Tag a contact in Gist when a donation is completed
When a donation is completed
Tag a subscriber in Gist
Choose the tag in the action settings. Turn on the create-new-contact option if the contact does not exist yet.
Charitable → GistEvents and actions
Use Charitable events to automate Gist
Choose an event from Charitable to start an automation, then choose from the Gist actions listed below. The action settings show what information you need to provide.
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Automations
Ways to connect these tools
These are examples. Available fields depend on the event and the choices on your site or connected account.
Create or update a subscriber in Gist when a donation is completed
- When a donation is completed
- Create or update a subscriber in Gist
Add a subscriber to a Form in Gist when a donation status changes
- When a donation status changes
- Add a subscriber to a Form in Gist
Add a subscriber to a Campaign in Gist when a donation status changes
- When a donation status changes
- Add a subscriber to a Campaign in Gist
Available in Noptin
Gist actions
Subscribers
2 actions
View actions
- Create or update a subscriber in Gist
- Remove a subscriber from Gist
Forms
1 action
- Add a subscriber to a Form in Gist
Tags
2 actions
View actions
- Tag a subscriber in Gist
- Remove a Tag from a subscriber in Gist
Campaigns
2 actions
View actions
- Add a subscriber to a Campaign in Gist
- Remove a subscriber from a Campaign in Gist
Available in Noptin
Charitable events and actions
Donations
2 events · 1 action
View events and actions
Events
- When a donation is completed
- When a donation status changes
Actions
- Change the status of a donation
Campaigns
2 actions
View actions
- Create or update a campaign
- Delete a Charitable campaign
About this connection
How the two tools fit together
Charitable: Fundraising and donation management for WordPress.
Gist: Gist is a customer engagement platform that combines live chat, email marketing, automation, and customer support tools to help businesses streamline their communication, improve customer experiences, and foster better relationships.
What information can you send?
Connect Gist, then fill in the contact details it asks for. The available fields depend on your account.
Available details depend on the Charitable event or action you choose and any fields configured on your site. Lists, tags, and custom fields depend on the connected Gist account and the audience selected.
Start here
Set up Charitable and Gist with Noptin
- Install the free Noptin plugin on your WordPress site.
- Activate your Noptin license, then install the Noptin add-on for Charitable and Gist from Noptin → Extensions. How to activate your license.
- Install and set up Charitable on your WordPress site. Connect Gist in Noptin using the account or server details requested in its settings.
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Put it together
Set up the automation in WordPress
- Choose an event from Charitable to start the automation.
- Choose an action from Gist in the list above and fill in its required settings.
- Match the details from the first step to the fields in the second. Run a test, then turn on the rule.
Follow the automation rules guide if you need help creating the rule.
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