How to Connect Convertful with Gist

With Convertful you can easily integrate your account with Gist and use widgets to grow and segment your mailing list. Just follow the guide below to set up Gist integration and set up relevant actions.

Connecting Integration #

In your site’s Integrations tab, add new integration by choosing Gist from the list. It will request your account Access Token which you can find in Settings, API and Integrations section by clicking the Access Token

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Fill in the Access Token and press the Connect button.

Default Settings #

Once Gist is connected, by default, each widget will automatically add subscribers with the default settings that you specify in the integrations’ settings.

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Note, that default settings are not mandatory and you can always specify custom tags manually for each specific widget while editing its button's actions.

Mapping Custom Fields #

We try to find the most relevant Gist custom field for every Convertful field automatically. But if you need to fine-tune which fields we should use, you can do this in the integration settings, by editing Custom Fields list:

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Actions #

When editing your widget's button, inside its settings you can see “On Submit Actions” / “On Click Actions” which you can use to perform actions provided by Gist integration: 

  • Create user with default settings
  • Add new tag to a user
  • Remove tag from a user
  • Update custom field

When updating custom fields you can send the dynamic data to the integration:

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Adding Subscribers to Gist Segments #

In Gist subscribers list, you can create segments based on custom field values and tags. 

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To add your new subscribers to the relevant segment, make sure you're using this segment's custom fields and values and relevant tags in your widget's button actions:

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Widgets Display Rules #

Once the integration is connected you’ll be able to use the new Show If targeting options in the widgets’ Display Rules:

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Identifying Visitors #

To target widgets by the integration’s data, Convertful needs to identify a visitor. This happens when either:

  1. The visitor submits his/her email address via one of your widgets.
  2. The visitor opens your site with the special conv_email tracking parameter that contains his/her email address.

So you can add the:

?conv_email={{ subscriber.email | default: ' '}}

to your Gist emails’ links, and when your subscribers open these links, they will be properly identified for targeting rules:

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In Convertful, Site > Subscribers section, you can view the synchronized custom fields for each of the identified subscribers.