Item: Gist
Rating: 9
Author: Viktor Beall

Overall Satisfaction with Gist

Use Cases and Deployment Scope

For someone that needs user-friendly email automation for website visitors, especially if your website is built on WordPress, it works very well. Their simple and straight forward interface is critical for beginners and experts alike. However, do note like with any platform, that there is a learning curve, especially with some of the targeting features. We use the platform for website interactions on our website and it takes care of everything from emailing, collecting emails, chat, and tracking.

Pros and Cons

Pros

Ongoing monthly development cycles, with robust targeting.
Simplified interface, which has gotten simpler over time.

Cons

Opportunities exist with the chat feature.
No visual workflow for the email automation feature, but it's still user-friendly.

Return on Investment

Positive features with the fact that the tracking features allow you to identify anonymous visitors.
Email automation works fine, it seems like they force you to do 2-step authentication but maybe I just missed the setting.

Alternatives Considered

SendinBlue and ActiveCampaign

No two email and customer automation tools are the same. They each have their little advantages so it's hard to compare them all because they all have little strengths and weaknesses.
SendinBlue is a bit more visual - both with their visual workflow editor, and their email creation tool, they are cheaper, and has more integrations, and even more simplified. But Gist offers more options for targeting, has more lead-gen features, chat tools, and supports integrations which SendinBlue does not. ActiveCampaign is much more expensive, and also has some nifty features but it's questionable if they would have all of the features that Gist would have. They are so many tools out there at this point, the only way to be sure which one would fit would be to take their trial and try it out for yourself.

Other Software Used

SendPulse, UberConference, Privy

Likelihood to Recommend

I would say for anyone looking for a tool that helps them pull leads and sends emails, it's a great solution. They have more lead-grabbing features than most other tools. They also have support features like a knowledge base, and it's even built into the chat but we don't use it for that purpose.
If you're looking for a tool for visual email creation, it seems to be lacking in those features, but typically for b2b email automation that's not what you'd use it for. You can create a template, but you wouldn't be able to edit visual templates, so I would argue that this is a better tool for b2b purposes even though it integrates with sites like WordPress, WooCommerce and a host of others via direct and indirect integrations.

Comments

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Email automation that is going somewhere!