Gist

SegMetrics gives you the ability to analyze your Gist performance and connect it to other data sources. With that information, you can easily segment data into your leads, find automation triggers that convert to customers, understand where your most valuable leads are coming from, and more!

Connect Gist to SegMetrics

SegMetrics imports your contacts, custom fields, tags, orders and more directly from Gist. SegMetrics stays up to date with the most recent information in your Gist account.

1. Access Integrations

• Click on the gear icon in the top right corner and then click "Integrations"

2. Select Gist

• On the Integrations page, select the CRM list and click Connect next to Gis

3. Enter API Key

• This opens the Activation window where you'll enter your API key
• To get your API Key, go to your Integration Settings in Gist
• Paste the key in the activation window

Historical Data: When you connect Gist, all historical data from your account is synced. SegMetrics stores this data in its own database to accumulate more information over time for comprehensive reporting.

Connect Payment Information to Gist Contacts

When you connect your payment integration, SegMetrics automatically connects contacts in your Gist account by matching email addresses between the processor and Gist contacts.

You can check SegMetrics' list of native revenue integrations to see which payment processors are supported.

Pro Tip: Use whichever payment processor can act as your single source of truth for the most accurate data connections.

Frequently Asked Questions

Q: What time zone is Gist data synced in?

A: Gist data is synced in UTC. SegMetrics reports on your data based on the timezone you set in your Account Settings.

Q: How do I set up email links to get click rates from Gist emails?

A: Add the Contact's ID to your link: seg_cid={{ subscriber.id }}. Example: http://example.com/?seg_cid={{ subscriber.id }}. This tells SegMetrics who is visiting the page, even from different devices. See our Improving Tracking Fidelity guide for more details.

Q: Do I need the tracking pixel to get data from my Gist account?

A: You need SegMetrics tracking pixel to provide data about which specific links were clicked for ads, email broadcasts, or campaigns.

Q: How do I create reports on client invoices and sales from Gist?

A: For invoice-based clients, use a funnel report where you can set each step a client takes through the process (sales call, signup, invoice, payments, etc.).

Q: How much historical data is synced when first connecting?

A: All historical data from your Gist account is synced when you first connect. SegMetrics continues to accumulate more data over time as syncs occur.

Still need help? Contact our support team.