Tag a contact in Gist when an EDD payment is complete
When an EDD payment is complete
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.
Easy Digital Downloads → GistEvents and actions
Use Easy Digital Downloads events to automate Gist
Choose an event from Easy Digital Downloads 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.
Add a subscriber to a Campaign in Gist when an EDD payment is abandoned
- When an EDD payment is abandoned
- Add a subscriber to a Campaign in Gist
Add a subscriber to a Form in Gist when an EDD download is bought or refunded
- When an EDD download is bought or refunded
- Add a subscriber to a Form in Gist
Create or update a subscriber in Gist when an EDD download is deleted
- When an EDD download is deleted
- Create or update a subscriber 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
Easy Digital Downloads events
Orders
9 events
View events
- When an EDD order is created
- When an EDD payment is pending
- When an EDD payment is processing
- When an EDD payment is complete
- When an EDD payment is refunded
- When an EDD payment is partially refunded
- When an EDD payment is revoked
- When an EDD payment fails
- When an EDD payment is abandoned
Customers
1 event
- When an EDD customer is created
Email Addresses
1 event
- When an EDD email address is added to a customer
Discounts
6 events
View events
- When an EDD discount code is created
- When an EDD discount code is used
- When an EDD discount code is activated
- When an EDD discount is de-activated
- When an EDD discount expires
- When an EDD discount is deleted
Downloads
3 events
View events
- When an EDD download is created
- When an EDD download is bought or refunded
- When an EDD download is deleted
About this connection
How the two tools fit together
Easy Digital Downloads: Add a newsletter subscription checkbox to your EDD checkout form or automatically add new EDD customers to your newsletter or CRM.
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 Easy Digital Downloads 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 Easy Digital Downloads and Gist with Noptin
- Install the free Noptin plugin on your WordPress site.
- Activate your Noptin license, then install the Noptin add-on for Gist from Noptin → Extensions. How to activate your license.
- Install and set up Easy Digital Downloads on your WordPress site. Connect Gist in Noptin using the account or server details requested in its settings.
How to install the Noptin newsletter plugin
Put it together
Set up the automation in WordPress
- Choose an event from Easy Digital Downloads 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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