CustomerLabs + Gist (ConvertFox) Integration
Gist (formerly ConvertFox) is a customer engagement platform that combines live chat, behavioral email, and automation to help businesses communicate with customers at the right moment. Integrating CustomerLabs with Gist forwards unified user traits and behavioral events into the Gist workspace, enabling personalized on-site messaging and email workflows based on first-party customer data.
Authentication is handled via a Workspace ID retrieved from the Gist tracking code settings.
Prerequisites
Section titled “Prerequisites”- An active CustomerLabs account
- An active Gist account with access to Settings
Retrieving the Gist Workspace ID
Section titled “Retrieving the Gist Workspace ID”In your Gist account, navigate to Settings → Tracking & Events → Tracking Code. Locate and copy the Workspace ID from the tracking code snippet.
Configuring the Gist Destination in CustomerLabs
Section titled “Configuring the Gist Destination in CustomerLabs”Select the Destination
Section titled “Select the Destination”In CustomerLabs, navigate to Destinations from the home screen. Search for Gist (ConvertFox) and select it from the list.
Enter the Workspace ID
Section titled “Enter the Workspace ID”- In the pop-up screen, click Enable, then open Configuration Settings.
- Paste the Workspace ID copied from Gist into the designated field.
Configure the User Identify ID
Section titled “Configure the User Identify ID”In the User Identify ID field, select the identification method:
| Option | Behaviour |
|---|---|
| Default | CustomerLabs uses its default multi-point identification method to resolve user identity across sessions and devices. |
Specific field (e.g. email) | CustomerLabs identifies users exclusively by the selected field. Use this when a single canonical identifier is enforced across your stack. |
Save the Configuration
Section titled “Save the Configuration”Click Save Changes. The Gist destination is now active. CustomerLabs will begin forwarding user traits and behavioral events to your Gist workspace, where they will be available for live chat targeting, segmentation, and automated messaging.
Quick Reference
Section titled “Quick Reference”| Setting | Value |
|---|---|
| Auth Type | Workspace ID |
| Where to Get | Gist → Settings → Tracking & Events → Tracking Code |
| Where to Enter | CustomerLabs → Destinations → Gist (ConvertFox) → Configuration Settings |
| User Identify ID | Default (recommended) or a specific field such as email |