ConvertKit – What You Need To Know Now (June 2022)

ConvertKit is an easy-to-use marketing automation tool that is specialized in drip email campaigns with easy-to-create landing pages and forms.

Who Uses ConvertKit?

More than 400,000 people use ConvertKit for their drip marketing campaigns.

Who Should Use ConvertKit

ConvertKit is built for individual creators, ranging from across the following professions, to reach their audiences:

  • Authors
  • Bloggers
  • Podcasters
  • Musicians
  • Coaches
  • Solopreneurs
  • Photographers
  • Real Estate Agents

ConvertKit refers to its customers as creators, and, from the list above, you should be able to see why.

Note: If you are in the above role and have an audience of fewer than 300 followers, sign up for Free for ConvertKit now and follow along.  

Let’s build something special.

Getting Started With ConvertKit

When you first log in to ConvertKit you are taken to the home screen where you are presented with a summary of your efforts.

Your ConvertKit Home Screen

Yes, we have blurred out subscriber names and counts to protect the innocent. 🙂

The page, however, does a few things really well:

  • You can see on the right side that it takes you through an onboarding sequence to ensure you get up and running with the platform.
  • Along the bottom of the page, helpful video materials are provided.  
  • In the blurred-out areas, you see who has recently registered, and through what landing pages or forms.

ConvertKit does an incredible job providing educational materials everywhere you interact with them, this is a huge plus for their solution.

In ConvertKit, the forms and landing pages act as their own areas where you create your own lists of followers, your own messaging, and where drip campaigns are configured.

We’ll go through all of this now.

Getting Started – Creating Your First Landing Page

Note: You can follow the same basic guidelines for creating forms (like the one on our tech stack page), but we will go through the process with a landing page for those of you who are not planning on using the product with an existing website.

Under the Grow menu at the top of the screen, click on Landing Pages and Forms.

You’ll see a chart of subscriber growth at the top of the page and your existing landing pages and forms at the bottom.

Since this is your first time through, let’s click on the “+ Create New” button to get started. The CK Create new button

 

The user interface presents us with a logical question, whether to create a form or a landing page.

As noted, let’s click on the Landing page option.

At this point, with both options, you are presented with a list of categorized templates to choose from — dozens of templates.

A list of ConvertKit Landing Page Templates

For this walkthrough, we’ll create a newsletter sign-up page.

We don’t need to get fancy, so just choose the Abbey option shown above.

Opening the Abbey Template in the ConvertKit Editor

 

The Editor opens to a fairly simple editor, where you work in sections on the page.  You can click on the text, you can add components below each of the two columns, one on the right and one on the left.

The editor is a bit weaker than many others on the market, but the power of ConvertKit is the ease to construct drip emails.  The editor is acceptable but won’t wow you.

However, with that said, after spending 15-20 minutes, I updated the Abbey template to look like this.

Trust Enablement Landing Page built in ConvertKit

 

You can view the page “live” right here.

Let’s jump into the interesting part, our drip campaign.

Select the left arrow in the upper left-hand corner to return to the main screen, then click on the Automate menu and choose Visual Automations.

Your First Automation – Creating Your Email Drip Campaign

Since we don’t have any automation in place yet, the page is empty, let’s click on “+Create Automation” to get started.

The page refreshes to show us a list of starting points, from a blank canvas or using one of the pre-built automation templates.

I prefer starting from scratch, so choose that option and the page now shows our starting point.

Building a new automation in ConvertKit

As you can see, there are several places where we can begin an automation sequence, from someone subscribing to a form, being assigned a tag, purchasing from us, and so on.

For this example, stick with “Joins a form”.

Click on the “Any form” dropdown and pick the landing page we just created.

My landing page was named “Newsletter” which is reflected below.

Your initial CK automation

The user interface is clean and simple, allowing you to focus on just what you need to do next.

Click on the plus sign just below the newsletter box.

What actions can I take when someone subscribes?

You are next asked what Action to take, and under the Condition tab, you can filter out subscribers based upon various filters, tags, and so forth.  This allows a large degree of customization which we won’t dive into in this walkthrough.

However, if you want us to add more to this, leave us a comment and we’d be happy to do so.

For now, simply choose “Email sequence”, enter a name, and click on Add Action.

The page refreshes to show the new step in the automation.  Simply click on the new step in the Automation UI to open up the email sequence editor.

Setting up our email sequenceAs you can see:

  • You can configure the timing of the email and determine when to push it live (Published).
  • You can set the email subject and body.
  • You can preview it in the browser or via an email test.
  • On the right side, click on the Add email button to build out your entire email sequence, setting timing as appropriate.

When you are done building out your emails, click on Settings in the menu.

The email sequence settings

As you can see, you can further customize the actions.

When done, click on Back to Content.

Get back to the main automation screen and push it live by using the Publish button.

Publish the new automation

 

That’s it for today.

What other areas should we explore next?

What other questions can we answer for you?

 

 

 

Product Updates

July 2022

New features added, including:

  • New creator profiles to support newsletter feeds.
  • Weekly account summary emails
  • Notifications for new sales and subscribers
  • And more

 

Around The Web

 

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FAQs

Where is ConvertKit’s Headquarters?

Boise, Idaho, United States

When was ConvertKit Founded?

ConvertKit was founded in 2013

Who is the CEO of ConvertKit?

Nathan Barry

Pricing

ConvertKit has one Free plan and two paid plans.  The numbers listed here are for up to 300 subscribers, and prices go up with more subscribers.

Free
 

For new creators building their list

Free for 300 subscribers

  • Unlimited landing pages
  • Unlimited forms
  • Unlimited email sending
  • Audience tagging and segmentation
  • Sell digital products & subscriptions
  • Community support
Creator

For growing creators automating their work

Starting at $9 /month
$108 billed annually for up to 300 subscribers

  • Unlimited landing pages
  • Unlimited forms
  • Unlimited email sending
  • Audience tagging and segmentation
  • Sell digital products & subscriptions
  • Live chat & email support
  • Free migration from another tool
  • Automated email sequences
  • Visual automation builders
  • Third-party integrations
  • One additional team member
Creator Pro

For established creators scaling their business

Starting at $25 /month
$290 billed annually for up to 300 subscribers

  • Unlimited landing pages
  • Unlimited forms
  • Unlimited email sending
  • Audience tagging and segmentation
  • Sell digital products & subscriptions
  • Priority live chat & email support
  • Free migration from another tool
  • Automated email sequences
  • Visual automation builders
  • Third-party integrations
  • Unlimited team members
  • Newsletter referral system
  • Subscriber scoring
  • Advanced reporting
  •  
ConvertKit Pricing

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