good can dramatically improve revenue over a long enough...

Publisher

Appointment Booking

The phone ringing at a service business is a great thing. With Gist, you can put those phone-in appointments, book more appointments right from your website and even send emails to get appointments right from a customer’s inbox. The Appointment Scheduling template is made to...

Home Services

Book an Estimate

Booking a call is vital to the success of so many businesses like yours. If a lead is ready to hop on the phone, they’re much more likely to use your services. Getting these calls booked comes with a number of problems. The Book a...

Home Services

Referral Request

Referrals are often one of the largest sources of revenue for service-based businesses. But remembering to ask for them can be tricky when you’re working on deliverables. The Ask for Referral template is a great automated solution to this problem. This template is a series...

Home Services

Maintenance Check-in

Many home services have times of the year which are great for business. Late Spring and Early Fall for HVAC businesses, come to mind. Others may depend on annual check-ups to generate extra business. The Maintenance Check-in template is here to help home services automate...

Home Services

Review Request

Getting positive reviews on third-party review sites can really accelerate business and give your shop a good name and reputation. Asking for the reviews in-person can be tricky. The customer has to remember the site to go to, and actually go there on their own...

Home Services

Second Visit

A customer is great. A repeat customer is better. Many of your customers will use your service for the first time, enjoy it, and never come back. Why? They weren’t asked. Gist’s Second Visit template helps you automatically send first time customers an offer in...

Consumer Services

Referral Request

Referrals are often one of the largest sources of revenue for service-based businesses. But remembering to ask for them can be tricky when you’re working on deliverables. The Ask for Referral template is a great automated solution to this problem. This template is a series...

Consumer Services

Review Request

Getting positive reviews on third-party review sites can really accelerate business and give your shop a good name and reputation. Asking for the reviews in-person can be tricky. The customer has to remember the site to go to, and actually go there on their own...

Consumer Services

Build Community

Building a community of loyal customers is a great way to steady the ebb and flow of a consumer-based business. Asking people to join, say your Facebook group, can take a lot of time. Creating signs and spreading the word will only go so far....

Consumer Services

Appointment Scheduling

The phone ringing at a service business is a great thing. With Gist, you can put those phone-in appointments, book more appointments right from your website and even send emails to get appointments right from a customer’s inbox. The Appointment Scheduling template is made to...

Consumer Services

Appointment Reminder

When someone books an appointment, especially several days or weeks out, anything can happen. Using Gist’s Meeting Scheduler is a great way to add it to a unified calendar in your business — and it can put the appointment on your customer’s calendar too! This...

Consumer Services

Book a Call

Booking a call is vital to the success of so many businesses like yours. If a lead is ready to hop on the phone, they’re much more likely to use your services. Getting these calls booked comes with a number of problems. The Book a...

Business Services

New Client Onboarding

Onboarding new clients in a service business is about getting what you need to do the job and properly setting the expectations of your new clients. Both can be accomplished with a mix of personal contact and email communication. The New Client Onboarding template is...

Business Services

Ask for Referral

Referrals are often one of the largest sources of revenue for service-based businesses. But remembering to ask for them can be tricky when you’re working on deliverables. The Ask for Referral template is a great automated solution to this problem. This template is a series...

Business Services

Survey Request

Sending surveys to clients is a useful way to keep the conversation moving. It can also yield useful information which can help you better perform you services in the future. The Survey Request template automatically asks your clients for feedback. To set up this template,...

Business Services

Lead Scoring Version One

Using a lead score system is a common way to understand when a lead is seriously thinking about your solution. Gist allows for you to create a lead scoring system based upon any property, event or tag you can imagine. This Lead Scoring template will...

ALL VERTICALS

Add to Facebook Custom Audience

Adding leads to a Facebook Custom Audience is incredibly valuable for creating a tailored ad experience based on the interests and qualities of your audience. You can send hyper-targeted images and copy to a group of leads you know. Gist’s Facebook Custom Audience allows you...

ALL VERTICALS

Remove from Facebook Custom Audience

Adding leads to a Facebook Custom Audience is incredibly valuable for creating a tailored ad experience based on the interests and qualities of your audience. But sometimes leads meet the goals of your ad campaign (by becoming a customer, for instance). Going through and removing...

ALL VERTICALS

Content Offer

When someone fills out an opt-in form, it’s likely because of a piece of content you’ve promised to send them. These “lead magnets” are great for building your email list at a fast rate. The Content Offer template allows for you to quickly automate sending...

ALL VERTICALS

Birthday/Anniversary Offer

Sending a quick note, or even a special offer, on a customer’s birthday or anniversary can make a world of difference. This one gesture can influence repeat buyers or simply cause clients to become raving fans. This Birthday/Anniversary Offer template will automatically trigger based on...

ALL VERTICALS

Apply Interest Tags

The ability to tag visitors and contacts by their interests can dramatically improve your overall conversion rate, help you tailor content and create custom offers for your leads. The Apply Interest Tags template is a simple, yet effective look at how to automatically tag your...

ALL VERTICALS

Lead Nurturing Funnel

Once a contact has given you their email, it’s up to you to keep the conversation going. Sending regular emails is perhaps the best way to keep in touch. The Lead Nurturing Funnel template is designed to move your leads towards the end goal you’d...

ALL VERTICALS

Lead Scoring Version Two

Using a lead score system is a common way to understand when a lead is seriously thinking about your solution. Gist allows for you to create a lead scoring system based upon any property, event or tag you can imagine. This Lead Scoring template will...

ALL VERTICALS

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